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Fixed Point
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AI adoption · Agents · Enterprise data

Adopt AI on

ground that

holds.

Fixed Point moves organizations from AI ambition to AI in production — agents, automation, and the data architecture beneath them. Founder‑led. Fixed‑scope. Built to hand off.

Book a working session How engagements work
N 01 · PLATFORMS
Copilot Studio, Claude, OpenAI — chosen for your problem, not a vendor's pitch.
N 02 · DEPTH
Years inside Dataverse, Dynamics 365 & Power Platform — a rare specialty.
N 03 · PROOF
Delivered in global pharma, healthcare, financial services, and DoD Secret‑cleared work.
GLOBAL PHARMA · HEALTHCARE · CLINICAL RESEARCH · FINANCIAL SERVICES · DEFENSE · GAMING & HOSPITALITY 25 YEARS · THREE TECHNOLOGY GENERATIONS DoD SECRET-CLEARED REGULATED & VALIDATED ENVIRONMENTS FIXED-SCOPE, PRICED UP FRONT SCROLL ↓
The fixed point

Most teams spend the first half of every meeting getting up to speed. Our clients arrive ready — because their systems did the work overnight.

In mathematics, a fixed point is where a process stabilizes — the value everything converges to, no matter where it starts. That is what we build: the stable center where scattered data, manual processes, and institutional knowledge converge into systems that prepare you for what's next.

Briefings assembled before you ask. Pipelines that flag what needs attention. Records that answer questions instead of raising them.

01

What we build

Four disciplines, one outcome: you're never caught flat‑footed. From your first AI conversation to production agents — grounded in data architecture that makes them trustworthy.

N 01

AI strategy & adoption

Model‑agnostic guidance from first pilot to governed enterprise rollout — including where AI won't pay off yet.

Use-case discovery & ROI prioritization
Platform selection: Copilot Studio, Claude, OpenAI
Governance, security & responsible-AI guardrails
N 02

AI agents & copilots

Custom agents on whatever model fits your stack — handling intake, triage, research, and reporting before your day starts.

Agents grounded in your enterprise data
MCP, APIs & agentic workflow orchestration
Automated briefings, digests & status reporting
N 03

Dataverse, Power Platform & D365

Years deep inside the Microsoft data stack, building sources of truth your AI can actually trust — and rescuing the ones it can't.

Schema design & table architecture
Model-driven apps & Dynamics 365 configuration
Cleanup & rescue of inherited environments
N 04

Enterprise integration

Your AI is only as good as what it can reach. We connect the systems your organization already runs on — cleanly and securely.

ServiceNow, Snowflake, Workday & Salesforce
REST APIs, webhooks & MCP connectors
Cross-platform sync & pipeline design
02

Built where it's hard

Real systems in production, in some of the most demanding environments there are: global pharma, federal research, and cleared defense work.

GLOBAL PHARMA
63%FASTER SERVICE REQUEST FULFILLMENT

Service requests, handled end to end

Built a service request intake agent for one of the world's largest pharmaceutical companies — capturing the request, routing approvals through rules‑based logic, and fulfilling it agentically. Submission to resolution, without a queue in between.

Intake agent · rules-based approvals · agentic fulfillment
CLINICAL RESEARCH
4,800+RESEARCH PROJECTS UNDER ONE SYSTEM OF RECORD

A complete research administration platform, from scratch

Designed and delivered the system of record for 4,800+ research projects on Dataverse — and uncovered millions in unrecovered revenue in the process. Now rebuilding the workflow layer with Copilot agents to cut time from submission to project release.

Dataverse · Copilot Studio · agentic workflow · ground-up build
DEFENSE
4MISSION APPS IN PRODUCTION

Mission systems for the Department of Defense

Personally delivered four model‑driven apps and Power Platform solutions for a U.S. Navy systems command — including a complex system that digitized end‑to‑end system testing — under an active DoD Secret clearance.

Power Platform · Secret-cleared delivery
FEDERAL RESEARCH
40HRS/WEEK RETURNED TO THE TEAM

A contracting pipeline that runs itself

Rebuilt a research contracting workflow in Dataverse with intake agents, SLA tracking, and self‑building executive reports.

Dataverse · AI agents · executive reporting

CLIENT IDENTITIES WITHHELD PER NDA & SECURITY REQUIREMENTS

FREE RESOURCE Not sure your organization is ready for this? Ten questions will tell you.
Get the AI Readiness Checklist
Convergence, in four steps
01 / DISCOVER
Map the real workflow

We trace how work actually moves — including the workarounds nobody wrote down.

02 / DESIGN
Architect the fixed point

Data model, agents, and automations designed as one system, not bolted‑on pieces.

03 / BUILD
Ship in working increments

You see progress in weeks, not quarters — and steer as we go.

04 / CONVERGE
Hand off, arrive ready

Your team owns it, your metrics prove it, and your mornings start prepared.

03

Four ways to engage

Every engagement is fixed‑scope with defined deliverables. You'll always know what you're getting, and when.

MOST ENGAGEMENTS START HERE

AI Readiness Assessment

2–3 WEEKS · FIXED PRICE

A structured evaluation of where AI will actually pay off in your organization — and where it won't yet.

Workflow & data-landscape audit
Prioritized use-case roadmap with ROI estimates
Platform recommendation & governance checklist
Executive-ready findings deck
Book the assessment
SEE IT WORKING

Pilot Agent

3–4 WEEKS · FIXED PRICE

One agent, one workflow, running on your real data in your tenant — something your leadership can watch work, not a slide about it.

The narrowest useful slice of one real workflow
Runs in your environment, under your policies
A live demo your stakeholders drive themselves
Go / no-go call on what production would take
Scope a pilot
SHIP SOMETHING

Build Sprint

4–8 WEEKS · PER PROJECT

A working agent, app, or integration shipped to production — not a prototype that dies in a demo.

One defined build, scoped up front
Working increments every week
Documentation & team handoff included
Scope a sprint
KEEP MOMENTUM

Fractional AI Advisor

MONTHLY RETAINER

Ongoing architecture and strategy as your AI program grows — without a full‑time hire.

Architecture & vendor decisions on demand
Governance reviews as capabilities evolve
Team coaching & build oversight
Discuss a retainer
Your tenant, your data

Solutions live in your environment, under your policies. Your data never trains anyone's model.

Least-privilege by default

Agents get exactly the access they need — scoped connections, role-based boundaries.

Auditable from day one

Every agent decision and automation run is logged. If it acted, you can see why.

Humans stay in the loop

High-stakes actions require human approval. AI prepares the decision; your people make it.

One founder.
Every engagement.
No handoffs to the B‑team.

Connect on LinkedIn →
04

Founder‑led, by design

Fixed Point was founded after years of building AI and Dataverse solutions inside complex, high‑stakes environments — where deadlines were federal, the data was messy, and "we'll figure it out in the meeting" wasn't an option. That history includes a clinical trial management system built from the ground up and Power Platform solutions delivered to the Department of Defense under a Secret clearance.

Most recently: senior AI Architect for a Snowflake‑funded startup serving some of the world's largest pharmaceutical companies — designing how fleets of AI agents coordinate, hand off work, and deliver outcomes in production, not demos.

The best technology doesn't just store information — it prepares people. The systems we build brief you before the meeting, flag the contract before it slips, and answer the question before it's asked. That's the fixed point: the stable center your operation converges to.

Every engagement starts with the founder and stays hands‑on. When the work demands a team, senior consultants join from a vetted network — but every architecture and every deliverable carries the founder's personal sign‑off. The firm scales; the standard doesn't.

DATAVERSE DYNAMICS 365 COPILOT STUDIO CLAUDE OPENAI MCP & AGENTIC WORKFLOWS POWER AUTOMATE SERVICENOW SNOWFLAKE WORKDAY
Common questions
Who owns what we build together?+

You do — every solution, configuration, and agent instruction set is delivered into your environment and belongs to your organization. Documentation and handoff are included in every engagement so your team can maintain and extend the work without us.

We already have an MSP or systems integrator. Do you replace them?+

No — we complement them. Most MSPs are excellent at infrastructure and licensing but thin on AI architecture and deep Dataverse work. Fixed Point slots in as the specialist; your existing partners keep running everything else.

Can you work in security-sensitive or regulated environments?+

It's where we've spent most of our career — DoD Secret‑cleared delivery, federal research, clinical trial environments, and HIPAA‑adjacent contexts. Everything lives in your tenant under your security policies.

What does an engagement cost?+

Every engagement is fixed‑scope and priced before we start — no open‑ended hourly meters. If budget is a real constraint, say so early; we'd rather right‑size the scope than lose the problem.

We're not sure we're ready for AI. Should we still talk?+

Especially then. Half the value of the Readiness Assessment is finding where AI won't pay off yet — usually because the underlying data or process isn't ready. And the fix for "not ready" is often exactly the Dataverse and integration work we do.

Free resource

The AI Readiness Checklist

Ten questions that show whether your organization is ready for AI — and where to start if it isn't. No call required.

DELIVERED BY EMAIL · NO SPAM, EVER

05

Ready to arrive ready?

Grab 30 minutes on the calendar and we'll spend it on your messiest workflow. You'll leave with at least one idea you can use — whether we work together or not.

Book a free consultation
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Fixed Point

AI adoption, agents, and enterprise data — founder-led, fixed-scope, built to hand off.

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