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AI & Automation Services

AI & Automation for Business Transformation

Work smarter with Microsoft Copilot and intelligent automation - security built-in.

AI-Powered Automation Capabilities

From Microsoft Copilot integration to custom AI solutions, we deploy intelligent automation that integrates with your existing tools - Microsoft 365, CRM, ERP, and proprietary systems

Intelligent Email & Calendar Management

Copilot drafts responses, summarizes long threads, extracts action items, and schedules meetings based on natural language requests.

Productivity Impact:

Save 2-4 hours per week per user

Document Creation & Analysis

Generate reports, proposals, and presentations from prompts. Analyze contracts, financial documents, and technical specs in seconds.

Productivity Impact:

Reduce document creation time by 50-70%

Meeting Insights & Summaries

Auto-generate meeting notes, identify action items and decisions, and create follow-up task lists. Never miss critical details.

Productivity Impact:

Eliminate 1-2 hours of manual note-taking weekly

Data Analysis & Insights

Ask questions of your business data in plain English. Create charts, identify trends, and generate executive summaries from Excel or Power BI.

Productivity Impact:

Democratize data access across your organization

Real-World Use Cases by Department

Every department can benefit from AI - here's how businesses are using Copilot today

Sales & Business Development

  • Automatic proposal generation from CRM data
  • Competitive analysis from public sources
  • Meeting prep briefs with client history
  • Follow-up email drafting with action items

Finance & Accounting

  • Financial report generation and variance analysis
  • Invoice processing and anomaly detection
  • Budget forecasting based on historical trends
  • Audit documentation preparation

HR & Operations

  • Policy documentation and employee handbook updates
  • Job description generation from requirements
  • Onboarding checklist creation
  • Employee training content development

Engineering & Project Management

  • Technical documentation from code comments
  • Project status report generation
  • Requirements analysis and gap identification
  • Risk assessment documentation for proposals

Security & Compliance for Defense Contractors

AI adoption raises valid security concerns - especially for organizations handling CUI or classified information. Here's how we address them.

Data Privacy & Compliance

Your data never leaves your Microsoft 365 tenant. Copilot doesn't train on your business data.

How We Implement:

We configure data loss prevention (DLP) policies and ensure CMMC/NIST compliance for CUI.

Over-Permission Risk

Copilot respects Microsoft 365 permissions - users only access data they're already authorized to see.

How We Implement:

We audit and tighten permissions before deployment to prevent inadvertent exposure.

AI Hallucinations & Accuracy

Copilot cites sources and provides links to original documents for verification.

How We Implement:

We train users on prompt engineering and fact-checking AI-generated content.

CMMC-Compliant AI Deployment

As a C3PAO-authorized organization, we ensure your AI implementation meets NIST 800-171 and CMMC requirements. Copilot can be configured to prevent CUI from being processed by AI models.

Learn About CMMC Compliance

Our AI Implementation Process

From strategy through adoption - we guide you every step of the way

1

Assessment & Strategy

1-2 weeks

We evaluate your Microsoft 365 environment, identify high-value use cases, and create an adoption roadmap tailored to your business.

Deliverables:

Use case analysis
ROI projections
Adoption roadmap
Security review
2

Environment Preparation

1-2 weeks

Configure Microsoft 365 settings, review and adjust permissions, implement DLP policies, and establish guardrails for responsible AI use.

Deliverables:

Permission audit
DLP configuration
Compliance validation
Security baseline
3

Pilot Deployment

2-4 weeks

Deploy Copilot to a small group of power users, gather feedback, refine prompts and workflows, and document best practices.

Deliverables:

Pilot user training
Use case documentation
Feedback analysis
Best practice guide
4

Organization Rollout

4-8 weeks

Scale Copilot across the organization with role-based training, ongoing support, and continuous optimization based on usage analytics.

Deliverables:

Department-specific training
Help desk support
Usage reporting
Continuous improvement

Beyond Copilot: Custom AI Solutions

Microsoft Copilot is powerful out-of-the-box, but custom AI solutions deliver even greater business value

Custom Copilot Development

Build organization-specific Copilots connected to your proprietary data sources - CRM, ERP, databases, and document repositories.

Examples:

Quote generator, technical spec analyzer, compliance checker, contract reviewer

AI Strategy & Roadmap

Executive-level guidance on AI adoption, including technology selection, vendor evaluation, and change management planning.

Examples:

AI maturity assessment, technology vendor evaluation, pilot program design, ROI modeling

Process Automation with AI

Combine AI with workflow automation (Power Automate, n8n) to create intelligent business processes that learn and improve over time.

Examples:

Intelligent document processing, customer support automation, predictive maintenance, fraud detection

Microsoft Copilot ROI Calculator

Real productivity gains translate to measurable ROI - often within the first month

Assumptions

  • 30-person organization
  • Average $50/hour fully-loaded employee cost
  • Conservative 2 hours/week time savings per user
  • Microsoft Copilot: $30/user/month

Results

Weekly Productivity Gain

$3,000

Annual ROI

1,344%

Payback Period

26 Days

Note: Many organizations report 3-5 hours/week savings per user, which would triple these numbers. This calculation uses conservative estimates.

Ready to Transform Your Business with AI & Automation?

Schedule a free AI strategy call to discuss Microsoft Copilot deployment, custom AI solutions, workflow automation, and how intelligent automation can accelerate your business goals.