Microsoft Dynamics 365 – Search, Selection, Implementation, and Managed Services for a Specialty Insurance Platform

The Challenge

The client, a startup in the specialty insurance market, needed to select and implement a robust ERP and CRM system to support rapid growth. The chosen platform had to modernise operations, enhance efficiency, and improve adaptability to stay competitive in a fast-paced market. As a new company, the client required a scalable solution to meet evolving business needs. They partnered with Org to identify the right technology, implement a suitable ERP system, and support ongoing innovation and improvements.

Client Overview

Founded in 2018 by experienced industry executives and technology experts, the client provides a data and services platform for the specialty insurance market. Focused on expanding its operational capabilities, the client aimed to modernise its infrastructure for sustainable growth.

Solution

Org provided a comprehensive approach to meet both immediate needs and long-term objectives. Our key services included:

• ERP Search and Selection: Assisted in selecting Microsoft Dynamics 365 Finance & Operations (D365 FO) and HR as the preferred platform.
• Programme Assurance: Delivered strategic oversight and risk management throughout the project.
• Global Implementation Support: Supported configuration, customisation, and deployment of D365 to align with business requirements.
• Technical Design Authority: Ensured the solution adhered to technical standards and strategic goals.
• Governance and Continuous Improvement: Established governance structures for ongoing program evaluation and future planning.
• Managed Support Services: Provided support, maintenance, and enhancement for the client’s Microsoft ecosystem.

Implementation

Org collaborated with the client to define a detailed programme plan and roadmap. We established a business and benefits case that guided the project’s objectives, timelines, and resource allocation. As the Technical Design Authority, we ensured alignment with the client’s goals at every stage, from configuration to deployment. Our managed services continued to support their ecosystem post-launch, covering support, maintenance, and system enhancements.

The Impact

Org’s support enabled the client to streamline its operational capabilities and ensure continuous improvement, creating a strong foundation for growth.

Key achievements include:

Conclusion

Through Org’s partnership, the client successfully deployed Microsoft Dynamics 365 to drive operational efficiency and scalability. With a robust governance framework and managed support, the client is well-positioned to adapt and grow in a competitive landscape. Org’s services provided both strategic and technical assurance, allowing the client to achieve its growth objectives confidently.