AI grounded in your company's OneDrive and SharePoint estate — drafting client proposals, building Excel data models, and generating presentations.
Over 70% of New Zealand SMEs run on Microsoft 365. Rather than forcing your team to learn new platforms or switch to Google, Maintain AI implements, permissions, and hardens Microsoft 365 Copilot directly inside Word, Excel, PowerPoint, and OneNote — turning your existing documents and spreadsheets into active intelligence while enforcing strict Entra ID data controls.
Type '/' in Word to reference up to 3 existing client proposals, spreadsheets, or technical specs in SharePoint, automatically generating a structured first draft.
Draft a 15-page council tender response or commercial services agreement referencing your past winning proposals and master pricing sheet.
Analyses tabular financial data, generates complex nested formulas, surfaces margin anomalies, and executes Python data transformations natively inside Excel cells.
Highlight top 10% unprofitable client accounts across 15,000 transaction rows and model the cashflow impact of a 4% price rise in 30 seconds.
Converts a written Word proposal or SharePoint report into a fully formatted, multi-slide executive presentation using your company's branded slide master.
Turn a 20-page engineering review or annual client account audit into an 8-slide board presentation in under 2 minutes.
Summarises handwritten tablet notes, structures team brainstorms, and drafts actionable project task lists that sync across Microsoft Teams and Planner.
Synthesise meeting notes from a surface tablet on site into a clean client action list in Microsoft Loop with assigned owners.
Senior estimators spent 14 hours a week copying material specifications from engineers' Word docs into Excel quoting sheets and formatting tender submissions.
Configured M365 Copilot in Word and Excel. Estimators reference engineering specs directly to generate bill-of-quantities draft tables, while Copilot in Word drafts the submission narrative using their pre-approved tender template.
Saved 8.5 estimator hours per tender; bid submission volume doubled without hiring extra admin staff.
Reviewing client management accounts and writing quarterly advisory commentary in Word took 4 hours per client file.
Trained staff on M365 Copilot in Excel to isolate budget variances and gross-profit trends, then referenced the workbook inside Word to draft client-ready director commentary.
Advisory commentary drafting time dropped from 4 hours to 45 minutes per client with zero copy-paste errors.
Branch managers struggled to spot margin erosion caused by fluctuating overseas freight surcharges across 8,000 inventory lines in Excel.
Deployed Excel Copilot with custom prompt templates that query raw ERP data, calculate landed costs, and automatically flag product categories where net margin dipped below 18%.
Recovered an estimated $42,000 in unbilled freight surcharges in the first 90 days.
Microsoft 365 Copilot in Excel only works on data formatted as an official Excel Table ('Format as Table'). It cannot parse unmerged multi-header sheets or password-protected workbooks. We structure your company's master templates before rollout.
What you bring: Bring your company's messiest Excel client data sheet and a repetitive 5-page proposal or report template.
The Written Test: In 60 minutes live, we configure Microsoft Copilot in Excel and Word to extract the variance insights and draft the formatted proposal — or refund 100% of your NZ$495.