Alhuda

Takaful Management System

Salam Takaful Insurance – Nigeria

Project Deployment Plan

Prepared By: Sobia Majeed

Version: 1.0

Date: 02/10/2017

Project: Salam Takaful Insurance – Nigeria

Salam Takaful Insurance – Nigeria Deployment Plan

Table of Contents
Revision History.......................................................................................................................................... 3
1 Project Summary ................................................................................................................................. 4
2 Deployment Strategy ........................................................................................................................... 5
2.1 Implementation planning ............................................................................................................. 5
2.2 Software Installation ..................................................................................................................... 5
2.3 System Software / Hardware ...................................................................................................... 6
3 Training ................................................................................................................................................. 7
3.1 Training Participants .................................................................................................................... 7
3.2 Training Materials ......................................................................................................................... 7
3.3 High-Level Schedule .................................................................................................................... 7
4 Deliverable ............................................................................................................................................ 7
5. Approval…………………………………………………………………………………………………………………………………………...8

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Salam Takaful Insurance – Nigeria Deployment Plan

Revision History
Version Date Author Notes
Number
1.0 02/10/2017 Sobia Majeed First version

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Salam Takaful Insurance – Nigeria Deployment Plan

1 Project Summary
Alhuda Takaful Management System (ATMS) is a state-of-the-art web based RDBMS specifically
designed for the wide-ranging & diversified needs of the fast emerging Takaful industry. With
background domain knowledge provided by professionals from the three pertinent fields namely
Insurance, Takaful &Accounting, it has been designed and developed by experienced software specialists.
The system has the flexibility to be customized for adaptability for any regulatory and professional
environment.

Its user-friendly features enable it to be implemented in any business setup with relative ease requiring
minimal training and trial run duration.

ATMS is a complete integrated solution for general Takaful operations comprising of different modules.
Its comprehensive MIS reports provide the requisite underwriting, accounts, claims and operational
information. The solution has been developed using state-of-the art technology and runs on a variety of
technological platforms. It has been designed for usability across both a company’s intranet as well as
over the Internet via web-based portal, according to the deployment suitable for any organization.

Background:
ATMS is a complete integrated solution for general Takaful operations comprising of different
modules. Its comprehensive MIS reports provide the requisite underwriting, accounts, claims and
operational information. The solution has been developed using state-of-the art technology and
runs on a variety of technological platforms. It has been designed for usability across both a
company’s intranet as well as over the Internet via web-based portal, according to the deployment
suitable for any organization.

Specialty of ATMS:

The system has the following specialties:

Easy to use:

The forms are dynamic, having been designed to follow a logical work-flow. Modal Pop-up
windows have been incorporated to select the desired code that are automatically stored in
system’s memory. This

Graphical User Interface (GUI) makes the software easy to use, reducing training costs and
increasing user performance and thereby resulting in drastic reduction in TAT (turn-around-time).

Data Integrity:

In order to reduce data entry errors and ensure data integrity, data entered by the users is validated
by the system. This is brought about by a set of integrated modules and therefore provides a
single point for data entry, preventing duplication of data between different modules/departments.

Authorization:

At the functional level, each user is assigned a userid, password and security-role having a well-
defined personal menu. When the user executes a transaction, the system checks his/her authority
level and also captures the user-id and date/time as a part of transaction. Similarly, when users log
onto the system their personalized menu appears on the screen, thereby restricting their access
only to functions relevant to their work.

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Salam Takaful Insurance – Nigeria Deployment Plan

Audit Trail:

The system maintains an audit trail for each transaction being created or updated. For this
purpose, the system records transaction reference number, user-id, date and time as part of each
transaction.

Multi Branch:

The system is designed around a multi-branch environment, with the facility to consolidate data
at regional or head office level.

2 Deployment Strategy

Here is a brief list of the major stages that needs to be completed in order to deploy a new:

2.1 Implementation planning

Implementation planning is the first step where all pre-requisites will be discussed with client and gather
all information require for the System before its get ready for the first run. This data includes Nigeria’s
Law details, Govt. rules and regulation according to insurance or Takaful, information about Cities, State
and country’s infrastructure and it setup.

System has been divided into different Setup forms where all these information will be provided and
discussed with the Customer.

2.2 Software Installation

Following are the steps included in Software Installation Process.

 Making sure hardware and network system is adequately configured to support the provided
software

 Load the software from a CD or a download onto the proper computer either a stand alone or
server

 Adjust the operating system and ancillary software such as Microsoft Windows Server, Oracle
Database, IIS, etc.

 Establish a backup of the system data to protect against hardware failure. This needs to be
followed up by testing and checking to confirm that the right files are being backed and the
process is correct.

 If multiple users:
o Establish passwords for each user
o Establish proper access for each user to their specific areas such as limiting access to
specific employees

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Salam Takaful Insurance – Nigeria Deployment Plan

 Configure system documents to suit your needs such as:

o Agreements
o Underwriting Formats
o Claim Formats
o Miscellaneous documents

 Create custom reports to provide information in a format you need. These reports incorporate
both operational areas as well as financial areas.

2.3 System Software / Hardware

Following list of Software applications and Hardware needs to be purchased for application deployment.

Software Applications*:

 Windows Server 2012 R2 (Standard Edition 64bit)

 Oracle 10

Recommended Hardware*:

 Processor: Xeon Quad Core E5-1630v3 3.70 GHz (or Higher)

 RAM: 16 GB DDR4-2133 ECC
 SSD: 1 TB Samsung 840 EVO
 Uplink Port: 100 Mbps Uplink Port Speed (If accessible through Internet)

* Mentioned System Software will be provided by Salam Takaful Insurance – Nigeria

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Salam Takaful Insurance – Nigeria Deployment Plan

3 Training
ATMS provide training tailored to specific individuals based on their area of responsibilities for example
train Underwriting department employees are trained on underwriting adds, changes and terminations;
recording customer data, preparing various reports, procedures to close a deal.

3.1 Training Participants

 SalamTakaful team ( Head office and Branches )

3.2 Training Materials

 Software Installed and setup on the proper projector or Screen for the training
 Complete brochure and understanding documentation of the software

3.3 High-Level Schedule

To be discussed and finalized between ATMS and Salam Takaful management.

4. Deliverables:
A Complete IT Program with following Takaful business modules.

1. Fire (Underwriting & Claims)

2. Motor (Underwriting & Claims)
3. Miscellaneous (Underwriting & Claims)
4. Engineering (Underwriting & Claims)
5. Bond (Underwriting & Claims)
6. Marine (Underwriting & Claims)
7. Health (Underwriting & Claims)
8. Re-Takaful (Underwriting & Claims)

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Salam Takaful Insurance – Nigeria Deployment Plan

5. Approval
By signing, the individuals listed below have approved this deployment plan.

Name: Name:
Title: Title:
Role: Project Owner Role: Technical Project Lead
Date: Date:

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