AI strategy and readiness
Where AI fits in your business and what to fix first. Copilot readiness assessments, license reviews and a rollout plan people can follow.
What I do
AI consulting on one side, hands-on building on the other. Most clients need both.
Copilot adoption and training
Microsoft 365 Copilot and Copilot Cowork rollouts that stick: demos on your own work, hands-on training and usage dashboards.
AI agents
Copilot Studio agents for your website, your helpdesk and your team, connected to the data they need to be useful.
Workflow automation
Power Automate and n8n flows for intake, approvals, tickets, onboarding and reporting, built so your team can maintain them.
Integrations and MCP
Custom MCP servers and API integrations that let Copilot work with the systems you run on, like your PSA, CRM and distributors.
Microsoft 365 modernization
Moving old forms, sites and patched-together processes onto modern Microsoft 365 and Power Platform, with governance that lets it scale.
The stack
Most of my work lives inside Microsoft 365. The rest is whatever it takes to connect it to everything else.
Inside Microsoft
- Microsoft 365 Copilot
- Copilot Cowork
- Copilot Studio
- Power Automate
- SharePoint
- Microsoft Teams
- Azure
- Azure OpenAI
- Microsoft Entra ID
- Microsoft Graph
- Viva Insights
Around it
- n8n
- MCP servers
- Claude
- ConnectWise
- HubSpot
- Next.js
- REST APIs
Selected work
Client names left out on purpose. The problems will sound familiar.
Copilot that works inside your business systems
Custom MCP servers that plug Microsoft 365 Copilot Cowork into the systems a business actually runs on, with every person signed in as themselves.
- Ask Copilot in plain English
- Signed in as yourself
- MCP server calls the system
- Live answers, actions where allowed
- Copilot Cowork
- MCP
- Microsoft Entra ID
- ConnectWise
AI agents for websites, support and phone lines
Copilot Studio agents built for customers across industries. They answer from company knowledge, kick off Power Automate flows for the follow-up, and hand off to a person when it matters.
- Customer asks a question
- Agent answers from company knowledge
- Flows handle the follow-up
- Hands off to a person if needed
- Copilot Studio
- Power Automate
- Direct Line
- Azure
Service desk automation where no ticket gets dropped
New tickets land in Teams with a one-click Claim button, unclaimed ones escalate every 30 minutes, and an AI-written summary closes out every day.
- Ticket created in the PSA
- Card posted to Teams with Claim
- Unclaimed? Escalates every 30 min
- Every ticket gets an owner
- Power Automate
- n8n
- Microsoft Teams
- Azure OpenAI
- ConnectWise
Sales call intelligence on Microsoft Teams
Every sales call recorded, recapped with action items and saved to a searchable library, on the Microsoft licenses the company already owns.
- Sales call ends in Teams
- Transcript pulled automatically
- AI writes recap and action items
- Saved to the call library
- Microsoft Teams
- Microsoft Graph
- Copilot
An AI sales development pipeline
Prospect research, contact enrichment and CRM entry handled by an AI pipeline, so salespeople start with a ready list instead of a blank one.
- Find prospects
- Enrich and verify contacts
- AI preps the outreach
- Synced to HubSpot
- Azure
- HubSpot
- Hunter.io
- ConnectWise
Copilot readiness assessments
A packaged assessment that tells a business whether it's ready for Microsoft 365 Copilot, what to fix first and which licenses it actually needs.
- Scan the tenant
- Review data and access
- Check the licenses
- Report and rollout plan
- Microsoft 365
- Microsoft Entra ID
- SharePoint
- Microsoft Purview
How I work
Map it
I sit with the people doing the work and map how it really happens, workarounds included.
Build it
I build on the tools your team already uses, with AI where it helps and plain rules where it doesn't.
Hand it over
It runs on its own, flags a person when it needs one, and your team knows how to change it.
Now
What's on my calendar besides client work.
- October 2026
Working toward AI certifications from Microsoft, Anthropic and Google, starting with Microsoft Copilot.
- November 2026
At Microsoft Ignite in person, all four days. If you're going too, let's meet.
Got a process that eats your team's week?
Send me a message. I'm always up for talking through a messy process, or meeting up at Ignite.