Technical Consulting Services

Practical Microsoft expertise and independent technical management for complex business system challenges

When Clients Call Us

These are the situations that typically prompt organisations to get in touch

"Our Procore and Sage 200 data doesn't reconcile and nobody knows why."

"We're about to sign an ERP contract but have no idea if it will integrate with our existing systems."

"Our M365 tenant has grown without any governance and we don't know what we have or whether it's secure."

"We have Power Platform solutions built by different people and none of them talk to each other properly."

"Our devices aren't managed consistently and we had a security incident — we need this fixed properly."

"We have data flowing between systems but nobody trusts the numbers — reports give different answers."

How We Engage

We provide technical leadership through three engagement models, depending on what your project needs

Direct Delivery

We design and implement Microsoft 365, Power Platform, Power BI, Intune, Azure, and on-premises infrastructure solutions directly — from architecture through deployment and handover.

Suitable for organisations requiring hands-on Microsoft implementation with integration accountability.

Vendor-Led With Technical Oversight

We provide architectural governance and project leadership alongside specialist providers for platforms like D365, Business Central, Sage 200, Procore, and Fabric — protecting integration quality and holding suppliers accountable.

Designed for projects involving specialist providers where independent technical governance protects commercial and operational outcomes.

Client-Provider Mediation

Where vendors are already engaged, we protect your interests through structured technical review, integration assurance, and independent verification that deliverables meet requirements before sign-off.

For organisations where implementation is underway but technical leadership, integration oversight, or independent quality assurance is missing.

ERP & Business System Consulting

We deliver and govern projects involving Dynamics 365, Business Central, and ERP platforms — providing either hands-on implementation or independent technical oversight

What We Help You Achieve

ERP and business system projects are complex, expensive, and high risk without proper technical leadership. Whether we're implementing directly or providing architectural governance over specialist vendors, we ensure the platform is right for your needs, integrations are designed correctly, and delivery meets requirements.

  • Avoid costly mistakes — Independent platform evaluation before you commit to a vendor or technology
  • Ensure integration quality — Integration architecture connecting ERP to M365, Power Platform, and operational systems
  • Protect delivery outcomes — Whether we implement or govern, requirements are met and suppliers are held accountable
  • Reduce implementation risk — Rigorous requirements definition, testing oversight, and go-live planning

Our Engagement Models

Platform Evaluation & Due Diligence: Independent technical assessment of D365, Business Central, and competing platforms — understanding real capabilities, integration requirements, and total cost before selecting a vendor.

Direct Implementation: For organisations where we're the right fit, we can implement Business Central and related Microsoft platforms directly.

Vendor Oversight: Where specialist ERP implementation partners are engaged, we provide the technical project management and architectural governance that ensures quality and protects your commercial outcomes.

Integration Architecture: Designing and often delivering the connections between your ERP and surrounding systems (M365, Power Platform, SharePoint, operational platforms).

Why Independent Technical Leadership Matters

Implementation partners are incentivised to sell and deliver their product. Independent technical advisors are incentivised only to make sure the project succeeds for you. Whether we're delivering or governing, that distinction protects outcomes significantly on complex ERP programmes.

Power BI & Data Reporting

Connecting your Microsoft data sources to clear dashboards and reports decision-makers can trust

What We Help You Achieve

Stop making decisions based on spreadsheet exports assembled manually each month. We design Power BI reports and data models that connect to your existing Microsoft 365 and on-premises data sources, giving your team reliable, consistent visibility without needing a dedicated data team.

  • Single source of truth — Connect data from M365, SQL Server, SharePoint, and other sources
  • Reliable dashboards — Built on solid data models, not fragile spreadsheet logic
  • Self-service reporting — Teams answer their own questions without raising IT tickets
  • Consistent KPIs — Agreed definitions applied uniformly across the business

Power BI Services

Dashboard & Report Design: Reports built around your specific business questions, connected to your data sources — not generic templates.

Data Modelling: Proper star schema models that perform reliably and return correct results as your data grows.

Data Source Integration: Connecting Power BI to SQL Server, Dataverse, SharePoint Lists, and M365 data.

Power BI Governance: Workspace structure, row-level security, and licence management so your reports reach the right people securely.

A Note on Microsoft Fabric

Microsoft Fabric is a significant and evolving platform for organisations with larger data estate requirements. We can advise on whether Fabric is relevant for your organisation and help you assess readiness — but for most SMEs, well-structured Power BI connected to existing Microsoft data sources delivers the insight needed without additional platform complexity.

Power Platform Solutions

Custom business applications leveraging Microsoft's low-code platform

We design and build business applications using Power Apps, Power Automate, and Dataverse to solve specific workflow challenges. Rather than forcing your processes to fit off-the-shelf software, we create tailored solutions that integrate seamlessly with your Microsoft 365 environment.

Power Apps Development

Canvas and model-driven applications deployed as Teams apps or standalone solutions. Recent projects include:

  • Procurement workflow systems – Complete purchase request lifecycle from authorisation through invoice processing
  • Approval automation – Multi-stage approval processes with Teams notifications and adaptive cards
  • Data collection and reporting – Field data capture with offline capabilities and real-time dashboards
  • Document management – Intelligent forms with document generation and SharePoint integration

Power Automate Workflows

Automated business processes that reduce manual work and eliminate errors:

  • Email and document processing automation
  • Data synchronisation between systems
  • Scheduled reporting and notifications
  • Integration connectors for third-party platforms

Dataverse Architecture

Robust data modelling and security design using Microsoft's cloud database platform. We design table structures, relationships, business rules, and security roles to ensure your data is both accessible and protected.

Typical Engagement

Requirements gathering and process mapping → Data model design → Application development → Testing and user acceptance → Deployment and training → Post-implementation support

System Integration Architecture & Delivery

We deliver and govern integration projects connecting business systems — either building directly or providing technical oversight of specialist integration partners

What We Help You Achieve

System integrations fail when architecture is weak, requirements are unclear, or vendors aren't held accountable. Whether we're building the integration ourselves or governing a specialist supplier, we ensure data flows correctly, transaction integrity is protected, and the technical design is sound before any code is written.

  • Protect financial data integrity — Prevent duplicate postings, handle failures safely, and maintain audit trails across connected systems
  • Ensure systems actually connect — API capability assessment and integration architecture design before committing to a platform
  • Hold suppliers accountable — Whether we're building or governing, technical requirements are defined and delivery is verified
  • Reduce integration risk — Architecture review and requirements definition before development prevents costly rework

Integration Delivery Models

Microsoft Ecosystem Integration (Direct Delivery): Connecting M365, Power Platform, SharePoint, Dataverse, and Azure to each other and to third-party business systems — we design and deliver these integrations directly.

Construction Platforms (Procore): Technical due diligence on API capabilities, integration architecture design connecting project management to accounting systems, and either direct delivery or middleware vendor oversight — ensuring financial data flows accurately between Procore and your ERP.

Accounting & ERP Systems (Sage 200): Integration architecture and delivery for projects connecting Sage 200 to operational platforms. We design the data flows, define transaction integrity controls, and either build directly or manage the specialist integration partner delivering it.

API Design & Technical Requirements

Whether we're implementing or governing, we produce the technical artefacts that integration projects depend on:

  • API capability review and vendor requirements documentation
  • Data flow mapping and transformation specifications
  • Transaction integrity design (idempotency, error handling, retry logic)
  • Security and authentication requirements (OAuth 2.0)
  • Testing strategy and acceptance criteria

Integration Philosophy

Financial systems require rigorous controls. We always define transaction integrity requirements, duplicate prevention, and audit logging before any integration build begins — whether we're delivering directly or overseeing a third-party supplier.

Microsoft 365 Implementation & Optimisation

Strategic M365 tenant deployment and security configuration

Microsoft 365 is far more than email and Office applications. We help organisations leverage the full platform through strategic implementation and ongoing optimisation.

Tenant Implementation

Complete M365 deployment or migration from legacy systems:

  • Tenant architecture design and configuration
  • Identity strategy (Entra ID Connect, hybrid configurations)
  • Exchange Online migration and configuration
  • Teams and SharePoint architecture design
  • OneDrive deployment and data migration

Security & Compliance Configuration

Implementing enterprise-grade security controls:

  • Conditional Access policies and Multi-Factor Authentication
  • Data Loss Prevention (DLP) policies
  • Information Protection and sensitivity labels
  • Retention policies and eDiscovery configuration
  • Secure Score optimisation and monitoring

M365 Tenant Reviews

Comprehensive technical assessments covering 17 key areas:

  • Security configuration and vulnerability assessment
  • Licensing optimisation and compliance
  • User and group management review
  • Exchange Online and Teams configuration
  • SharePoint and OneDrive governance
  • Device management and endpoint security
  • Audit log analysis and identity protection
Exchange Online
Email security, mail flow, compliance
SharePoint Online
Site architecture, permissions, governance
Teams
Deployment, policies, governance
Entra ID
Identity, conditional access, MFA

Azure Infrastructure Consulting

Cloud and hybrid infrastructure architecture

Azure infrastructure planning for organisations requiring hybrid cloud capabilities, particularly where data residency or regulatory requirements necessitate on-premises infrastructure.

Azure Local (Azure Stack HCI)

Specialist expertise in Azure Local deployment for organisations requiring on-premises data residency:

  • Medical research environments – Sensitive data requiring local storage with Azure management capabilities
  • Hybrid cloud architecture – Seamless integration between on-premises and Azure cloud resources
  • Compliance and governance – Meeting regulatory requirements whilst leveraging cloud innovation
  • Infrastructure sizing and design – Hardware specification and cluster architecture planning

Azure Cloud Architecture

Cloud infrastructure design and migration planning:

  • Virtual network design and security configuration
  • Azure Virtual Desktop implementation
  • Backup and disaster recovery architecture
  • Cost optimisation and resource management
  • Entra ID integration and identity governance

Infrastructure as Code

Whilst we're not software developers, we leverage infrastructure automation tools for repeatable deployments and configuration management where appropriate to the project scale.

Technical Due Diligence & Assessments

Independent technical evaluation for strategic decisions

Before committing to significant technology investments, organisations need objective technical assessment to understand risks, costs, and integration requirements.

Software Evaluation & Due Diligence

Comprehensive assessment of platforms under consideration:

  • Security and compliance evaluation
  • Integration capability assessment (APIs, data exchange, authentication)
  • Business continuity and disaster recovery review
  • Cost model analysis and licensing structure
  • Vendor capability and support assessment

Integration Feasibility Studies

Technical analysis of proposed system integrations:

  • API capability review and documentation analysis
  • Data mapping and transformation requirements
  • Integration pattern recommendations
  • Risk assessment and mitigation strategies
  • Vendor requirements documentation for integration partners

Infrastructure Assessments

Review of existing infrastructure and migration planning:

  • Current state documentation and analysis
  • Cloud migration feasibility and planning
  • Performance analysis and optimisation recommendations
  • Security posture assessment

Our Approach

We provide enterprise-grade due diligence adapted for SME budgets. Our documentation is rigorous but accessible – using plain English to explain technical requirements whilst never compromising on the critical controls needed to protect financial systems and sensitive data.

Database & Infrastructure Architecture

Technical architecture grounded in decades of enterprise systems experience

Whilst our career path has focused on infrastructure rather than software development, we maintain strong capabilities in database design and infrastructure architecture – areas that underpin successful business systems.

Database Design & Optimisation

  • Dataverse data modelling for Power Platform solutions
  • SQL Server architecture and performance tuning
  • Database integration design and data flow architecture
  • Backup and recovery strategy planning

Infrastructure Planning

  • Hybrid environment design (cloud and on-premises)
  • Network architecture for business systems
  • High availability and disaster recovery planning
  • Performance and capacity planning

Technical Architecture Documentation

We create clear technical documentation that serves both immediate implementation needs and long-term system understanding – essential for organisations that need to maintain systems over time.

Modern Device Management & Security

Intune, Autopilot, and Defender — securing and managing your devices from the cloud

What We Help You Achieve

Manage and secure every device in your organisation — whether in the office, at home, or on site — without the complexity of traditional on-premises management tools. We deploy and configure Microsoft Intune, Windows Autopilot, and Microsoft Defender to give you consistent security posture and a modern, streamlined device experience.

  • Zero-touch device provisioning — New devices ready to use out of the box via Autopilot, with no IT hands-on time
  • Consistent security policies — Compliance rules, encryption, and conditional access enforced across all devices
  • Protect against threats — Microsoft Defender for Endpoint detecting and responding to threats in real time
  • Retire legacy management — Move away from Group Policy and on-premises SCCM/MECM to a fully cloud-managed model
  • Support hybrid and remote workers — Devices managed securely wherever they are, without VPN dependency

Microsoft Intune

Cloud-based Mobile Device Management (MDM) and Mobile Application Management (MAM) for Windows, iOS, Android, and macOS:

  • Device enrolment and compliance policy configuration
  • Application deployment and update management
  • Configuration profiles for Wi-Fi, VPN, certificates, and security baselines
  • Co-management with existing on-premises SCCM where a phased transition is required
  • Integration with Entra ID Conditional Access to enforce compliance before granting resource access

Windows Autopilot

Pre-configure devices so they self-provision with the right settings, applications, and policies the moment a user signs in:

  • Autopilot deployment profile design and testing
  • Hardware hash registration and OEM/reseller coordination
  • User-driven and self-deploying mode configuration
  • Autopilot Reset for device redeployment without reimaging

Microsoft Defender

Integrated threat protection across your Microsoft 365 environment:

  • Defender for Endpoint — Endpoint detection and response (EDR) for Windows, macOS, iOS, and Android
  • Defender for Office 365 — Anti-phishing, safe links, safe attachments, and attack simulation training
  • Defender for Identity — Detecting identity-based threats and lateral movement across Active Directory
  • Defender for Cloud Apps — Shadow IT discovery and cloud application security posture
  • Microsoft Secure Score improvement and ongoing monitoring

Licensing Note

Many organisations already have Intune and Defender included in their existing Microsoft 365 Business Premium or E3/E5 licences without realising it. Our M365 tenant assessments frequently identify unused entitlements that can be activated without additional cost. We'll confirm what you already have before recommending anything additional.

On-Premises Infrastructure

Windows Server, Active Directory, and physical infrastructure management

Not every organisation is ready for full cloud migration, and many require on-premises infrastructure for regulatory, performance, or business continuity reasons. We provide enterprise-grade on-premises infrastructure design and management.

Windows Server Infrastructure

  • Windows Server deployment and configuration (2016, 2019, 2022)
  • Virtualisation infrastructure (Hyper-V, VMware)
  • File server and storage architecture
  • Print server and device management
  • Windows Server Update Services (WSUS)
  • Remote Desktop Services (RDS) deployment

Active Directory & Identity Management

  • Active Directory Domain Services (AD DS) design and implementation
  • Group Policy design and management
  • Hybrid identity with Entra ID Connect
  • Active Directory Federation Services (AD FS)
  • Multi-forest and multi-domain architectures
  • Domain migration and consolidation

SQL Server Implementation

  • SQL Server deployment and configuration
  • Database high availability (Always On, clustering)
  • Performance tuning and index optimisation
  • Backup and recovery strategy implementation
  • SQL Server security hardening
  • Integration with business applications

Physical Infrastructure

Server hardware specification, procurement, and deployment:

  • HP ProLiant servers – Specification, deployment, and ongoing management
  • Dell PowerEdge servers – Hardware selection, configuration, and support
  • Storage area networks (SAN) and network-attached storage (NAS)
  • Backup infrastructure (disk and tape solutions)
  • Uninterruptible power supply (UPS) and power management
  • Server room and rack infrastructure planning

Hybrid Integration

Connecting on-premises infrastructure to cloud services:

  • Site-to-site VPN for Azure connectivity
  • Azure AD Connect for identity synchronisation
  • Hybrid Exchange with Exchange Online
  • Azure Backup for on-premises server protection
  • Azure Site Recovery for disaster recovery

Our Infrastructure Philosophy

We believe in the right technology for the right purpose. Not every workload belongs in the cloud, and not every on-premises system should stay there. We help you make informed decisions about where your systems should run based on performance, security, compliance, and cost considerations.

Discuss Your Technical Requirements

Let's explore how our expertise can address your specific challenges

Book a Discovery Call