Consulting & Advisory

Our Consulting and Advisory Services are designed to align your technology strategy with your business goals—combining deep expertise in Microsoft 365 and Power Platform with a practical, business-first approach. Central to these services are targeted assessments that uncover challenges and opportunities across your organization, resulting in actionable roadmaps that guide your transformation and ensure these tools are used to their full potential.

Our Consulting and Advisory Services

SharePoint/M365 Assessment

This assessment reviews your Microsoft 365 environment—especially SharePoint and Teams—to evaluate how effectively they support collaboration, content management, and secure sharing. It goes beyond technical setup to consider processes and culture, identifying opportunities to modernize workspaces, streamline governance, and ensure the tools are driving productivity in line with your business priorities.

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Business Process & Data Integration Assessment

This assessment identifies pain points in business processes that rely on spreadsheets, disconnected apps, and manual tasks. It maps workflows to uncover inefficiencies and data silos, then outlines a strategy to unify data, automate tasks, and streamline operations using Power Platform’s low-code tools—transforming how information is managed and used across the organization.

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Power BI Assessment

This assessment evaluates your current reporting tools and practices to uncover gaps in data quality, performance, and adoption. It identifies opportunities to replace static, Excel-based reporting with a dynamic Power BI environment—one that automates data flows, delivers real-time insights, and empowers stakeholders with the analytics needed to drive timely, informed decisions across the business.

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Data & AI Readiness Assessment for Copilot

This assessment evaluates your organization’s readiness to adopt AI tools like Microsoft Copilot. It examines data quality, integration, and governance, along with cultural readiness for AI adoption. Going beyond technical factors, it identifies the foundations needed to support intelligent automation and advanced analytics—empowering your teams to unlock productivity, innovation, and value through AI-driven transformation.

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Custom Strategic Assessment

This tailored assessment aligns digital transformation with your business goals through a comprehensive review of your Microsoft 365 and Power Platform environment, processes, and culture. By engaging stakeholders, it uncovers opportunities for innovation and efficiency. The result is a tailored roadmap that unlocks the full potential of Microsoft 365 and Power Platform—driving real value and positioning your organization for long-term success.

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Why Partner With Us for Consulting & Advisory?

Ready to harness the full potential of Microsoft 365 and Power Platform?

Our team of experienced Microsoft consultants is here to guide you through the journey of unlocking enhanced collaboration, streamlined workflows and efficient information management.

Contact us today for a consultation, and let’s embark on the path to a more productive and connected future.

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