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.

  1. Senior specialist help alongside your IT

    We work as an extension of your team on a defined scope, not a replacement for it.

  2. 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.

  3. Full documentation

    Architecture notes, runbooks, and data flows for every release, written for the people who'll maintain it.

  4. 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

More about professional services on our Industries page

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

More about construction and trades on our Industries page

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

More about healthcare and insurance on our Industries page

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

More about nonprofits on our Industries page

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

More about the public sector on our Industries page

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

More about utilities and energy on our Industries page

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.

Copilot licensing explained

  • 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.

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.