AI and automation are the new frontiers of workplace productivity. In this offering, I provide expertise in Microsoft 365 Copilot (the cutting-edge AI assistant across Office apps) and the Power Platform (Power BI, Power Apps, Power Automate, etc.) to help your organization work smarter, not harder.
Imagine if routine tasks – like generating a quarterly report or responding to common emails – could be handled by an AI assistant. Or consider building a custom app for your team without writing a single line of code. This is now possible: Copilot can draft documents, summarize meetings, and brainstorm ideas alongside your employees in Word, Excel, Teams and more. Meanwhile, the Power Platform enables “citizen development,” where savvy business users create apps and workflows to automate processes that used to take hours.
I help you harness these tools safely and effectively. That means configuring Copilot to understand your business context (while respecting security and compliance), and tailoring Power Platform solutions so they truly serve your people (and don’t become another IT headache).
How I deliver this service: My approach here is consultative and hands-on, focusing on understanding your goals and then implementing AI and automation to meet them:
🤝 Needs Consultation
First, I sit down with you (and your stakeholders) to understand your biggest pain points and aspirations. Are salespeople spending too much time updating CRM data? Is there a reporting process that is painfully manual? Do employees struggle to find information buried in emails? By identifying these, we can see where Copilot or a Power Platform solution would make the most impact. This discussion also covers your technical environment to ensure compatibility and that we adhere to any governance policies in place.
🛠️ Solution Customization
Next, I get to work customizing the tools for your needs. For Microsoft 365 Copilot, this might involve setting up the groundwork in Microsoft 365 admin, ensuring it has the right access to your knowledge base (SharePoint, OneDrive files, etc.) and tuning the experience (for example, choosing which Teams channels or SharePoint sites Copilot should draw info from for the best answers). For the Power Platform, I might build a prototype app or automation: for instance, a Power Automate flow that takes an email attachment and archives it to SharePoint automatically, or a Power App that lets field employees submit data which managers can view in real-time on a dashboard. I always involve your team during development for feedback, to make sure the solution fits how they actually work.
🎓 Employee Training
These technologies are new to many, so training is essential. I conduct demos and hands-on workshops to show your staff how to use Copilot (“Here’s how to ask Copilot to draft a proposal based on our template”) and the specific Power Platform solutions we implemented. For citizen developers interested in Power Apps or creating their own automations, I provide deeper training sessions. The goal is to demystify the AI and automation – when people see an AI summarizing a report live, or an app dramatically reducing form-filling, they often light up with ideas. I encourage that innovation while also covering dos and don’ts (like not over-relying on AI without review, or how to manage data connections in Power Apps safely).
🔧 Ongoing Support & Optimization
After deployment, I offer support to ensure these tools continue to deliver value. Copilot might need adjusting as your content or priorities change. Power Apps might need new features as users give feedback. I’m available to monitor usage, address any issues, and even collaborate with your IT for full-scale rollouts. Ongoing support could be a retainer of a few hours a month or just an as-needed agreement – flexible to your needs. I also keep you updated on new features (Microsoft is rapidly updating Copilot and Power Platform capabilities) and proactively suggest improvements. Essentially, I become your on-call expert for AI and automation.
Why it’s impactful: Adopting Copilot and Power Platform can lead to dramatic efficiency gains. For example, a Forrester study found that organizations using Power Apps (part of Power Platform) achieved a =206% ROI and that citizen developers saved 250+ hours per year by streamlining tasks. That’s thousands of hours across a company. By leveraging these tools, you free your talent from drudgery – allowing them to focus on creative, strategic work while the AI handles the repetitive grind. Early adopters of Copilot have reported faster document drafting, more insightful data analysis, and even reduced meeting times because AI can summarize discussions and to-dos. In short, this is about working smarter: doing more with the resources you have, and staying ahead of competitors who haven’t embraced automation yet.
Interested in leveraging AI and automation for your team? Book a free discovery call with me to explore the possibilities.