SharePoint and Document Management
Site architecture, metadata, search, and permissions designed around how your teams actually file and find documents.
Bluefin Software Consulting Microsoft 365, built to fit.
Bluefin helps small and mid-size businesses get more from SharePoint, Teams, and the Power Platform, and prepares their data so AI tools can be turned on safely.
Expertise
Microsoft 365 expertise, without the overhead.
From SharePoint architecture to custom automation, you work directly with the consultant who designs and builds your solutions.
Power Automate Workflows
Approvals, notifications, and document processes that replace email chains and manual steps.
Power Apps
Custom apps on SharePoint lists and Dataverse for intake forms, trackers, and data that has outgrown a spreadsheet.
Copilot and Copilot Studio
Copilot rollout and custom Copilot Studio agents that answer questions from your own policies, procedures, and SharePoint content.
SharePoint & Email Migrations
Migrated SharePoint sites, OneDrive accounts, and mailboxes between 365 tenants, and moved file share documents into SharePoint.
365 Administration
Microsoft 365 support covering users, licenses, security settings, and Exchange, SharePoint, and Teams configuration, without a full-time hire.
Data Architect
We design secure, connected Microsoft cloud databases that streamline your operations and give your business the foundation to scale.
AI Agents and Microsoft Foundry
AI agents that work across your business systems, built and governed in Microsoft Foundry.
Azure and Integrations
Azure Functions, Static Web Apps, PnP PowerShell, and REST integrations for the jobs built-in connectors can't handle.
AI services
Get your SharePoint environment
ready before you turn on AI.
AI surfaces whatever a user can already access. Bluefin fixes oversharing and labels sensitive content first, then helps your teams put AI to work.
SharePoint AI Readiness
Permissions audit, oversharing review, and a prioritized remediation plan so AI only surfaces what it should.
AI Rollout and Adoption
Deploy and configure your choice of AI; Copilot, Claude or ChatGPT. Configure enterprise policies and administration.
AI Agents
Custom agents that answer questions from your policies, SOPs, and SharePoint content.
AI in Your Workflows
Power Automate flows that use AI to summarize, classify, and route documents as they arrive.
Information Guardrails
Purview labels, DLP and sharing controls that make AI safe to enable across the organization.
We make sure AI can only see the information that you want
Recent work
Solutions built for real clients.
A few projects from recent engagements.
SharePoint Engagements
Intranets, document libraries, and team sites built around how each client actually works, with metadata, search, and permissions designed in from the start.
SharePoint Online, PnP PowerShell, Power Automate
Onboarding New Hires
End-to-end onboarding automation: intake form, built-in approvals, and scripted account creation in Active Directory, Entra ID, or Okta.
Power Apps, Power Automate, PowerShell
Employee Offboarding
Offboarding automation: exit request form, manager approvals, and scripted account disablement, license removal, and file handover across Active Directory, Entra ID, or Okta.
Power Apps, Power Automate, PowerShell
Business Automation
Automation of HR, IT, and Finance processes with SharePoint and the Power Platform, for faster turnaround, clear visibility, and a built-in audit trail.
Power Apps, Power Automate, SharePoint, Power BI
Microsoft Tenant Migrations
Consolidated two Microsoft 365 tenants, including SharePoint and Exchange, into a client's environment in three months, with a defined plan, clear deliverables, and zero downtime.
ShareGate, PowerShell, SharePoint, Exchange
Workflow Approvals
Approvals are our most common request, so we extend Power Automate's built-in approvals to increase flexibility and auditing. Need more? We have custom approval flows as well.
Power Automate, HTML email
About
Bluefin Software Consulting LLC
Bluefin is an independent Microsoft 365 consultancy. We work with small and mid-size businesses that run on Microsoft 365. The person who scopes your project is the person who builds it.
Contact
Let's scope your next Microsoft 365 project.
Projects usually start with a short call to cover goals, expectations, and budget.