The procedure is current in the office
A method statement gets updated centrally while a printed or downloaded copy stays in a truck. The crew is working from a version that no longer matches.
For construction and trades businesses with 10 to 50 people
The current procedure, where the work is
Crews need the current method statement or safety procedure at the site, not at the file server. Signal is unreliable, hands are full, and the version that matters is whichever one is actually to hand.
Answers come from the approved procedure and cite it. Anything that has to work on site has to work without a connection, which means capture is a form, not a conversation.
Book a readiness assessmentWhat we see in construction and trades
Incidents get written up afterwards
Something is recorded at the end of the day from memory, because there was no signal at the time. Detail is lost, and the record is weaker than the event deserved.
The same site questions, every crew
What is the procedure for this, who signs it off, what equipment is required. The answers exist and are repeated verbally rather than retrieved.
What gets built
Assess
We review the Microsoft 365 tenant, licensing, a representative set of procedures and safety documents, and what actually happens on site when there is no connection. You get a written recommendation on where a grounded agent could help, what would block it, and what should stay with a person.
Fixed scope and fixed fee. The report can recommend not building anything yet.
Build
Capture that works offline and syncs when a connection returns, plus a grounded agent over the approved procedures for the connected case. The offline path is designed first, because a design that assumes connectivity cannot be retrofitted to survive without it.
The build scope and delivery window are agreed after the assessment.
Extend and govern
Add routing and notification for what gets captured, and document who owns each procedure and how a revision reaches the people working from it.
Each extension is scoped after the assessment, with its delivery window agreed before work starts.
Apps for construction and trades
Policy and Handbook Assistant
Staff get cited answers from your policy library instead of asking HR the same questions again.
Time Off and Request Intake
Requests are captured in Teams, logged in Dataverse and routed for approval without email chains.
Field Safety Assistant
Crews get the current safety procedure on site, with a citation to the approved document.
Questions from construction and trades
Will this work with no signal on site?
Capture will, because it is built as a form that stores locally and syncs later. Asking an agent a question will not, because that needs a connection. Being clear about which half works offline is the first thing the assessment settles.
How do crews know they have the current procedure?
By retrieving it rather than carrying it. That only holds if there is a named owner for each procedure and a process for retiring superseded versions, which the assessment checks before anything is built.
Do crews need to learn new software?
The aim is the opposite. Capture should look like a short form on a phone, and answers should arrive where people already work. If a build needs significant training to be used at all, that is usually a sign the design is wrong.
Start with a readiness assessment
A review of what is worth building on your tenant and what isn’t. There is no obligation to proceed to a build.