DRE Project Calls

Name	Length	Frequency	QFD Attendees	Client Attendees	Agenda

Name	Length	Frequency	QFD Attendees	Client Attendees	Agenda
Welcome Call	1HR	Once, Transitioning from Sales to Onboarding	Account Executive Project Manager DRE Manager	Sale Group/Client Account Executives Project Manager Business and Technology Team Leads	Close out the sales process Meet & Greet Introduce Onboarding Process & Experience Officially Transition from Sales to Onboarding
DRE Project Kick Off Review	1HR	Once, Post-Welcome Call	Project Manager DRE Manager	Project Manager Business and Technology Team Leads	Review Required Inputs Assign Responsibility to Required Inputs Establish a Required Inputs Timeline (Ideally not exceeding 8 Weeks) Kick Off DRE Initiatives for Go Live Action Intro DRE Process and Procedures
Governance Meeting	30-45MIN	Monthly	CRO EVP Manager of PMO PM	Executive(s) Project Sponsor PM	Overall Status Project Plan Review Actions & Next Steps Q&A
Tech Required Inputs Calls	30MIN	Weekly, During Required Inputs Stage	Project Manager Technology & Integration SME	Project Manager Technology Team	Deep Dive into Technology Required Inputs Answer Technology Related Questions
Business Required Inputs Calls	30MIN	Weekly, During Required Inputs Stage	Project Manager Product Consultant SME	Project Manager Business Team	Deep Dive into Business Required Inputs Answer Business Related Questions
DRE Project Operational Readiness Series	1HR	Weekly, During Implementation	Project Manager DRE Manager	Project Manager Operations Team	Review and determine DRE Process and Procedures Operational Readiness Preparations Answer Questions
Implementation Touchbase	30MIN	Weekly, During Implementation	Project Manager DRE Manager (as needed)	Project Manager As Needed: Technology Team Business Team	Overview of Implementation Being Worked by QFD Review Project Plan, dates and deliverables to ensure go live is safe Monitor Outstanding Objectives in Perspective of Timeline
System Demo	1HR	Once, Early Implementation	Training Specialist	Project Manager Fraud and Dispute Managers Training Team Interested Leadership	Opportunity to demo QFD processes to a wider audience.
QFD Claim Preparedness	30MIN	Once, Early Implementation	Training Specialist	Project Manager Claim Management Team Interested Leadership	By adding QFD, leaders and managers will need to plan for the change management process at their firm with their analysts.
Intake Training	1 - 1.5 HRS	Once, Mid-Implementation	Training Specialist	Project Manager Front office Team Testing Team	Know how the claim ID is created Understand how to create a fraud claim Understand how to create a non-fraud claim Know how to search for a claim Be familiar with the Case Status and Other Actions area
Back Office Review	90 MIN	Once, Prior to Go-Live	Project Manager DRE Manager Training Specialist	Project Manager Project Leaders Back office Team Operations Leadership	Work Distribution Pipeline Management Reporting Quality Routines
Go-Live Preparedness Trainings	2HR	Once, Prior to Go-Live	Training Specialist	Project Manager Trainers Leadership Reporting Users	Leadership Reporting (out of the box)
Communications Center Training	30MIN	Once, Prior to Go Live	Project Manager	Project Manager Business and Technology Team Leads	Introduce the Communication Center Transition Submitting Issues and Questions to the Center Establish post Go-live call cadence
Launch Preparation Call	30MIN	Daily for 1-2 weeks leading up to and following Go Live	Project Manager DRE Manager Client Success Manager	Project Manager Business and Technology Team Leads	Ensure Everyone has Login Capabilities Claims are occurring (or preparing to occur) in Production, which may be a staged process Quavo Certification Period Begins at Go Live
Transition Call	30MIN	Once, After Quavo Certification is Complete	Project Manager Client Success Manager DRE Manager Support Manager	Project Manager Post-Production Business and Technology Team Leads	Live Products Transition Fully from PM to CSM Quavo Certification Ends

DRE Project Calls

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Length

Frequency

QFD Attendees

Client Attendees

Agenda

Name

Length

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QFD Attendees

Client Attendees

Agenda