BE THE FUTURE OF FINANCE Reduced time-to-answer. Enhanced customer insights. We accelerate action and outcomes to create a tighter advisor/client relationship for financial service pros. Energy & Utilities Financial Services Healthcare Manufacturing Retail Technology Menu Industries Energy & Utilities Financial Services Healthcare Manufacturing Retail Technology From the services you provide every day to becoming an industry disruptor, we’ll take you further with self-service experiences and lower processing costs. You’ll see greater value with APIs, RPA and AI, cloud computing, mobile optimization, and more. ACCELERATING OPTIMAL RESULTS Advisor Helper Concurrency’s AI gives your sales teams the critical decision-making assets they need to respond more quickly to clients. Learn More Customer Insights We embolden clients and their customers to generate new revenue streams through a combination of human expertise and AI insights. Learn More Process Automation We use the power of artificial intelligence to help clients accelerate the automation of business processes. Learn More Advisor Helper Customer Insights Process Automation Advisor Helper Concurrency’s AI gives your sales teams the critical decision-making assets they need to respond more quickly to clients. Learn More Customer Insights We embolden clients and their customers to generate new revenue streams through a combination of human expertise and AI insights. Learn More Process Automation We use the power of artificial intelligence to help clients accelerate the automation of business processes. Learn More Advisor Helper We help clients support individual sales reps or full teams to send meaningful, relevant content back fast when they get client requests. What kind of solutions can you expect? Think about how much your enterprise could benefit from a question-and-answer bot or response accelerator platform. Time is too valuable to waste when business is at stake and the competition is better equipped to respond. Customer Insights Your customers pursue excellence, always seeking something better. Your business’s value is more than your product or service—it’s the ways you show customers how to increase profits that they might not see. Our team knows what’s possible, using AI tools for a data-driven understanding of your target audience, finding opportunities for you to be a transformative difference-maker. Process Automation Our innovative, easy-to-implement, low-maintenance tools will fuel your speed of service and strengthen customer relationships. Erase issues in your current manual processes that result in costly rework and potentially find gaps. Automation takes over processes, often turning 100% manual processes to 90% automated—apply this across 500,000 times per year and imagine how much more above-the-line work teams can put that time to. Concurrency empowered us, taught us and showed us how to execute a plan for future success. Concurrency provided the guidance we needed and helped us build the right plan. Ed Garcia | MB Financial Case Studies 01 Centralizing Employee Communication With a Modern SharePoint Intranet 02 Establishing an AI‑Ready Data Governance Foundation With Microsoft Purview 03 Establishing a Secure, AI‑Ready Microsoft 365 Foundation Through Structured Planning 04 Modernizing Commercial Operations With a Digital Business Support Analyst 05 Modernizing Core Operations With a Shared Automation Platform 06 Accelerating AI Adoption With a Structured Copilot Enablement Program 01 Centralizing Employee Communication With a Modern SharePoint Intranet A U.S.-based manufacturing organization partnered with Concurrency to design and launch a modern SharePoint Online intranet that centralizes employee communication, resources, and document access. Operating without a corporate intranet, the organization relied on fragmented tools and informal channels to share information—creating inconsistent experiences and limiting visibility across departments. View Details 02 Establishing an AI‑Ready Data Governance Foundation With Microsoft Purview A global manufacturing organization partnered with Concurrency to establish a secure data governance foundation in preparation for AI assistants and advanced analytics. Operating across multiple facilities and managing decades of enterprise data, the organization recognized that enabling AI without strong governance would introduce significant compliance, security, and data‑exfiltration risk. View Details 03 Establishing a Secure, AI‑Ready Microsoft 365 Foundation Through Structured Planning A U.S.-based commercial real estate services organization partnered with Concurrency to plan the transition from legacy file management systems to a modern Microsoft 365 cloud environment. The organization managed a wide range of content types—including business documents, AutoCAD files, and video content—across multiple platforms, creating complexity, inconsistent governance, and barriers to future AI adoption. View Details 04 Modernizing Commercial Operations With a Digital Business Support Analyst A U.S.-based manufacturing organization partnered with Concurrency to modernize high‑volume, sales‑driven pricing workflows that had become increasingly manual and difficult to govern. Business Support Analysts (BSAs) were responsible for processing pricing requests submitted through unstructured email and ad‑hoc communication, creating inefficiencies, inconsistent controls, and limited visibility for Finance as volume increased. View Details 05 Modernizing Core Operations With a Shared Automation Platform A U.S.-based manufacturing organization partnered with Concurrency to modernize critical order management and finance workflows that had become heavily manual, document‑driven, and increasingly difficult to sustain. Operating with lean teams and growing transaction complexity, the organization needed a scalable way to reduce manual effort, improve accuracy and visibility, and mitigate operational risk—without adding headcount or disrupting day‑to‑day operations. View Details 06 Accelerating AI Adoption With a Structured Copilot Enablement Program A U.S.-based manufacturing organization partnered with Concurrency to accelerate adoption of Microsoft Copilot across its workforce. Operating in a knowledge‑intensive environment with diverse roles and workflows, the organization recognized that simply licensing AI tools would not be enough to drive productivity gains. It needed a structured, hands‑on enablement approach that helped employees confidently apply Copilot to real work, while establishing a scalable foundation for future AI initiatives. View Details Previous Next Blog Impact Urgency Matrix Defined! April 14, 2026 Concurrency Azure OpenAI, Data & AI Why a Model Diversity Approach Is the Responsible Enterprise AI Strategy April 7, 2026 James Savage, CEO Data & AI Modern Data Architecture in Practice: Lessons from a Collaborative Fabric Rollout January 28, 2026 Derek Steckel
