AI & Data Services: from Copilot to Custom AI Agents

We help leaders move from isolated AI experiments to a clear strategy, trusted data, and working solutions — from Microsoft 365 Copilot to dedicated AI agents built on your project and portfolio context (Planner Premium, Project Server Subscription Edition, OnePlan, and Microsoft 365).
Most engagements start with an AI Strategy & Data Foundation initiative to confirm outcomes, assess readiness, and create an execution-ready roadmap.

Copilot & AI Agents is part of our broader Data & AI offering, helping organizations move from AI readiness and governance to production-grade copilots and custom AI agents.

We focus on automating decision and reporting workflows around project delivery—across PMO, delivery teams, and leadership.

What we deliver:

Make Copilot practical for PPM teams (scenarios, governance, adoption).
Build role-based AI agents on your portfolio data (PMO, portfolio, risk).
Establish Data & AI Governance so solutions scale safely.

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What Leaders Want

Copilot without portfolio context doesn’t change decisions.
PPM data is fragmented across tools, workspaces, and security boundaries.
Reporting is manual, inconsistent, and hard to trust.
PoCs happen, but there is no path to production, adoption, and measurable value.
Governance is either too light (risk) or too heavy (slowdown).

We help you move from one-off experiments to a governed, portfolio-aware AI capabilities that actually changes decisions – not just demos.

4 Pillars

Four pillars: from Copilot to custom agents

AI Strategy & Data Foundation

Align outcomes, assess readiness, prioritize use cases, and build a roadmap.

Microsoft 365 Copilot for PPM

Make Copilot useful for project teams with the right scenarios and governance.

Custom AI Agents & LLM Solutions

Build role-based agents that understand portfolio context and automate high-friction work.

Data & AI Governance

Define the rules, ownership, and controls that keep AI safe and scalable.

Pillar Deep Dives

These four pillars turn your AI ambition into live, governed solutions across your project and portfolio landscape.

Jump to: AI Strategy & Data Foundation · Microsoft 365 Copilot for PPM · Custom AI Agents & LLM Solutions · Data & AI Governance

AI Strategy & Data Foundation

We connect your AI ambition to portfolio outcomes and the reality of your data landscape — so you can make confident decisions and fund the right work.

What we do

Facilitate strategy workshops aligned with your portfolio decision agenda
Assess data and process maturity across Microsoft 365 and PPM tooling
Identify and prioritize AI use cases (quick wins to strategic bets), mapped to value and risk
Define a “PoC-to-scale” path: phases, ownership, architecture boundaries, and an adoption plan

Typical deliverables

AI & PPM use-case backlog (with value/risk scoring)
Data readiness findings and remediation recommendations
3–6–12 month roadmap with waves, owners, and success measures

Microsoft 365 Copilot for PPM

We make Copilot a practical tool for project organizations — not just a demo — by grounding it in real PPM scenarios, permissions, and adoption.

What we do

Copilot readiness for project organizations: information architecture, access model, and content hygiene
PPM scenarios: planning support, status narratives, risk/issue analysis, executive Q&A, and meeting preparation
Governance and security setup: boundaries, sensitive information handling, and role-based access
Impact measurement: reporting cycle time, decision lead time, adoption signals, and data quality improvements

Typical deliverables

Copilot for PPM scenario library (role-based prompt playbooks)
Governance and access design recommendations
Adoption enablement plan (training, usage patterns, and metrics)

Custom AI Agents & LLM Solutions

We build AI agents and lightweight apps that understand your portfolio context — and can execute repeatable work safely, with guardrails.

What we do

Design and build role-based agents: PMO assistant, portfolio analyst, risk reviewer, sponsor brief generator
Connect agents to PPM and operational systems (where relevant): Planner Premium / Project Server Subscription Edition / OnePlan, plus Finance / HR / CRM
Define guardrails: retrieval boundaries, citations, approvals, auditability, and escalation paths
Build a Proof of Concept with selected teams, then harden for production (reliability, monitoring, governance integration)

Typical deliverables

Working PoC agent(s) for selected roles
Integration approach and data access model
Production hardening checklist and release plan

Data & AI Governance

AI only scales when data is trusted and the operating model is clear. We help you put the rules in place without slowing delivery.

What we do

Data policies for AI: classification, ownership, access, and retention
Governance model for Copilot and agents: roles, approval workflow, and change control
Monitoring and risk management: quality review, user feedback loops, incident handling, and continuous improvement
Portfolio linkage: treat AI initiatives as first-class items with clear go/no-go criteria

Typical deliverables

Data & AI governance pack (roles, processes, templates)
KPI recommendations and steering cadence
Policy and control mapping for AI-enabled scenarios

Pillars

Capabilities / Expertise

Grounded in delivery across our core practices

PPM Platforms & Operating Models

We help project organizations design portfolio governance, reporting, and tool landscapes that scale.

Copilot, LLMs & AI Agents

From Copilot adoption to OpenAI-powered agents — grounded in your project and portfolio context.

Software Engineering & Integrations

APIs, data flows, and custom apps that connect PPM with Finance, HR, CRM, and collaboration tools.

Data, Security & AI Governance

Data readiness, access boundaries, and governance that keep AI safe, auditable, and scalable.

Tools we commonly use: Copilot Studio, Power Automate, Power BI, Azure OpenAI, OpenAI.

Sample AI Use Cases (PPM & Beyond)

Executive Portfolio Co‑Pilot
A chat-based assistant for executives and the PMO that uses data from Planner Premium, Power BI, and key documents to answer questions on status, risk, and priorities, and recommend options such as accelerate, pause, or re‑prioritize.

Copilot‑Driven Status & Meeting Assistant
Copilot in Teams / Outlook that generates status reports, steering/portfolio meeting summaries, and action lists based on emails, chats, and files in Microsoft 365 – ready for PMO and leadership to review and use.

Portfolio & PMO Q&A Chatbot / Voice Bot
An assistant in Teams (chat or voice) connected to Planner Premium, Power BI, and core PMO documentation (methodologies, templates, governance) that answers on‑demand questions about status, processes, and standards.

Project & Delivery Knowledge Base Assistant
An agent working across your documents (Confluence / SharePoint / OneDrive – Word, PDFs, presentations) that lets project and delivery teams quickly find answers, templates, and past decisions from previous initiatives.

Internal AI Assistant (“Secure ChatGPT for Employees”)
A private, company‑grade AI assistant that employees can safely use instead of public tools, answering questions using internal documents and systems while enforcing permissions and compliance.

AI‑Powered Invoice Review & Triage
An AI service that classifies, validates, and routes incoming invoices based on natural‑language business rules, sending clean items straight into the accounting system and flagging only exceptions for human review.

Custom AI Agents Aligned to Your PMO & Delivery Needs
Dedicated agents for governance & compliance, risk & dependency analysis, digital stand‑ups, sponsor briefs, and more – designed around your specific processes, tools, and data rather than one‑size‑fits‑all solutions.

Typical Engagement Outcomes

After a 6–12 week engagement, clients typically see:

A clear set of automation and AI use cases prioritized by value, effort, and risk
A validated data and tool landscape view (Microsoft 365 + PPM) with practical next steps
A working pilot (PoC) for 1–2 priority workflows (e.g., reporting, intake/triage, PMO Q&A)
A scale plan: rollout approach, ownership, and success metrics for wider adoption
Lightweight Data & AI governance essentials to support safe scaling (roles, KPIs, cadence)

How We Work

Step 1 — Discover & Prioritize (1–2 weeks)
Align stakeholders, confirm data sources, and prioritize use cases based on value, feasibility, and risk.

Step 2 — Build a Pilot (2–4 weeks)
Deliver a working pilot for 1–2 priority scenarios — for example a knowledge assistant (RAG chatbot), voice-to-action meeting assistant, AI-ready knowledge base, or a targeted process automation — validated with real users and real data.

Step 3 — Scale & Embed (4–8 weeks)
Expand to additional workflows, improve reliability and monitoring, enable adoption, and define ownership for ongoing improvement.

Engagement Options:

Fixed-price pilot projects (ideal for quick validation)
Implementation sprints (time-boxed delivery to scale)
Advisory / retainer (when you need ongoing steering and continuous optimization)

In addition to the excellent implementation and training, our instructor gave us some great project management advice along the way that will help shape our use of the software.

Getting Started Is Easy

Schedule A Consultation

Schedule a call with Integent. We'll discuss your organization’s pain points in order to understand what it is you are trying to accomplish.

Review Our Proposal

Once we determine there is a fit, we walk you through the process of scoping out your engagement and document how we will work together in a detailed proposal. Timeline and cost for the scope of services will be laid out in detail.

Let's Get Started

From focused projects to ongoing services, we take a customer‑centric approach with every engagement — aligning stakeholders and clarifying outcomes so everyone is working toward the same goals. We design and build cutting‑edge solutions to enable your teams to deliver measurable business value over time.

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Schedule A Consultation

Have a question or need you would like to dicsuss? Schedule a meeting and let's discover together how Integent can help your organization succeed with Microsoft technologies.