Pegasystems (Pega) CRM consultants and decisioning architects

Bring in hands-on Pega specialists to configure CRM workflows and customer decisioning. They join your team to resolve implementation bottlenecks or support existing applications.

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Trusted By

Bimbo
Bolaffi
BTO
IDS
Infocert
Metelli
Newchem
Relatech
Bimbo
Bolaffi
BTO
IDS
Infocert
Metelli
Newchem
Relatech
Contact us

What do you need help with?

Customer service workflows need revision

Service requests stall between departments or require repeated manual entry. Pega consultants review case workflows and configure routing rules, with acceptance criteria agreed with business owners.

Customer decisions need consistent rules

Offers compete across channels without clear prioritization. Decisioning architects configure Customer Decision Hub strategies and validate eligibility rules against contact policies before changes reach production.

CRM connections are delaying implementation

Customer records and case updates need to move between Pega and existing systems. Pega developers implement interfaces and investigate failed exchanges without duplicating business rules across applications.

Existing applications need ongoing attention

A growing change backlog or recurring production incidents require additional Pega expertise. Specialists investigate defects and support releases while maintaining the application configuration and regression tests.

Pega CRM functional consulting

Digiventi provides Pega CRM consultants and business architects to assess process gaps and translate business requirements into application configuration. Bring them in when customer-facing workflows need revision or an implementation needs clearer acceptance criteria.

  • Pega Customer Service: Configure service cases and routing rules, including escalation paths and agent workflows.
  • Pega Sales Automation: Configure lead and opportunity processes, with assignment rules and approval steps aligned to sales responsibilities.

Functional specialists validate proposed changes with business owners before development proceeds.

Customer Decision Hub and decisioning

Pega decisioning architects configure Customer Decision Hub around agreed customer treatment policies. They review existing strategies and identify conflicts between commercial priorities and contact restrictions.

  • Next-Best-Action Designer: Define engagement policies and arbitration settings, then test decisions against representative customer profiles.
  • Predictive and adaptive decisioning: Configure model inputs and response capture, with monitoring to check how decisions behave after release.

Specialists can also review consent handling and decision explanations with privacy stakeholders, keeping implementation aligned with documented requirements.

Pega development and integration

Pega system architects and developers extend applications where configuration alone cannot meet the requirement. They implement case types and reusable rules, with access controls matched to user responsibilities.

Integration specialists connect Pega to customer data platforms and back-office systems through REST or SOAP interfaces. Their work covers data mapping and authentication, alongside error handling and retry behavior. For applications adopting Constellation, specialists assess UI compatibility and adapt custom interactions within the supported architecture.

Application support and upgrades

Pega support specialists investigate failed cases and production defects, tracing issues through application rules and integration logs. They can take responsibility for an ongoing change backlog alongside the existing support team.

For platform upgrades, Pega architects assess deprecated features and custom code dependencies before planning remediation. Developers update affected rules and extend regression coverage. Performance investigations use Performance Analyzer (PAL) and Pega Diagnostic Center (PDC) to identify expensive processing or recurring alerts, with findings checked against observed application behavior.

Selected work

Enterprise digital platform delivery for a European Qualified Trust Service Provider

A leading European trust service provider required senior technical and delivery capacity to manage the expansion of its national digital identity platform under strict regulatory deadlines. We deployed specialized consultants to support requirements scoping, AWS cloud architecture, and end-to-end integration workflows. The project was delivered on schedule, successfully rolling out compliant onboarding and biometric verification at national scale.

Digiventi in numbers

10+

Years of experience in the IT industry.

1.500+

Professionals

250+

Successfully completed projects.

Meet the Digiventi team

Senior specialists and the people who keep client work moving. They are the same people who answer when you get in touch.

Our expertise across technologies

Our network covers a wider range of technologies, including the platforms below.

HubSpot
Microsoft Dynamics 365
Pipedrive
Salesforce
SAP crm
Zendesk
Zoho CRM
HubSpot
Microsoft Dynamics 365
Pipedrive
Salesforce
SAP crm
Zendesk
Zoho CRM

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