AI Enablement & Copilot
Your team is already pasting company data into free chatbots. AI enablement makes the sanctioned path better than the shadow one: deployed on your data, governed by policy, measured by outcomes.
Copilot, deployed properly
Microsoft 365 Copilot inherits every permission mistake in your tenant: if the intern can technically open the payroll folder, so can their Copilot. Deployment starts with data readiness: permission audits, sharing-link cleanup, sensitivity labels, and only then the licenses. We pilot with a measured group, build role-specific use cases, and expand on evidence instead of hype.
Governance before incidents
An AI usage policy that names the approved tools, the prohibited data flows, and the review process, written to fit how your firm actually works so people follow it. Paired with technical enforcement: DLP rules that catch sensitive data leaving for unsanctioned services, and monitoring that shows which tools are actually in use. Governance is what lets you say yes to AI in a client questionnaire without flinching.
Automation and applied AI
Beyond the chat box, the durable wins are workflow-shaped: document intake that reads and routes itself, meeting notes that become CRM entries, first-draft responses on routine tickets, transcription pipelines. We build these on the platform engineering practice, so they run on infrastructure you control with your data staying yours.
Dashboards and business intelligence
Decisions need data before they need AI. We build Power BI and custom dashboards over the systems you already run, finance, pipeline, operations, service metrics, refreshed automatically and shared with the people who act on them. Several of our platform clients run their weekly leadership meetings off dashboards we operate.
What's included
- Microsoft 365 Copilot readiness, pilot, and rollout
- Data readiness: permission audit, sharing cleanup, sensitivity labels
- AI usage policy, DLP enforcement, and tool monitoring
- Workflow automation and applied-AI builds
- Power BI and custom dashboard development and operation
- Quarterly review of AI spend, usage, and outcomes
FAQ
AI with guardrails beats AI by accident.
The readiness assessment scores your tenant, your data hygiene, and your quickest wins.