Senior Consultant - Power Platform, Copilot Studio & Purview Gove

Proactive Technology Management Fusion Role

Lead a 90-day engagement that turns a Fortune-class regulated enterprise's unmanaged Power Platform, Copilot Studio, and M365 estate into a governed, classified, observable, ROI-tracked capability — and convert into a PTM full-time hire on successful delivery.

Proactive Technology Management (PTM) Fusion has committed to a 90-day Power Platform and Copilot Studio governance program for a Fortune-class regulated enterprise client. The engagement runs in two phases:

• Phase 1 — Discovery & Assess (30 days). Inventory and risk-rank the estate (apps, flows, agents, environments, sensitivity-labeled data flows). Map current ALM, identity, Center of Excellence (CoE) Kit, and Microsoft Purview posture against PTM and Microsoft baselines. Quantify Copilot Studio agent exposure and observability gaps. Deliver a prioritized governance backlog with measurable ROI.
• Phase 2 — Implement & Govern (60 days). Stand up the CoE Kit, Power Platform DLP and environment strategy, and Purview-aligned classification, labeling, and retention policy. Wire Application Lifecycle Management (ALM) pipelines for both makers and pro-developers. Operationalize Copilot Studio agent governance — authentication, content moderation, audit. Light up an Azure Monitor and Log Analytics observability surface tied to the agreed value metric.

A risk-ranked inventory of every app, flow, agent, environment, sensitivity label, and DLP policy across the client tenant.

A current-state assessment of ALM, identity, Power Platform DLP, Microsoft Purview information protection, retention, audit, and Compliance Manager posture — mapped to PTM and Microsoft reference architectures.

A prioritized governance backlog with one-line ROI rationale per item, ready to drive Phase 2 scope confirmation.

A deployed and operating Power Platform CoE Kit with environment strategy, tenant- and environment-level DLP policies, and connector classification rationale.

ALM pipelines (Power Platform Pipelines or ALM Accelerator + GitHub Actions / Azure DevOps) serving both citizen-developer and pro-developer paths.

A Purview governance baseline: sensitivity label taxonomy with auto-labeling rules, M365 DLP policies covering Exchange / SharePoint / OneDrive / Teams / Endpoint, retention label and policy framework, audit (Standard or Premium) configuration, and Compliance Manager assessment posture.

Copilot Studio agent governance with authenticated Entra-bound knowledge sources, content controls, audit logging, Purview-for-Copilot DSPM-for-AI configuration, and red-team review of high-exposure agents.

A live observability surface built on Azure Monitor, Log Analytics, Application Insights, and Power BI — including diagnostic settings on Power Platform, KQL workbooks for governance KPIs, alert rules on policy drift, and an executive dashboard reporting against the value metric agreed during Discovery.

Solution Architecture Document (SAD), Solution Design Document (SDD), and milestone roadmap authored against PTM templates and reviewed under our Maker-Checker discipline.

You can hold a discovery conversation with a Chief Information Officer in the morning, run an Event Storming session with a finance director after lunch, and ship a Dataverse security-role design before dinner. You communicate in plain language to business owners and in precise technical terms to engineers, often in the same meeting.

You believe governance is a value engine, not a brake. You measure success in ROI delivered, not artifacts produced.