Success story
Ports Operator
Rolling out Copilot without the right guardrails risked exposing sensitive data.
- Client
- Ports Operator
- Industry
- Aviation and transport
- Technologies
- Microsoft 365 Copilot

This client operates major container, bulk liquid and motor vehicle trade gateways under long-term leases for an Australian state.
The challenge
They wanted to roll out Microsoft Copilot safely across the business.
What we did
We ran a readiness assessment and a pilot across legal, HR and IT, with governance, security and training built in.
We set the client up to run Microsoft Copilot safely, then proved it with a pilot.
What this involved
- Ran a readiness assessment covering governance, security and licensing.
- Picked clear use cases in Legal, HR and IT.
- Configured Copilot for each team and connected the right sources.
- Wrote step-by-step guides for pilot users.
- Ran training workshops with tailored resources.
- Set up permissions and admin access for the usage dashboard.
- Tracked adoption, feedback and productivity through the pilot.
The results
What Ports Operator got
Copilot scaled with confidence
Readiness assessed across security and licensing
Use cases proven across teams
High-value pilots in Legal, HR and IT
Governance and training in place
Workshops, procedures and usage monitoring
Let’s write yours next
Every story on this page started with one conversation about a problem worth fixing. Bring us yours and let’s see what’s possible.
Book a Discovery SessionMore stories like this
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
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