Gap 1
Policy and claims data may be duplicated across portals and back-office systems.
Join up policy, claims, customer service and finance with traceable interfaces and governed information.
Policy/claims platforms, broker portals, CE/CRM, documents, payments, finance, analytics, identity and external service providers.
These are common assessment themes to validate with your team, not assumptions about your organisation.
Policy and claims data may be duplicated across portals and back-office systems.
Manual hand-offs can delay case resolution and payment reconciliation.
Operational evidence and sensitive-data controls may be fragmented.
The examples below are generic scenarios, not customer references or guarantees.
Connect case intake, assignment, document status and external interfaces with clear ownership and exception queues.
Scope payable/receivable, settlement and reporting interfaces with approval controls and reconciliation measures.
Monitor critical policy/claims integrations and plan recovery without exposing customer records in general dashboards.
Data classification, consent/retention requirements and role boundaries.
Interface contracts, case ownership and reconciliation rules.
Recovery objectives and supplier service commitments.
Engagements connect discovery and TOGAF-informed architecture with Agile delivery, ALM, DevOps, integration and support.
Requirements, Dynamics 365 Sales, Customer Service, Field Service, customer journeys, Dataverse and Power Platform integrations. Scope applications around your sector’s actual processes.
Finance, purchasing, sales orders, inventory, planning, manufacturing, assets, warehouse processes and financial reconciliation. Confirm module fit, licensing and specialist scope.
Cloud readiness, landing zones, identity, networks, integration, data platforms and managed operations across Azure, AWS, GCP and on-premises.
ITOps, NetOps, CloudOps, FinOps and AIOps workflows; observability, technical audit, governance, security and tested recovery with agreed approval controls.
The form opens with your industry selected and three sector-specific prompts, followed by 15 optional capability areas. Start with a short brief; expand only the areas relevant to your enquiry.