Power Platform Advisory & AI Enablement Retainer

Technology advisory is most valuable when it is consistent and close to the work. One-time engagements answer specific questions but cannot keep pace with the continuous decisions an accounting or advisory firm faces as platforms evolve, AI tooling matures, and internal initiatives accumulate. A firm that had been building out its Power Platform and Copilot capabilities needed a partner embedded in the work, not one that arrived for a project and left. They needed someone to call. They called BabyBots.

Strategic Impact

A Structured Monthly Advisory Partnership for Continuous Platform Progress

Strategic Advisory and Technical Guidance

Platform decisions are grounded in current best practice, not guesswork. Ongoing guidance across Power Platform, Copilot Studio, and adjacent Microsoft tooling ensures the firm's configuration choices and architecture approaches are made with a full picture of what the platform can do.

Platform Support and Troubleshooting

Issues get resolved without waiting for a new engagement to be scoped. Defined availability throughout the retainer means platform problems, configuration questions, and operational challenges are addressed the same week they surface, not queued for a future project.

Configuration, Enablement, and Training

New tools become usable, not just accessible. Configuration support, feature enablement, and internal training ensure the team can operate what the firm adopts, rather than having access sitting unused because nobody was shown how to use it.

Advisory on Active Initiatives

Active initiatives get better when a technical partner is in the room. Structured input on architecture reviews, feasibility assessments, and implementation guidance improves delivery decisions at the point when they still matter.

Small Builds and Targeted Enhancements

Targeted improvements move without waiting for a standalone engagement. Small builds and automation enhancements within the retainer scope allow the firm to act on priorities immediately rather than managing a separate project for every minor advancement.

BabyBots Impact Assessment

Continuous Platform Progress Without Project-by-Project Overhead

The retainer delivers structured advisory and technical support enabling the organization to maintain platform momentum, resolve issues faster, and make better-informed technology decisions without waiting on a new engagement to start. The firm has a technical partner in the room as the decisions are being made.

Monthly advisory check-ins covering platform status, open questions, and priority alignment
Technical walkthroughs and Q&A sessions on active automation and AI agent initiatives
Training preparation sessions and enablement guidance for internal stakeholders
Mid-term and end-of-term reviews covering progress, roadmap alignment, and future priorities

Monthly advisory and technical support hours (up to 8 per month) applied as directed
Platform troubleshooting and RPA stabilization support on an as-needed basis
Training support and enablement materials for internal team development
Configuration assistance and deployment guidance across active platform initiatives
Small, contained builds and enhancements within monthly hour allocations

Project Journey

Engagement Structure

Phase 1

Advisory Retainer — Phase 1: Retainer Onboarding & Priority Setting

Onboarding sessions to establish advisory cadence, identify priority platform areas, and align on the first month's support focus across automation, AI agent, and Power Platform initiatives.

Phase 2

Advisory Retainer — Phase 2: Ongoing Advisory Delivery

Monthly delivery of up to 8 hours of advisory and technical support — spanning platform guidance, troubleshooting, configuration support, training, and small contained builds as directed by the client.

Phase 3

Advisory Retainer — Phase 3: Mid-Term Review & Roadmap Alignment

Mid-term review of delivered advisory hours, platform progress, and emerging priorities. Roadmap alignment session to define focus areas for the second half of the retainer term.

Phase 4

Advisory Retainer — Phase 4: Continued Advisory & Capability Expansion

Continued monthly advisory delivery with expanded capability coverage as the client's platform maturity grows — including RPA stabilization, Copilot Studio agent work, and enablement for new user groups.

Fintech / AI Enablement

The value of a technical partner is not in the answers they give. It is in the decisions they improve.

Targeted improvements move without waiting for a standalone engagement. Small builds and automation enhancements within the retainer scope allow the firm to act on priorities immediately rather than managing a separate project for every minor advancement.