Program Architecture
Currency model, accrual and redemption mechanics, tier structure, expiry policy and the liability model finance will have to carry.
Practice 02
Loyalty Platform Design & Delivery
Dynamics 365-based loyalty program design and implementation — with the fraud controls written into the specification, not retrofitted after the first abuse incident.
The Premise
Most abuse paths are created at design time
A promotional rule that stacks. A referral bonus that pays before the referred member transacts. A tier threshold reachable through refundable purchases. A pooling feature with no relationship constraint. None of these are security bugs — they are specification decisions, and by the time they surface as losses they are embedded in production logic, member expectations and partner contracts.
Building the platform and understanding how it will be attacked are the same skill. This practice covers the full delivery — program architecture, Dynamics 365 implementation, integration and migration — with abuse modelling running alongside the functional design rather than after it.
The result is a program that does what the business wants commercially and holds up when someone applies automation to it.
Scope
What delivery covers
Dynamics 365 Implementation
Solution design, configuration, extension and deployment on the Dynamics 365 and Power Platform stack, aligned to your existing CRM and commerce estate.
Member Lifecycle
Enrolment, identity linkage, profile management, consent, tier progression and lapse handling — designed so that identity is unambiguous across channels.
Promotion & Offer Logic
Campaign mechanics with explicit stacking rules, eligibility constraints, exposure caps and the abuse modelling that keeps a promotion from becoming an arbitrage.
Partner & Coalition Redemption
Cross-organisational earn and burn, settlement and reconciliation — with consistent rule enforcement at every trust boundary.
Migration & Consolidation
Moving off legacy or fragmented programs: balance migration, historical reconciliation, member matching and cutover without opening a fraud window.
The Difference
What a security-led build changes
The same functional program, specified with different questions asked during design.
| Design area | Conventional build | Security-led build |
|---|---|---|
| Enrolment | Optimised purely for conversion | Conversion-optimised, with velocity and duplicate-identity constraints |
| Promotions | Stacking rules discovered in production | Stacking, eligibility and exposure caps specified up front |
| Point transfer | Enabled as a member benefit | Enabled with relationship, velocity and graph constraints |
| Admin adjustment | Broad support-role permission | Segmented privilege, dual control above threshold, full audit trail |
| Partner APIs | Functional contract only | Contract plus rate governance, anomaly detection and boundary validation |
| Telemetry | Reporting and marketing analytics | Analytics plus a fraud-grade event stream from day one |
Delivery
How a build progresses
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01
Define
Commercial objectives, currency economics, member proposition and liability model. Abuse modelling starts here, alongside the functional design.
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02
Architect
Solution architecture across Dynamics 365, identity, commerce and data — including trust boundaries, control points and the telemetry contract.
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03
Build
Configuration, extension and integration, with rule enforcement and audit implemented as first-class features rather than backlog items.
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04
Launch
Migration, cutover, monitored ramp-up and post-launch tuning while real member behaviour establishes the first baselines.
Related practices
Already running a program?
If the platform exists and the problem is loss, start with the fraud prevention practice and an assessment of the live system.
Loyalty Fraud PreventionInfrastructure not ready?
Cloud architecture, data pipelines and partner integration often need work before a loyalty platform can be built on top of them.
Cloud, Data & IntegrationBuilding or rebuilding a loyalty program?
The cheapest time to close an abuse path is before it ships.