Microsoft Copilot AI Agents, CSE AI Consulting & Copilot Agents: Discovery, Build and Deployment

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

1. 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)

2. 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.

3. 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)

4. 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)

5. 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

6. 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.