Insurance Technology • Dynamics 365 CRM • Delivery
Tell us what you’re delivering
We’ll suggest a practical approach, timeline and the first set of actions to get momentum.
What we deliver
Clear scope, reliable integrations and delivery governance that gets you to go‑live with confidence.
Dynamics 365
Dynamics 365 CRM & Power Platform delivery
Dataverse modelling, business processes, integrations and reporting — aligned to underwriting, policy, claims and finance.
- • Requirements, user stories & acceptance criteria for CRM workflows
- • Dataverse data model & integration design (APIs / ADF / middleware)
- • UAT governance, release readiness and go‑live support
Insurance platforms
Platform change & product delivery
From unclear requirements to signed‑off delivery packs — we bridge business, technology and delivery teams.
- • Scope & process design for underwriting / policy admin / claims journeys
- • Delivery assurance (definition of done, evidence packs, sign‑off)
- • Stakeholder reporting, roadmap & backlog management
Integration
Integrations, APIs & data pipelines
Reliable integrations across platforms — with clear contracts, mapping and failure handling.
- • API specs, mapping, field-level rules and error scenarios
- • Data pipelines (ADF / SQL) and interface monitoring
- • Environment / access / release coordination with vendors
Data
Reconciliation, reporting & audit evidence
Audit-ready logic for BDX / claims / finance extracts — with reconciliation that stands up to scrutiny.
- • Mandatory field checks, validation rules and exception handling
- • Reconciliation templates & evidence packs
- • KPI baselines and performance / process optimisation
Application support
BAU support & ticket handling
Day-to-day triage, prioritisation and delivery across incidents, enhancements and defect fixes - with clear comms and audit trail.
- • ServiceNow & Freshdesk ticket triage (SLAs, prioritisation, stakeholder updates)
- • JIRA & Azure DevOps backlogs (user stories, acceptance criteria, release notes)
- • Root-cause analysis, regression checks and controlled releases
How we typically engage
- • Integrated BA, Dev and QA delivery for insurance and Dynamics 365 programmes
- • Clear ownership from discovery to go-live — requirements, build, test and release
- • Dynamics 365 & integration development
- • UAT & release assurance with controlled testing, defect management and sign-off
- • Data, reconciliation and reporting change designed to withstand audit and scrutiny
How we work
- Baseline & scope (what “done” looks like)
- Design & build (stories, rules, mapping)
- Test & evidence (traceable, auditable outputs)
- Go‑live & improve (measure → optimise)
Next step
Tell us what you’re delivering and we’ll suggest a practical approach, timeline and the first set of actions to get momentum.
Contact Perigon