Alpha Data's Document Processor Powered by Microsoft Copilot

Transform Document Processing with Azure-Powered AI Automation

Alpha Data's Document Processor Copilot is a professional service offering that helps organizations leverage Microsoft Azure and Microsoft 365 cloud services to modernize document management and automate intelligent data extraction across invoices, contracts, forms, and unstructured documents.

How We Help You Extend Your Microsoft Azure Investment:

Our professional service deploys an enterprise-grade AI solution built on Azure and Microsoft 365 services, including:

• Microsoft Copilot Studio for AI orchestration and document understanding workflows
• AI Builder for OCR and intelligent document processing
• Microsoft Graph API for secure access to SharePoint, OneDrive, and Exchange documents
• Power Platform (Power Automate + Dataverse) hosted on Azure
• Azure Active Directory (Entra ID) for authentication and security

Service Delivery & Azure Integration:

This professional service helps you: ✓ Assess your current Microsoft 365 and Azure environment for document processing readiness ✓ Design and deploy the Document Processor solution on your Azure tenant ✓ Configure Copilot Studio, AI Builder models, Power Automate flows, and Dataverse tables ✓ Integrate with Microsoft Graph API for seamless document access from SharePoint, OneDrive, and email attachments ✓ Implement Azure security best practices (Entra ID, DLP policies, audit logs, encryption) ✓ Train your team on using the AI-powered document processing features ✓ Provide ongoing support, optimization, and managed services

Key Features Powered by Azure & Microsoft 365: • Automated document reading, extraction, and validation across multiple formats (PDF, Word, images, invoices, contracts, forms) • Intelligent field extraction using AI Builder (vendor names, dates, line items, clauses, totals, signatures) • Data validation and exception handling with automated flagging for manual review • Seamless integration with approval workflows and ERP/CRM record systems • Complete audit trail for every processed document with compliance tracking

Technical Architecture on Azure:

• Copilot Studio: AI orchestration with prompt flows and action plugins
• AI Builder: OCR, form recognition, and custom entity extraction
• Microsoft Graph API: Secure OAuth-based access to SharePoint, OneDrive, and Outlook
• Power Automate: Cloud flows for document classification, validation, and routing
• Dataverse: Structured storage for metadata, validation results, and audit trails
• Azure Security: Entra ID authentication, MFA, RBAC, and DLP policies

Expected Business Outcomes: • 80% faster document processing and approval cycles • 90% reduction in manual data entry errors • Real-time insights from large document batches with analytics dashboards • Improved compliance and data governance with full audit trails • Enhanced security with Azure-native identity, encryption, and access controls

Why Alpha Data: With 43+ years of IT expertise, ISO:9001 and ISO:27001 certifications, and deep Microsoft partnership experience, Alpha Data ensures smooth deployment, knowledge transfer, and ongoing support for your Azure-based document automation solution.

Service Includes:

• Requirements assessment and Azure environment review
• Solution design and architecture planning with technical workshops
• Deployment and configuration of Copilot Studio, AI Builder, and Power Automate
• Microsoft Graph API integration and security configuration
• Custom document template configuration and field mapping
• User training, change management support, and adoption planning
• Post-deployment optimization, monitoring, and managed services

Deployment Approach:

1. Discovery Phase: Assess current processes, identify use cases, define success metrics
2. Design Phase: Architecture planning, security design, workflow mapping
3. Build Phase: Deploy Copilot Studio assets, configure AI Builder models, develop flows
4. Pilot Phase: Deploy to pilot group, monitor performance, gather feedback
5. Rollout Phase: Scale organization-wide, provide training, enable self-service
6. Optimization Phase: Continuous improvement, model retraining, support

Security & Compliance:

• Entra ID authentication with least-privilege Graph API scopes
• Conditional access policies and multi-factor authentication
• Data Loss Prevention (DLP) policies and tenant isolation
• Role-based access control (RBAC) for sensitive documents
• Audit logs and compliance reporting (GDPR, HIPAA, SOC 2 ready)

This professional service maximizes your investment in Microsoft Azure and Microsoft 365 by transforming document processing into an intelligent, automated, secure, and scalable business process.

Get Started Today: Contact us to schedule a discovery workshop and learn how Document Processor Copilot can transform your organization's document management capabilities on Microsoft Azure.