The Challenge
Allianz operates in financial services and insurance, a sector where scale, regulation, and reliability set a high bar for any technology change. Modernising ways of working in this environment is not a single switch; it is a structured program. Allianz needed a delivery partner who could work to a formal services agreement, move at enterprise pace, and adapt scope as priorities evolved, all while respecting the governance and security expectations of a regulated insurer.
What Evocate Delivered
In 2023 Evocate entered into a digital transformation services agreement with Allianz, later extended by a variation in 2025 as the work progressed. The engagement covered:
- A formal services agreement scoped to Allianz’s digital transformation priorities
- Microsoft 365 modernisation of collaboration and ways of working
- Enterprise governance delivery, with security and compliance treated as first-class requirements appropriate to a regulated insurer
- A 2025 variation extending and adjusting scope as needs evolved
- Documentation and handover aligned to the agreement
Outcomes
Allianz has a structured, contracted footing for its digital transformation rather than ad-hoc project work. Modernisation is delivered against a clear services agreement, with governance and security treated as first-class requirements appropriate to a regulated insurer. The 2025 variation shows the engagement flexed to changing priorities without losing that structure, with Evocate staying engaged as the work matured.
Why This Matters
Large, regulated organisations need partners who can operate inside formal agreements, move at enterprise scale, and adjust as the program evolves. Allianz shows Evocate working at that level: a digital transformation services agreement, delivered to enterprise standards and extended by variation when scope grew. For other financial services and insurance organisations, it demonstrates that modernisation can be both ambitious and well governed.
