case studies

66 enterprise moves, told as case studies.

Migrations, upgrades, cloud moves, consolidations and AI rollouts on identity, security, cloud, ERP, CRM, data and industry platforms. The client's name stays out. The rest stays in: the problem, what we did, the architecture before and after, the plan phase by phase, and what the client got out of it.

Identity and access13 · area page →

migration Identity and access

On-premises Active Directory to cloud-first Microsoft Entra ID

We shrink on-premises Active Directory one application at a time, moving groups, users and app authentication to Microsoft Entra ID as each app is ready.

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migration Identity and access

AD FS federation to Entra ID authentication

Converting federated domains from AD FS to Entra ID cloud authentication, moving relying parties app by app and retiring the AD FS farm.

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upgrade Identity and access

Auth0 Rules and Hooks to Actions before end of life

Rewriting Auth0 Rules and Hooks as Actions before their 18 November 2026 end of life, with token claims compared before and after each change.

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migration Identity and access

ForgeRock AM/IDM to PingOne Advanced Identity Cloud

Moving self-managed ForgeRock AM and IDM, now called PingAM and PingIDM, to PingOne Advanced Identity Cloud without breaking sign-in or provisioning.

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implementation Identity and access

Homegrown customer login to Auth0 or Okta Customer Identity

We swap homegrown customer login and its user table for Auth0, move users without forcing password resets, and keep the CRM records in sync.

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consolidation Identity and access

Identity integration after a merger or carve-out

We give people access on day one after a merger or divestiture. Then directories, identity providers and governance get merged or separated, on a plan.

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migration Identity and access

IBM ISIM, Oracle OIM or homegrown provisioning to SailPoint or Saviynt

Getting off IBM ISIM, Oracle OIM or homegrown provisioning scripts and onto SailPoint or Saviynt, with provisioning, certifications and audit history intact.

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consolidation Identity and access

Consolidating Okta and Entra ID after years of running both

Picking one primary identity provider after years of running Okta and Microsoft Entra ID side by side, then moving apps, MFA and provisioning to it.

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migration Identity and access

Oracle Access Manager and OIG to a modern identity provider and IGA

Replacing Oracle Access Manager and Oracle Identity Governance 12c with a cloud identity provider and SailPoint or Saviynt before support runs out.

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modernization Identity and access

RSA SecurID tokens to passwordless MFA with passkeys

Retiring RSA SecurID tokens, hardware and software, in favour of phishing-resistant passkeys while VPN, RADIUS and server logons keep working.

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upgrade Identity and access

IdentityIQ 8.x to 9.0 upgrade

Upgrading SailPoint IdentityIQ 8.x to 9.0, with the route through 8.5, the iiq-precheck scan, javax to jakarta fixes and a tested rollback.

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migration Identity and access

SailPoint IdentityIQ to Identity Security Cloud

Leaving IdentityIQ for SailPoint Identity Security Cloud (formerly IdentityNow) with custom logic, certifications and audit history carried across.

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migration Identity and access

SAP Identity Management replacement with Entra ID or SailPoint

Replacing SAP Identity Management before its 2027 end of maintenance, with provisioning to SAP and non-SAP systems moved to Entra ID Governance or SailPoint.

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Cloud and infrastructure6 · area page →

modernization Cloud and infrastructure

Hand-built cloud to Terraform or OpenTofu

Bringing console-built AWS, Azure and Google Cloud resources under Terraform or OpenTofu with import blocks, clean state and pipelines, without rebuilding.

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implementation Cloud and infrastructure

Cloud landing zone and account vending

AWS Control Tower with Account Factory for Terraform, or Azure landing zones on Azure Verified Modules, built as code with guardrails, logging and vending.

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migration Cloud and infrastructure

Data center exit to AWS or Azure

Leaving a colocation or owned data center for AWS or Azure in planned waves, with dependencies mapped, licences checked and every server given an owner.

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upgrade Cloud and infrastructure

Kubernetes, EKS and OpenShift version upgrades

Keeping EKS, AKS and OpenShift clusters on supported Kubernetes minors, and dealing with deprecated APIs, add-ons and node pools before each upgrade.

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migration Cloud and infrastructure

VMware exit after the Broadcom licensing changes

Planning a VMware exit now that Broadcom sells only VCF and VVF subscriptions, to OpenShift Virtualization, Azure VMware Solution or native cloud.

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upgrade Cloud and infrastructure

Windows Server 2016 and SQL Server 2016 end of support

SQL Server 2016 left extended support in July 2026 and Windows Server 2016 follows in January 2027. We upgrade, migrate or buy ESUs, server by server.

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Industry platforms10 · area page →

upgrade Industry platforms

Nasdaq Calypso upgrade to V19

Upgrading Nasdaq Calypso to V19, with server consolidation, properties moved to the database, the WebUI and deployment changes tested on your own trades.

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migration Industry platforms

Duck Creek on-premises to Duck Creek OnDemand

We move self-hosted Duck Creek Policy, Billing and Claims onto Duck Creek OnDemand and keep the product and rating content, integrations and data intact.

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implementation Industry platforms

Epic integrations, FHIR APIs and TEFCA connectivity

Building and governing the HL7 and FHIR integrations, SMART on FHIR apps and TEFCA exchange around Epic, with an interface catalog and scope reviews.

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implementation Industry platforms

TriZetto Facets upgrades and CMS-0057-F interoperability APIs

Keeping TriZetto Facets current while we build the Provider Access, Payer-to-Payer and Prior Authorization APIs that CMS-0057-F requires by January 2027.

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migration Industry platforms

Guidewire InsuranceSuite self-managed to Guidewire Cloud

Moving self-managed PolicyCenter, BillingCenter and ClaimCenter to Guidewire Cloud without carrying every Gosu customization and integration along.

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upgrade Industry platforms

Murex MX.3 upgrades and the move to MXSaaS

Planning the next Murex MX.3 upgrade, or a move to MXSaaS, with automated regression on trades, valuations and accounting and the datamart reports traced.

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upgrade Industry platforms

Oracle Utilities CC&B 2.x to the 25.x release line

Taking Oracle Utilities CC&B from 2.6, 2.7, 2.8 or 2.9 to 25.4 on a tested upgrade path, with custom algorithms checked and bill cycles compared.

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modernization Industry platforms

AVEVA PI data to cloud analytics on Databricks or Fabric

Getting AVEVA PI System data into Databricks or Microsoft Fabric with asset context, outbound-only paths out of the plant and tag names people understand.

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migration Industry platforms

SAP IS-U to S/4HANA Utilities

Taking SAP IS-U from ECC 6.0 to S/4HANA Utilities ahead of 2027, and proving billing variants, device data and FI-CA in parallel billing first.

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upgrade Industry platforms

Temenos core banking upgrades and Temenos SaaS

Upgrading Temenos Transact (formerly T24), or moving to Temenos SaaS, with local developments traced, retired or rebuilt, and regression automated.

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AI and agents8 · area page →

AI rollout AI and agents

AI pilot to production with forward deployed engineers

Taking an AI pilot into production with forward deployed engineers who work with the business team, build evals, connect real systems and hand over cleanly.

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AI rollout AI and agents

Microsoft 365 Copilot or Gemini Enterprise rollout with real adoption

Rolling out Microsoft 365 Copilot or Gemini Enterprise with oversharing fixed first, use cases tied to real tasks and adoption measured past login counts.

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AI rollout AI and agents

Enterprise search and RAG that respects document permissions

Enterprise search and RAG that only return what each user may open. We capture source ACLs at ingestion, filter at query time and leak-test.

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AI rollout AI and agents

MCP servers for SAP, Salesforce, ServiceNow and internal APIs

We connect AI agents to SAP, Salesforce, ServiceNow and internal APIs through MCP servers, with OAuth, scoped tools, approval for writes and audit.

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upgrade AI and agents

OpenAI Assistants API to the Responses API and the Agents SDK

Getting apps off the shut-down OpenAI Assistants API onto the Responses and Conversations APIs or the Agents SDK, with history kept and outputs re-tested.

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AI rollout AI and agents

Classic RPA bots to agentic automation

Moving classic RPA bots to agentic automation in UiPath or Power Automate. APIs first, agents only where judgment is needed, and controls on both.

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AI rollout AI and agents

Identity, scopes and audit for AI agents and MCP servers

Giving AI agents their own identities, putting remote MCP servers behind OAuth with per-tool scopes, and logging which agent did what for whom.

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AI rollout AI and agents

Turning on Agentforce, Now Assist, Joule and Copilot safely

Turning on vendor AI in Salesforce, ServiceNow, SAP and Dynamics 365, with permissions checked, an owner for each use case, agents tested and costs watched.

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