Copilot Studio
Copilot Studio Report Gap Agent
Custom Copilot Studio agent grounded in a report catalog to analyze reporting gaps and surface differences between available reports and user needs.
Microsoft Copilot · Copilot Studio · Power Platform
Turn Microsoft Copilot into real productivity, not a pilot graveyard.
I help organizations adopt Microsoft 365 Copilot, build custom Copilot Studio agents, and ship Power Platform automation that measurably reduces manual work — led by a senior PM and hands-on AI builder.
5
Core consulting pillars
20+
Microsoft & Power Platform tools
10+
Hands-on AI builds shipped
M365 CopilotCopilot StudioPower AutomatePower AppsPower BIAI BuilderSharePointPurview
Services
Five pillars of Copilot value
Each engagement combines strategy and hands-on build — never just decks.
Microsoft 365 Copilot Deployment & Adoption
Readiness assessments, role-based rollouts, and prompting playbooks that get Copilot used every day across Teams, Outlook, Word, Excel, and PowerPoint.
- Readiness scoring
- Role-based playbooks
- Adoption metrics
Copilot Studio Agent Design & Build
Custom agents grounded in SharePoint, documents, and business systems — from topic design and knowledge sources to Power Automate actions and governed rollout.
- Topic & flow design
- Knowledge grounding
- Governance & testing
Power Platform AI Automation
Power Automate, Power Apps, AI Builder, and Dataverse workflows that remove manual work — intake forms, document processing, approvals, and AI-assisted reporting.
- AI workflows
- Power Apps prototypes
- AI Builder + Dataverse
AI Process Transformation
Map manual work, identify automation opportunities, and design human-in-the-loop workflows with department-specific AI roadmaps and ROI measurement.
- Opportunity mapping
- AI roadmaps
- Change management
AI Governance & Responsible Use
Practical guardrails: data oversharing review, Microsoft Purview alignment, sensitivity labels, DLP for Power Platform, and acceptable-use policies that scale.
- Purview alignment
- Power Platform DLP
- Acceptable-use policy
Secure Local Micro-App Development
Single-file HTML/JS/CSS apps co-built with AI that run entirely in the browser — no backend, no data uploads. Purpose-built PMO and ERP tooling delivered in hours, not quarters.
- Zero-dependency deploy
- Data never leaves the machine
- ERP & PMO automations
Packages
Four ways to start
Pick a focused engagement. Pricing shared on request after a short discovery call.
Assess
Copilot Readiness Assessment
Determine whether your org is ready to deploy Microsoft 365 Copilot safely and effectively.
Deliverables
- Readiness scorecard
- Prioritized use case backlog
- Governance recommendations
- 30/60/90-day roadmap
Enable
Copilot Adoption Accelerator
Get teams using Copilot in real daily workflows with role-based training and a prompt library.
Deliverables
- Role-based playbooks
- Live training sessions
- Prompt library
- Adoption metrics framework
Build
Copilot Studio Agent Build
Design and ship a custom AI agent for a specific business process or department.
Deliverables
- Working Copilot Studio agent
- Knowledge-source structure
- Topic & conversation docs
- Governance + handoff
Automate
Power Platform AI Automation
Replace a manual, repetitive workflow with a governed AI-assisted Power Platform solution.
Deliverables
- Power Automate flow(s)
- Power App or form
- AI Builder model setup
- Runbook & training
Local
Secure Local Micro-App Build
A single-file, browser-only application tailored to a specific PMO, ERP, or operations workflow — runs locally with no data leaving your machine.
Deliverables
- Custom HTML/JS/CSS app
- Excel/CSV ingest + export
- IndexedDB persistence
- Print/PDF-ready output
Approach
A simple, repeatable engagement model
01
Discover
Short, focused interviews to map real workflows, data access, and the highest-leverage AI opportunities.
02
Design
Use case prioritization, governance guardrails, and a clear roadmap your stakeholders actually understand.
03
Build
Hands-on configuration of Copilot agents, Power Platform flows, and adoption assets — not just slides.
04
Enable
Role-based training, runbooks, and metrics so your team owns the outcome long after I'm gone.
Platforms
The toolbox
Microsoft-first, AI-fluent. I work across the stack your team already lives in.
Copilot ecosystem
M365 CopilotCopilot StudioCopilot ChatTeamsOutlookWordExcelPowerPointLoop
Power Platform
Power AutomatePower AppsPower BIAI BuilderDataverseConnectorsDLP
Microsoft 365
SharePointOneDrivePlannerPurviewSensitivity labels
Data & Reporting
Power BISalesforce dataODataERP reportingSharePoint reporting
Enterprise systems
JAMIS PrimeDeltek / MaconomySalesforceServiceNowSmartsheetDynamics 365Azure AI
Selected projects
Built, not just briefed
A sample of Copilot, Power Platform, and applied AI work.
ERP / PMO
ERP Budget vs. Actual with EAC Forecasting
Single-file browser app that compares actual to budgeted hours per job code, calculates Estimate-at-Completion, and surfaces overrun risk at the portfolio level — built for T&M and FFP government contracting.
PMO Dashboard
Executive PMO Portfolio Dashboard
CSV-driven executive dashboard with two-tier health badges, efficiency matrix, and Present Mode — delivering portfolio reporting without Power BI Premium.
ERP Analytics
ERP Program Analyzer
Drag-and-drop Excel ingest of Employee Time Detail with weekly/monthly aggregation, burn-rate analysis, and linear-regression forward projections for program leadership.
UAT / Quality
ERP UAT Tracking App
Pre-populated UAT test scripts with pass/fail tracking, multi-cycle date columns, hierarchical tasks, and Excel round-trip — replacing Jira/qTest for ERP go-lives.
Power Platform
Lessons Learned Automation
SharePoint + AI Builder workflow to collect, classify, and surface project lessons learned across a PMO — replacing static documents.
Power Automate
AI-Powered Intake & Scoping
Power Automate intake form that uses AI to draft project scope summaries, route approvals, and create SharePoint workspaces automatically.
ERP Tooling
ERP Email Template URL Builder
Browser app with 764 ERP screens embedded, generating properly formatted notification URLs across pages, inquiries, reports, and dashboards with variable placeholders.
Healthcare AI
AI-Native Home Health Platform Concept
Rapid prototype of a HIPAA-aware home health and hospice management platform — clinical dashboards, HOPE regulatory mapping, and billing workflows generated via Lovable.dev.
About
Senior PM. Hands-on AI builder.
"Move beyond AI curiosity into structured adoption, governed execution, and measurable productivity."
— Angel Perez
I'm a senior project and program manager, AI process transformation consultant, and hands-on AI builder specializing in Microsoft Copilot, Copilot Studio, Power Platform, and practical business automation.
I've led complex ERP and cloud implementations, built Power BI dashboards on top of Salesforce and ERP data, shipped Power Apps and Power Automate workflows, and developed Copilot Studio agents grounded in real business documentation.
Alongside enterprise work, I build and operate AI products — listing generators, AI music brands, custom agents — so the playbooks I bring clients are pressure-tested in the real world, not just on slides.
ERP & cloud delivery
PMO & reporting
Power Platform builds
Copilot Studio agents
AI workflow design
Change & adoption
FAQ
Common questions
Do we need Microsoft 365 Copilot licenses to start?+
Not for everything. Copilot Studio agents, Power Automate flows, and AI Builder solutions can deliver value without M365 Copilot. For full M365 Copilot adoption work, yes — and I'll help you scope the right pilot license count.
Can you work alongside our internal IT and security teams?+
Always. Engagements are designed to align with your existing Microsoft Purview, sensitivity labels, DLP, and identity model — not to bypass them.
How fast can a Copilot Studio agent be in production?+
A focused, single-purpose agent grounded in clean documents can be production-ready in 2–4 weeks. Broader, enterprise-grade agents take longer and start with a readiness assessment.
Do you train end users or only IT teams?+
Both. Most engagements include role-based training for business teams (sales, ops, HR, PMO) plus enablement for the makers and admins who own the platform.
What size organizations do you work with?+
Mid-market and enterprise teams — typically 200–10,000 employees — though smaller orgs benefit from the same playbooks at compressed scope.
How do you handle AI governance and risk?+
Every build engagement includes a governance layer: data oversharing review, DLP, sensitivity labels, prompt safety guidance, and a documented acceptable-use baseline.
Contact
Let's scope a 30-minute discovery call.
Tell me a bit about your team and where Copilot or Power Platform fits in. I'll reply within one business day with next steps and pricing.
Prefer email? hello@northstarcopilot.studio