1、China Life Strategic AssessmentExternal & Internal Assessment 2003 China Life Insurance Company, LTD.Document Summary:Document Number: Internal Document Control NumberDocument Version: 1.0Authors:QA:Date Released:Classification: Internal ConfidentialDocument Type:Language: EnglishDistribution: Inter
2、nal Project Management DC & HPHistory History of Changes Author Pre Release QA ReleasedDraft 1.0 Initial draft createdDocument AuthorizationThe enclosed document has been reviewed and accepted by the following people:Name Position Date Reviewed1 Table of Contents1 TABLE OF CONTENTS 42 EXECUTIVE SUMM
3、ARY 63 EXTERNAL ASSESSMENT 73.1 INSURANCE INDUSTRY REVIEW 73.1.1 LIFE INSURANCE INDUSTRY REVIEW 73.1.2 KEY REGULATORY ISSUES & TRENDS 73.1.3 CUSTOMER SEGMENT & PROFILE REVIEW 73.2 COMPETITIVE ENVIRONMENT REVIEW (DOMESTIC & FOREIGN INSURES) 73.2.1 COMPETITOR PROFILE / CONTEXT REVIEW 73.2.2 MARKET OPP
4、ORTUNITIES AND THREATS 83.2.3 CHINA LIFE COMPETITIVE ADVANTAGES / DIFFERENTIATORS 83.3 INFORMATION TECHNOLOGY ANALYSIS & ASSESSMENT 83.3.1 GLOBAL TRENDS 83.3.2 TRENDS IN CHINA 83.3.3 REVIEW SELECTED PACKAGES 83.3.4 E-COMMERCE ISSUES AND TRENDS 84 INTERNAL ASSESSMENT 94.1 STRATEGIC OBJECTIVES REVIEW
5、& ASSESSMENT 94.1.1 BUSINESS DEFINITION 94.1.2 STRATEGIC & TACTICAL MISSION 94.1.3 VISION & VALUE 94.1.4 BUSINESS OPERATING MODEL & STRUCTURE 94.2 INSURANCE VALUE CHAIN ASSESSMENT 94.2.1 CUSTOMER / CLIENT 94.2.2 DISTRIBUTION 94.2.3 PROGRAM / PRODUCT PACKAGING, PRICING 94.2.4 OPERATIONS / ADMINISTRAT
6、ION 94.2.5 TECHNOLOGY & APPLICATIONS 94.2.6 FINANCE 94.2.7 SERVICE NETWORK DEVELOPMENT 94.2.8 SERVICING 94.2.9 PROVIDER SELECTION / CARE MANAGEMENT / CARE DELIVERY 94.3 KEY STRATEGIC & TACTICAL INITIATIVES REVIEW AND SUMMARY 104.3.1 KEY INITIATIVES REVIEW 104.3.2 ALIGNMENT REVIEW & BUSINESS CASE ASS
7、ESSMENT 105 SWOT ANALYSIS 105.1 STRENGTH 105.2 WEAKNESSES 105.3 OPPORTUNITIES 105.4 THREATS 105.5 STRATEGIC CONCLUSION & RECOMMENDATION INPUT TO CURRENT CHINA LIFE STRATEGIC PLAN 106 ADDITIONAL INPUT TO IT STRATEGY 106.1 TRANSITION REQUIREMENTS 106.1.1 ORGANIZATIONAL 106.1.2 APPLICATION 106.1.3 DATA
8、 AND METADATA 106.2 IT ORGANIZATION AND MANAGEMENT PROCESSES 106.2.1 ORGANIZATIONAL STRUCTURE 106.2.2 OPERATING PRINCIPLES & MODEL 106.2.3 PLANNING, BUDGETING, EVALUATING 106.2.4 PROJECT MONITORING & PROJECT MANAGEMENT 102 EXECUTIVE SUMMARYExecutive summary here to descript the documentation (e.g ba
9、ckground, objectives, approach, etc)3 External Assessment3.1 Insurance Industry Review3.1.1 Life insurance industry review3.1.2 Key regulatory issues & trends3.1.3 Customer segment & profile reviewa Global best practice review and trends(i) Customer / client(ii) Distribution(iii) Program / product p
10、ackaging, pricing(iv) Operations / administration(v) Technology & applications(vi) Finance(vii)Service network development(viii) Servicing(ix) Provider selection / care management / care delivery3.2 Competitive Environment Review (Domestic & Foreign Insures)3.2.1 Competitor profile / context reviewa
11、 Capabilities & dynamics review (e.g. product, channel, operations, etc)b Financial position & results3.2.2 Market opportunities and threats3.2.3 China Life competitive advantages / differentiators3.3 Information Technology Analysis & Assessment3.3.1 Global Trends3.3.2 Trends in China3.3.3 Review se
12、lected packagesa Financeb Actuarial / Valuationc Policy Administrationd Claimse Investment3.3.4 E-commerce issues and trendsa Regulatory constraints and trendsb Advance markets distribution management / agency support, client, service provider, billing & cash managementc Privacy considerations4 Inte
13、rnal Assessment4.1 Strategic Objectives Review & Assessment4.1.1 Business definition4.1.2 Strategic & tactical mission4.1.3 Vision & value4.1.4 Business operating model & structure4.2 Insurance Value Chain Assessment4.2.1 Customer / client4.2.2 Distribution4.2.3 Program / product packaging, pricing4
14、.2.4 Operations / administration4.2.5 Technology & applicationsa Organizational structureb Operating principles & model / processc Planning, budgeting, evaluatingd Project monitoring & project management e Business application systemf Technical infrastructure4.2.6 Finance4.2.7 Service network develo
15、pment4.2.8 Servicing4.2.9 Provider selection / care management / care delivery4.3 Key Strategic & Tactical Initiatives Review and Summary4.3.1 Key initiatives review4.3.2 Alignment review & business case assessment5 SWOT Analysis5.1 Strength5.2 Weaknesses5.3 Opportunities5.4 Threats5.5 Strategic Con
16、clusion & Recommendation input to current China Life strategic plan6 Additional Input to IT Strategy6.1 Transition Requirements6.1.1 Organizational6.1.2 Application6.1.3 Data and metadata6.2 IT Organization and Management Processes6.2.1 Organizational structure6.2.2 Operating principles & model6.2.3 Planning, budgeting, evaluating6.2.4 Project monitoring & project management
