Technical Design Authority for enterprise case management
A large-scale Dynamics 365 case-management implementation integrated with SharePoint Online, delivered by a team of seven developers under our design authority.
Our summary
We wrote the design so the people funding the programme could challenge it, and led seven developers over six months as design authority.
The situation
A UK public-sector regulator needed enterprise case management on Dynamics 365, with document management in SharePoint Online and a delivery team large enough that architectural drift was the main risk.
The role was design authority: decide what gets built, make sure it stays built that way, and explain it to people who do not read solution diagrams.
What we did
We developed solution outlines for process automation using Power Automate, Power Apps Component Framework, CRM plugins and JavaScript, and defined the technical approach for integrating Dynamics 365 with SharePoint Online for case document management.
We led seven developers through build and delivery, using Azure DevOps Repos for version control and Pipelines for continuous integration and delivery, and orchestrated the migration of legacy system data into Dataverse.
Keeping the design aligned
We explained complex design decisions to non-technical stakeholders in language they could challenge.
That kept business need, technical specification and design decision aligned while the programme was under time pressure.
The result
Over six months as design authority, we set the architecture, led seven developers through the build and orchestrated the migration of legacy data into Dataverse.
Design decisions were written so that non-technical stakeholders could follow and challenge them.
The engagement
- Sector
- UK public-sector regulator
- Platforms
- Dynamics 365, SharePoint
- ALM
- Azure DevOps
- Our role
- Technical Design Authority
- Team
- 7 developers
The services behind this work.
Dynamics 365 Sales and Customer Service
Dynamics 365 Sales and Customer Service, set up around your operating model and reporting lines.
SharePoint & Teams
Intranets, document management and migrations that finish. SharePoint agents once your content is classified.
Power Platform
Apps with proper testing, release and ownership, plus custom code where low-code runs out of road.
Facing something similar?
Take the free Cloud Modernisation Assessment: 18 questions, then your score and a personalised report on what to fix first.