Case Studies

Real engagements, anonymized to respect client confidentiality, which is rather the point for a governance specialist. Full details are available under NDA.

Ontario Crown corporation ·

Manual reporting cut ~60%, and loan data made Copilot-safe.

Governed data model, automated reporting, and Microsoft Purview classification and DLP protecting sensitive financial data.

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Federal health department ·

Off legacy file shares, into PIPEDA-aligned governance.

Network drives migrated into a structured, bilingual SharePoint environment with retention, classification and AODA-compliant document management.

Full details available under NDA.

Canadian bank ·

Two billion records into a governed data model.

Schema design and migration of unstructured asset data into Dataverse, establishing relationships, integrity and a foundation for secure reporting.

Full details available under NDA.

Provincial public insurer ·

A governed leap from SharePoint 2016 to the cloud.

Discovery, classification and retention executed as part of the migration, with audit reporting and hands-on user adoption.

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National innovation organization ·

A national funding program, run on Power Platform.

Fund applications automated end to end: intake, status and funding calculations on a governed Dataverse model.

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