M365 Tools + AI

Action items everywhere. Too many emails. Cluttered calendars. Clarity in one place.

Meeting action items are scattered across emails, OneNote, Excel, and chat threads—people waste time searching instead of doing, and managers spend hours chasing updates. Emails add up quickly, especially when out of office, and people lose time catching up and figuring out what to do. Calendars are packed with meetings no one attends while important ones get missed. We bring it all together—giving everyone a clear view of what they need to do, when they need to do it, and where they need to be.

How we help your team

Different roles, different pain points. Here's how our action item, email, and calendar solutions help each.

For Analysts & Individual Contributors

Action Items

Stop digging through emails and notes to find what you're supposed to do. See all your tasks in one organized view—pulled from meetings, emails, and project tools—so you can start each day knowing exactly what needs your attention.

  • Auto-capture tasks from meetings and emails
  • Single dashboard for all your to-dos
  • Priority sorting so you tackle what matters first

Email

Get AI-generated summaries of long email threads and automatic to-do extraction. Spend less time reading and more time doing—with the important stuff surfaced for you.

  • AI summaries of long email threads
  • Auto-extracted action items from messages
  • Smart prioritization of what needs attention

Calendar

Know where you need to be without the mental load of tracking it yourself. Get smart reminders, identify conflicts, and reclaim time from meetings that don't need you.

  • Smart reminders before important meetings
  • Automatic conflict detection
  • Suggestions for meetings you can skip

For Project Managers

Action Items

Stop chasing people for status updates. See who owns what, what's done, and what's overdue—all in one dashboard. Tasks get completed on time more often because nothing falls through the cracks.

  • Team-wide task visibility in one place
  • Status tracking without the chase
  • Overdue alerts and accountability tracking

Email

Reduce the back-and-forth. AI summaries help you quickly catch up on project threads, while automatic task extraction ensures commitments made in email actually get tracked.

  • Quick catch-up on project threads
  • Commitments tracked automatically
  • Less back-and-forth, more progress

Calendar

Coordinate schedules without the hassle. Find meeting times that work, identify scheduling conflicts across your team, and make sure the right people are in the right rooms.

  • Cross-team scheduling made easy
  • Conflict detection across resources
  • Room and resource coordination

For Directors & Executives

Action Items

Get visibility without micromanaging. See project health and task completion across teams at a glance. Spend less time in status meetings and more time on strategic work.

  • Portfolio-level visibility at a glance
  • Team health and completion dashboards
  • Less time in status meetings

Email

Tame the inbox. AI prioritization surfaces what actually needs your attention, while summaries let you stay informed on threads without reading every message.

  • AI prioritization of what matters
  • Executive summaries of key threads
  • Stay informed without reading everything

Calendar

Take control of a cluttered calendar. Identify meetings you can skip or delegate, protect focus time, and ensure your schedule reflects your actual priorities.

  • Meeting audit and optimization
  • Focus time protection
  • Delegation suggestions for your schedule

See how this works for your team

Every organization is different. Let's talk about your specific pain points and how we can help.

Discuss AI & M365 solutions

Full-spectrum M365 & Azure capabilities

From cloud infrastructure to end-user productivity, we bring deep Microsoft experience to every engagement.

Microsoft Copilot

Deployment, configuration, and adoption strategies for Copilot across M365 apps—turning AI into real productivity gains.

Microsoft 365

Teams, SharePoint, Exchange, OneDrive—we optimize collaboration, governance, and security across your tenant.

Exchange & Outlook

Email migrations, hybrid configurations, and AI-powered email management to tame overflowing inboxes.

Azure Cloud

Infrastructure design, migration, and management—building secure, scalable foundations for enterprise workloads.

Power Platform

Power Automate, Power Apps, and Power BI—building custom workflows and automations that eliminate manual work.

Security & Compliance

Entra ID, Intune, Defender, Purview—ensuring your Microsoft environment is secure and compliant.

From strategy to execution

Whether you need a roadmap or hands-on leadership, we meet you where you are.

01

Strategy & Technical Advisory

We help you understand what's possible, design the right approach, and build a business case that gets stakeholder buy-in.

  • AI readiness assessments
  • Copilot deployment strategy
  • M365 optimization roadmaps
  • Licensing and cost analysis
  • Security and governance planning
  • Vendor evaluation and selection
02

Execution & Technical Project Management

We take ownership of delivery—managing timelines, coordinating vendors, and ensuring your team adopts the new tools.

  • Copilot rollout and adoption
  • Tenant-to-tenant migrations
  • Power Platform implementations
  • Training and change management
  • Vendor and partner coordination
  • Ongoing optimization and support

Let's talk AI & M365

Tell us about your productivity challenges and we'll get back to you within one business day.

Location

Baltimore, Maryland

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