Every Small and mid-sized businesses want AI Agents that actually works for them. CSE delivers a full hybrid AI engagement, combining strategy, design, prototyping, deployment, and security governance to help organizations adopt Microsoft Copilot, build custom AI agents, and automate real business workflows.

This offering helps businesses:

Identify high-impact AI use cases
Build custom Copilot agents
Connect AI to internal data (SharePoint, OneDrive, ERP, CRM, SQL, Azure, & Many More.)
Automate real processes with Microsoft 365 Copilot Studio
Ensure security, compliance, identity, and governance
Train teams to use and scale AI the right way

Unlike typical “workshops,” CSE works as your company’s productivity optimization consultant & delivers actual working agents, workflows, and full deployment within the Microsoft tools that you already use.

What’s Included

AI Discovery & Strategy

We start with a deep assessment of your business processes, data sources, security posture, and AI current state. This includes:

AI strategy mapping
Process analysis and ROI forecasting
AI opportunity identification
Copilot review
Data governance assessment
Security + compliance check (MFA, Conditional Access, DLP, Purview review)

Copilot Use Case Blueprint

We help your business define practical, revenue-impacting AI use cases such as:

Legal contract drafting and summarization
Accounting analysis and anomaly detection
Sales automation, proposal generation, CRM augmentation
IT automation for ticket classification and triage
HR onboarding, SOP automation, and policy assistants
Marketing content generation with brand consistency
Customer reporting & insights with Excel + Copilot

This blueprint becomes your AI roadmap.

AI Agent Prototype Build

This phase delivers a working demonstration agent built using:

-Microsoft Copilot Studio

Azure OpenAI
Azure AI Foundry
Power Automate
Microsoft 365 Graph Connectors

Prototype agents may include, but not be limited to & varies customers to companies:

Customer-facing conversational AI agents
Internal Copilot agents for contract review, ticket management, SOP retrieval
Data query agents connected to SharePoint, SQL, or ERP systems
Workflow automation agents
Department-specific assistants (legal, accounting, HR, sales, IT)

Full Deployment + Integration

We turn the prototype into a functional AI agent integrated with your actual business systems. This includes:

Data source connections
Microsoft 365 integrations
Authentication & identity configuration
Azure OpenAI provisioning
Workflow automation triggers
App embedding (Teams, SharePoint, customer portals & Many more options available)

Governance, Security & Compliance Framework

CSE ensures your AI Agents delivery is secure and compliant, which is one of the key differentiators that separates CSE from competitors. with standards like:

NIST
CMMC L1/L2
Microsoft 365 Security Baseline
Conditional Access
Purview DLP
Zero Trust controls
Audit logging, monitoring, data boundaries

Training, Handoff & Optimization . We provide:

User training in plain business language
Admin training for managing AI agents
Documentation of workflows, prompts, governance, and data boundaries -30-day optimization support

Deliverables Summary : At the end of the engagement, you will receive:

AI Strategy Roadmap
Custom AI Agent Prototype
Fully Deployed Copilot Agent
Workflow Automation (Power Automate)
Governance & Security Framework
Training Sessions (Admin + End User)
Documentation Package
30-Day Support Window

Pricing Model: Depends on project scope & deliverables. TBD during initial discovery & assessment phase.

Power Automate

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