Page 9 - One Green Leaf Design

Neil Harvey
Managing Director
IFAA’s Managing Director Neil Harvey has almost 30 years of senior management experience
in providing administration and management services to superannuation funds in Australia and overseas. During the 10 years prior to establishing IFAA, Neil was a senior executive at Jacques Martin Industry, an administrator of multi- employer superannuation funds. Neil co-founded IFAA in March 1998.
Murray Smith
Chief Operating Officer
Murray was appointed as Chief Operating O icer in July 2016. Murray brings to this key role extensive senior management experience, gained in Australia and internationally, across a wide range of sectors (resources, transport, engineering and financial services). Prior to joining IFAA, Murray has held senior executive positions with Aurizon, Suncorp, Thiess and BHP. Murray’s experience is characterised
by strategy design and execution and the leadership of significant corporate/business development initiatives. Murray holds a Bachelor of Agricultural Economics (University of Sydney) and a Graduate Diploma of Applied Finance and Investment (Securities Institute of Australia). He is also a Graduate of the Australian Institute of Company Directors.
David Woodard
General Manager Operational Services
David has been General Manager, Operational Services since 2012. David joined IFAA as a project manager in 2005, before becoming the Manager of Financial Services. Prior to joining IFAA, David spent two years with Australian Unity as a fund accountant responsible for unlisted property trusts and Managed Investment Schemes and five years at AMP Asset Management in the UK. He holds a Bachelor of Financial Services from Bournemouth University, RG146, ASFA 105 and is CPA qualified.
Andrew Griffioen
Acting Head of Technology
Andrew re-joined IFAA at the beginning of 2017, and had previously worked at the company for over 6 years from 2006 to 2012. In between, Andrew held such positions as IT Operations Manager, Head of Business Development and ICT Strategy Advisor, where he was responsible for working with his clients to provide advice and direction on alignment of their technology investment with the strategic direction of their businesses. Andrew holds a Diploma
of Management.
Chris Hill
General Manager, Corvus Technologies
Chris brings 20 years of experience in the field of website development and systems engineering. Having worked on a diverse set of systems from networking systems in steel manufacturing plants to administration and automation of software configuration management for aerospace to designing and developing software for real estate agents, Chris specialises in providing targeted, high-quality software solutions. Chris has recently designed and implemented the Thorin Product Suite to provide enhanced capabilities for Superannuation Funds to better reach and service their membership. Chris holds a Bachelor of Science in Computer Science, Political Science, and Anthropology and History with a minor in International A airs from Carnegie Mellon University and a Masters in Computer Science from the University of Queensland.
PROVIDE DETAILS ON YOUR DIGITAL STRATEGY AND ITS FUNCTIONALITY THAT IS CURRENTLY IN PLACE. WHAT ARE PROVIDERS CAPABLE OF DELIVERING
IN ITS MOST SIMPLE FORM, IFAA’S OBJECTIVES ARE TO:
· give members a seamless, quality experience across all digital channels; and
· perform all tasks as e iciently and quickly as possible transitioning to a ‘digital by default’ perspective,
with automation of processes, openness of integration and information, and delivery of high-quality features for our clients.
IFAA is focused on a digital by default, personalised by design strategy. The core elements are:
• achieving straight through processing wherever possible;
• moving to automated workflow processing where regulatory requirement or fund business rules necessitate paper based documentation; and
• manual processing by exception for ‘edge’ or di icult cases, with a focus of innovation on finding ways to automate even these hard cases.
Importantly the strategy reflects a whole of business agenda for alignment of structure, process and practice consistent with the digital by default, personalised by design ethos. That is to say, IFAA’s bespoke approach to client service allows a fund to determine how far to push a digital agenda. IFAA is familiar with business models where superannuation funds have gone as far as virtually eliminating paper as a medium. This has required changes to engagement and communication practices. Instead of funds communicating with members through traditional paper based correspondence, they
are now contacted by SMS or email (depending on the member’s preference). It has also required changes to member join processes. Members are unable to join the fund without provision of an email, mobile phone or SMS contact. These elements are simply illustrative of the business process changes that have been implemented as a requirement of such a strategy.
Equally IFAA is familiar with funds who retain a strong view that they will service the member in all forms including paper. The business process changes necessary to comply with this mandate under a digital by default, personalised by design strategy are di erent to the earlier fund’s strategy. IFAA can accommodate either pathway.
IFAA has developed a deep appreciation of these implications through its own investigation, its partnering arrangement with IRESS and direct engagement with a range of superannuation funds that have progressed their own digital strategy. IFAA has also identified
a range of enabling technologies and pathways that can give further e ect to a digital by default position. Importantly, we have taken
the time to understand where and how IFAA’s core bespoke o er can be overlayed with a digital strategy to enable the digital by default, personalised by design objective we strive for. It is for these reasons that IFAA signals to Energy Super that it is in a position to accommodate the digital by default agenda to
whatever extent the
fund wishes to pursue.
The important requirement is for there to be clear and fulsome discourse between both parties to ensure there is an holistic implementation of the Fund’s intent and strategic objective. The shared dialogue and IFAA commitment to work with the client is aimed at ensuring the best member online experience. As detailed in the response to Q9b overleaf, IFAA has for a number of years provided a proprietary Member Online (MOL) solution to Energy Super. In recent times IRESS has significantly advanced its Acurity Online (AOL) product to the point where IFAA now proposes to adopt it consistent with the execution of digital strategy providing Energy Super has no objections.
Further details on IFAA’s digital by default, personalised by design strategy can be found in Supplementary Paper 2.
0401 363 611
audra@onegreenleafdesign.com
onegreenleafdesign.com
By transitioning to a ‘digital by default’ perspective our clients receive automation of processes, openness of integration and information and delivery of high-quality features.
DIGITAL BY DEFAULT PERSONALISED BY DESIGN
93 Q13
69 Q9