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Solution patterns

Problems We Solve, and How

Six patterns we build with Microsoft technology — the problem each one addresses, the approach we take, and the outcome it is designed to deliver.

Manufacturing

A Copilot Studio agent that answers the service desk's repeat questions

Designed to target

of tier-1 tickets deflected
50–70%
to a first response
Seconds
cover without added headcount
24/7

The scenario. Most IT tickets are password resets, software requests and 'how do I' questions. They consume the desk's capacity, first response stretches into hours, and evening cover is hard to staff.

The approach. A Copilot Studio agent grounded in the existing SharePoint knowledge base, with Power Automate actions for password reset and licence assignment, escalating to a human ticket whenever confidence is low.

  • Copilot Studio
  • Power Automate
  • SharePoint
  • Microsoft Entra

Insurance

Azure AI Foundry reading document packs that are otherwise keyed by hand

Designed to target

of fields extracted without review
85–95%
to a structured record
Seconds
throughput per handler
2–4×

The scenario. Claims arrive as mixed packs of PDFs, photographs and scanned forms. Handlers spend the first several minutes of every claim transcribing fields before any assessment begins.

The approach. An Azure AI Foundry pipeline extracting structured fields, with a human-review queue for anything below the confidence threshold, writing straight into Dataverse for the existing handler app.

  • Azure AI Foundry
  • Azure Functions
  • Dataverse
  • Power Apps

Utilities

A paper form pack replaced by one Power Platform field app

Designed to target

replacing the paper pack
One app
job data reaching scheduling
Live
faster job completion
20–30%

The scenario. Field crews carry duplicate paper forms, and job data reaches the back office days late, so scheduling runs on stale information.

The approach. A single offline-capable Power Apps canvas app over Dataverse, with Power Automate posting completions to the scheduling system and Power BI reporting on first-time fix.

  • Power Apps
  • Dataverse
  • Power Automate
  • Power BI

Professional services

A knowledge agent that finds the right past work in seconds

Designed to target

of queries resolved without a human
70–80%
faster proposal turnaround
15–25%
sensitivity-label breaches by design
Zero

The scenario. Consultants rebuild proposals from scratch because nobody can find comparable past work across years of accumulated SharePoint sites.

The approach. A Copilot Studio agent over curated SharePoint knowledge sources with sensitivity-label trimming, so it only ever surfaces material the person asking is cleared to see.

  • Copilot Studio
  • SharePoint
  • Microsoft Graph
  • Microsoft Purview

Financial services

Bringing unmanaged agents under Agent 365 governance

Designed to target

of agents with a named owner
100%
as the single source of truth
One register
controls on every agent
Audit-ready

The scenario. Business teams build agents independently for months. Nobody holds a list, some builders have left, and none of it would survive an audit.

The approach. A full inventory through Agent 365, an accountable owner assigned to every agent, orphans retired, and a standard control set applied covering data access, logging and review cadence.

  • Agent 365
  • Microsoft Purview
  • Microsoft Entra
  • Power Platform CoE

Logistics

Invoice handling reduced to exception handling

Designed to target

straight-through processing
95–99%
the only invoices a person sees
Exceptions
redeployed to higher-value work
2–4 FTE

The scenario. A shared service centre keys thousands of supplier invoices a month, and month-end close slips whenever someone is on leave.

The approach. Power Automate with AI Builder extraction, matching against purchase orders and posting straight through, routing only genuine mismatches to a person.

  • Power Automate
  • AI Builder
  • Dataverse
  • Azure Functions

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