Solution

Copilot Studio enablement for an alternative asset manager

Environment strategy, security, ALM and developer enablement for low code and agents.

The customer

One of the world's largest alternative asset managers, overseeing hundreds of billions in assets for institutional, insurance and wealth clients.

The problem

Scaling low code without a framework produces a shadow estate nobody can audit.

What we built

We established an enterprise governance and enablement framework for Microsoft Copilot Studio and Power Platform: environment strategy, security, Dataverse controls, ALM and developer enablement.

What changed

  • Environment and security strategy defined
  • Dataverse controls and ALM in place
  • Developers enabled to build at scale

Built with

  • Microsoft Copilot Studio
  • Power Platform
  • Dataverse