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Helsana AG Evaluation of a Sourcing Partner for Digital Workplaces

Helsana AG is a Swiss health insurance company, employing over 3,400 staff across Switzerland. With around 2 million insured members and a premium volume of over 7.1 billion Swiss francs, Helsana is the leading health and accident insurer in Switzerland.

The evaluation process carried out by Metagon was transparent, goal-oriented, and efficient. Thanks to Metagon, Helsana was able to achieve its ambitious goals and advance the standardisation process.
Harald Häuschen, Head of IT Operations, Shared Service and Solution

Challenge

Metagon conducted a potential analysis for Helsana regarding the standardisation and outsourcing of digital workplaces (DWP). The analysis showed that outsourcing the DWP would lead to cost and efficiency gains. Based on this insight, Helsana decided to source part of the DWP as a service and tasked Metagon with evaluating the appropriate service provider and supporting the project management.

Solution

The foundation for the tender was the defined sourcing split. The stakeholders could see which services the provider would deliver and which parts of the DWP would remain at Helsana. In an initial briefing, potential providers were informed about the project. Metagon then described the services in the RFP documentation and, together with Helsana, set the price sheet for the services to be offered. Based on the submitted proposals, three providers were invited to present their solutions. At the end of the process, Helsana chose the proposal that convinced them the most. Metagon supported Helsana as the co-project manager.

Results

Outsourcing the DWP to a service provider allows Helsana to further standardise its entire IT architecture, reduce complexity, and realise cost-saving potential. The main beneficiaries of the outsourcing are the employees, who now have more flexibility due to the modernised DWP infrastructure and can use resources more efficiently and easily. With Metagon as co-project manager, the tasks were successfully completed on time, within budget, and to the required quality.

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