For companies of 20 to 500 people on Microsoft 365
One accountable partner that owns your security, data, compliance, software and AI agents on Microsoft 365 and Azure, and moves you from pre-AI to the AI era in four named stages. Without hiring an AI team.
Why AI Stalls
Copilot seats nobody opens. A pilot that stalled. An insurance questionnaire asking about MFA and backups. The IT person who left. Most companies have bought AI at least once, and have no one accountable for making it work.
Quick Wins
Smaller teams can start with a single fixed-fee workflow on Microsoft 365, scoped on a 30-minute call. Larger companies get these as the first agents inside a Foundation program.
Answer common service, pricing, appointment, menu, program, or document questions and route qualified inquiries to your team.
Turn website forms, calls, and emails into tracked opportunities with automated reminders, owner notifications, and next steps.
Give leadership a clean view of leads, appointments, follow-ups, reviews, common customer questions, and operational gaps.
Prepare Teams, SharePoint, OneDrive, Outlook, and business data so your team can use AI safely and productively.
Collect the right information before appointments, consultations, tours, or estimates and summarize it for staff.
Automate post-service review requests, reactivation campaigns, maintenance reminders, and recurring customer touchpoints.
How We Work
Every engagement starts with a free Scorecard. Each step after it is credited, scoped or priced up front.
Free. Your stage, your security baseline, the value you're not using yet and the first step worth taking, from your answers and your public footprint.
$7,500 to $15,000, about 3 weeks. Data, security, compliance, Microsoft 365 and workflows scored, with a costed roadmap. The fee is credited against a program.
Security and insurance baseline, Microsoft 365 and data readiness, and your first two agents in production. Scoped after the Assessment, typically 8 to 12 weeks.
We run your technology function: monitoring, agent operations, support, compliance evidence and a quarterly roadmap. $6,000 to $20,000 a month.
Start Here
A person replies within one business day. Prefer to talk first? Book a 30-minute call.
Who It's For
Intake, documentation and follow-up on Microsoft 365, with nothing containing patient data leaving your tenant.
Admissions follow-up, parent questions, and governance for staff who already use AI tools.
An insurance-ready security baseline, compliance evidence, and agents that work with people approving exceptions.
Client intake, document collection and owner reporting on one record.
Start with one fixed-fee workflow: lead follow-up, booking and intake, or an owner dashboard.
Agents and data platforms built on Copilot Studio, Azure OpenAI and Fabric. See enterprise agent builds.
Built on Microsoft
Free AI-Era Readiness Scorecard
Tell us about your company and what's going on. A person replies within one business day, and your Scorecard shows your stage, your security baseline, the value you're not using yet and the first step worth taking. Please don't include patient records, client files, account numbers or passwords.