Digital Transformation, Automation & AI
From Idea to Execution
Solving real-world challenges using technology that works for your people, your processes and your business.
Trusted by business and technical leaders across government, education, children’s services, not-for-profit, aged care, health, financial services, manufacturing, transport, engineering and construction.
Why we exist
Manual processes are quietly costing your businesses more than they think.
From disjointed applications, manual reporting and document creation, to legacy intranets and file shares, when teams work across systems that don’t talk to each other, hours disappear into admin, chasing updates and re-keying data.
Left unchecked, this erodes both staff morale and your bottom line. It also hampers AI adoption and introduces cyber security risk.
We help you fix this.
6 hours a day
Is lost by the average Australian worker to repetitive tasks like admin, email and chasing updates, leaving under two hours for meaningful work.
Miro Momentum at Work, 2025
19%
Of the work week is spent just searching for and gathering information across disconnected systems.
McKinsey
40%+
Of knowledge workers time goes on manual digital admin, like re-keying data and copying between systems.
Automation Anywhere
circa 30%
Of operational efficiency is lost each year when sales, service and operations run on disconnected systems.
IDC
How we help
We start with the work, not the technology.
Nobody sets out to create a bad process. They usually just deteriorate over time as business requirements evolve and the technology they were built around becomes stale.
At CG TECH, we believe technology should support the process and serve the desired outcome, not define it.
We start by taking the time to understand your business and what good looks like to you. Then we test that against what has worked for organisations like yours.
From there, we map out your existing processes and look for opportunities to remove friction or reduce risk through fit-for-purpose data, automation and AI-based solutions, designed to improve your operations, not just shift the work elsewhere.
1
Understand the business
Learn the unique elements of how your business works and what good looks like to you.
2
Map the process
Find the friction, the risk, and the manual work hiding in the flow.
3
Design the solution
Let the outcomes define the technology, not the other way around.
4
Implement the fix
Build it, test it with your team, and roll it out so it sticks.
What we do
The services that take you from idea to execution.
Six service areas covering strategy, build and adoption. Use one on its own, or combine them to fit the problem you are solving.
Advisory and Enablement
We help you decide where AI and automation fit, with the roadmap and capability uplift to make it land.
Agentic and Generative AI
Purpose-built AI agents that handle real work and stay within your guardrails.
Business Process Automation
Apps and automations that take the friction out of how work moves.
Digital Workplace
Modern Microsoft 365, SharePoint and Teams environments people actually want to use.
Data and Analytics
Trusted data foundations and reporting that gives leaders the confidence to act.
Sales and CRM Solutions
Dynamics 365 and Sales tooling that improves data quality and seller adoption.
What we build
Solutions your team will actually use, not just another tool to log into.
Apps and automations
Customer and staff-facing apps, plus workflow automation that takes the friction out of how work moves.
AI agents that do real work
Agents built to work inside your rules, from customer service and sales support agents to process, research and developer agents that take on the jobs eating your team’s time.
Dashboards leaders trust
Live BI dashboards on Microsoft Fabric and Power BI that turn scattered data into one clear view you can act on.
Intranets and document management
Intuitive Microsoft 365 workplaces where people find what they need and content does not go stale.
The right tools for the work,
not the other way around.
Strong across Microsoft, OpenAI, Anthropic, Perplexity and the open-source ecosystem. We choose the right tool for the task at hand, then build the governance around it that your business deserves.
Safe by design
Technology is only useful if you can trust it. We build solutions you can stand behind in an internal review or in front of a regulator.
Whether it is an AI agent, a process automation, a BI dashboard or a custom application, we design for Australian data and privacy expectations, and work with you to ensure the end result aligns with your regulatory requirements.
Controls we build in
- Identity controls
- Least-privilege access
- Clear data-handling rules
- Audit logs
- Human handoffs
Working with us
Start with one problem. Or transform the whole business.
Start here
Building the foundation
Bring a problem you have been trying to solve. We put the right governance and guardrails in place first, then clear a path to high-value, low-risk quick wins.
Grow from there
Accelerate with confidence
With the foundations set, we move into the bigger, medium and longer-term initiatives: the automations, AI agents and connected systems that reshape how your business runs.
Technology Agnostic
Vendor-neutral advice, matched to your risk profile and budget.
Proven Technical Excellence
More than 20 years of business technology consulting and application development.
Long-Term Partnership
A partner relationship built for lasting adoption and value.
Microsoft Solutions Partner
Certified across Microsoft 365, Azure and Power Platform.
Australian-Based Team
Local expertise, Brisbane HQ, and Australian regulatory context.
ROI-Driven Approach
Every recommendation tied to measurable business outcomes.
Ideas, executed.
Examples of the work we are proud of.
Ports Operator: AI Scheduling Agent
Microsoft Copilot
Staff extracted shipment scheduling data from email attachments and websites manually, so reporting ran late and sources never quite lined up.
We built an AI agent that reads the attachments and websites itself, files the data and flags changes to stakeholders.
Outcomes
- Schedules gathered automatically
- One source of truth
- Changes flagged as they happen
Outside School Hours Care Provider: Voice AI Agent
Copilot Studio
Directors spent much of each day answering policy calls from centre managers, covering everything from incident reporting to child safety rules. Answers varied between people, and many frontline staff speak English as a second language.
We built a voice-enabled AI agent, grounded only in the client’s policies, that answers first so Directors do not have to.
Outcomes
- Directors freed from routine calls
- Consistent answers every time
- Inclusive for bilingual staff
City Council
Nintex + SharePoint
The property acquisition process was slow and complex, with delays and inaccuracies at each hand-off.
We mapped the process end to end, then automated it with Promapp, Nintex and SharePoint Online.
Outcomes
- Acquisitions move faster
- Fewer errors
- Progress visible in real time
Aged Care Provider
Copilot Studio
Staff used an AI agent to find policies and forms, but answers were slow and inconsistent.
We rebuilt it in Copilot Studio with stronger grounding, clearer prompts and multilingual support.
Outcomes
- Faster, more consistent answers
- Grounded in approved content
- Multilingual access for staff
Community Transport Provider
Copilot Studio
The client matched volunteers to clients by hand, which was slow to scale.
We built a proof of concept agent in Copilot Studio that suggests ranked matches with clear reasons.
Outcomes
- Faster, fairer matching
- A clear reason for each match
- Built to scale safely
Ports Operator
Microsoft Copilot
They wanted to roll out Microsoft Copilot safely across the business.
We ran a readiness assessment and a pilot across legal, HR and IT, with governance, security and training built in.
Outcomes
- Copilot scaled with confidence
- Use cases proven across teams
- Governance and training in place
Early Learning Peak Body
Power Pages
A new funding model required two-way data exchanges between every kindergarten, the governing body and Queensland Treasury, and there was no portal to handle it.
We built a portal in Power Pages as the one-stop shop for submissions, documents and live funding data.
Outcomes
- One portal for 38 kindergartens
- Funding visible in real time
- Secure, accurate exchanges
Regional Council
Power Platform
Power Platform and Microsoft 365 had grown across seven environments with little governance.
We reviewed the whole setup and supported the changes to tighten security and control.
Outcomes
- Governance across 7 environments
- 1,400 monthly runs under control
- 200+ app launches a month
Insurance Provider
SharePoint + Power Platform
An unsupported SharePoint 2010 setup was a security risk and held back HR and Payroll.
We moved this insurance provider to SharePoint Online and rebuilt the key forms and approvals in Power Platform.
Outcomes
- Payback in six months, not two years
- Sensitive HR data better protected
- One setup for staff worldwide
State Education Department
Identity + Automation
Assigning Microsoft licences at this state education department was a slow, manual job that struggled to keep up with growing staff numbers.
We automated licence assignment from HR data using Azure AD groups and PowerShell, starting with a proof of concept.
Outcomes
- Licences assigned automatically
- Lower admin overhead and cost
- Auditable, compliant process
Outside School Hours Care Provider
Power Automate
A government wage rise meant issuing more than 2,500 staff contracts at once, and the manual process was too slow.
We automated the run with Power Automate, a Power App form and DocuSign.
Outcomes
- 2,500+ contracts issued
- Signed copies filed to SharePoint
- Fewer manual steps and errors
Fiji Airports
Digital Transformation
Fiji Airports ran on paper-based, fragmented systems across finance, HR and assets.
We designed a staged digital transformation, with connected systems that capture data once for analytics and AI.
Outcomes
- One connected data foundation
- Real-time view for leaders
- Staff freed for higher-value work
Meal Delivery Charity
IT Strategy
Manual, siloed systems were slowing down a not-for-profit that delivers meals across Queensland.
We built an IT roadmap from a full Microsoft 365 review and workshops with their team.
Outcomes
- 43 pain points worked through
- 7 clear priorities to act on
- A staged plan to automate
Industry Ombudsman
Records365 + SharePoint
The client had no electronic records system, and the existing document platform could not co-author, control versions or search well across 93,000 documents.
We implemented Records365 over SharePoint Online and built a modern intranet alongside it.
Outcomes
- 93,000 documents under control
- Co-authoring at last
- A modern intranet
Chemical Manufacturer
Microsoft 365
Microsoft Teams and SharePoint Online had been enabled but the team was not using them, and there was no governance around either.
We reviewed the setup, designed a best practice approach and set a phased roadmap for adoption.
Outcomes
- 500+ orphan documents found
- Idle Teams cleaned up
- A clear path to adoption
Retirement Living Operator
Microsoft Fabric
Their reporting was manual and split across separate apps, each with its own licence.
We built one Microsoft Fabric platform, modelled the data and set up Power BI, with training to extend it.
Outcomes
- One platform, many sources
- Clean, reliable data
- Team trained to build on it
Children’s Services Group
Power BI
Building each marketing list by hand was so slow the data was out of date before a campaign went out.
We linked their Power BI data to Mailchimp so the lists now update on their own.
Outcomes
- Campaign prep cut by 95%
- From days down to minutes
- Staff run their own reports
Building Services Contractor
Microsoft Fabric
The client wanted to try Microsoft Fabric before a wider rollout.
We stood up a pilot with OneLake, daily data pipelines and a curated Power BI report on their key data.
Outcomes
- Early wins on key datasets
- A reusable base to grow on
- Stronger in-house data skills
Accounting and Advisory Firm
Dynamics 365
The firm was not getting full value from Dynamics 365, with structural issues and low adoption.
We remediated the setup, automated workflows and upskilled their team.
Outcomes
- 100+ changes delivered
- More of the team using it
- Reporting they can trust
North Queensland Council
Teams + SharePoint
Teams and SharePoint had grown without much structure.
We reviewed the setup and built a document system with automated site creation and clear governance.
Outcomes
- 54 SharePoint sites tidied up
- 206 document sets organised
- New sites created automatically
Performing Arts Company
SharePoint
Production and operational files lived on shared drives with little structure.
We moved the client to SharePoint Online with clear libraries, branding and automated setup for each production.
Outcomes
- Files organised by production
- Role-based access for security
- Less manual file handling
Life Insurer
Power BI
The client needed clear reporting across agent performance, claims, sales and profitability, but manual work held it back.
We built a set of Power BI reports across the business.
Outcomes
- Reporting across the business
- Trends tracked over time
- Faster, better decisions
Bulk Water Authority
SharePoint
The client wanted to modernise how it shares corporate governance content, but the old intranet was hard to use.
We built a hub and themed sites on SharePoint Online, branded and easy to use.
Outcomes
- Governance content easy to find
- Branded, modern sites
- Smoother staff onboarding
Medical Technology Company
Microsoft 365
The client had disjointed tools and no central governance.
We moved them from Google Workspace to Microsoft 365 and built a SharePoint intranet, with governance and training.
Outcomes
- One connected workplace
- Stronger security and governance
- A modern intranet for staff
Medical Research Institute
Microsoft Purview
The client needed stronger data governance and better use of Microsoft 365.
We reviewed their data loss controls in Purview and built a training plan for staff.
Outcomes
- Stronger data protection
- Clearer view of data risks
- Staff using Microsoft 365 well
Cement Manufacturer
SharePoint
The client needed a modern, secure place to work and share documents.
We set up a SharePoint environment with an intranet, people directory and document libraries.
Outcomes
- 8 team sites set up
- 2 TB moved across
- A modern, secure intranet
State Ombudsman
Fabric + Purview
The client was moving data off old on-premises systems and needed it governed.
We set up a Microsoft Fabric workspace and a plan for Purview, aligned to state rules.
Outcomes
- Cloud-ready data platform
- Retention and security covered
- Aligned to state rules
Technology Consultancy
Dynamics 365
This fast-growing startup needed a secure workspace and a reliable way to manage sales.
We set up Dynamics 365 for the pipeline and SharePoint for documents, linked together.
Outcomes
- Sales pipeline in one place
- Documents linked to deals
- A secure base to grow
Electricity Transmission Operator
SharePoint + Power Automate
The client was moving its Objective records system to the cloud, but files kept falling out of sync with SharePoint, which put compliance at risk.
We built a Power Automate integration that keeps files up to date between Objective and SharePoint Online, in line with their cybersecurity rules.
Outcomes
- Less manual document handling
- Files kept current in SharePoint
- Stronger data protection and compliance
Pharmaceutical Company
Power BI
The client’s Power BI reports needed more speed, clearer visuals and a shared home so teams could work from the same numbers.
We rebuilt the reports in a shared workspace, tuned them for speed and redesigned the visuals for both leaders and analysts.
Outcomes
- Faster, easier-to-read dashboards
- One shared source for reporting
- Clearer insight for decisions
Engineering Consultancy
SharePoint
The client had an outdated intranet that made it hard to find software, product and quality documents.
We built a new SharePoint Online intranet with tailored search and filters, branded to match their identity.
Outcomes
- Quick access to key documents
- Search built around how they work
- A modern, on-brand intranet

CG TECH took the time to understand how our team actually works before recommending anything. The result was automation that fits the way we work, not the other way around.
Operations Manager, National professional services firm

We were drowning in manual processes before CG TECH stepped in. They mapped the work, redesigned the flow and gave our team hours back every week.
General Manager, National not-for-profit

CG TECH guided us through our Copilot readiness assessment with calm clarity. We came away with a clear, governed adoption plan rather than another shelf of licences.
Chief Operating Officer, National child care provider
What we are thinking about right now.
Common questions, straight answers.
What is an AI agent, and how is it different from a chatbot?
A chatbot answers questions. An agent takes action. It reads information, updates systems, completes multi-step tasks and hands back to a person when judgement is needed. So instead of just replying, an agent helps get the work done and knows when to ask for help.
What can an AI agent actually do for my business?
It can take over slow, repetitive work like sorting requests, pulling data together, drafting documents, updating records and chasing approvals. You keep people on the decisions that need judgement and let the agent handle the busywork, so the team spends more time on higher value work.
Is CG TECH tied to Microsoft, or do you work with other AI providers?
We are technology-agnostic. We work across Microsoft, OpenAI, Anthropic, Perplexity and open-source tools, and we pick the right one for the job rather than pushing a single platform. We also have deep Microsoft experience when that is the best fit.
How do you keep AI agents safe and under control?
We build them safe by design, with identity controls, least-privilege access, clear data-handling rules, audit logs and human handoffs. You can see what an agent did and step in when judgement is needed, and we design for Australian data and privacy expectations.
Do you work with small and mid-sized businesses?
Yes. We work with small and mid-sized businesses and mid-market teams of 50 to 500 staff, plus the public sector. We are big enough to handle real delivery and focused enough that the right automation pays back quickly.
How do we get started, and how long does it take?
Most work starts with a short discovery session where we map how your team works and find where AI and automation will pay back first. From there we agree a clear plan and timeline before any build begins.
Which processes should we automate first?
Start with work that is high volume, rule based and painful, like approvals, onboarding or manual reporting. One quick win proves the value and builds the case for the next.
Will automation replace our staff?
It replaces the repetitive parts of their day, like re-keying data and chasing updates. Most teams use the time they get back for work that needs judgement, care and relationships.
How do we measure the return on automation?
Agree the measures before anything is built: hours saved, fewer errors, faster turnaround or happier customers. We set these with you during discovery, so the result is visible rather than a feeling.
How do we bring our team along on the change?
Involve the people who do the work early, start small and show results, and train people in the flow of real tasks. Adoption is built into how we deliver, not an afterthought at the end.
Ready when you are
From the first conversation
to the work going live.
Let us build the next step together
What to expect
- A consultant replies within 4 business hours
- Session booked to understand your requirements
- We will provide you with a fixed price quote