01 / Pattern
Copilot Studio agents
Custom agents grounded in SharePoint, Dataverse, or external knowledge. Guardrails, citations, and sensible failure modes built in.
Microsoft
For Microsoft shop clients: Power Apps, Power Automate, Dataverse, and Copilot Studio. Wired together properly.
The shape
The pain
Your business runs on Microsoft 365. Power Platform looks like the path of least resistance for internal tools and AI agents, but the demos don't survive contact with real data, real permissions, and real users.
Approach
Treat Power Platform like the production system it actually is. Source-controlled, environment-segregated, properly tested. Not a sprawl of apps a former intern built.
Initiatives
Concrete things we've built or are building, against this kind of pain.
01 / Pattern
Custom agents grounded in SharePoint, Dataverse, or external knowledge. Guardrails, citations, and sensible failure modes built in.
02 / Pattern
Internal tools and workflow automations that hold up in production. Moved out of someone's personal environment, source controlled, deployable.
03 / Pattern
Schema design that won't haunt you in 18 months. Relationships, lookups, and security roles set up properly the first time.
Roadmap
How an engagement typically unfolds. Not rigid, but the shape repeats.
Phase 01
What apps and flows already exist? What's worth keeping?
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