Case Studies

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

Canadian bank ·

Two billion records into a governed data model.

How unstructured asset data, over two billion rows, was modeled and migrated into Microsoft Dataverse with relationships, integrity and role-based security at a Canadian bank.

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Federal health department ·

Off legacy file shares, into PIPEDA-aligned governance.

How a federal health department moved network drives into a governed, bilingual SharePoint Online environment with retention, classification, DLP and AODA compliance.

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National innovation organization ·

A national funding program, run on Power Platform.

How a national advanced-manufacturing innovation organization automated its fund application process with Power Apps, Dataverse and Power Automate.

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Provincial public insurer ·

A governed leap from SharePoint 2016 to the cloud.

How a provincial public insurer migrated from local drives and SharePoint 2016 to SharePoint Online with content classification, retention policies and Purview audit reporting.

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Ontario Crown corporation ·

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

How a governed data model, Power Platform automation and Microsoft Purview cut manual reporting ~60% and made loan data Copilot-safe.

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