Case studies
Several of these engagements took place in highly regulated environments, including government cloud tenants, where every design decision is subject to security review. The same discipline is applied to every client, whatever the size of the organization.
The situation. Years of steady growth had left a national manufacturer with business applications and automated workflows spread across many departments. Leadership could not say with confidence who owned them, what data they touched, or which ones the business depended on.
The approach. A complete governance review: an inventory of every application, workflow, and environment; a review of ownership and data loss prevention; and monitoring designed to keep the inventory current as new work was created.
The constraint. Growth on this scale had left applications tied to individual accounts, owners who had changed roles, and policies that differed from one department to the next. Each finding required an owner and a decision, not simply a line in a report.
The outcome. Leadership received a single, current picture of the platform, a prioritized remediation plan, and the monitoring to keep that picture accurate after the review concluded.
The situation. The leadership of a large public-sector organization intended to adopt Microsoft Copilot. Before proceeding, they required assurance that sensitive information would not be exposed and that licenses would be assigned responsibly within a government cloud environment.
The approach. A comprehensive governance strategy with a phased maturity plan at 30, 60, 90, and 120 days; a technical proof of concept; licensing and access guidance written for executives; and an initial pilot with a select group of major divisions.
The constraint. Copilot surfaces whatever a user is already permitted to see. Existing permissions across the organization had to be understood and addressed before any broad rollout could be recommended.
The outcome. The strategy received endorsement from senior leadership and became the organization's reference for Copilot adoption.
The situation. A public-sector lending program needed a dependable system to manage loan applications from submission through review and decision, within a government cloud environment and the security requirements that accompany it.
The approach. A complete application built on Power Platform, covering intake, routing, review, and status tracking, with Dataverse as the system of record and automated handoffs between each stage.
The constraint. The environment limited the features and integrations available, and every design decision was subject to security review. The platform was designed within those limits from the outset rather than adapted to them afterward.
The outcome. Applications moved through intake, review, and decision in a single system, with a visible status at every stage.
The situation. Leadership of a large organization could not readily answer three questions: which sites, lists, applications, and workflows existed in each office; who had access to them; and what new content was being created.
The approach. A scanning and reporting platform that recorded permissions at the site, list, and item level, including sharing links and organization-wide access. Results were stored in Dataverse, joined to existing records of people and offices, and reported office by office in Power BI.
The constraint. The platform had to operate with site-level access only, without administrator rights over the tenant. Every scan therefore relied on what standard permissions could reach.
The outcome. The organization gained a repeatable, office-by-office view of access and new content, using only the permissions it already held, ahead of a Copilot rollout.
The situation. A growing lawn care company was operating across several unconnected tools. Quotes, schedules, invoices, and customer records lived in different places, and the owner had no single view of the business.
The approach. A public website with service areas and online quote requests, paired with an operations platform: a customer portal for requests and account details, and an owner's system for scheduling, jobs, invoicing, client records, and financial reporting.
The constraint. Customers needed a system simple enough to use without instruction, while the owner needed genuine reporting. The platform also had to allow the owner to connect payment and messaging services on his own terms.
The outcome. Requests, jobs, invoices, and revenue now run through one system the owner controls, with a professional public presence in front of it.
Every engagement begins with a complimentary 45-minute consultation.
Schedule a Free Consultation