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Case studies

Live systems, real volumes, real regulators.

Fifteen years across healthcare, financial services, insurance, energy and the public sector. All contracts.

A calm hospital nurses' station at night, monitors glowing softly

7,500+

Healthcare · A national healthcare service, for Microsoft2025 to 2026

Live in a single weekend.

Microsoft brought me in as lead solutions architect to lead the delivery of its $5M+ Dynamics 365 programme, a mission-critical 24/7 system for 3M+ members. The client calls it the largest Dynamics CRM migration ever carried out in its country.

  • Blueprints agreed with the CTO and business owners; Dynamics 365, technical and partner architects directed to one set of best practices.
  • Customer Service, Avaya telephony, 100+ integrations including SAP, AS400 and Kafka, and 660+ components rebuilt as native.
  • A FastTrack load and a .NET delta migration at over 2 million transactions an hour, validated record by record.
  • A one-weekend Big Bang go-live in July 2026, backed by 7,000+ test scenarios, with no disruption.
High-voltage transmission pylons crossing a Highland glen at dawn

Bronze

Energy · SSEN Transmission2024 to 2025

An AI agent that won Best Use of AI.

I designed and built SSEN’s feedback agent on Azure OpenAI, Dynamics 365 and Power Platform. It won Bronze for Best Use of AI at the UK Customer Experience Awards 2024, and SSEN reports an 89% efficiency gain.

  • RAG for configurable control of complex category trees, data extraction and location mapping.
  • Load-tested for peaks of 100,000 items a month, at about 16p in tokens per item.
  • A DPIA, public consent for AI processing, threat models and 90% accuracy against human review.
  • Also designed, led and launched SSE’s Dynamics 365 application management service.
An empty modern contact centre at dusk, headsets resting on tidy desks

FCA

Financial services · Principality Building Society2023 to 2024, 2026

Regulation, retention and a target architecture.

Two contracts with the society. Currently its Microsoft AI Business Solutions Architect.

  • The CRM’s alignment with the FCA’s 2027 customer service requirements, signed off in UAT for a November 2026 go-live, with AI-run Playwright testing on sample data.
  • The target architecture for the move to Dynamics 365, Contact Center, Copilot Studio and Microsoft Fabric.
  • GDPR data retention for the CRM, with automated deletion and audit trails.
A professional headset resting on a wooden desk beside a closed laptop

4 regions

Contact centres · three Microsoft clients2025 to 2026

Designed for the US, Europe, Asia and China.

Dynamics 365 Contact Center solutions meeting each region’s regulatory and data residency rules, with Microsoft Teams Phone and a multi-tenant design for China.

Madrid's business district skyline at golden hour

On time

Professional services · KPMG Spain, for Microsoft2022 to 2023

Dynamics 365 and SAP, brought in on time.

Redesigned the Dynamics 365 implementation and the SAP integrations, and coordinated and mentored a 15-person team using GPT-accelerated delivery. Also designed LLM-based chatbots with telephony in Power Virtual Agents, now Copilot Studio, piloted at Discount Bank.

Hands holding a smartphone in a bright café

15

Banking · Virgin Money, with Redspire2020 to 2021

A multi-million-pound onboarding portal.

Architected and launched on Power Apps portals, now Power Pages, with 15 integration points into financial and operational systems.

A clear English river with a small weir in green countryside

Live

Public sector · Environment Agency (Defra)2018 to 2019

A permit system, live and integrated with GovPay.

Took the Environment Agency’s Dynamics 365 permit system live, integrated with the customer portal and GovPay, with automated UI testing.

Also

Earlier programmes, for Microsoft and others.

2019 to 2020

AllianzFor Microsoft

Led the migration of CRM 2011 to Dynamics 365 Customer Service online and Azure.

2019 to 2020

EASAFor Microsoft

A Dynamics 365 portal for the EU aviation safety agency, for doctor vetting of pilots.

2017

Thames Valley Police and Hampshire ConstabularyFor Microsoft

Portals integrated with Dynamics 365 over Azure Service Bus.

2010 to 2017

Earlier career

Dynamics CRM consultant and lead .NET developer for Capita, Ciber, Regus, Honda, the Royal Borough of Kingston and others.

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