Integration Programme for a Global Insurance Broker

A global insurance broker which was growing rapidly through acquisition. The established IT M&A team had a high-quality integration process but was unable to keep up with the pace of expansion.

Refractis was engaged to review the technical integration approach and evolve it to cater for the broad variety of businesses within the acquisition backlog in terms of scale, materiality, and complexity.

Having developed an approach based around a set of integration “patterns”, we then developed a high-level business case and plan for a programme covering the integration of 60 businesses across Asia Pac, EMEA, UK, North America and Latam regions.

Refractis was asked to manage the execution of this programme, which involved 10 parallel streams of integration work, supported by central architecture, transition, and desktop engineering teams.

Each integration involved:

• Completion of “as-is” discovery and development of a “to-be” architecture
• Creation of standard identities and migration to a common M365 tenant
• Migration of applications to Azure cloud or SaaS solutions
• Delivery of a standard and secure EUC build
• Transition to enterprise security and support capabilities.

The integrations enabled enhanced collaboration across the company with easy access to common email, diary, file-sharing, and conference solutions. Critically it also delivered an enhanced level of security, protecting data, ensuring continuity of service, and enabling the client to retain existing business and win new tenders.