Branch knowledge sharing
Provide a shared context for internal reference material, operational discussion and team learning.
INSURANCE SOLUTIONS
Distributed teams.
Connected knowledge.
Create a common context for branch teams, specialists and supporting resources across a distributed organisation.
THE COLLABORATION CHALLENGE
Keep the work
in context.
Insurance organisations coordinate across branches, central functions and specialist teams. Shared knowledge can become difficult to navigate when reference content and its discussion are separated across channels.
Picowork provides a way to think about that challenge through shared CoSpaces: people, conversation and resources brought into one collaborative environment. The practical design begins with a clearly defined workflow and the controls it needs.
WHERE COSPACE CAN HELP
Built around the work that matters.
Specialist collaboration
Bring relevant internal experts into a defined workspace around a business question or initiative.
Partner coordination
Explore controlled participation for external service providers where the workflow requires it.
AN ILLUSTRATIVE WORKFLOW
From a shared purpose
to shared progress.
A programme owner establishes a CoSpace for a specific internal workflow.
Relevant reference resources are organised for participating teams.
Specialists discuss questions alongside the materials being used.
Membership and shared information are reviewed as the workflow changes.
START WITH THE RIGHT QUESTIONS
Design for your
organisation.
- Which internal teams and external participants are in scope?
- Could policyholder or other sensitive information enter the workspace?
- Which systems remain the authoritative source for business records?
Scope of this solution
This scenario concerns collaboration, not policy administration, automated underwriting or claims processing. Those specialist functions and regulated information flows require separate evaluation.
THE PLATFORM BEHIND THE WORKFLOW
A common foundation.
Shared CoSpaces
Organise participants and relevant resources around a defined purpose.
Controlled participation
Review workspace membership and resource permissions against the work being done.
Flexible deployment
Assess infrastructure and storage choices as part of the organisation’s operating model.
YOUR NEXT CHAPTER
Bring your next workflow
into focus.
Start with the people, resources and infrastructure you already have. Build a clearer picture of what collaboration could become.
Build your collaboration brief