Copilot Readiness Assessment
A scored review of your Microsoft 365 environment, data hygiene, governance posture and licence position, delivered as a risk register and a 12 month adoption roadmap.
Services
Artificial Intelligence
AI only becomes valuable when it lands on solid ground. We build the foundation, deploy inside the tools your people already use, and measure the return in hours, decisions and revenue.
Where the return comes from
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01
Hours returned to the business
Manual search, re-keying, summarising and chasing simply stop consuming the working day.
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02
Decisions made on complete information
Knowledge scattered across mailboxes, systems and people's heads, assembled into something leadership can act on.
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03
Capacity you can redeploy
Teams move off maintaining the machine and onto the work that grows the organisation.
Tangible ROI
Many AI investments underperform for a familiar reason. The technology arrives before the information is ready to support it, and a licence spend with no data foundation delivers novelty where the business expected a result.
We work in the opposite order. We start from a business problem with a measurable cost attached, establish the data and governance that problem depends on, then deploy the narrowest capability that solves it. The return stays visible because it was defined before anything was built.
What we deliver
Five ways we put AI to work
Each one stands alone. Most organisations need two or three, in an order that depends on where their information currently sits.
Copilot Deployment & Governance
Hands on configuration of Microsoft 365 Copilot across sensitivity labels, access controls and policy, so AI operates safely and staff genuinely adopt it.
Custom AI Agents in Copilot Studio
Purpose built agents that answer staff questions, process requests, route work and connect to your business systems, automating knowledge intensive tasks end to end.
Data Hygiene & Information Architecture
Structuring, labelling and governing your SharePoint and Microsoft 365 estate so AI surfaces the right information to the right people, and nothing beyond that.
AI Powered Business Rules Engines
Complex decision logic automated using AI and SharePoint, removing manual interpretation and producing consistent, auditable outcomes at scale.
Unsure which one you need?
A short conversation is usually enough to tell where the fastest return sits in your environment.
Talk it throughResponsible AI
Governance is what makes speed possible
Every AI capability we deploy inherits the permissions, labels and retention rules already governing your information. Nothing new is exposed, and nothing leaves your tenant.
Your data stays yours
Everything runs inside your Microsoft 365 tenant, and no customer data is used to train external models.
Permissions are respected
An agent can only surface what the person asking is already entitled to see.
Outcomes are auditable
Decisions and outputs are logged and traceable, so you can evidence how a result was reached.
A human stays accountable
We design review points into anything that touches customers, money, or compliance obligations.
Built on Microsoft Purview
Sensitivity labels, DLP policies and information barriers configured to your security requirements.
Scoped before scaled
We prove value in one contained use case before it reaches the whole organisation.
Client proof
AI customer data mining
Everything they needed to know about their clients was already there
Credwell knew their clients well. The knowledge simply sat in separate places: requests in inboxes, transactional history in Workflow Max, project files in SharePoint, and context held by individual team members. Their HubSpot marketing list had gone two years without an update, and the capacity to fix it by hand did not exist.
We pointed an AI agent at the sources they already had. It read across mailboxes, transactional records and project content to compile a structured customer master with relationship summaries for every client, giving them a CRM style register alongside the transactional view in Workflow Max.
A parallel work package introduced structured client onboarding, so new relationships are captured cleanly from day one. Together they closed the gap retrospectively and point forward.
The approach
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Map where the truth actually lives
Inboxes, Workflow Max, SharePoint, and the contextual knowledge held by individual team members.
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Let the agent read across the sources
Entity resolution across systems, respecting existing permissions, with every platform left in place.
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Compile the master with relationship summaries
One record per client, complete with history and context, ready for marketing and sales to use.
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Keep intake clean from here on
Structured onboarding keeps the register accurate without adding manual effort.
What it unlocked
A dormant marketing list became a live, accurate view of every client relationship, turning two years of stalled outreach into a proactive sales capability while every existing system stayed exactly where it was.
Get in touch
Bring us the problem first
Every engagement begins the same way: we listen. Tell us where things are getting stuck, and we will tell you honestly whether AI is the answer and what it would return if it is.
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01
A conversation. Thirty minutes on what is slowing your organisation down.
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02
A view of the ground. Where your data and governance currently sit.
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03
A recommendation. The smallest first step with a return you can measure.
