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HUK-COBURG: Strategy workshop & platform concept.

For the mobility project “HUK DRIVE” of Germany’s largest motor insurer: workshop, target architecture and roadmap up to implementation-ready planning.

  • Two days of event storming & design thinking
  • Modular target architecture & cost estimate
  • Roadmap with work packages and sprints
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HUK-COBURG
ProjectHUK DRIVENew-car leasing for HUK customers
Strategy workshop · ENSO Hotel Ingolstadt
2
days of strategy workshop
5
modules in the target architecture
14
work packages
8
roadmap phases
In a nutshell

Challenge, solution, result

01

Challenge

A platform giving HUK customers exclusive new-car leasing offers — with many stakeholders and open fundamental questions.

02

Solution

A two-day workshop with event storming and design thinking, prepared, facilitated and followed up by Circle.

03

Result

Customer journey, target architecture, cost estimate and a roadmap as the basis for the management decision.

The challenge

HUK-COBURG is expanding its mobility services and entering digital new-car brokerage. With “HUK DRIVE”, customers are to receive pre-negotiated leasing offers — in a protected area open only to them. Before a single line of code is written, a project like this needs clarity: who does what, which systems interact, what belongs in the first version — and what will it realistically cost?

The workshop

Two days with us in Ingolstadt, at the ENSO Hotel, with representatives from management, IT, marketing, process ownership and data analytics. Our team brought three perspectives: strategy and processes, technical architecture, and user guidance and customer journey — complemented by an experienced external facilitator.

  • Preparation: agenda, alignment with all stakeholders, methodology, plus prepared templates and visualisations.
  • Event storming: all business processes as a chain of events — from first contact through the request to the partner's response.
  • Design thinking: from the customer's point of view — where does it get stuck, what convinces, what does the first version really need?
  • Follow-up: documentation of all results and recommendations as the basis for the management decision.

Implementation plan (anonymised)

Structure we developed: 14 work packages, 8 phases, 7 sprints, 4 milestones. Labels simplified, without dates or project details.

Sprints
Kickoff & target architecture — month 1 to 1
Data import & interfaces — month 1 to 3
CRM & customer profiles — month 2 to 3
Campaigns & automation — month 3 to 4
Content management — month 2 to 4
Login integration — month 3 to 4
Shop: foundation & landing page — month 3 to 4
Shop: offers & detail pages — month 4 to 5
Shop: request flow — month 4 to 5
Preferences & tracking — month 5 to 5
Reporting dashboard — month 5 to 6
Finalise integration — month 5 to 6
Testing & quality assurance — month 4 to 6
Documentation & handover — month 6 to 6
Milestones

Milestones

  1. CRM & CMS running — month 3
  2. Shop complete — month 5
  3. Integration final — month 5
  4. Go-live after acceptance — month 6

Phases

  • Foundation
  • Data & CRM
  • Content
  • Access
  • Shop
  • Analytics
  • Quality
  • Handover

What came out of it

  • Customer journey: the path from the first touchpoint to the non-binding offer request — with every touchpoint and feedback loop.
  • Target architecture: loosely coupled modules for customer relationship (CRM), content (headless CMS), a shop with open and protected areas, an integration layer to existing systems, and reporting.
  • Guardrails: data protection and consent, accessibility, security, operation within the EU and avoiding vendor lock-in.
  • Effort & cost estimate: roles, person-days, tooling and licences, buffers, and the main cost drivers and risks.
  • Roadmap: 14 work packages in 8 phases over about five and a half months, with sprints and four milestones up to the go-live of the first version.

Handover

The concept was designed to be carried forward without us. After the concept phase ended in late November 2025, the client took over implementation in-house. Content and figures from the project documents are confidential — the plan below therefore shows only the structure, anonymised and without dates.

Services

What Circle contributed

Studio + Lab — marketing & digitalisation from one hand.

Marketing & Strategy 5

  • Two-day strategy workshop at the ENSO Hotel Ingolstadt (event storming & design thinking)
  • Preparation: agenda, stakeholder alignment, methodology, templates & visualisations
  • Effort & cost estimate incl. team, tooling & risk planning
  • Implementation roadmap: 14 work packages in 8 phases, sprint & milestone planning
  • Documentation & recommendations for the management decision

Software, Apps & Web 2

  • Customer journey from first contact to offer request
  • Modular target architecture: CRM, content management, shop, integration layer, reporting
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