I Automate with
Copilot & Power Automate.

Independent fiduciary dedicated to streamlining your processes and boosting productivity through intelligent automation.

Jeffrey McFarland

The Fiduciary Standard

Manual Processes

Repetitive tasks waste hours daily, prone to errors, and drain productivity. Teams get bogged down in busywork.

Intelligent Automation

I design Copilot and Power Automate solutions that eliminate manual work, ensure accuracy, and free your team for strategic tasks.

Featured Service

New service

New service | April 2026

M365 Compliance Simulation and Copilot Readiness Lab

Pressure-test Purview labels, DLP guardrails, and Copilot oversharing risk in a fully populated tenant before you deploy in production.

Tiered pricing: Sprint ($749 - $999), Readiness ($2,499 - $3,499), Enterprise ($5,000 - $7,500).

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Latest Insights

New article

Published April 16, 2026

The Silent Ceiling of Power Automate: Decoding Error 0x80072326

Understand why concurrent request bursts hit the 52-request wall and how to redesign Power Automate flows for stable enterprise performance.

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New article

Published April 14, 2026

The SMB Architect: Building High-Performance Automation on a Lean Budget

Discover practical architecture patterns to make SharePoint and Power Automate reliable, secure, and scalable for SMBs without enterprise overhead.

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New article

Published April 10, 2026

The Hidden Cost of SharePoint Sprawl: Why Your Business Needs a Clean-Up Today

Learn how unmanaged SharePoint and Teams growth creates oversharing risk, and implement a practical cleanup and governance strategy before scaling Microsoft 365 Copilot.

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New article

Published April 7, 2026

Securing Your Growing Business: Why SMBs Need a Zero Trust Model

Learn how small and medium-sized businesses can implement Zero Trust security with conditional access policies and MFA to protect cloud environments without hiring a full security team.

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New article

Published April 4, 2026

Bridging the Legacy Gap: Enterprise-Scale RPA with Power Automate Desktop

See how enterprise teams use unattended desktop flows to modernize legacy systems and scale operations without full replatforming.

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Published March 27, 2026

Intelligent Document Processing with Power Automate and AI Builder

Eliminate repetitive invoice and receipt entry using AI Builder OCR, structured extraction, and end-to-end Power Automate document workflows.

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Published March 27, 2026

Securing Microsoft 365 Copilot: Risk Assessments and Access Audits

Use identity audits, sensitive data discovery, and oversharing remediation to prepare your Microsoft 365 tenant for secure Copilot adoption.

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Published March 27, 2026

Is Your Data Ready for AI? Data Classification for Microsoft 365 Copilot Success

Prepare your Microsoft 365 data estate for Copilot with Purview sensitivity labels, permission hygiene, and governance-first classification strategy.

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Published March 15, 2026

Human-in-the-Loop Automation: Why AI Still Needs Human Oversight

Learn how to design AI and Power Platform workflows with validation, exception handling, and governance patterns that keep humans in control.

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Published March 14, 2026

Silent Failures & AI Invoice Automation: Enterprise Power Automate Patterns

Architect resilient Try/Catch/Finally error handling in Power Automate Scopes and automate invoice processing end-to-end with AI Builder and RPA.

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Published March 13, 2026

The Deployment Trap: Eliminating Missing Dependencies and Manual Migrations

Master Power Platform ALM strategy with Managed Solutions, Environment Variables, and Azure DevOps automation for reliable deployments.

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