For Power BI and Excel-based reporting solutions, we first build and validate the solution in our own environment using sample or agreed-upon data. This allows us to work quickly, test different approaches, and show you a working version early.

Once the structure and results are approved, we deploy the solution into your Microsoft 365 environment. During deployment, data connections (such as SharePoint or Excel locations) are configured to point to your files. This configuration is straightforward, and we guide you through it step by step.

When required, we work with guest access to your Microsoft environment, using standard Microsoft 365 permissions. Access is limited, temporary, and fully controlled by your team at all times.

The final solution runs entirely in your tenant, under your ownership. Access, refresh, and future updates are handled within your environment, so there is no dependency on us after handover.

Our goal is a clean transition: fast development, simple configuration, and a solution that fits naturally into how your team already works.

FAQ

Do we need access to your data to build the solution?
No. We usually build and test the solution using dummy, sample, or agreed-upon data. Your real data is connected only during deployment into your environment.

Do we need to be added as a guest to your Microsoft 365 environment?
In some cases, yes. To deploy and configure the solution, we may need to be added as a guest user with standard Microsoft 365 permissions. This access is limited in scope, temporary, and fully controlled by your team.

Where does the final solution run?
The final Power BI or Excel solution runs entirely in your Microsoft 365 tenant. You own it, control access, and manage refresh.

Is configuring SharePoint or Excel links complicated?
No. Configuration is simple and typically takes a short session. We guide you step by step to connect the solution to your files or folders.

Do we need IT involvement?
In most cases, no. For standard Excel, SharePoint, and Power BI setups, business users can handle deployment with our guidance. IT involvement is only needed for advanced security or enterprise scenarios.

Will changes to files break the solution?
No. We design connections to be stable and configurable, so normal changes such as file updates, replacements, or folder usage do not break reports.

Will you be dependent on us after delivery?
No. The solution is deployed under your ownership. We provide documentation and walkthroughs so your team can use and maintain it confidently. Ongoing support is optional.

How is data security handled?
Your data stays within your Microsoft environment and follows your existing Microsoft 365 security and permission rules. When needed, we work with dummy or anonymized data to minimize exposure during development.

For Power BI solutions that connect to SQL databases, development is done directly in your Microsoft environment from the beginning.

This is required to ensure secure database access, correct authentication, and alignment with your data governance and network rules.

We build and validate reports against your SQL data within your tenant, keeping access controlled and transparent.

The final solution runs entirely in your environment, under your ownership, with refresh and access managed according to your policies.

FAQ

Why do we build the solution directly in your environment?
Because SQL connections depend on your security, authentication, and network setup. Building directly in your environment ensures the solution works correctly and follows your data governance rules.

How do we access your SQL database during development?
You authorize read-only access to the required database, schemas, or views. Access is limited to what is necessary for building and validating the reports.

Do we need to be added as a guest to your Microsoft 365 environment?
Yes. To build and deploy the solution, we may need to be added as a guest user with standard Microsoft 365 permissions. This access is limited, temporary, and fully controlled by your team.

How is access restricted and controlled?
Access is scoped by role and purpose. We typically work with read-only database permissions and the minimum Microsoft 365 access required.

Where does the final solution run?
The final Power BI solution runs entirely in your Microsoft 365 tenant and connects to your SQL environment. You retain full ownership and control.

Will IT involvement be required?
In most SQL-based projects, yes. Initial IT involvement is usually needed for database access or gateway setup. We coordinate closely with your IT team to keep this efficient.

How is data security handled?
Data never leaves your environment. All access follows your existing SQL and Microsoft 365 security policies.

Will you be dependent on us after delivery?
No. The solution is delivered under your ownership. We provide documentation and a walkthrough so your team can manage and extend it independently. Ongoing support is optional.

For Power Apps, Power Automate, and Power Pages solutions, development is done directly in your Power Platform environment using Microsoft’s solution-based approach.

This ensures correct permissions, secure connections, and clean ownership from day one.

Applications, automations, and pages are packaged as Solutions and deployed within your tenant, allowing controlled configuration, future updates, and a smooth handover.

The final solution runs entirely under your ownership and fits naturally into your Microsoft 365 setup.

FAQ

Why do we build these solutions directly in your environment?
Power Apps, Power Automate, and Power Pages rely on tenant-specific security, connections, and permissions. Building directly in your environment ensures everything works correctly and aligns with your governance rules.

Do we need to be added as a guest to your Power Platform environment?
Yes. To build and deploy the solution, we may need to be added as a guest user with standard Power Platform permissions. This access is limited, temporary, and fully controlled by your team.

How are Power Apps and Power Automate delivered?
Apps and automations are packaged and deployed using Microsoft Solutions. This allows clean deployment, configuration per environment, and future updates without rebuilding.

How is Power Pages delivered?
Power Pages sites are also deployed through Solutions in your environment. Pages, templates, security settings, and configuration are included as part of the deployment.

Can configuration values change after deployment?
Yes. We use environment-specific configuration (such as URLs, SharePoint locations, or IDs), so changes can be made without modifying the solution logic.

Do we need IT involvement?
Sometimes. Basic setups can often be handled with business users and our guidance. IT involvement may be required for authentication, security policies, or enterprise integrations.

Where does the final solution run?
All apps, automations, and pages run entirely in your Power Platform environment, under your ownership and control.

Are we dependent on you after delivery?
No. The solution is deployed under your ownership. We provide documentation and a walkthrough so your team can manage and extend it confidently. Ongoing support is optional.

How is data security handled?
All data remains within your Microsoft environment and follows your existing security and permission rules. We apply least-privilege access and best practices throughout delivery.