Case Study · Service Operations

Transforming Incident Management to Improve Service Performance.

A global technology provider supporting risk, claims, and policy administration operations faced growing pressure on its incident management function - fragmented processes, disconnected tools, and a backlog of roughly 6,000 incidents with unclear accountability.

Result: a standardized, scalable incident management framework - centralized ownership, real-time dashboards, a defined severity model, and a phased path to a single system of record.
01 - Client Situation

Growth had outpaced the operating model.

Following years of growth and system expansion, incident management had become a constraint on both operational efficiency and customer experience.

Incident management assessment Operating model design Severity & prioritization framework Real-time dashboards & metrics Tool rationalization
01

Fragmented Reporting

Incident reporting processes varied by team and product, with no common workflow or terminology.

02

Limited Visibility

Leadership had little insight into performance, backlog, or where incidents actually stood.

03

Inconsistent Delivery

Service delivery varied across products and teams, eroding customer confidence.

04

Mounting Backlog

A backlog of roughly 6,000 incidents had accumulated with unclear accountability for resolution.

02 - The Challenge

No unified, scalable approach to incident management.

The result was delayed resolution, inefficiency, and reduced transparency - for the organization and its customers alike.

What the organization faced

Incidents flowed through multiple disconnected systems - JIRA, Zendesk, and others - with no standardized workflow, terminology, or ownership model. Severity and prioritization practices differed team by team, and reporting could not answer basic questions about performance or SLAs.

The gaps underneath

  • No standardized workflow, terminology, or ownership model
  • Multiple disconnected tracking systems
  • Limited reporting, metrics, and SLA visibility
  • Inconsistent severity and prioritization practices
  • Gaps in documentation, training, and communication
03 - AIA's Approach

Diagnose the root causes, then redesign the model.

Process redesign first, technology second - the sequence that makes change stick.

01

Assess

Conducted stakeholder interviews across business and IT, and assessed workflows, tools, backlog, and reporting processes.

02

Diagnose

Identified the root causes of inefficiencies and data inconsistencies - in the process, not just the tools.

03

Transform

Defined a standardized incident management framework and designed a future-state operating model and governance structure.

04 - The Solution

A practical, scalable framework.

One way of working

  • Standardized workflows across all incident types
  • Centralized ownership within Production Support
  • A defined severity and prioritization framework
  • Clear escalation and accountability processes

Visibility and control

  • Real-time dashboards and performance metrics
  • Rationalized tools with a defined path to a single system of record
  • A phased transformation roadmap across two horizons
05 - Transformation Roadmap

Two horizons, one operating model.

A phased roadmap sequenced the change: stabilize the function first, then optimize toward a single system of record.

01

Stabilize · 0-6 Months

Standardize workflows, centralize ownership, establish the severity framework, and stand up dashboards and metrics.

02

Optimize · 6-12 Months

Rationalize tools toward a single system of record and embed governance, training, and communication so the change holds.

06 - Key Takeaways

What this engagement proves

  • Centralized ownership is critical to effective incident management
  • Standardization drives efficiency, transparency, and consistency
 

And what makes it stick

  • Metrics and dashboards enable real-time operational control
  • Technology optimization should follow process redesign
  • Sustainable change requires training, governance, and communication
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