Power Platform consulting for mid-sized businesses
You've grown past the point where spreadsheets, email approvals, and "ask the person who built it" can keep up. We build the apps, automations, and reports that give your teams hours back every week, with the governance your IT lead will sign off on. Then we hand everything over so it keeps running after we leave.
This page is for you if:
- Work gets stuck between departments
- You have an IT manager or a small team, often with an outside provider
- People have already built their own apps and flows
- Leadership wants one set of numbers, not a debate about whose spreadsheet is right
Sound familiar?
Growth adds people, systems, and hand-offs faster than it adds structure.
The person who built it left
A flow turns itself off or an app breaks, and nobody knows how it works.
Approvals between departments
A request goes from finance to HR to a manager, and nobody can tell where it's stuck.
Month-end, stitched together by hand
Exports from three systems, copied into one workbook, checked twice.
Apps nobody owns
People built tools to get their work done, and IT finds out when one breaks.
Retired Microsoft tools
InfoPath forms and old SharePoint workflows have stopped, or could stop any day.
Copilot, but carefully
You want it, but you're not sure who can see what in SharePoint.
How we work with you
At this size, the fix is rarely one app. It's a short plan, sensible guardrails, and systems that finally talk to each other.
A short roadmap
We look across your processes and rank them by hours lost and risk. You get a one-page plan for the next 90 days, not a binder.
Governance from day one
We build in managed environments, not the default one, with data policies, clear owners, and service accounts for anything business-critical. Your IT lead reviews the design before we build.
Connected to your systems
We connect Microsoft 365 to your ERP, CRM, and databases, including on-premises systems, so information is entered once.
Built to grow, then handed over
Packaged solutions, managed deployments, a runbook, and training for the people who'll own it. Ongoing support if you want it.
What this looks like in your industry
Pick your industry to see problems growing companies like yours run into, the proven fix, and where AI fits today.
Professional services
Growing firms with several practice areas, partners, and support teams.
Intake, conflicts, and billing each have their own list.
- Proven
- Your practice system stays the record. A flow sets up each matter's workspace, and an app covers missing steps like new-matter approval and conflicts sign-off.
- Tools
- Power Automate, Power Apps, SharePoint, your practice system's connector or API
Approvals live in someone's inbox.
- Proven
- Partner approvals and quality review on SharePoint documents, with version history and e-signature hand-off.
- AI-powered Available now
- A draft summary of what changed between versions, for the reviewer.
- Tools
- Power Automate approvals, SharePoint, AI prompts
We've done this before. Where is it?
- Proven
- A knowledge library with consistent tags, so past work is easy to find.
- AI-powered Pilot
- An agent that answers from that library and respects each person's access, after a permissions review.
- Tools
- SharePoint, Copilot Studio
Construction and trades
Contractors running many jobs, crews, and subcontractors at once.
Timecards and T&M tickets get typed in twice.
- Proven
- Approved field data flows into accounting and job cost, including on-premises systems.
- AI-powered Available now
- Read T&M tickets and vendor invoices into structured data for review.
- Tools
- Power Automate, on-premises data gateway, AI document processing
Every superintendent has his own inspection form.
- Proven
- One inspection and incident app across jobs, feeding a safety dashboard and the records for OSHA's annual electronic filing.
- Tools
- Power Apps, Lists, Power BI
The sub's insurance lapsed and nobody noticed.
- Proven
- A subcontractor compliance list with reminders and a payment-hold flag.
- AI-powered Available now
- Pull expiry dates and limits from insurance certificates.
- Tools
- Lists, Power Automate, AI document processing
Healthcare and insurance
Multi-site medical groups, clinic networks, and growing health services firms.
New providers can't bill until enrollment is done.
- Proven
- A credentialing pipeline with status by payer and recredentialing reminders.
- AI-powered Available now
- Pull license numbers and dates from uploaded documents for staff to verify.
- Tools
- Power Apps, Dataverse, Power BI, AI document processing
Every site reports differently.
- Proven
- Power BI over your EHR and practice-management extracts, with site-level security.
- Tools
- Power BI, on-premises data gateway
Denials and appeals live in spreadsheets.
- Proven
- A follow-up tracker with deadlines and denial trends by payer.
- AI-powered Pilot
- Draft appeal letters for staff review, once we confirm the feature is covered for health data.
- Tools
- Power Apps, Power BI, AI prompts
Manufacturing, distribution, and logistics
Plants and distribution centers on an ERP, with quality audits and customer scorecards.
We keep closing the same nonconformance.
- Proven
- A nonconformance and corrective action app with disposition approvals and defect trends in Power BI. For FDA-regulated work, it's a tracking layer, not a validated signature system.
- AI-powered Available now
- Suggested defect categories from free-text notes, confirmed by a person.
- Tools
- Power Apps, Power Automate, Power BI
Somebody spends Monday morning building the ops report.
- Proven
- Power BI over your ERP for on-time delivery, scrap, labor, and margin, refreshed on a schedule.
- Tools
- Power BI, on-premises data gateway
Supplier certificates expire and we find out in the audit.
- Proven
- Supplier onboarding with approvals across quality, purchasing, and finance, plus expiry flags at 60, 30, and 0 days.
- AI-powered Available now
- Read expiry dates from uploaded certificates.
- Tools
- Lists, Power Automate, AI document processing
Delivery and warehouse numbers live in three systems.
- Proven
- Power BI across transportation, warehouse, and telematics exports.
- Tools
- Power BI
More about manufacturing, distribution, and logistics on our Industries page
Real estate and property management
Management companies juggling several systems, owners, and vendors.
Owner packets take a week to assemble.
- Proven
- Scheduled Power BI owner reports. Power BI reads your accounting data; it never becomes the trust ledger.
- Tools
- Power BI
Make-ready schedules live on a whiteboard and in group texts.
- Proven
- A turnover board with vendor tasks and due dates, plus a days-vacant report.
- Tools
- Power Apps, Lists, Power BI
We missed a renewal option date.
- Proven
- A critical-dates list with reminders.
- AI-powered Available now
- Pull key dates from lease PDFs for a person to verify.
- Tools
- Lists, Power Automate, AI document processing
More about real estate and property management on our Industries page
Nonprofits
Multi-program organizations with blended government and private funding.
Every award has its own rules, and funding keeps changing.
- Proven
- A grant register, time-and-effort certification, budget versus actual by award, and audit-ready files.
- AI-powered Pilot
- An agent that answers “is this cost allowable?” from your award terms, with finance making the call.
- Tools
- Dataverse, Power Automate, Power BI, Copilot Studio
Every funder wants the same data in a different template.
- Proven
- One outcomes model in Power BI, starting from Microsoft's nonprofit templates.
- Tools
- Power BI
We can't see who's waiting for services.
- Proven
- A referral and waitlist tracker with check-ins and wait-time reporting. No AI decides who gets served.
- Tools
- Power Apps, Power Automate, Power BI
Public sector
For cities, counties, and agencies
Cities, counties, regional agencies, and pension systems with their own IT staff.
Finance spends the first week of every month answering 'how much is left?'
- Proven
- Power BI over your general ledger with department-level security and a monthly digest.
- Tools
- Power BI, on-premises data gateway
Departments built forms and apps, and we don't know which are public.
- Proven
- An inventory of apps and forms, fixes for the public-facing ones before your ADA Title II date, and a policy for new builds. The date is April 26, 2027 if you serve 50,000 or more people, and April 26, 2028 if you serve fewer or are a special district.
- Tools
- Power Platform admin center, Power Apps
Employer reports arrive as spreadsheets in ten formats.
- Proven
- An app over your on-premises database with an exception queue and backlog reporting.
- AI-powered Pilot
- Pull fields from submitted reports for staff to verify.
- Tools
- Power Apps, on-premises data gateway, Power BI, AI document processing
Utilities and energy
Municipal utilities, larger co-ops, and regional water authorities.
The board wants one view of every capital project and grant.
- Proven
- A project tracker with budget, funding source, and grant milestones, a weekly status email, and a portfolio view for the board.
- AI-powered Pilot
- Draft the narrative for a board or grant status report from tracker data.
- Tools
- Power Apps, Power Automate, Power BI
Each department rebuilds its own budget-versus-actual workbook.
- Proven
- One Power BI model over your ERP exports, with consistent project and account mapping.
- Tools
- Power BI
We need to show what's done in our wildfire plan.
- Proven
- An inspection and vegetation-work app tied to plan commitments, with evidence and progress in Power BI. Arizona now requires many utilities to file plans every two years.
- Tools
- Power Apps, Lists, Power BI, Esri ArcGIS connector
During a big storm, we track crews in spreadsheets.
- Proven
- A mutual aid crew roster, a Teams channel for each event, and a daily summary.
- Tools
- Power Apps, Teams, Power Automate
Proven tools and AI-powered options
We lead with what's proven and add AI where it saves real time. Newer AI features that are still in preview get labeled that way, and we won't build a critical process on them.
Proven
- Rebuilding InfoPath forms and SharePoint 2013 workflows, with old records kept readable.
- Approvals that cross departments, with an audit trail and delegation.
- Power BI data models that put finance and operations on the same numbers.
- Integration with your ERP, CRM, and on-premises databases.
- Governance: managed environments, data policies, and an owner for every app and flow.
AI-powered
- Copilot readiness assessment. Microsoft's oversharing reports and a permissions cleanup before licenses go live. Maturity: production. The reports come with your first Copilot license.
- AI steps in approval and intake flows: reading invoices, sorting requests, drafting summaries. Maturity: available now. A person approves anything that touches money or customers.
- Agents that answer from your policies and start a request. Maturity: production-ready building blocks. We start with a measured pilot.
- Copilot in Power BI for written summaries of your reports. Maturity: generally available. Needs Microsoft Fabric capacity.
What it takes
Licensing in plain terms. Growing companies often run a mix of plans, and we design for the one you have.
- A mix of Business and Enterprise plans is normal. Microsoft caps Business plans at 300 seats, so many growing companies run both. That works, but the two come with different security tools, and we design for both.
- Premium licenses for the people who use solutions that connect to systems like SQL Server, your ERP, or on-premises data. Pay-as-you-go licensing can cover apps people use only occasionally.
- Managed environments come with premium licenses. From February 2027, Microsoft blocks unlicensed users from apps in them, so we plan licensing alongside the governance design.
- Power BI Pro to share reports.
- Copilot licenses for people who live in Word, Excel, and Outlook, and Copilot Credits for agents used by people without a license and for AI steps in workflows.
- Automatic retention labels need Microsoft 365 E5 or Microsoft Purview Suite.
Proof from work at scale
Real projects we've led, before and alongside founding Nebco. Client and employer names are left out by design.
Common questions
Our InfoPath forms still work. Do we still need to move?
Yes. Microsoft began removing InfoPath Forms Services from SharePoint Online on July 14, 2026. Some tenants still show forms with no explanation from Microsoft, which means they could stop at any time. We rebuild the forms people still use and archive the rest as readable, searchable records.
How do you keep this from becoming shadow IT?
Everything goes in managed environments with data policies and a named owner, and nothing business-critical is built in the default environment. Your admin can see every app and flow in the Power Platform admin center.
Who supports it after you leave?
Your team does, and they'll be ready. Business-critical flows run under service accounts with co-owners, solutions are stored in source control, and every build comes with a runbook and training. Ongoing support is available if you want it.
Should we be on Business or Enterprise plans?
Business plans stop at 300 seats, and mixing plan families in one tenant is allowed. The choice depends on the security and compliance tools you need. We map it out with you.
Per-app or per-user licensing?
Microsoft stopped selling the per-app license to new customers on January 2, 2026, except through resellers. Pay-as-you-go per-app licensing and per-user Premium remain. We model which fits your usage.
How do we know Copilot is worth it?
Clean up permissions first, then run a short pilot with a group whose time you can measure before and after. Scale only what shows results.
Also see how we work with small businesses and enterprises.
Bring us the process that's stuck between departments.
Book a free Microsoft 365 value review. In 30 minutes we look at one process and where your team's time goes, then send a short written summary of what's possible and what it would take.