AI on Business Data

AI is only as good as the data layer and governance beneath it.

We teach Claude and Copilot to give the right answers. Securely. Quickly. With minimal tokens.

How to read the colors
What we do for you

Six areas that hold AI in your company together

We start with scenarios, data and rules, because that is what AI stands or falls on. Each area solves a different piece of the puzzle: from data and rules through agents and automation to costs and choosing the right scenarios.

01

AI-ready DWH in Fabric

Data that AI understands

Documented data, one version of the truth, and permissions that apply to AI too. We review and prepare identity, row-level security and metadata, and build a semantic model with descriptions, synonyms and a test set of questions.

AI Ready Data WarehouseAI Ready Semantic Model
02

Agents for CEO, finance, sales, production and more

One agent, one domain

Specialized agents on top of your data, trained on the terms and rules of a specific department. Leadership asks once and gets an answer with a link to the source.

Specialized Data AgentsFabric AgentDocuments and Numbers
03

AI automation

Processes that watch themselves

Daily company status summaries, alerts on deviations from plan, sorting of documents and complaints. AI as a step in a process or a data pipeline, with the result right in the table.

Custom Model in PipelineMulti-Agent Orchestrator
04

AI security and governance

AI that sees only what it should

The user’s identity travels from the question down to the data row. Query auditing, agent monitoring and clear rules on who can create an agent. A framework for leadership and tenant configuration.

Agent access architectureAI Governance for LeadershipAgent Evaluation and Security
05

AI cost optimization

Value calculated up front

Capacity, tokens and licenses calculated before deployment. A budget, overspend alerts and quarterly reviews keep AI paying for itself.

FinOps Audit for Fabric AI
06

Business analysis

The right scenario before the first agent

Before anything gets built, we verify where AI will actually help your company. We go through use cases, assess solution fit (Copilot, Data Agent, Foundry, or no AI for now) and pick the scenarios where the value outweighs the cost. The result is a ranked list of scenarios, each with an owner, a metric and an estimated benefit.

Scenario WorkshopSolution Fit AnalysisUse Case Prioritization
What you can solve with AI

Four AI scenarios that make business sense

AI in a company takes four forms. They differ in who uses it and whether it helps a person with their work or handles a step in a process on its own. Each needs different tools, different licenses and a different rollout, so we start by working out which quadrant your scenario belongs to.

Users and managersUse data and calculations, simplify their work, make decisions
DevelopersBuild the data platform
Personal productivityAI helps a person
Personal productivity · Users and managers

Answers without waiting for a report

  • Ad hoc reporting on all the data the user has access to.
  • Consistent KPI definitions, even when you ask AI.
  • Presentations and documents built from real numbers.
  • AI that understands finance, sales, production, HR and IT.
M365 CopilotCopilot in Power BIData Agent in TeamsClaude
services: Copilot Enablement and Adoption · Specialized Data Agents
Personal productivity · Developers

Faster data platform builds

Models, queries and pipelines with AI at hand, within rules that keep production safe.

  • DAX, SQL, PySpark and model descriptions with Copilot
  • agentic development via Fabric CLI, API and MCP
  • code review, no production data in prompts
Copilot in FabricNotebookClaude CodeGitHub Copilot
services: AI-assisted development · AI Ready Semantic Model
AutomationAI automates steps or an entire process
Automation · Users and managers

Processes that run themselves

  • Daily status summary for the company or a department.
  • Alerts on exceeded limits and deviations from plan.
  • Mailbox and task triage, meeting prep.
  • Agents prepare the outputs, you focus on the work.
Data AgentActivatorCopilot StudioFoundry agent
services: Specialized Data Agents · Fabric Agent · Multi-Agent Orchestrator
Automation · Developers

AI as a step in the data pipeline

Batch classification, extraction and prediction across thousands of rows. The result is an ordinary column in a table.

  • sorting texts, contracts and complaints with AI functions
  • predictions from your own ML model straight into the Lakehouse
  • MCP server: agents read data with the user’s identity
AI functionsML modelData pipelineFoundry model
services: AI Ready Data Warehouse · Custom Model in Pipeline · Agent access architecture
From question to your data

How AI works on business data

It doesn’t matter who asks, what they ask or which tool they use. Every query travels in a governed, secure and correct way through a managed, protected zone to your company data. And to exactly the data it should reach.

your tenant · user identity3Entra ID · On-Behalf-Of · auditanswer with sourceSQL · KQLDAXGraph1ManagerEXAMPLE“Are we on trackwith revenuevs. plan?”asks in2CopilotM365Power BI2ClaudeEnterpriseFoundryInternal MCP serverAzure FunctionsSemantic layerPower BIsemantic modelsM365 connectorMicrosoft GraphWork IQ4Microsoft FabricLakehouseWarehouseEventhouse · KQLData AgentML predictions4Microsoft 365OutlookTeamsOneNoteLoopSharePoint5All decision-making data in one placenumbers from Fabric and semantic models · context from M365 · answer linked to its source
Every query carries the user’s identity from the question down to the data row. The assistant sees only what the person asking is allowed to see; RLS, sensitivity labels and SharePoint permissions apply to AI too.
numbers

One definition of truth

Revenue, margin and plan are calculated in the semantic model the same way for reports and for AI. The assistant doesn’t do its own math.

context

Why the numbers moved

Emails, meeting notes and SharePoint documents add the reason, the decision and the name of the person who knows.

security

AI sees only what you see

Access runs through your identity and your tenant, with no shared service accounts. Every query is logged.

How to get it right

Why Copilot and Claude on their own get you nowhere

An AI project stands on three pillars and needs all of them at once. Meaningful scenarios define which questions, areas and data you want to ask about. AI-ready company data gives AI material it can be trusted with. Model training and agents prepare AI for your users’ questions and commands. When one pillar is missing, the project doesn’t fail right away. It fails later, and at a higher cost.

Pillars of working AI in a companyone or two are not enough
Click a pillar to see what happens when it’s missing.
what and whyMeaningful scenarios

I know which questions, areas and data I want to ask about.

from whatAI-ready company data

Documented data, one version of the truth, and permissions that apply to AI too.

with what and howModel training and agents

AI prepared and optimized for user questions and commands. Instructions, skills, tools, MCP, artifacts and agents for specific processes.

prerequisites and governance beneath every pillar
Securityuser identity all the way to the data, RLS, DLP, no sensitive data in prompts
Observabilityquery auditing, agent tracing, regular measurement of answer quality
Costscapacity, tokens and licenses calculated up front, a budget and overspend alerts
Governancewho can create an agent, agent registry, data retention and regions

When one pillar is missing, the project fails later and costs more.

scenarios + data · training and agents missing

Usable, expensive and inconsistent

Scenarios and data are in place, but AI has no instructions, skills, tools or agent for the process. It answers generically, doesn’t know company terms, and every query burns too many tokens. Each user writes their own prompts, so the same question gets a different answer every time.

scenarios + agents · company data missing

AI that will lie to you

The scenario is clear and the agent is built, but the data isn’t documented, there are several versions of the truth and permissions don’t fit. The demo works, production brings wrong numbers, and one wrong answer costs trust in the whole project. The worse case: the agent bypasses permissions and shows what it shouldn’t.

data + agents · scenarios missing

An expensive toy

The platform is ready and the agents are built, but nobody defined what AI should improve or how to measure it. The pilot never ends, capacity and licenses keep costing money, and nobody can quantify the value. It’s the first thing cut in the next budget.

AI, scenarios and data

What AI you can trust looks like

When AI, scenarios and data meet the right way, they create three qualities that tell you AI can be trusted. AI connected to data is secure and fast. Data under scenarios is governed and controlled. Scenarios for AI make financial sense too.

Governance AI you can trust Meaningful andcost-effectiveAI + scenarios Secureand fastAI + data Governedand controlledscenarios + data AIagents Scenariosuse cases Datacompany

Secure and fast AI + data

AI reads only the data the person asking is entitled to. Identity travels from the question down to the data row, RLS and sensitivity labels apply, and every query is logged. The query takes the shortest path to prepared data, so the answer arrives quickly and with minimal tokens.

Governed and controlled scenarios + data

Every scenario has a data owner and a process owner, rules on what may be automated, and a place in the agent registry. When the data changes, you know which scenarios are affected.

Meaningful and cost-effective AI + scenarios

We deploy AI where the value outweighs the cost. Every pilot has a metric, a budget cap and, at the end, three numbers: value, cost to complete and cost to run. Sometimes the right answer is no.

Technologies we work with

Microsoft Fabricdata platform and OneLake
Power BIsemantic models and reports
Microsoft Foundrymodels and agents in Azure
AzureFunctions, networking and operations
Microsoft 365 Copilot
Microsoft 365 Copilotassistant in Office and Teams
Copilot Studio
Copilot Studioagents for business processes
Claudeassistant and AI-assisted development
GitHub CopilotAI pair programming
Microsoft Purview
Microsoft Purviewsensitivity labels and data governance
Microsoft Entra ID
Entra IDidentity and access
Scenario Workshop

Not sure where to start?

In one day we go through three of your processes, and you leave with a proposal for one PoC: goal, metric and budget cap.

  • 1day
  • 3of your processes
  • 1PoC proposal







      Your personal data will be processed for the purposes of business communication based on legitimate interest in accordance with Article 6 Paragraph 1 Letter f) of the General Data Protection Regulation (GDPR).

      More information about data protection and your rights ›