Service OVERVIEW
What Do You Want to Achieve Today?
Common technology initiatives we help business and technical leaders execute with confidence.
AGENTIC & GENERATIVE AI
The businesses winning with AI are the ones who invest in setting it up right.
We guide businesses through every stage of the AI journey, from understanding your readiness and building the right foundations, to deploying intelligent agents that work alongside your team every day.
I want to understand if we are ready to deploy AI
Many businesses rush into AI before their data, governance and infrastructure are ready, resulting in poor adoption and wasted investment. Our Copilot Readiness Assessment gives you a clear, honest picture of where you stand and what needs to happen before you deploy.
I need to make sure AI is deployed safely
Deploying AI without the right guardrails in place is a risk most businesses cannot afford. We design and implement Microsoft Copilot governance frameworks and permission structures that keep your organisation protected without slowing down your AI ambitions.
I want AI agents that can take action, not just answer questions
Unlike generative chatbots, Agentic AI doesn’t just respond, it takes action. It completes multi-step tasks autonomously, freeing your team to focus on work that requires real human judgement. We build agentic solutions on the Microsoft platform that are practical, governed and built to scale.
I need to roll out Copilot across my business
Buying Copilot licences is easy. Getting your people to use them confidently is the hard part. We manage your end-to-end Copilot rollout, from technical configuration and governance setup to tailored training and change management, so adoption is high and the productivity gains are real.
I want to test AI before committing to a full rollout
The fastest way to build confidence in AI is to prove it works in your environment before you scale. We run structured proofs of concept and pilots that validate your highest-priority use cases, demonstrate measurable ROI and give your leadership team the evidence they need to invest with confidence.
I want AI-powered customer service agents on our website or in our apps
Customers expect instant answers around the clock. We build intelligent customer-facing agents using Microsoft Copilot Studio that handle enquiries, guide users through processes and escalate to your team when a human touch is needed.
I need a clear AI strategy and a realistic roadmap
Without a clear strategy, AI investments quickly become expensive experiments. We facilitate focused workshops that help you identify the right AI use cases for your business, build a prioritised roadmap and create a plan your leadership team can get behind and your technology team can actually execute.
I want to explore how custom AI agents can assist my team
AI agents can do much more than answer questions. They can take action, process requests and work alongside your team as a genuine productivity multiplier. We help you identify the right use cases, build the agents and deploy them safely within your Microsoft environment.
I want to automate complex business processes using AI agents
Some processes are too complex for standard automation but too costly to keep handling manually. We build agentic AI workflows that reason, decide and act across your systems, automating complex processes accurately and at scale.
Automation & Application Development
Manual or repetitive tasks weighing your team down?
We design, build and integrate Power Platform solutions and custom applications that eliminate repetitive tasks, connect your systems and free your people to focus on work that matters.
I want to reduce the manual work slowing my team down
Every hour your team spends on manual tasks is an hour not spent on work that drives your business forward. We map your processes, identify where automation will have the greatest impact and build Power Platform solutions that deliver measurable time savings from day one.
I need a custom app built for how our business actually works
Off-the-shelf applications rarely fit the way your team actually works. We build custom applications on the Microsoft Power Platform, tailored to your specific processes and integrated with the systems you already use.
I need to automate our repetitive back-office processes
High-volume, rule-based tasks are costing your business more than just time, they introduce errors, slow approvals and frustrate the people doing them. We design and deploy robotic process automation solutions that handle these tasks accurately, consistently and at scale.
I want our custom applications to be intuitive and easy to use
Poor user experience is one of the biggest reasons technology investments fail to deliver. We apply UX and UI design principles to every solution we build, ensuring your applications are intuitive, accessible and something your team actually wants to use.
I want our workflows to run automatically without manual intervention
When work has to be manually passed between people and systems, things get delayed, dropped or duplicated. We build automated workflow solutions using Power Automate that connect your applications, trigger the right actions and keep work moving without anyone having to chase it.
I want our automations to get smarter over time
Standard automation is built on rules. Agentic AI goes further, learning and adapting to make smarter decisions over time. We help businesses layer intelligent capabilities into their existing Power Platform investments so their automation grows in step with their business.
Data & Analytics
Turn your data into confident decisions.
From Power BI dashboards and Microsoft Fabric data platforms to governance with Purview and machine learning pipelines, we help your business build the analytics capability to see clearly and act on what matters most.
I want a single source of truth to track our business performance
Conflicting reports and misaligned numbers slow decisions and erode trust. We build business intelligence solutions that give your leadership team a single, reliable source of truth they can act on with confidence.
I need to make sure our data is properly governed and secure
Poor data governance creates compliance risk, erodes trust and makes it harder to get value from AI. We implement governance and security frameworks using Microsoft Purview that ensure your data is accurate, properly classified and protected across your entire business.
I need a scalable place to store and manage our data
Spreadsheets and shared drives are not built for the volume of data modern businesses generate. We architect and build data lake and warehouse solutions on Microsoft Fabric and Azure that give your business a secure, scalable foundation for analytics, reporting and AI.
I want to understand how mature our data capability is
Most businesses know their data could work harder for them but are not sure where the gaps are. We run structured data maturity assessments that benchmark your current capability, identify the highest-impact opportunities and give you a clear path forward.
I need a clear strategy for how we use and govern our data
Without a clear data strategy, businesses end up with siloed systems, inconsistent reporting and missed opportunities. We run data strategy workshops that help you define your vision, prioritise the right investments and build a plan your team can actually execute.
I need to make better use of the data our business generates
Your business generates valuable data every day but without the right tools, most of it goes to waste. We design and build Power BI reporting and analytics solutions that surface the insights buried in your data and put them in front of the people who need them most.
Collaboration & Modern Workplace
Your people do their best work when they are connected, informed and well supported.
We design modern digital workplaces built on Microsoft Teams, SharePoint and Viva, with the security, information management and change management to make adoption stick.
I want to move our systems and data to the cloud
Ageing infrastructure slows your business down and creates risk. We plan and deliver Microsoft cloud migrations that move your systems, data and people to a modern, secure environment with minimal disruption and a clear path forward.
I need to meet our records and compliance obligations
Unmanaged records create real legal and regulatory risk. We implement information management frameworks on Microsoft 365 that ensure your business captures, classifies and retains the right records in the right way, every time.
I need a modern intranet that my staff actually want to use
When your intranet is hard to navigate, people stop using it. We build SharePoint intranets designed around your people, with integrated AI-powered chatbots that guide staff to what they need instantly, so the right information is always one question away.
I want to strengthen our data security posture
A single misconfigured setting or missed policy can expose your entire business. We assess and harden your Microsoft 365 security environment, closing gaps and putting the right controls in place so your data and people are properly protected.
I want to give my people a better experience in the workplace
Disconnected tools and hard-to-find information make simple tasks harder than they need to be. We design modern digital workplaces on Microsoft Teams and Viva that reduce friction, improve communication and help your people do their best work every day.
I need better control over how information is managed across the business
When information is scattered and ungoverned, finding the right version of anything becomes a problem. We design and implement information architecture and governance solutions that give your business clear structure, consistent policies and full visibility over your content.
SALES & CRM SOLUTIONS
Is your team feeling the pain of disconnected systems and data silos?
We design, implement and customise solutions that give your sales, marketing and customer success teams the visibility and tools they need to manage relationships, report accurately and leverage AI responsibly, all through a connected Microsoft ecosystem.
I need to manage my customer relationships more effectively
Spreadsheets and disconnected tools make it hard to stay on top of customers, follow-ups and opportunities. We implement Dynamics 365 CRM solutions that give your team a clear, complete view of every relationship so nothing falls through the cracks.
I need better sales and opportunity reporting across my business
If you cannot see your pipeline clearly, you cannot forecast accurately or act with confidence. We build Dynamics 365 reporting and dashboard solutions that give sales leaders real-time visibility over activity, pipeline health and revenue performance.
I need a better way to plan and manage our events
Managing events across emails, spreadsheets and manual processes creates unnecessary risk and effort. We build event management solutions on Dynamics 365 that give your team a single place to plan, promote, register and report, from start to finish.
I need to give my stakeholders better visibility of key data
Stakeholders who have to chase updates or wade through reports lose confidence quickly. We connect your Dynamics 365 data to Power BI dashboards that surface the right metrics at the right time, so your stakeholders always have a clear, current picture.
I want my sales team working from one system
When your sales team is working across multiple tools, time gets wasted and deals get lost. We configure and deploy Dynamics 365 Sales so your team has everything they need in one place, with the visibility and automation to move faster and close more.
I want my business applications to be connected and ready for AI
Siloed applications limit what AI can do for your business. We integrate your Microsoft business applications into a connected ecosystem that shares clean, consistent data, giving your business the foundation it needs to get real value from AI today and into the future.
Training, Enablement & Post Implementation Support
A successful implementation means nothing if your team doesn’t know how to use the tools you have invested in.
We provide practical training to drive real adoption, and work with you as a true business partner to provide ongoing support to make sure your Microsoft solutions keep delivering value over time.
I need our staff trained as we roll out new Microsoft solutions
New tools only deliver value when your people know how to use them with confidence. We design and deliver practical, role-based training programs that meet your team where they are, reduce resistance to change and make sure adoption happens from day one.
I want someone to look after our Microsoft environment after go-live
The work does not stop at go-live. We provide proactive post-implementation support that monitors your environment, resolves issues quickly and makes continuous improvements, so your solutions keep performing as your business grows and needs change.
I want my team to actually use the tools we have invested in
Paying for licences your team barely uses is one of the most common and costly Microsoft pain points. We run structured adoption programmes that combine hands-on training, change management and role-based enablement to turn reluctant users into confident, productive ones.
“Whether you are exploring AI for the first time, modernising your workplace, streamlining business processes or making sense of your data, we bring the skills and experience to make it happen.
We work closely with your team from initial scoping through to deployment and beyond, ensuring every solution we deliver is practical, adopted and built to last.”
Carlos Garcia
Founder & Director
CG TECH
Setting you up for success
How we work with you
Every engagement is different, but our approach stays consistent.
We take the time to understand your business before recommending a solution,
so what we deliver is practical, fits your team and drives real outcomes.
Here is what a typical CG TECH engagement looks like.
Initial consultation
We start by listening. A focused conversation to understand your business, your challenges and what success actually looks like for your team.
Discovery Workshops
We go deeper with your key stakeholders to map your current state, uncover the real gaps and align on the outcomes that matter most.
Assessment and Roadmap
We translate what we have learned into a clear, prioritised roadmap that sets out exactly what to do, in what order and why.
Implementation and Training
We build and deploy your solution with minimal disruption, then make sure your team has the skills and confidence to use it from day one.
Maintenance and support
We stay by your side after go-live, keeping your environment healthy, resolving issues quickly and making sure your investment keeps delivering.
“Every great technology outcome starts with a clear strategy and a deep understanding of the people who will use it.
We help you define where you are going, design experiences worth having, and build the roadmap to get there.”
David Long
Director, Strategy & Transformation
CG TECH
