Services

We plug into existing delivery teams where you already have a roadmap but need senior hands to make it executable. Typical engagement models are scoped packages, fractional roles or short, outcome‑based sprints.

Core service lines

Everything is delivered by people with prior London Market and CRM project experience.

01

Business Analysis & Product Support

From discovery and options analysis to detailed requirements and sprint‑ready user stories. We cover underwriting, claims, finance, MI and operations – with the artefacts your teams actually use.

  • Discovery, workshops & process mapping
  • User journeys, epics and user stories
  • Backlog shaping & product ownership support
  • Vendor and system evaluation support
02

Quality Assurance & Test Automation

Risk‑based QA that focuses on the flows that can hurt you the most – rather than chasing 100% test case counts. Where appropriate we add light‑touch UI or API automation.

  • Test strategy & planning for new builds or upgrades
  • End‑to‑end test design & execution
  • API & UI automation using modern frameworks
  • Defect triage and go‑live readiness support
03

Development, Integrations & Data

Light engineering to remove bottlenecks: D365 configuration, API integrations, AS/400 feeds, SQL data models and reporting extracts – built in a way your teams can support.

  • D365 CE / CRM configuration & extensions
  • API integrations and Azure functions
  • Data modelling, BDX feeds & finance interfaces
  • Technical design & developer hand‑holding

How we usually engage

Flexible models depending on whether you need a full team or a small “special ops” unit.

Shaped work‑packages

Fixed‑price, clearly defined pieces of work – for example “define D365 data model & integration contracts”, “stand up QA for the broker portal”, or “design BDX & finance reporting views”.

Fractional roles

Part‑time Lead BA, Test Lead or D365 consultant embedded with your teams, providing continuity alongside internal staff and other suppliers.

Outcome sprints

2‑4 week sprints focused on one tangible outcome – such as “sign‑off of underwriting requirements”, “build out the QA regression pack” or “deliver first BDX export”.