One person is the interface to the process
Everyone knows who to ask. That person answers the same questions between doing their actual work, and nothing about it is written down in a form anyone else can use.
For professional services firms with 10 to 50 people
Which of these is actually an agent problem?
The same process questions route to the same person, and the document that answers them is not where people look first. Before building anything, the useful question is whether this needs an agent, an automation, or a better form.
Three patterns look the same from the outside and are not interchangeable. Choosing wrong means rebuilding, so the choice is worth making deliberately and in writing.
Book a readiness assessmentWhat we see in professional services
A demo that never becomes a rollout
Someone builds something that works on the happy path. Real permissions, missing information and exceptions arrive later, and it quietly becomes a thing one person maintains by hand.
The tool was chosen before the problem was described
A pattern gets picked because it was the one in the demo, not because it matches what the work needs. The mismatch shows up at the point it is expensive to change.
What gets built
Assess
We review the Microsoft 365 tenant, licensing, the documents involved and the work people repeat, then say which pattern fits and which does not. You get a written recommendation, including the case for not building anything yet.
Fixed scope and fixed fee. The report can recommend not building anything yet.
Build
One agent or automation in production against the agreed scope, with acceptance checks covering the exceptions rather than only the happy path. What it should refuse is specified alongside what it should do.
The build scope and delivery window are agreed after the assessment.
Extend and govern
The first agent is a project. The tenth is an estate, so environment strategy, DLP and an inventory of what exists are worth settling before there are ten. Handover documents how it works, its limits and how to maintain it.
Each extension is scoped after the assessment, with its delivery window agreed before work starts.
Apps for professional services
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.
Client Onboarding Assistant
New clients move through onboarding steps, with each step tracked in one place.
Questions from professional services firms
We are not sure we need an agent at all. Is the assessment still useful?
That is the most useful case for it. A written answer explaining that a simpler process, form or automation would do the job is a decision you can act on, and it costs less than discovering it after a build.
How do we avoid ending up with a demo nobody can run?
By specifying the exceptions before the build, not after. Real permissions, missing information and conflicting sources are acceptance checks, and handover includes the documentation needed to maintain it without us.
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.