SurePath Overview Course

Introduction to our Proven Delivery

Approach and Collateral
Ant Swindells
VP, Cloud Adoption, Updates, and Delivery Strategy
Welcome to the SurePath Overview Course

The SurePath
About This Course What You’ll Learn Good to Know
Course Series
High-level, self-paced overview Understand the breadth and value SurePath Overview Course: No prior knowledge of our
of SurePath, our proven delivery of SurePath as a key enabler to This introductory course provides implementation approach needed –
approach, introducing all project project success. a high-level overview of basic understanding of agile
phases and engagement models. SurePath. (60 minutes) concepts will be helpful.
Just-in-time learning – gain
Recommended for all Guidewire awareness for what exists and SurePath Project Phases: No cost or subscription – freely
customers, partners, and reference when you need to use it. Specifically designed for Project available on the Guidewire
Guidewire colleagues. Delivery Teams, this course Education site; simply enter
Stay current – the course and our prepares delivery teams for “SurePath Overview” in the search
For delivery teams, this course is approach is updated to align with executing SurePath on projects field.
a pre-requisite to the more the latest product releases and and is required for Guidewire
detailed SurePath Project capabilities, field learnings, as well Delivery Services. (1-2 days) Contact your Guidewire
Phases Course. as Guidewire Cloud Standards, representative or
enabling rapid adoption. What’s New in SurePath: SurePathTraining@guidewire.com
Continually updated with Published with each product for more information.
Guidewire Cloud product release, this short course is
releases and latest delivery designed for everyone to stay
experience. current on the latest guidance,
enablement collateral, and
tooling. (15 minutes)
What You’ll Learn
Guidewire SurePath is our guided implementation approach that:
1. Enables all types of projects on the Guidewire Path to Success regardless of the
chosen engagement model.
2. Ensures teams can deliver with speed, consistency, and predictability while
delivering value aligned to each customer’s strategic business objectives.
3. Drives down implementation costs, accelerates delivery timelines, and helps
customers maximize their Guidewire investment.
What We’ll Cover
• The SurePath Delivery Approach
• Guidewire Cloud Standards for Delivery
• Delivery Enablement Collateral and Experienced-Based Process Tooling
• Pre-Built Solutions – Standards Compliant
The SurePath Delivery Approach
Applicable to All Project Types and Engagement Models
Common Delivery Challenges to Address

How do I accelerate Help me implement faster

adoption of new features and unlock value

Show me the
right path
Can I leverage standards
Tell me how to stay current
to reduce the effort with
and understand what’s
future upgrades and
coming in the product
transition to Guidewire
roadmap
Cloud
 A Shift in Thinking:
Helping You Navigate
What’s Next
Where Does the Name SurePath Come from?

Sure Path
Conveys both predictability and success, Describes the Path to Success by
based on our continual investments to following our guided approach and
infuse lessons learned from global leveraging our extensive library of
implementation experience and reflect enablement collateral to support
the latest product capabilities. execution.
Success is a Sure thing if you follow our
proven approach…

To Implement Smarter, Go Live Faster, and Unlock Value

Proven Delivery Approach:
Implement Smarter, Go Live
Achieve Predictable Delivery:
Faster, and Unlock Value
• Lower Implementation Costs
• Reduce Risk
And Collateral to Execute:
Delivery Standards • Ensure Quality and Security
Enablement Collateral • Enable Updates
Experienced-Based Tools
Standard Pre-Built Content
SurePath Collateral Enables Execution of the Approach
Guidewire Cloud Delivery Enablement
Standards for Delivery Collateral

Align with the latest Accelerate adoption across

product capabilities globally diverse use cases

Implementation, Process and Procedures, Security, Tailored Agile Methodology, Datasheets, White
Testing, Transition, and Updates Papers, Videos, Guidebooks, Workshop
Materials, Templates, Business Process Flows,
System Process Flows, User Stories, Self-Paced
Training, Mock Sprints, Delivery Messaging,
Template Presentation Decks

Pre-Built Solutions – Experience-Based

Standards-Compliant Process Tooling

Drive down total cost of ownership Optimize and drive

(TCO) predictable results

Standard Solutions for Guidewire InsuranceSuite Estimation Tools, Planning Tools, Assessment
and pre-built Integrations – Published to Guidewire Tools, Value Alignment Tools
Marketplace as SurePath Content, Guidewire
Connect Apps, Ready for Guidewire (R4G)
Accelerators, Plus Add-Ons
SurePath Applies to All Engagement Models
Collateral Freely Available via Guidewire Marketplace and Guidewire
Community

CUSTOMER
SurePath Applies to All Project Types

New Country, Jurisdiction, Cloud

Implementations State Rollouts Transitions

Follow-On Self-Managed
Releases Upgrades
SurePath Enables Hybrid Onsite + Remote Teams

Remote Work Enablement Collateral

• Collaboration tooling guidelines
• Remote mock inception and delivery
toolkits
• Workshop agendas, mind maps,
business processes
• Remote security, logistics, time zones
• Remote meeting guidelines
• Remote governance
• Remote advisory services
SurePath Standard Delivery Services Travel Model
Deployment
Pre-Inception Inception Sprint 0 Development Stabilization Prep Launch

1 week Up to 80% 50% 25% <= 10% 50% 3-5 days

onsite onsite onsite onsite onsite onsite onsite
for core for mock sprints, aligned to sprint for end-to-end sessions to for go-live
workshop training, initial planning, demos, testing and UAT finalize weekend and
attendees elaboration complex kick-offs deployment and some days post
workshops elaboration production go-live
workshops support plans
plus final dry runs

Teams optimize collaboration by leveraging SurePath

remote work enablement collateral.
Standard Onsite Time by Team

Field Consulting Guidewire Services Part-Time Advisory and

Center (GSC) Specialized Consulting
25% - 50% travel Typically, fully remote 25% - 50% travel
Includes Business Analyst (BA), Travel is recommended for Aligned where possible with
Developers, Quality Analyst GSC leads during key Inception Field Consulting onsite time
(QA), and Project/Program workshops.
Manager

Fixed-Price Cloud Transitions, On Demand Consulting, Guidewire Production Services

N/A – all work is done remotely

SurePath Prescribed Release Approach
Go Live Faster with a Phased Release Strategy

Foundational Release Subsequent Releases

Approach • Address “common” areas required to • Line of business

set up system • Jurisdiction
• Minimize dependencies and • Business unit
integrations • New business opportunity

Driver • Deliver business value in a • Business-specific goals and

reasonable timeframe objectives

Benefit • Help accelerate future releases • Deliver business value at frequent

• Harden application before migrating intervals
entire book • Mitigate project risk
 Release Planning Key Drivers
Provide Project Guidance Based on Key Business Drivers
<----Preferred for initial release
Time to Market Maximum Initial Maximum
Test and Learn MVP
Value Functionality

Project Duration* 1-3 months 4-6 months 6-12 months 13-15 months 16-24 months

Test market Minimal viable Maximum product Focused on key Sunset existing
Scope
feasibility product alignment business drivers systems

Learn and Pilot/ Focused Highly aligned Maximum

Business Value Greenfield
adjust

Dependent Complete New functionality New lines of BAU

Follow-On Releases
on results foundation or lines of business
business
* Length may vary for Guidewire InsuranceSuite implementations
Enabling Test-and-Learn, Greenfield Projects
Approach and Scope Assumptions
• SurePath guided approach
• Time-boxed at three months or less with fixed
team size/capacity
• Maximum product alignment and use of
standardized, pre-built content:
• SurePath Content, GO Products, Line-of-Business
(LOB) Solutions, Guidewire Connect Subscription
and Connect Apps
• Advanced Product Designer (APD)
• Rapidly design, simulate, and deploy an insurance
product

Enabled by SurePath and Pre-Built Content, Solutions

 Enabled by SurePath

Chart Your Course Launch Your Solution Achieve Business Objectives

Mobilize & Execute Adopt & Evolve

SurePath Guiding Principles on the Path to Success

Agile Value Driven Success

Adapted approach optimized Focus discretionary spend on Enable and guide projects to
for implementing Guidewire strategic differentiators be delivered faster – on time,
solutions predictably through aligned to agreed business on budget, and without
standardization and behavior- objectives that compromising business value
driven development (BDD) drive business value or delivery quality
Chart Your Course – Evaluation Events
Role Observations Value Workshops Headquarters Visit
Value Map Draft Revised Value Map
Educational

Functional Workshops Implementation Workshops

Functional Gap Analysis Implementation Estimate

Technical Workshops Executive Presentations

Technical Gap Analysis

Timeline for Charting Your Course

Proof Points

Rating Configuration
Complex Use Cases

Product Configuration
Integration Configuration Advanced Product Designer

Deep Dive and Test Drive

SurePath Enablement Collateral Provided to Support Events

Mobilize and Execute Starts with a Program
Enabled by SurePath
Program
Program Management
Management Testing/Acceptance
Testing/Acceptance
• Customer Program Governance and Change • Customer User Acceptance
Control
• Development
Developmentby
byGuidewire
Guidewire
• Customer Internal Project Team Training
• Core System Development (Guidewire
• Organizational
OrganizationalChange Management
Change Management InsuranceSuite or Guidewire PolicyCenter,
BillingCenter, and ClaimCenter)
• Company Users of Guidewire Systems
• Third-Party Integrations to Guidewire Systems
• Insured Changes in Docs, Portal, etc.
• Other Components of the Guidewire Ecosystem
• Agents and Users of Guidewire Systems
• Development
Developmentand
and Training byCustomer or
Training by
• Agency
AgencyOversight
OversightCompliance
Compliance Customer or External Vendor/Partner
External Vendor/Partner
• Jurisdiction Compliance/DOI filing • Core System/Third-Party Integrations
• Legacy
LegacyCutover
Cutover • Integration with other customer systems (BI, EDW,
Output Generation, GL, etc.)
• Legacy Data Migration

• Legacy System Archive Strategy and Retention

Policy
Delivery Approach – Behavior-Driven Development

• Encourages collaboration between key

stakeholders in an agile team: BAs,
developers, and QAs
BA & SMEs
• Ensures software meets business
requirements Maximum
• Leverages common language and Coordination
concrete examples
• Achieves shared understanding of how
the software should behave to address
business requirements QA Technical
Our Commitment to Delivery Quality Is SurePath

Enable Teams to Achieve

Competency Guidewire executes
Base product is
customer tests prior
tested using the
Accelerate and Extend Product to deploying to
Guidewire Testing
Framework and Quality Through Delivery production using the
Guidewire Testing
content
Interoperate with Your Framework
Quality Ecosystem
Path to Success – Value Focused

Work Effort Value Alignment Product Alignment

Measure the cost of Measure the benefit impact Measure how well a requirement uses
implementing the of the business requirements against base product, standardized features,
business requirements your business objectives and industry best practices

Value-Driven Implementation


Continuously Delivering Business Value Along the Path

Value Identification Value Alignment Value Realization

Value Hypothesis/ Value Tracking

Representative
Benefits Case Benefit Mapping Workshop

Customer-Specific User Story Mapping

Value Validate Results
Workshop

Change Requests

Readiness Execution Launch, Operate…

Program Lifecycle Pre-Inception End of Inception Project Sprints Go-Live

Guidewire Cloud Standards
for Delivery
Defining What You Must Do to Be Supported on Guidewire
Cloud – Enabled by SurePath
Guidewire Cloud Standards for Delivery

Standards Are… Standards Cover…

• Part of SurePath, our proven delivery • Implementation

approach
• Process and procedure
• Contractual descriptions of what
• Security
you must do to be supported on Guidewire
Cloud Platform (GWCP) with embedded • Testing
quality and security to enable seamless
updates • Transition and update

• Continually updated/versioned
to reflect latest product capabilities and help
drive adoption in an upgrade-safe way
• Further enabled through Guidewire
Education, certification, and partner
specializations
Which Guidewire Cloud Standards Apply?
Project Type Applicable Standards

New Guidewire Cloud All relevant latest standards apply based on

Implementation project scope.

Guidewire Cloud Follow-On All relevant latest standards apply based on

Release project scope.

Upgrade-applicable standards apply for technical

Upgrade to Guidewire Cloud
upgrade. Latest standards apply to new features.

Cloud Update to Latest No impact on standards as updates do not include

Release new features.

Standards not enforced but applicable standards

Self-Managed Deployments may be leveraged to prepare for future upgrade.

Standard GW-OPR-1235:
All projects that implement new functionality on Guidewire Cloud are required to comply.
Where to Find Published Standards

Find all Guidewire Cloud Standards on the Guidewire Documentation site.

Cloud Assurance
Validate Adherence to Guidewire Cloud Standards

Key focus areas for Cloud Assurance:

• Assess adherence to Guidewire Cloud Standards.
• Impact on: Security, Operations, Performance, Upgrades
• Validate appropriately trained and certified teams.
• Ensure identified remediations are addressed.
Automated Assessment Tooling
• Augmented by Cloud Assurance team for customers
transitioning from self-managed to Guidewire Cloud.
Cloud Assurance Lead engaged on Cloud Projects.
• Onboard assurance process, introduce standards, monitor
remediations, point of reference for questions.
Solution Enablement Team
Supports the Interpretation and Execution of Guidewire Cloud Standards

For each question/issue related to a standard:

> Search the knowledge articles in Guidewire Community.

If a solution is not found in the knowledge base, then…

 Log an Implementation Case for the Guidewire Solution Enablement Team.

Solution Enablement team ensures that the knowledge base and impacted
Guidewire Cloud Standards are updated.
Standards for Transitioning to Guidewire Cloud
Enabled by SurePath

• SurePath includes standards

specific to Guidewire Cloud
transitions
• SurePath collateral is available
via Guidewire Community to
augment the standards
• Datasheets, whitepapers, videos,
FAQs, etc.
• Fixed-fee Cloud Upgrade
Estimates (CUE) delivered by
SurePath experience-based
estimation tools
SurePath Delivery Enablement
Collateral and Tooling
Supporting All Major Milestones and activities on the
Path to Success
Key SurePath Collateral and Tooling Summary

Resources for estimation and scope planning throughout Mobilize & Execute

RFP Estimator Value

Alignment
Customer Tools Release Planner Conceptual Sprint
User Stories Planner
Questionnaire

Resources for elaborating requirements during Execute

System and User Story Integration

Training MindMaps Process Flows Cards Designs Miro Job Aids
SurePath Collateral for Shared Responsibility
Know Which Organization Is Responsible for What

Purpose: Provides a clear and

aligned understanding of
accountability and ownership between
Guidewire and the customer.
When: Introduced during early pre-
project phases.
Audience: Customer executives and
leadership team.
SurePath Collateral for Lead Responsibilities
Who Does What for You at Guidewire?
Purpose: Provides lead responsibilities for
customer-facing roles from Guidewire.
When: Introduced during the Pre-Inception
phase of the project.
Audience: Customer, Guidewire, and
partner resources engaged on the project.
SurePath Collateral for Responsibilities by Phase
Core Delivery Roles and Responsibilities

Purpose: Provides accountability and ownership across all core delivery roles.
When: Introduced during the Pre-Inception phase of the project.
Audience: Customer, Guidewire, and partner resources engaged on the project.
SurePath Collateral for Activity-Level RACIs
Detailed RACIs to Support Execution

Purpose: Provides activity-level details

to execute during the project, adding
others who must be consulted and
informed.
When: Introduced during the Pre-
Inception phase of the project and
reviewed prior to each phase with the
participants to align.
Audience: Customer, Guidewire, and
partner resources engaged for each
project phase.
Embed Quality with SurePath Collateral and Tools

Tools and Training Enablement Collateral

• Estimation tools create space • Guidewire Cloud Standards
to embed quality • Reference test strategy
• Tooling including automated • Data sheets, white papers,
assurance checks videos
• Persona-based training and • SurePath tests
certifications • Quality processes
SurePath Tools Summary
• Initial Questionnaire
• Estimate Release Planner
• Program Summary Tool
• Benefit-Mapping Tool
• Conceptual Sprint Planner
(CSP)
• Value Alignment Tool
• Estimate Comparison Tool
• User Story Template
Generator (USTG)

Experience-Based Delivery and Estimation Models

Are a Key Enabler for Delivery Success
Proven Estimation Accuracy
+30% Introductory (+/- 30%)
Guidewire experience based on high-level scope, aligned
assumptions, and customer characteristics described in an RFP

+20% Implementation Workshop (+/- 20%)

Comprehensive estimate based on scope from implementation
workshops

+10% Inception Phase (+/- 10%)

Detailed estimate at the end of Inception based on multi-week
requirements sessions

Ongoing adjustments based on iterative feedback during

Agile delivery phase,
-10%

-20%

-30%

Time
Experience-Based Estimation and Collateral
Predictability Based on Product Knowledge and Experience

Detailed Stories SurePath Collateral

Business Processes
Reflect standard effort Helps guide which User stories are mapped to standard business
to adopt Guidewire stories are in scope
products and pre-built processes
for the project
solutions
User Story Catalog
Continually Updated
Detailed assumptions, base estimation effort, skills
Customer-Specific Stories
breakdown
Reflects latest product
Added to reflect
capabilities, standards,
strategic differentiators
Release-Specific Scope
pre-built solutions, and Focuses on a subset of the user story catalog plus
field experience
customer-specific stories
Where to Find Published Collateral

• SurePath Tools and supporting

enablement collateral are
published on Guidewire
Community or via SI Partner
link as Knowledge articles.
• Contents are refreshed monthly.
• Guidewire Employees can
access the link on Guidewire
Home.
Standard Pre-Built Solutions
Lowering Implementation Costs and Risks
Standard Pre-Built Content – SurePath Content
Cloud-Ready – Developed Using Guidewire Cloud Standards
 Guidewire Connect: The Simple, Seamless, Smart
Approach to Common Integrations

Fast, predictable delivery. Speed the delivery

and maintenance of common integrations with
security and embedded quality
Always up and up to date. Ensure that common
integrations are always up, running, and current
with the latest product and vendor releases
One easy, cost-effective subscription. High-
value, simple subscription model that includes
delivery, testing, maintenance, performance,
monitoring, and updates
 Current Integrations Available
Vendor-Specific Integrations Tier Vendor-Specific Integrations Tier Vendor-Agnostic Integrations Tier

Electronic Signature for PolicyCenter L Police Reports for ClaimCenter M Check Printing for BillingCenter L

Electronic Signature for BillingCenter L Motor Vehicle Records for Check Printing for ClaimCenter L
M
PolicyCenter
Electronic Signature for ClaimCenter L EFT Payments for BillingCenter L
Credit Scoring for PolicyCenter M
Document Production for PolicyCenter L EFT Payments for ClaimCenter L
Document Management for
M
Document Production for BillingCenter L PolicyCenter Bulk Invoice Feed for ClaimCenter S

Document Production for Document Management for Glass Claims File for ClaimCenter S
L M
ClaimCenter BillingCenter

Inbound Payments File for

Document Management for S
Auto Loss History for PolicyCenter M M BillingCenter
ClaimCenter

Property Loss History for PolicyCenter M

Glass Claims for ClaimCenter M

Claims Datafill S
See all current integrations on the Guidewire Marketplace.
Pre-Built, Line-of-Business Content with Guidewire GO
Pre-Packaged Content, Accelerators, and Metadata-Driven Definitions

35+
New product
models in
Launch new insurance products marketplace

fast with over 35 industry-standard

product models available in
Guidewire Marketplace.

Accelerate delivery with pre-built

product content curated, tested, and
packaged by Guidewire experts.
Guidewire GO Products
Available at: https://marketplace.guidewire.com*

*GO products are subject to change – visit Guidewire Marketplace for the most recent product portfolio.
Summary
Now You Know That SurePath…

Enables the Path to Success for all project Sets up implementation projects for success
types with collateral and tools
New implementations and cloud transitions Ensures predictable results with the latest,
experience-based guidance
All engagement models and hybrid teams
With embedded quality
Collateral is freely available via Guidewire
Community and Guidewire Marketplace Aligned to Guidewire Cloud Standards

Ensures delivery teams focus on delivering Accelerates implementations and drives

value down costs
Deliver agreed to project value Take full advantage of base product capabilities
Aligned to strategic business objectives Leverage pre-built content plus solutions
Achieving project success without removing critical Enable accelerated project timelines in a few
scope weeks
SurePath Overview Course
Project Phases Overview

Massimo Lupi, EMEA Practice Director, Delivery Services

What You’ll Learn
• Gain a high-level understanding of the project phases in the Guidewire Project
Lifecycle.
• How to identify the phases of a Guidewire SurePath implementation project and
the events, activities, and deliverables in each phase.
• What’s different in the execution of a Guidewire Cloud implementation versus a
self-managed implementation.
• Understand the typical roles involved for each project phase in both Guidewire
Cloud and self-managed implementations.
• How Organizational Change Management (OCM) should be implemented across
project phases.
What We’ll Cover
• Guidewire Path to Success
• Guidewire Project Lifecycle
• Project Phase Transition
• Guidewire Teams and Key Roles
• Organizational Change Management
Guidewire Path to Success
Enabled by SurePath
 Chart Your Course Launch Your Solution Achieve Business Objectives

Mobilize & Execute Adopt & Evolve

All Project Lifecycle Phases

Guidewire Project Lifecycle
 Guidewire Project Lifecycle – Phases + Key Activities
Deployment
Pre-Inception Inception Sprint 0 Development Stabilization Prep Launch

Discovery Elaborate CI/CD and Plan sprints Regression testing Finalize Plans: Migrate data
- RFP estimate requirements developer - Disaster
- Role observations environment Build solution System/End-to- recovery Pilot deployment
- Sales demos Estimate backlog setup - Collaborate End (E2E) testing procedures
- Define Full deployment
- Value consulting BA and QA Model office/User - Deployment
workshop Developer training - Develop - Production End-user training
training - Test acceptance testing
- Implementation (UAT) support plan
workshop Product and value Methodology and Hypercare
agile tools training Performance Final dry runs
alignment testing Performance Production support
Readiness Mock delivery testing InfoSec test final
- Inception planning Mock inception Demonstrate checkpoint Marketing launch
sprint sprint InfoSec test
- Benefit-mapping results
workshop Confirm scope Story elaboration Guidewire support
- Business training Learn and revise
Set up SurePath transition
- Sandbox Plan project/
- Initial merge and sprints solutions Start dry runs
pre-work Foundational
(upgrades) NPE planning Production
configuration operating
procedures

Project Tracking, Guidance, and Organizational Change Management

Guidewire Project Lifecycle – Typical Phase Durations
Deployment
Pre-Inception Inception Sprint 0 Development Stabilization Prep Launch

1-6 weeks

2-8 weeks

1-4 weeks

4-40 weeks

2-20 weeks

2-4 weeks

Varies

3-24 months
1-Week Sprints 2-4 Week Sprints
Comparing Self-Managed and Cloud Implementations
Self-Managed
Deployment
Pre-Inception Inception Sprint 0 Development Stabilization Prep Launch

Configure the product Customer

Integrate the product deploys to self-
Upgrade the product managed
Test the product infrastructure

Guidewire Cloud
Deployment
Pre-Inception Inception Sprint 0 Development Stabilization Prep Launch

Cloud Operations provides, enables, and Deployment Cloud Operations

supports Guidewire application infrastructure activities deploys customer
needs specific to configuration to
Guidewire Guidewire Cloud
Cloud
Project Delivery Assessments

Deployment
Pre-Inception Inception Sprint 0 Development Stabilization Prep Launch

Phase Readiness Assessments Implementation Assessments

Assess entry/exit criteria for next phase Execution – measure adherence to best
practice and app performance
Feature – measure use of SurePath,
alignment to base, and identify potential
reduction in maintenance.
Project Phase Transition
Entrance and Exit Criteria

ENTRANCE CRITERIA EXIT CRITERIA

 Needed before a phase can start  Needed to complete a phase
 Prevents starting a task that entails  Is not also entrance criteria for the next
more effort vs removing the failed phase*
entry criteria
 Ensures a phase cannot be completed
with outstanding actions or items

*When phases overlap, exit criteria from one phase may also be entrance criteria for the next phase.
In that case, criteria is only shown as entrance criteria in the next phase.
 What If Criteria Have Not Been Met?

Adjust Staffing Add additional staffing to ensure work is completed to meet the
criteria’s objectives.

Obtain Additional Request for additional funding to support the success of completing
Funding the criteria.

Modify Project Schedule Adjust the schedule so that criteria can be met.

Mitigation Plan Implement a mitigation plan to reduce the impact of the criteria of not
fully being met. Possibilities may include renegotiation of the criteria.
Guidewire Teams and Key Roles
 Staffing Model: The Guidewire Ecosystem

Global Enablement
Extended Guidewire Incident Handling
Services Team Product Development Access
Global Implementation Experience Customer Enhancement Guidance
Situation Management

Specialized Services
Cloud Upgrade Estimates Advisory/Assurance
Data Migration Services
Fixed-Price Integrations Core Team Implementation Management
On Demand Consulting
Customer Delivery Assessments
Production Services
Guidewire Value Alignment
Education
Partner
PMO

Core Implementation Team

Onsite
Remote Methodology/ Customer/Partner
Standards Enterprise Program Management
Methodology/Standards Organizational Change
Delivery Strategy Management
SurePath Expertise Performance Testing
Teams During Guidewire Self-Managed Implementation

Pre-Inception Inception Development Stabilization Launch

Production
Delivery Services/
System Integrator
Guidewire Support

Customer Account
Manager

Guidewire Global Enablement and Extended Services Teams

 Teams During Guidewire Cloud Implementation

Pre-Inception Inception Development Stabilization Launch

Production
Delivery Services/
System Integrator

Guidewire Support

Customer Success

Cloud Assurance

Cloud Operations

Guidewire Production
Services/System Integrator

Guidewire Global Enablement and Extended Services Teams

Guidewire Roles During Implementation
• This white paper describes the roles and
required skills on an implementation project.
• All Guidewire-specific roles are described,
including the following key implementation
roles:
• Delivery Manager
• Functional and Technical Architects
SurePath Role RACIs
• Single view of key responsibilities
for all Guidewire teams involved in
a Guidewire Cloud Transition or
new implementation
• Comprehensive and complete list
of activities by project type and
phase
• Definitions for both the project and
the interactions that Guidewire will
have with customers
Organizational Change
Management (OCM)
Customer Implementation Workstreams
• Program Management • Testing/Acceptance
• Customer program governance and change • Customer user acceptance
control
• Development by Guidewire
• Customer internal project team training
• Core system development
• Organizational Change Management
• Third-party integrations to Guidewire systems
• Company users of Guidewire systems
• Other components of the Guidewire
• Ensured changes in docs, portal, etc. ecosystem
• Agent users of Guidewire systems • Development and Training by Customer or
• Agency Oversight Compliance External Vendor/Partner
• Core system/third-party integrations
• Jurisdiction compliance/DOI filing
• Integration with other customer systems (BI,
• Legacy Cutover
EDW, Output Generation, GL, etc.)
• Legacy data migration
• Legacy archive strategy and retention policy
Organizational Change Management
• Organization Change Management (OCM) drives an
organization’s readiness to transition the company’s
people, processes, and strategies from the current state
to an agreed future state.
• This is a key component of a successful Guidewire
implementation.
• Guidewire does not provide OCM services.
• Business Optimization can provide foundational change
work that can be turned over to your selected SI.
• Our white paper describes the value of OCM and
provides components to consider during a Guidewire
implementation.
Summary
Project Phases: A Recipe for Implementation Success
The Guidewire Project Lifecycle has seven phases that pave the way for
customers to achieve success on their project. The lifecycle and phases:
• Include activities, deliverables, and defined outcomes, as well as entrance
and exit criteria, for each of the seven phases
• Align with customer business objectives and drivers of change
• Are all enabled by SurePath
• Provide multiple layers of dedicated support and expertise through the
Guidewire ecosystem
• Support OCM, a critical ingredient for success, via SurePath collateral, with
SI partners providing OCM consulting services
SurePath Overview Course
Navigate What’s Next
Ant Swindells
VP, Cloud Adoption, Updates, and Delivery Strategy
Now You Know That SurePath…

SurePath is our proven approach with supporting enablement collateral

Enables Fast, Predictable
plus tools to support rapid execution of the approach with predictability,
Delivery ensuring the optimal path to project success.

SurePath accelerates projects to deliver measurable value while minimizing

Delivers Measurable Value risks, optimizing costs and maximizing adoption of base product features to
unlock value, fully aligned with Guidewire Cloud Standards.

SurePath enables every moment on the Path to Success with standards,

Continually Evolves best practices, enablement collateral, and tooling — continually evolving to
adopt new product capabilities and infuse lessons learned from projects.

Is Relevant for All Project SurePath is not all or nothing. It can and should be leveraged on every
Guidewire implementation project — regardless of the chosen engagement
Types and Engagements
model. Use what’s relevant and adjust as necessary.
Where to Find Published Content

• SurePath Tools and supporting

enablement collateral are
published on Guidewire
Community or via SI Partner
link as Knowledge articles.
• Contents are refreshed monthly.
• Guidewire Employees can
access the link on Guidewire
Home.
Where to Find Published Standards

Guidewire Cloud Standards on the Guidewire Documentation site

Pre-Built Content on Guidewire Marketplace

The Guidewire Marketplace

How to Share Course Feedback or Questions

• Join and share in the Guidewire

Community Group for SurePath
• Email
SurepathTraining@guidewire.com
• Slack @ #ask-ds-methodology
(Guidewire employees only)
• Customers and partners can also
reach out to their Guidewire
representative
Navigate What’s Next

Actively Involved in Delivery? Everyone….

• Move on to the follow-on course, SurePath • Share your new knowledge of SurePath and
Project Phases Overview, that provides encourage colleagues to take the course.
additional details on project phases required
• Watch for updates to the SurePath Course
for delivery.
series with each product release.
• As with this course, there is no cost or
• Be sure to explore Guidewire Community
subscription – all SurePath courses are
and review available SurePath collateral.
freely available on the Guidewire Education
site; simply enter “SurePath Project Phases” • Take a tour of Guidewire Marketplace to see
in the search field to get started. our pre-built solutions.
• Explore the Guidewire Cloud Standards that
are part of product documentation to
increase your awareness.