TRANSFORM BUSINESS OPERATIONS 

AI AND AUTOMATION TOOLS

remove repetitive or mundane tasks so your skilled teams can focus on bigger problems and the bigger picture

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AUTOMATING FOR TOTAL PERFORMANCE

Processing Automation
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Not all data is structured uniformly. Clients come to us for help automating processes to analyze raw data up to 10x more efficiently.

Customer Insights
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We embolden clients and their customers to generate new revenue streams through a combination of human expertise and AI insights.

Process Automation
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We use the power of artificial intelligence to help clients accelerate the automation of business processes.

Participation Icon

Processing Automation

Not all data is structured uniformly. Clients come to us for help automating processes to analyze raw data up to 10x more efficiently.

Negotiation Icon

Customer Insights

We embolden clients and their customers to generate new revenue streams through a combination of human expertise and AI insights.

Gear with rotating arrows

Process Automation

We use the power of artificial intelligence to help clients accelerate the automation of business processes.

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.

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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.

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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.

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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.

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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.

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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.

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Blog

Impact Urgency Matrix Defined!

Concurrency

Azure OpenAI, Data & AI

Why a Model Diversity Approach Is the Responsible Enterprise AI Strategy

James Savage, CEO