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Microsoft 365 Copilot consulting

Make Copilot
work for
your business.

For Microsoft 365 teams with 100–500 employees. Review data access, run a controlled pilot, and measure value in real workflows.

Review access
Pilot workflows
Decide next

From your Microsoft foundation to your next AI workflow.

Find your starting point

Start with the decision in front of you.

Three focused engagements. Each ends with evidence your team can use and a clear recommendation for what comes next.

2–3 weeks

Before rollout

Copilot Data Exposure Sprint

Find where SharePoint and OneDrive access could expose sensitive information before a wider rollout.

  • Up to 100 SharePoint sites reviewed
  • Risk-ranked exposure register
  • Go/no-go recommendation
Review my Copilot data risk
3–4 weeks

Ready to pilot

Secure Copilot Pilot

Test Copilot with 20–25 users and two agreed use cases before deciding whether to scale.

  • Bounded permission remediation
  • Adoption baseline and enablement
  • Go/no-go memo and rollout plan
Plan a secure pilot
4–6 weeks

Already licensed

Copilot Value Sprint

Understand how people use their licenses and improve two priority workflows with a measurable baseline.

  • Usage and workflow baseline
  • Role-based enablement
  • Executive decision memo
Measure my Copilot adoption

How the work runs

Your team stays in control. At every step.

  1. 01

    Scope the decision

    Agree the tenant, business question, owner, access, and fixed boundary.

  2. 02

    Inspect evidence

    Review the relevant access, configuration, or usage baseline.

  3. 03

    Make agreed changes

    Implement only approved changes within the engagement cap.

  4. 04

    Document the decision

    Hand over evidence, residual risk, owners, and the next step.

Built for IT and business owners

Work your team can inspect, approve, and own.

Every engagement has a named delivery owner, an agreed boundary, and a handoff your IT and security teams can review.

Explore our delivery method
01

Access stays deliberate

Read-only evidence first. Any configuration or permission change requires customer approval.

02

Scope stays visible

Sites, users, workflows, exclusions, and acceptance criteria are agreed in a written proposal.

03

The decision stays with you

Findings include evidence, remaining risks, accountable owners, and a recommendation for the next investment.

Before we talk

Common questions.

A clear starting point for your team, before access or delivery commitments.

If SharePoint or OneDrive access is the blocker, start with the Data Exposure Sprint. If you have licenses and a sponsor but need a controlled decision, choose the Secure Pilot. If licenses are already in use but value is unclear, choose the Value Sprint. We confirm fit and scope during discovery.

Our initial focus is Microsoft 365 and Azure. For a defined workflow involving other systems, we can assess the integration and delivery fit during discovery.

We offer SharePoint architecture and migration plus two bounded agent pilots: one for a Microsoft 365 knowledge workflow and one for a custom Azure integration. Each has agreed access, evaluation, human exception handling, and an operating handoff. Expansion is a separate decision.

We agree on workflow measures before the pilot, then report observed use, time, quality, and limits of the evidence. Financial return depends on the workflow and baseline; it is not guaranteed.

We confirm availability, access prerequisites, milestones, and the start date in the written scope before work begins.

We document data flows, access, retention settings, and the selected platform controls before implementation. Available controls depend on the product, plan, and approved configuration.

Our initial focus is Microsoft 365 organizations with roughly 100–500 employees and an active Copilot decision. A larger organization can also be a fit when the work is bounded to one team or workflow.

We confirm the scope, fee, milestones, and change process in a written proposal after discovery. Work outside that scope requires written approval.

What is blocking your next Copilot decision?

Tell us where you are today. We’ll review the fit, arrange a conversation, and confirm any proposed work in writing.