success story

Optimizing operations for a global insurer

Enhancing accessibility, efficiency, and user engagement through Sitecore and cloud solutions

Our client is a prominent global insurance brokerage firm offering a wide range of risk management, insurance, and employee benefits solutions tailored to diverse industries. Committed to exceptional client service, the firm leverages expert knowledge and innovative strategies to help organizations navigate complex insurance needs and mitigate risks effectively.        

The client wanted to streamline operations and improve user experience by centralizing data, simplifying multi-language maintenance, reducing development time, and upgrading analytics and Sitecore infrastructure.

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The Challenge

Addressing data and analytics challenges to overcome operational hurdles

The client was facing several critical challenges including:

  • Centralization challenges: Keeping all data in a single location proved challenging, resulting in inconsistencies across sites due to data duplication, lack of standardization, synchronization delays, access limitations, and conflicting data governance practices.
  • Multi-language management problem: The complexity of managing various sites in multiple languages was creating significant maintenance burdens.
  • Efficiency bottleneck: The current development process resulted in lengthy site creation and update timelines, hindering operational efficiency.
  • Analytics transition complications: Transitioning the analytics solution from Google Analytics to Sitecore CDP was coupled with integration and training challenges.
  • Sitecore upgrade difficulties: Upgrading from Sitecore 8.2 in an IaaS environment to Sitecore 9.3 in a PaaS setup presented technical and operational obstacles.
  • Component reusability challenges: The lack of reusable components for marketing teams and content editors complicated content management and workflows.
  • Search optimization concerns: Inefficient query design and management in Coveo led to frequent monthly limit overages, with poorly configured parameters and lack of caching and index optimization driving up usage and costs.
The Solution

Optimizing development, data integration, and accessibility

The client aimed to streamline operations, enhance data analysis, and upgrade to Sitecore 9.3 and Coveo. Virtusa led this digital transformation to deliver impactful solutions:

  • Leveraging Sitecore Experience Accelerator (SXA) for streamlined development: Sitecore 9.3 was strategically leveraged with Sitecore Experience Accelerator (SXA) to optimize and accelerate the development of the client's new websites. SXA’s robust framework facilitated the creation of a comprehensive library of reusable components, streamlining the entire development process. This approach enabled the team to quickly assemble and deploy websites using a drag-and-drop interface while maintaining full flexibility and customization. The solution was designed to support multi-site, multi-language, and mobile-first strategies, ensuring seamless responsiveness across all devices. 
  • Rapid accessibility compliance: We successfully rebuilt a Level A accessible website in just two weeks using SXA, ensuring full compliance with accessibility standards while delivering a responsive and user-friendly experience. This swift turnaround enabled our client to enhance inclusivity, meet regulatory requirements, and maintain high quality and user satisfaction standards.
  • Data integration with Sitecore CDP: By seamlessly integrating Digital Data (Data Layer) with Sitecore CDP, we enabled our clients to capture, analyze, and utilize valuable customer insights effectively. This strategic integration empowered them to make informed, data-driven decisions, refine marketing strategies, and deliver personalized experiences that fuel business growth. 
  • Empowering content teams: Leveraging Sitecore 9.3's capabilities, we implemented advanced features that empowered content authors and marketing teams to independently create, manage, and customize solutions. This reduced their dependency on IT support, significantly improving operational agility and accelerating go-to-market timelines. By streamlining workflows and fostering autonomy, we enabled the client to enhance efficiency and responsiveness in their digital initiatives. 
  • Cloud transition: As part of the Sitecore upgrade, we migrated all production and non-production servers to a Cloud PaaS environment, delivering improved performance, scalability, and reliability.
  • Optimizing Coveo Search: We upgraded the Coveo implementation to the latest version, resolving inefficiencies in query design and replacing internal LINQ queries that had previously resulted in excessive search query counts. These optimizations significantly reduced costs while enhancing the overall search experience for users.
Optimizing operations for a global insurer
The Benefit

Driving digital excellence through scalable solutions

Virtusa empowered the client with advanced capabilities to enhance their digital experience through:

  • Accelerated development: Utilizing Sitecore Experience Accelerator (SXA) alongside a tailored component framework, we achieved a 50% reduction in development costs and significantly expedited project timelines. This approach facilitated rapid component creation, ensured consistent branding, minimized technical debt, and boosted developer productivity, enabling a faster time-to-market for the project.
  • Simplified maintenance: We consolidated management into a single site for multilingual support, streamlining updates and reducing complexity.
  • Reduced effort for content owners: By reducing the effort required to create and maintain multilingual content, Virtusa boosted the productivity of content owners and marketing teams by up to 50%.
  • Enhanced accessibility: We delivered a fully accessible site, ensuring inclusivity for differently abled individuals providing a seamless experience for all users.
  • Cost efficiency: Transitioning to Cloud PaaS lowered infrastructure and maintenance costs, resulting in a more scalable and cost-effective solution.
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