Overview Move from assessment to value fast. We combine the Governance & Adoption Assessment with a focused build sprint to deliver a first Power App (or extend an existing one) and stand up essential ALM and governance controls so you can scale safely.

Scope of work Phase 1 – Assessment (Weeks 1–2): • Discovery and risk/readiness scan across environments, DLP/MIP, Dataverse roles, sharing, and Microsoft Copilot agent usage. • Inventory apps/flows/agents; admin insights and quick-win recommendations. • Governance blueprint: environment strategy, DLP policies, RBAC, ALM approach, billing policies, and adoption plan.

Phase 2 – First App Accelerator (Weeks 3–5): • Solution design: prioritize a high value canvas or model driven app scenario (Dataverse or approved data source). • Build/extend app: implement core features, data model, and UX; add Copilot experiences where appropriate. • ALM setup: configure Power Platform pipelines (dev/test/prod) with GitHub or Azure DevOps; solution export and source control handoff. • Guardrails activation: implement agreed DLP/environment changes (limited scope) and admin runbooks. • Maker enablement: hands on coaching, patterns, and component reuse guidance.

Deliverables • Everything in the Assessment plan plus: • Working Power App (or enhanced existing app) packaged as a managed solution. • Pipeline configuration and repo structure; deployment runbook. • Updated DLP/environment settings (limited changes) and governance playbook. • Maker training session(s) and quick-reference guides.

Timeline • 4–5 weeks total, virtual delivery. Exact cadence finalized during project kickoff.

Customer prerequisites • Admin access for environment/policy updates; test and production environments (or agreement to create them). • Data access for the selected scenario; product owner identified for rapid decisions.

Outcomes • First Power App in production or a material extension to an existing app. • Operational guardrails and pipelines to extend Power Apps safely at scale. • Maker community enabled with patterns and governance-aligned practices.

What’s out of scope • Enterprise-wide CoE deployment, large-scale data migration, complex integration build, or broad security program changes (available as add-ons).

Assumptions • One prioritized use case; scope sized for a 2–3 week build sprint. • Engagement conducted remotely, rapid stakeholder availability for design decisions.

Financial Services

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