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Views of phase II: City underwriter view

[Noah demonstrated the system to me. Running through the Windows icons:

Q&A

The Q&A system is still running on his PC. He used DOS to find a file to show me. You had to duplicate information in Q&A but you could copy it. There is more information in the new system.

MS Mail

This is free format and you can attach documents; it's quicker than fax.

Multinational system

He hates that you have to sign on to everything; you aren't supposed to leave it up and running but he does because of the delay. In fact while it was loading Noah sorted out an urgent fax.

He ran through the business menu (which is all they use) explaining the purpose of each item. They are having problems with claims, duplication and attaching problems. Noah doesn't know how to use the claims option. He has never used the transfer option and doesn't know what the treaty option does.

He showed me a quote. He can view anything in London. If there is a new broker he has to get Keith or GIS to add it. When the status of a quote is accepted it is moved onto programme but if he's wrong about the status, he can't alter it. Buttons at the bottom of the screen show further information; Noah says you can get lost. When you've chosen the countries for a programme, the system creates policy records but you have to call them up by typing in the client or part of the client and selecting from a list. You can view all the policies with a slider bar with options to update, view, see history or reports. You can't fix on a programme and suddenly the system threw up a client list when we tried to look at a history. The history shows status changes and dates but not who made the change and you have to scroll across to see it all. The reports are all very general; there are only 10 of them.

Change network password

Only for changing his network password.

123 Lotus

Noah doesn't use this, if he wants a table he writes it out and gets the girls to do it because 'we don't like using PCs'.

Write

Uses this for faxes.

My overall impression

Noah was very quick at getting things and knew what was what. He also could draw me pictures showing the different underlying structure between the Q&A and new system. When we came onto why they couldn't look at Holland or New York there was a sudden silence as though I shouldn't have revealed that these were different databases and so he would need to log on to them. System looks nice and friendly with one or two exceptions noted above.]

X058 page 004.02 Noah Notes/Tape 24/08/94

Social influence:
Technical influence: System characteristics: Usability


Recording
Story
Social influence
Technical influence

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