Enterprise Power Platform governance and delivery
Your IT team owns the platform. We take on the work that never reaches the roadmap: a department's backlog, the legacy SharePoint and InfoPath processes that outlived their retirement dates, and the permissions cleanup Copilot needs. We're a senior specialist firm, not a systems integrator. We work inside your tenant, pipelines, change control, and security reviews, and we leave documentation your team can run.
This page is for you if:
- You have a central IT team, and maybe a Center of Excellence
- Changes go through change control and security review
- Departments wait months for small apps and reports
- You're piloting Copilot, or planning to
Sound familiar?
Large organizations rarely lack tools. They lack time to untangle, document, and rebuild.
The backlog that never moves
Every department has requests in the IT queue, and most will never reach the top.
Legacy processes on workarounds
InfoPath, SharePoint 2013 workflows, and Project Online are gone, and some processes still lean on stopgaps.
Who owns all these apps?
Nobody can say how many apps and flows are in the default environment, or who owns half of them.
Month-end across five systems
Finance reconciles exports from your ERP and other systems in one spreadsheet and hopes it ties out.
Copilot is waiting on permissions
You're ready for Copilot, but not sure what it will surface once it's on.
Your CoE kit stopped getting updates
Microsoft no longer maintains the CoE Starter Kit, and your dashboards and cleanup flows were built on it.
How we work with you
We fit into your process. You don't have to fit into ours.
Senior specialist help alongside your IT
We work as an extension of your team on a defined scope, not a replacement for it.
Inside your change control and security review
Builds go in your tenant, as solutions, deployed through your pipelines. We follow your change process and never edit production directly.
Full documentation
Architecture notes, runbooks, and data flows for every release, written for the people who'll maintain it.
Knowledge transfer built into the scope
Paired build sessions with your admins and makers, so your team owns it when we're done.
Typical starting points are a governance assessment, one stuck migration, one backlog item, or a Copilot readiness review.
What this looks like in your industry
Pick your industry to see problems large organizations like yours run into, the proven fix, and where AI fits today.
Professional services
Large firms with ethical walls, records rules, and enterprise practice suites.
We can't turn on Copilot until we know who can see what.
- Proven
- A permissions review and cleanup, with ethical walls enforced in SharePoint.
- AI-powered Available now
- Microsoft's oversharing reports and access reviews, which come with your first Copilot license.
- Tools
- SharePoint Advanced Management, Microsoft Purview
We keep everything forever because nobody owns disposition.
- Proven
- Retention labels applied when a matter closes, with a review before anything is deleted.
- Tools
- Microsoft Purview, Power Automate
Chasing a thousand people for annual confirmations.
- Proven
- Attestation campaigns with reminders, escalation, and a completion dashboard by office.
- Tools
- Power Apps or Microsoft Forms, Power Automate, Power BI
Construction and trades
Builders with regions, an ERP, project platforms, and a master schedule.
Every region reports differently.
- Proven
- Governed Power BI models over your ERP, project platform, and schedule data, with region-level security.
- AI-powered Available now
- Copilot in Power BI for executive summaries. Needs Microsoft Fabric capacity.
- Tools
- Power BI, on-premises data gateway
We're hiring constantly and can't prove who's certified.
- Proven
- An onboarding and certification tracker tied to your HR system, with site-eligibility checks.
- AI-powered Pilot
- A safety and procedures question-and-answer agent in Teams.
- Tools
- Power Apps, Dataverse, Copilot Studio
Closeout takes months because documents are everywhere.
- Proven
- Standard closeout libraries that pull final documents from project tools, with retention set for warranty periods.
- Tools
- SharePoint, Power Automate, Microsoft Purview
Healthcare and insurance
Health plans and health systems with large SharePoint estates and regulatory reporting.
Hundreds of InfoPath forms, and nobody knows which still matter.
- Proven
- An inventory, rebuilds of the forms still in use, and archives of the rest as searchable, retained records.
- Tools
- Power Apps, Power Automate, SharePoint, Microsoft Purview
Prior authorization turnaround is now reported publicly.
- Proven
- Dashboards on turnaround times and routing for requests nearing their deadline. AI helps write report summaries, never coverage decisions.
- Tools
- Power BI, Power Automate
Legal won't approve Copilot until permissions are fixed.
- Proven
- A permissions cleanup and sensitivity labels, plus a policy on web search, which falls outside Microsoft's BAA.
- AI-powered Available now
- Microsoft's oversharing reports and access reviews, which come with your first Copilot license.
- Tools
- SharePoint Advanced Management, Microsoft Purview
Manufacturing, distribution, and logistics
Multi-plant manufacturers and large logistics operations with central IT.
Every plant calculates the same KPI its own way.
- Proven
- Certified Power BI models with one definition for each KPI and plant-level security.
- Tools
- Power BI, Microsoft Fabric, SAP connector
We can't tell which parts are exposed if duties change.
- Proven
- Power BI over purchasing, bills of materials, and country of origin, with approvals for sourcing changes.
- AI-powered Pilot
- An agent flow that summarizes supplier notices into a review queue.
- Tools
- Power BI, Power Automate, Copilot Studio
When our senior tech retires, the know-how leaves with him.
- Proven
- Work instructions in SharePoint, available on the floor through Teams.
- AI-powered Pilot
- A frontline agent that answers only from released documents.
- Tools
- SharePoint, Teams, Copilot Studio
More about manufacturing, distribution, and logistics on our Industries page
Real estate and property management
Large operators with centralized teams and enterprise property systems.
Requests bounce between the site and the central team.
- Proven
- Routing with response timers and a service-level dashboard, for the work your property system doesn't cover.
- Tools
- Power Automate, Dataverse, Power BI
Capital approvals bounce around email for weeks.
- Proven
- Budget-tied approval flows connected to your ERP.
- AI-powered Available now
- Invoice reading for capital projects.
- Tools
- Power Automate, AI document processing
Our teams use AI tools with no guardrails.
- Proven
- Copilot readiness: a use policy and permissions cleanup before licenses roll out, plus fair housing review of AI-written ads.
- AI-powered Pilot
- An agent that answers site teams' procedure questions.
- Tools
- Microsoft 365 Copilot, SharePoint Advanced Management, Copilot Studio
More about real estate and property management on our Industries page
Nonprofits
Large human services organizations and federations with central IT.
Our fundraising system is being retired.
- Proven
- Reporting rebuilt in Power BI, independent of the CRM, and integrations re-pointed during the move. Microsoft ends support for Fundraising and Engagement on December 31, 2026.
- Tools
- Power BI, Power Automate
We can't turn on Copilot until we know who can see case files.
- Proven
- A permissions review, sensitivity labels, and data policies.
- AI-powered Available now
- Microsoft's oversharing reports, which come with your first Copilot license.
- Tools
- SharePoint Advanced Management, Microsoft Purview
Our board packet takes two weeks.
- Proven
- An executive Power BI view of funding mix, scenarios, and program outcomes.
- Tools
- Power BI
Public sector
For states and large agencies
State agencies and large public employers, often on government cloud.
We need AI wins without an incident.
- Proven
- A data and permissions review, data policies, and a workflow for proposing and approving AI use cases.
- AI-powered Pilot
- Policy agents grounded in SharePoint. In GCC and GCC High, Copilot Studio has no autonomous agents, so we design for that.
- Tools
- Power Apps, Power Automate, Copilot Studio, Microsoft 365 Copilot
We can't replace the legacy system, but staff re-key everything into it.
- Proven
- A Power Apps front end over the database, or desktop automation where only the screen is available.
- AI-powered Pilot
- Computer use for screen-only systems, billed per step. We confirm it's available in your government cloud first.
- Tools
- Power Apps, Power Automate desktop flows, Copilot Studio
Leadership wants one status every Monday, and we build it by hand.
- Proven
- A program tracker with an automated weekly digest, plus Power BI over cost and schedule.
- Tools
- Power Apps, Power Automate, Power BI
Utilities and energy
Investor-owned utilities and large public power and water systems.
Every audit is a scramble across GIS, work management, and shared drives.
- Proven
- A controlled records library with retention and version history, and Power BI over system exports for annual measures. Gas distribution integrity management records, for example, must be kept at least 10 years.
- AI-powered Pilot
- Draft report sections from inspection findings, with sign-off by a person.
- Tools
- SharePoint, Microsoft Purview, Power BI
We can't see every open agency inspection and violation in one place.
- Proven
- Inspections, violations, and corrective actions in one tracker, with due-date reminders and a compliance dashboard.
- AI-powered Pilot
- Pull dates, agency, and cited conditions from incoming notices.
- Tools
- Lists or Dataverse, Power Automate, Power BI
Project managers can't see actuals without an analyst pulling SAP reports.
- Proven
- Power BI over SAP cost exports with budget versus actual by project, paired with a project tracker and weekly digests.
- Tools
- Power BI, Power Apps, Power Automate
Proven tools and AI-powered options
Microsoft now updates feature status on a rolling roadmap, and several newer Copilot Studio features are still in preview. We check status before every recommendation and label it plainly.
Proven
- Governance and CoE transition to the Power Platform admin center (inventory, usage, monitoring, and actions), with an environment strategy, managed environments, and pipelines.
- Legacy cleanup: InfoPath, SharePoint 2013 workflows and add-ins, workflows built on that engine, and replacement reporting for Project Online, with records preserved.
- Power BI semantic models over your ERP and other systems, with row-level security.
- Departmental apps and flows delivered through your ALM process.
AI-powered
- Copilot readiness at scale: oversharing reports, site access reviews, and Restricted Content Discovery as a temporary control while permissions get fixed. Maturity: production. Included once Copilot licenses are in place.
- Agent governance: agent inventory in the admin center, data policies for agents, and Microsoft Agent 365. Maturity: Agent 365 has been generally available since May 2026.
- Copilot Studio agents and agent flows with approvals, scoped as pilots with success measures. Maturity: production-ready building blocks. We pilot before scaling.
- Measuring Copilot value: shaping your outcome data for Microsoft's Copilot business impact report. Maturity: available in Microsoft's Copilot Analytics. We do the data work.
- Computer use for legacy screens with no API. Maturity: generally available since May 2026. Billed per step, so we use it narrowly.
What it takes
Licensing in plain terms. We plan it alongside the governance design so nothing gets blocked later.
- Microsoft 365 E3 or E5. E5 adds Power BI Pro and advanced Purview, including automatic retention and data loss prevention for Copilot. Microsoft 365 E7 bundles E5 with Microsoft 365 Copilot and Agent 365.
- Premium licenses at volume for app and flow users. Everyone who uses an app in a managed environment needs a premium license or pay-as-you-go coverage, enforced from February 2027.
- Power BI: Pro, or Fabric capacity at F64 or larger so viewers don't each need a license. Copilot in Power BI needs F2 or larger. Power BI Premium capacity plans move to Fabric at renewal.
- Copilot Credits, including prepaid plans, for agents and AI steps in workflows.
- Government cloud: in GCC and GCC High, some features differ. For example, Copilot Studio there has no autonomous agents. We plan for it from the start.
Proof from enterprise work
Real projects we've led, before and alongside founding Nebco. Client and employer names are left out by design.
- A Power Platform program that delivered $300K+ in valueRegulated enterprise, 5,000+ employees
- Retired InfoPath forms, preserved as readable recordsRegulated enterprise, 5,000+ employees
- Power BI for a multi-year infrastructure programLarge infrastructure organization
- 100+ SharePoint environments across many industriesConsulting and enterprise work
Where we're not the right fit
We're not the partner for an ERP implementation, 24x7 managed services, or a multi-country rollout. We're glad to work alongside the firms that do, as the Power Platform and SharePoint specialist on a defined scope.
Common questions
Is a small specialist firm a vendor risk?
We work only inside your tenant, through accounts you issue, and we don't host your data. Everything is built as documented solutions in your source control, so nothing depends on us. Our experience includes leading this kind of work inside large, regulated organizations.
Will you follow our change control?
Yes. We deploy only through your pipelines or DevOps process, submit changes in your tools, and never edit production directly.
Can you work with our Center of Excellence?
Yes. We help move CoE dashboards and cleanup off the starter kit, which Microsoft no longer maintains, onto admin center features, and take specific backlog items off your team's plate.
Is Power Apps ready for enterprise use?
For internal business processes, yes, when it's built on Dataverse with proper ALM and managed environments. It's the wrong tool for very high-volume transaction processing or software you sell to customers, and we'll say so.
How do you approach Copilot oversharing?
We start with Microsoft's oversharing reports, have site owners review access, apply sensitivity labels where needed, and use Restricted Content Discovery only as a stopgap while permissions are fixed.
Can you work alongside our systems integrator?
Yes, as the specialist on a defined piece of work.
Smaller division or subsidiary? See how we work with mid-sized businesses.
Bring us one stuck migration, backlog item, or Copilot question.
Book a free review. In 30 minutes we look at one process or problem, then send a short written summary of what's possible and what it would take.