Microsoft Articles / Blogs / Perficient Expert Digital Insights 2025-12-01T15:21:42Z https://blogs.perficient.com/feed/atom/ https://blogs.perficient.com/files/favicon-194x194-1-150x150.png Eric Schmitt <![CDATA[Introducing Microsoft Work IQ: The Intelligence Layer for Agents]]> https://blogs.perficient.com/?p=388641 2025-12-01T15:21:42Z 2025-11-25T23:15:13Z

Microsoft Work IQ is a new AI-driven intelligence layer in Microsoft 365 that understands how your organization actually works – far beyond the org chart – and uses that knowledge to make Copilot and AI agents context-aware by default. Announced at Ignite 2025, Work IQ gives Copilot “brains,” turning raw workplace data into actionable understanding. In practical terms, it finds patterns and context in your enterprise data, so AI assistants deliver answers and actions as if they truly know your business. This is a game-changer for IT leaders looking to harness AI: it means your AI won’t just retrieve information, it will understand it in context.

What is Work IQ?

At its core, Work IQ is the intelligence layer that enables Microsoft 365 Copilot and agents to know you, your job, and your company inside and out. It continuously analyzes the rich signals in your digital workspace – emails, files, chats, meetings – and learns from how work gets done in your organization. Microsoft describes Work IQ in three parts:

  • Data: It connects to your work data in Microsoft 365 (SharePoint documents, Outlook emails, Teams meetings and chats, etc.), not as isolated files, but as a connected web of knowledge. Work IQ semantically indexes this content (understanding topics, intents, and projects) and captures business signals like relationships and timelines from it. In short, it codifies “how work gets done” from the daily flow of information.
  • Memory: Work IQ builds a persistent memory of preferences and patterns – your personal work habits, styles, and the network of colleagues you interact with most. This is sometimes called your “work chart,” as opposed to the formal org chart. For example, it learns your writing tone, recurrent tasks, and who your go-to collaborators are, regardless of who reports to whom. This lets it carry context across sessions and tailor responses to your way of working.
  • Inference: Finally, Work IQ uses inference to connect the dots between data and memory, turning raw information into insights and proactive assistance. It identifies patterns and relationships that might not be obvious – for instance, linking a chat mention of “Project Phoenix” to the related OneDrive folder and team members, or suggesting the next best action based on past similar projects. Work IQ essentially predicts needs and draws insights, going well beyond what any single API or connector can do in isolation.

Put simply, Work IQ maps the real flow of work in your company. It doesn’t just know the theoretical structure in an HR system – it knows who actually collaborates, what documents really matter for each project, how information moves across teams, and what context is relevant to the task at hand. It builds a living model of your organization’s workflows.

These are the kinds of insights Work IQ continuously curates to paint a holistic picture of your operational reality. That intelligence is built into Microsoft 365 Copilot today – it’s the same brain that makes Copilot’s answers feel enterprise-aware. Now, importantly, your own custom agents can tap into Work IQ as well. This means when you build an AI bot or automation for your organization, it can leverage that shared “work brain” to behave more like a smart teammate instead of a naive script.

Work IQ vs. Microsoft Graph: Data vs. Understanding

A common question is: How is Work IQ different from Microsoft Graph? After all, Microsoft Graph has long provided API access to mail, files, Teams, users, and more. The difference lies in raw data versus interpreted intelligence:

  • Microsoft Graph is essentially a rich data access layer – a unified API to query information from Microsoft 365 (emails, calendar events, documents, chat messages, directory info, etc.). You ask for data, and Graph returns exactly what you requested, but it’s up to you to make sense of it Graph gives you the raw information (for example, a list of files or the text of an email) and as a developer you must build the logic around it.
  • Work IQ is an intelligence layer built on top of that data. It leverages the data that Graph exposes, but adds a deep understanding of relationships, relevance, and context in that data. Instead of you writing code to figure out “who is working on what” or “which documents are important to this project,” Work IQ deduces that automatically by analyzing patterns. Work IQ gives you understanding – the meaning behind the data, not just the data itself.

In summary, Microsoft Graph is indispensable for accessing raw data, but Work IQ is what makes that data immediately useful for AI. The Graph pulls facts while Work IQ finds patterns and insights in those facts. This distinction is key: Work IQ is what elevates an AI assistant from a basic tool into a knowledgeable collaborator.

Why Work IQ Matters

Work IQ represents a strategic shift in how we build and deploy AI in the enterprise. Here are the key reasons it’s a big deal:

  • AI with your organization’s DNA: Because Work IQ continuously learns from your company’s data and interactions, it makes AI responses highly specific to your context. Copilot answers won’t be one-size-fits-all; they’ll reference your internal projects, priorities, and terminology appropriately. For example, ask Copilot for “update on Project Phoenix” and instead of a generic answer, it will leverage Work IQ to know who’s driving that project, recent updates from Teams, and relevant files to summarize – all more relevant, actionable insights and spend less time sifting through information.
  • Agents that act like teammates, not just tools: When your custom agents have Work IQ behind them, they gain a kind of common sense about the organization. They can anticipate needs and follow context in a human-like way. The goal is to have agents stop behaving like tools and start acting like teammates. For instance, an internal IT helpdesk bot with Work IQ could detect that a flurry of Teams messages and an email thread are all about the same incident and proactively alert the relevant engineer – a level of situational awareness that would feel almost proactive like a colleague, not a scripted Q&A bot.
  • Faster, easier development of AI solutions: From an IT leader or developer perspective, Work IQ removes a huge amount of grunt work. You no longer need to manually wire together data from multiple sources and painstakingly program the context for your bots. Microsoft has effectively packaged the context layer for you. This leads to Faster development, Less complicated prompts and Less stitching of disparate APIs. 
  • More out-of-the-box intelligence for any agent you build. In practice, that can cut down development cycles and let your team focus on higher-level logic instead of data plumbing. For example, a developer using Copilot Studio can drag in the Work IQ connection and immediately have their agent “know” the user’s recent meetings or team documents, without writing custom code to fetch and summarize those.
  • Built-in security and compliance: Work IQ is enterprise-ready by design. It respects all the existing permissions, sensitivity labels, and compliance rules on your data. Only information the user (or agent) is allowed to access will be surfaced, and it’s subject to audit and monitoring like the rest of Microsoft 365. For IT, this means you can trust Work IQ to handle corporate data responsibly. It’s not a rogue AI scraping everything – it’s operating within the governance framework you already manage. This distinction is key when enabling AI broadly in a company: Work IQ gives you intelligence and maintains the controls (something that pure large language models on external data don’t guarantee).

Real-World Applications and Examples

To make this more concrete, let’s look at how Work IQ can be applied in real scenarios that IT leaders care about:

  • Project Specific Copilot: Imagine your PMO builds a Project Copilot agent in Copilot Studio. The goal is to onboard new project team members quickly. With Work IQ, this agent can instantly gather all relevant knowledge for a project. It might say, “Hello, I’ve compiled the key documents for Project Phoenix and identified that Alice and Bob are the top collaborators on this initiative. Would you like a summary of recent progress updates from Teams?” This is possible because Work IQ already knows which documents are central to Project Phoenix and who has been driving the conversations. The new team member doesn’t have to hunt for information – the agent, powered by Work IQ, serves it up in context. This accelerates ramp-up and ensures consistency in what information people see.
  • Intelligent Helpdesk Bot: In your IT department, you could enhance a helpdesk chatbot (perhaps built with Power Copilot Studio) using Work IQ’s API. For example, an employee asks the bot a question about a system outage. A Work IQ-enabled bot could recognize, “This issue was discussed in an email thread yesterday and a Teams chat involves the network team”. It can then pull the pertinent info or even loop in the right expert automatically. Essentially, the bot understands the who and where of past incident knowledge. During Ignite, Microsoft showcased a Sales Development Agent that does something similar for sales – it pulls in context from CRM and internal comms to qualify a lead and suggest next steps. Your helpdesk bot can analogously use context to route and resolve IT tickets faster, by knowing what’s happened already across channels.
  • Enterprise App with Contextual AI: Microsoft is also weaving Work IQ into its own tools for creators. In fact, the new Copilot App Builder in Power Platform (announced at Ignite) uses Work IQ to inject organizational context into the apps people build. For example, if a business user creates a budget approval app with App Builder, Work IQ could enable the app’s AI assistant to automatically show related budget files or identify the manager who usually approves similar requests, without extra configuration. This means citizen developers can create smarter apps that “know” the workplace. As an IT lead, you can encourage adoption of such tools, confident that the intelligence layer (Work IQ) will make these solutions far more useful and integrated into daily work.

Each of these scenarios highlights a pattern: Work IQ provides situational awareness that was previously missing in our software. It brings the same kind of contextual understanding that a long-tenured employee might have (“Oh, I know exactly who to ask about this issue, and I recall a similar project from last year…”) directly into our apps and agents. That dramatically improves both the user experience and the effectiveness of AI automation.

Conclusion

Microsoft Work IQ is a cornerstone of the “frontier firm” vision – a company where AI is woven into every workflow with a rich understanding of the business. For IT leaders, Work IQ offers a path to operationalize AI at scale: you get the power of Microsoft’s Graph data plus an intelligence model trained on your organization’s nuances. The end result is AI that feels native to your enterprise. Copilot and custom agents become smarter, more helpful colleagues rather than blunt instruments. Work IQ allows AI to find insights in context, rather than just pulling disjointed data fragments.

By leveraging Work IQ, you enable your AI systems to “know” your business in ways that were previously only in employees’ heads. That translates to faster decisions, less reinventing the wheel, and a significant leap in productivity. In short, Work IQ turns enterprise AI from a cool gadget into a deeply integrated, competitive capability. It is the intelligence that will help your organization’s digital workforce act with the insight and awareness of a seasoned team member – which is exactly what we need for AI to truly drive the next wave of workplace transformation.

]]> 0 Eric Schmitt <![CDATA[The Agentic Enterprise: Key Agent Announcements from Microsoft Ignite 2025]]> https://blogs.perficient.com/?p=388623 2025-11-25T21:46:20Z 2025-11-25T21:44:28Z

Microsoft Ignite 2025 marked a pivotal shift in enterprise AI strategy, introducing a new generation of autonomous agents and the governance tools needed to manage them responsibly. From sales and HR to IT and productivity, Microsoft’s announcements signal a future where AI agents are not just assistants—but active participants in business operations.

Key Ignite Announcements

New AI Agents: Expanding the Autonomous Workforce

Several new AI agents debuted at Ignite, each designed to automate and assist in specific business processes:

  • Sales Development Agent – a fully autonomous sales AI that researches prospects, qualifies leads, and engages in personalized outreach to grow the sales pipeline. It works around the clock to nurture leads (via emails or meeting scheduling) and can hand off hot prospects to human sellers when needed. Sales teams can scale outreach and ensure no lead is overlooked, driving revenue growth without proportional headcount increases. (Preview via the Frontier early access program in Dec 2025).
  • Agents in Microsoft Teams Channels – collaboration agents that live in Teams channels and can interact with third-party apps and other agents through the new Model Context Protocol (MCP). For example, a project team’s channel agent can automatically pull issue trackers from Jira and then schedule follow-up meetings based on the risks identified. Teams users get a proactive AI teammate that bridges data across tools and coordinates team tasks, improving productivity and cross-app workflows. (Now in Preview).
  • Workforce Insights, People, and Learning Agents – a trio of HR and employee experience agents powered by Microsoft’s Work IQ intelligence layer. The Workforce Insights Agent provides leaders with real-time analytics on team composition, skills, and attrition to inform data-driven HR decisions. The People Agent helps employees find colleagues by expertise or role and suggests the best ways to connect (e.g. highlighting shared projects). The Learning Agent delivers personalized micro-learning and upskilling content to each employee, tailored to their role and goals. These agents enhance workforce management and development – leadership can respond faster to organizational trends, and employees benefit from stronger internal networks and continuous skill growth. (Available in Preview via the Frontier program.)
  • IT Admin Agents (Teams and SharePoint) – new agents to assist IT administrators in managing Microsoft 365 environments. The Teams Admin Agent (preview) resides in the Teams Admin Center and can automate routine admin tasks like monitoring meeting quality or provisioning users, executing these workflows autonomously and securely. Meanwhile, the SharePoint Admin Agent (preview) helps govern SharePoint by monitoring for inactive or ownerless sites, overshared files, or permission sprawl, then applying policies or automatic fixes such as archiving sites or adjusting access rights.  These admin agents reduce IT workload and enforce best practices consistently – ensuring collaboration platforms stay well-configured, secure, and compliant without requiring constant manual oversight.

Microsoft also announced Office Copilot Agents for Word, Excel, and PowerPoint within Microsoft 365 Copilot chat, which can generate and format content in those apps based on user prompts. These content-creation agents, while not fully autonomous, help users produce high-quality documents, spreadsheets, and presentations more efficiently. They are available in early access for Copilot customers.

Governance Tools: Managing AI Agents with Confidence

Recognizing that deploying dozens or even hundreds of AI agents raises new oversight challenges, Microsoft introduced governance tools to help customers adopt agents safely and transparently:

  • Microsoft Agent 365 – “the control plane for agents” that extends Microsoft’s existing management infrastructure to cover AI agents. Agent 365 provides a unified dashboard for IT to register, monitor, and secure all agents in the organization. Its core features include an Agent Registry (an inventory of every agent, including those built in-house or by third parties), Access Control to limit what data/resources an agent can access (applying conditional access and least privilege principles), Visualization tools to map relationships between agents, people, and data and to watch agent behavior in real time, and built-in Security integration (with Microsoft Defender and Purview) to detect threats or data leaks involving agents. In short, Agent 365 lets organizations govern AI agents as rigorously as they govern human users, using familiar tools like Microsoft Entra ID and Purview that are now extended to agents. Agent 365 is available in early access (via the Frontier program in the Microsoft 365 admin center) for customers to start piloting now.
  • Microsoft Entra Agent ID – a new capability in the Entra identity suite that provides unique, first-class identities for AI agents. Just as every employee has a digital identity and login, now each agent can be issued an Entra Agent ID to authenticate itself and be assigned role-based access permissions. This brings Zero Trust security to AI agents: every agent’s access can be tightly governed (e.g. a finance-focused agent gets access only to finance data) and monitored via Entra’s conditional access and risk detection. If an agent behaves anomalously or is compromised, its credentials can be revoked immediately, just like for a human account.  Entra Agent ID ensures no “rogue” or unmanaged agents are operating; companies get full control over what each agent is allowed to do, reducing the risk of data leaks or unauthorized actions by AI. (Introduced at Ignite 2025; in preview as part of the Agent 365 ecosystem.)
  • Microsoft Purview Extensions for AI – enhancements in Microsoft Purview (the data governance and compliance suite) to cover AI-generated content and agent activities. Data Loss Prevention (DLP) policies in Purview now apply to interactions with Copilots and agents, preventing sensitive information from being disclosed by an AI. For example, if an internal user asks an agent a question that would output confidential data, Purview can block or mask that response. Additionally, Purview’s Data Security Posture Management (DSPM) can now discover and assess all AI agents running in the environment (including third-party agents) and flag any that pose compliance risks. Audit logging and eDiscovery are extended to agent actions, so every decision an agent makes can be traced for compliance and analysis. Organizations can embrace AI automation while maintaining their compliance obligations and security safeguards. The same oversight used for user actions (DLP, audit logs, risk management) will automatically cover AI agent actions, which is critical for industries with strict regulatory requirements. (Purview’s AI governance features began rolling out at Ignite in preview form.)
  • Foundry Control Plane – for companies developing their own AI solutions, Azure’s Foundry platform introduced a control plane paralleling Agent 365’s capabilities. It allows development and ops teams to set policies, monitor performance, and manage costs for custom-built agents across their lifecycle. By using the Foundry control plane, even AI agents created with open-source tools or non-Microsoft frameworks can be brought under a unified governance umbrella.  This ensures that custom AI projects don’t become a governance blind spot – they too can be centrally managed for security and compliance from day one, making enterprise AI portfolios more coherent and controlled.

Impact

The Ignite 2025 announcements underscore a dual message: significant productivity gains are now within reach through AI agents, and Microsoft is delivering the controls to deploy these agents responsibly. The potential benefits include:

  • Boosted Productivity and Automation: The new agents can handle labor-intensive tasks – from scouring CRM systems and sending outreach emails (Sales Agent) to auto-monitoring IT systems (Admin Agents) – which frees up employees to focus on higher-value strategic work. Early adopters can expect faster cycle times (e.g. quicker lead follow-ups, faster issue resolution) and extended service availability (agents working 24/7).
  • Improved Employee and Customer Experiences: AI agents embedded in everyday workflows mean employees have on-demand assistance. Projects move faster when a Teams channel agent can gather data or schedule meetings automatically. Employees get personalized support in learning and finding information via the People and Learning agents. Customers, in turn, benefit from more responsive service (since AI can help address their needs instantly or outside of business hours). Overall, these agents promise more proactive, responsive operations in many areas of the business.
  • Enterprise-Grade Trust and Control: Perhaps most crucially, Microsoft’s focus on governance provides IT leaders and compliance officers the confidence to scale AI usage safely. Features like Agent 365 and Entra Agent ID mean that introducing an army of AI agents won’t result in loss of visibility or unchecked access to sensitive data. Every agent is accounted for, governed, and subject to security and compliance rules. This lowers the barrier to adoption because organizations can enforce their existing security policies on AI agents just as they do for employees, preventing the kind of “shadow AI” chaos that uncontrolled agents might cause.

Microsoft Ignite 2025 marked a clear shift from AI as a mere assistant to AI as a full-fledged workforce layer, with Microsoft unveiling a unified agent ecosystem across Microsoft 365, Windows, and Azure, centered on Agent 365, a control plane for registering, securing, and managing agents with Entra-issued IDs. New features include Work IQ for personalized agent recommendations, dedicated Office and industry-specific agents, and Windows’ native agent infrastructure for secure integration. The message was clear: the future of work is agent-powered, but trust, compliance, and control must be built in from the start.

Table: Key Announcements on AI Agents and Governance (Ignite 2025)

Feature / Tool  Description  Impact  Availability 
Microsoft Agent 365  Central command center for AI agents – provides a registry of all agents, access controls, real-time monitoring dashboards, and integrates security/compliance tools (Defender, Entra, Purview) for agents. Enables IT to manage and secure AI agents at scale just like user accounts. Increases trust by preventing unmanaged “shadow” agents and enforcing consistent policies (identity, data protection) across all AI-driven processes. Early Access Preview (Available now via the Frontier program in the M365 admin center.)
Microsoft Entra Agent ID  New identity management for AI agents – assigns each agent a unique Entra ID identity and credentials, with full support for Conditional Access and audit logging of agent sign-ins. Extends Zero Trust security to autonomous agents. Tight access control for agents: Every agent operates under a known identity and role, so companies can apply least-privilege access and instantly revoke or adjust an agent’s permissions if needed. Builds trust that agents will only reach the data they’re authorized to use. Preview (Introduced at Ignite; part of Entra updates rolling out in late 2025.)
Sales Development Agent  AI sales representative that autonomously researches prospects, crafts outreach emails, follows up with leads, and hands off interested customers to human sellers. Integrates with CRM systems (Dynamics 365, Salesforce) and works within Outlook/Teams to drive pipeline. Scales up sales capacity by ensuring every lead is engaged promptly and persistently. Sales teams can convert more leads without adding staff, as routine prospecting and follow-ups are handled by the agent (with consistency and no downtime). Frontier Preview (Available to test for participants in Dec 2025.)
Teams Channel AI Agents  Intelligent agents embedded in Microsoft Teams channels that can collaborate with users and connect to third-party apps via MCP (Model Context Protocol). They can aggregate data from other services (e.g. project trackers, DevOps tools) and initiate actions like scheduling meetings or updating tasks. Enhances team collaboration by acting as a smart coordinator: the agent surfaces information from across the toolchain into Teams and automates cross-app steps. Teams become more productive as the agent reduces the need to manually check different apps or remember follow-ups. Preview (New capability in Microsoft Teams, announced at Ignite 2025.)
Workforce Insights & HR Agents  A set of Work IQ-powered agents for HR: Workforce Insights Agent (real-time org analytics for leaders), People Agent (find colleagues by skill/role and suggest connections), Learning Agent (personalized training and upskilling content). Data-driven people management and development. Leaders gain immediate insight into workforce composition and trends for better planning. Employees can more easily network internally and get targeted learning resources, leading to a more connected and skilled workforce. Preview (Available via Frontier program as of Ignite 2025.)
Teams & SharePoint Admin Agents  IT administration agents for Microsoft 365: one in Teams Admin Center to automate tasks like user provisioning and system monitoring; another in SharePoint Admin Center to audit and fix site issues (inactive sites, oversharing, permission drift) via AI. Always-on IT assistance that improves governance. Routine admin tasks are handled consistently and faster, reducing IT effort and human error. These agents also proactively enforce policies (e.g. cleaning up unused sites or tightening permissions), which strengthens security/compliance across collaboration platforms. Preview (Both announced in preview at Ignite 2025.)
Microsoft Purview AI Governance  Purview compliance features for AI – extended DLP policies to monitor and block sensitive data in AI prompts or outputs; Purview’s DSPM now inventories all AI agents and assesses their risk posture; audit trails cover AI agent activities for eDiscovery and oversight. Maintains compliance and security in an AI-driven environment. Companies can trust that adopting AI agents won’t lead to data leaks or compliance violations, because existing data protection rules automatically apply. Every action by an agent is logged and auditable, which is crucial for industries with strict regulations. Preview / Rolling Out (Announced at Ignite; incremental rollout through late 2025 into 2026 for various Purview enhancements.)

 

]]> 0 Audrey Dischert <![CDATA[See Perficient’s Amarender Peddamalku at the Microsoft 365, Power Platform & Copilot Conference]]> https://blogs.perficient.com/?p=388040 2025-10-23T17:41:16Z 2025-10-23T17:35:19Z

As the year wraps up, so does an incredible run of conferences spotlighting the best in Microsoft 365, Power Platform, and Copilot innovation. We’re thrilled to share that Amarender Peddamalku, Microsoft MVP and Practice Lead for Microsoft Modern Work at Perficient, will be speaking at the Microsoft 365, Power Platform & Copilot Conference in Dallas, November 3–7.

Amarender has been a featured speaker at every TechCon365, DataCon, and PWRCon event this year—and Dallas marks the final stop on this year’s tour. If you’ve missed him before, now’s your chance to catch his insights live!

With over 15 years of experience in Microsoft technologies and a deep focus on Power Platform, SharePoint, and employee experience, Amarender brings practical, hands-on expertise to every session. Here’s where you can find him in Dallas:

Workshops & Sessions

  • Power Automate Bootcamp: From Basics to Brilliance
    Mon, Nov 3 | 9:00 AM – 5:00 PM | Room G6
    A full-day, hands-on workshop for Power Automate beginners.

 

  • Power Automate Multi-Stage Approval Workflows
    Tue, Nov 4 | 9:00 AM – 5:00 PM | Room G2
    Wed, Nov 5 | 3:50 PM – 5:00 PM | Room G6
    Learn how to build dynamic, enterprise-ready approval workflows.

 

  • Ask the Experts
    Wed, Nov 5 | 12:50 PM – 2:00 PM | Expo Hall
    Bring your questions and get real-time answers from Amarender and other experts.

 

  • Build External-Facing Websites Using Power Pages
    Thu, Nov 6 | 1:00 PM – 2:10 PM | Room D
    Discover how to create secure, low-code websites with Power Pages.

 

  • Automate Content Processing Using AI & SharePoint Premium
    Thu, Nov 6 | 4:20 PM – 5:30 PM | Room G6
    Explore how AI and SharePoint Premium (formerly Syntex) can transform content into knowledge.

 

Whether you’re just getting started with Power Platform or looking to scale your automation strategy, Amarender’s sessions will leave you inspired and equipped to take action.

Register now!

]]> 0 Ajinkya Gadge <![CDATA[Datadog Synthetic Monitoring Integration with Azure DevOps Pipeline for Sitecore]]> https://blogs.perficient.com/?p=387828 2025-10-27T08:25:14Z 2025-10-23T15:35:10Z

Datadog Synthetic Monitoring provides automated, simulated user journeys to proactively confirm the health and performance of websites and APIs, helping detect issues before users experience them. Integrating this into our Azure DevOps pipeline ensures that only builds where core site functionality is verified get promoted, reducing the risk of regressions in production. This approach is especially valuable in Sitecore projects, where critical web journeys and API endpoints are essential to user experience.

Why Use This Approach?

  • Immediate feedback: Failing releases are blocked before merging, saving post-release firefighting.
  • Coverage: Synthetic tests simulate real browser actions and API calls over real user flows.
  • Reliability: Automated testing delivers consistent, repeatable validation without manual steps.
  • Visibility: Results are unified within both Datadog and Azure DevOps for full traceability.
  • Scalability: As Sitecore projects grow, synthetic tests can be expanded to cover new endpoints and user scenarios without significant pipeline changes.
  • Environment parity: Tests can be run against staging, UAT, or pre-production environments before the live rollouts for safer releases.

Prerequisites

  • Active Datadog account with Synthetic Monitoring enabled.
  • Datadog API and Application keys created with the appropriate access scope.
  • Azure DevOps project with a working YAML-based CI/CD pipeline.
  • Secure variable storage in Azure DevOps (e.g., Variable Groups, Secret Variables) for credentials.
  • Stable and accessible endpoint URLs for Sitecore environment(s) under test.

High-Level Integration Process

1. Datadog Synthetic Test Creation

  • Create Browser and/or HTTP Synthetic Tests in Datadog tailored for key Sitecore application flows, such as:
    • Homepage load and rendering
    • Login flow and user dashboard navigation
    • Core API calls (search, content retrieval)
    • Critical commerce or form submissions
  • Use relevant tags (e.g., premerge) for search/query filtering by the CI pipeline.
  • Configure assertions to confirm critical elements:
    • Content correctness
    • HTTP status codes
    • Redirect targets
    • Response time SLAs
  • Validate tests in Datadog’s UI with multiple runs before pipeline integration.

Datadogdashboard1

2. Azure DevOps Pipeline Configuration

The Azure DevOps YAML pipeline is set up to invoke Datadog CI, run all tests matching our tag criteria, and fail the pipeline if any test fails.

Key Pipeline Steps

  • Install Datadog CI binary: Downloads and installs the CLI in the build agent.
  • Run Synthetic Tests: Uses the environment variables and search tags to pick synthetic tests (e.g., all with type: browser tag: remerge) and runs them directly.
  • JUnit Reporting & Artifacts: The CLI output is saved, and a JUnit-formatted result file is generated for Azure DevOps’ Tests UI. All test outputs are attached as build artifacts.
  • Conditional Fast-forward Merge: The pipeline proceeds to a gated merge to release/production only if all synthetics pass.

How Results and Flow Work

When All Tests Pass

  • The pipeline completes the Premerge_Datadog_Synthetics stage successfully.
  • Test summaries (JUnit) and CLI outputs are attached to the pipeline run.
  • Approval-gated merge to the Release branch is unblocked; approvers can verify test results before promotion.

Build artifacts include full logs for further review.

     Pipelinepassed

When Any Test Fails

  • If any synthetic (browser/API) test fails, the CLI exits with a non-zero exit code.
  • The JUnit summary will contain failure info and a link to the log details.
  • The pipeline stage fails (Premerge_Datadog_Synthetics), halting the fast-forward merge.
  • Approvers can review the failure in test results and attached artifacts within Azure DevOps.

Only successful resolution and green reruns allow code promotion.

Pipelinefailed

Best Practices for Datadog Synthetic Monitoring

  • Run tests in parallel to reduce wait times.
  • Use separate synthetic tests per microservice or major Sitecore area to isolate failures.
  • Monitor test trends in Datadog to detect gradual performance regression over time.
  • Limit sensitive data in synthetic flows by avoiding the storage of actual credentials.
  • Schedule periodic synthetic runs outside CI/CD to catch environment fluctuations unrelated to code changes.

Security Considerations

  • Store Datadog keys as secret variables in Azure DevOps.
  • Restrict permission for synthetic management to trusted CICD admins.
  • Avoid embedding credentials or sensitive payloads in test scripts.

Conclusion

By integrating Datadog Synthetic Monitoring directly into our CI/CD pipeline with Azure DevOps. Sitecore teams gain a safety net that blocks faulty builds before they hit production, while keeping a detailed audit trail. Combined with careful test design, secure key management, and continuous expansion of coverage, this approach becomes a cornerstone of proactive web application quality assurance.

 

]]> 0 Audrey Dischert <![CDATA[Perficient at Microsoft Ignite 2025: Let’s Talk AI Strategy]]> https://blogs.perficient.com/?p=387885 2025-11-10T15:56:52Z 2025-10-21T16:49:06Z

Microsoft Ignite 2025 is right around the corner—and Perficient is showing up with purpose and a plan to help you unlock real results with AI.

As a proud member of Microsoft’s Inner Circle for AI Business Solutions, we’re at the forefront of helping organizations accelerate their AI transformation. Whether you’re exploring custom copilots, modernizing your data estate, or building secure, responsible AI solutions, our team is ready to meet you where you are—and help you get where you want to go.

Here’s where you can connect with us during Ignite:

Join Us for Happy Hour
Unwind and connect with peers, Microsoft leaders, and the Perficient team at our exclusive happy hour just steps from the Moscone Center.
📍 Fogo de Chão | 🗓 November 17 | 🕔 6:00–9:00 PM
Reach out to our team to get registered!

 

Book a Strategy Session
Need a quiet space to talk AI strategy? We’ve secured a private meeting space across from the venue—perfect for 1:1 conversations about your AI roadmap.
📍 Ember Lounge — 201 3rd St, 8th floor, Suite 8016 | 🗓 November 18-20
Reserve Your Time

 

From copilots to cloud modernization, we’re helping clients across industries turn AI potential into measurable impact. Let’s connect at Ignite and explore what’s possible.

]]> 0 Amar Kumar Soni <![CDATA[What is Microsoft Copilot Studio?]]> https://blogs.perficient.com/?p=387419 2025-10-14T16:20:52Z 2025-10-14T16:20:52Z

Microsoft Copilot Studio is a low-code/no-code workspace from Microsoft that helps you build, customize, and manage AI-powered assistants (called copilots or agents) for your organization. Think of it as a visual toolkit that connects large language models (LLMs) to your data sources (SharePoint, OneDrive, Dataverse, etc.), custom logic, and UI behaviors, enabling you to create helpful assistants that understand your company context and answer real workplace questions. Why it matters (in plain layman terms) Copilot Studio lets non-AI experts create assistants that do real work — summarize documents, answer policy questions, extract data, or route requests — without writing massive amounts of code. For beginners, it’s a gateway to real-world AI: you don’t need to manage models or infra; you focus on prompts, connectors, and experience.

Picture1

Key Uses and Benefits of Copilot Studio

  • Create knowledge assistants that read your SharePoint/OneDrive files and answer employee questions.
  • Build task-oriented agents that can schedule meetings, draft emails, or generate reports.
  • Customize tone and behavior (persona) so the Copilot matches your team’s voice.
  • Control security and data access through Microsoft 365 connectors and policies.
  • Rapidly prototype and test in a playground, then publish to users.

A Beginner-Friendly Guide to Creating Your First Agent in Microsoft Copilot Studio

Prerequisites

  • A Microsoft 365 account with admin/user access where Copilot is enabled.
  • Appropriate licensing that includes Copilot or Copilot Studio access.
  • Basic familiarity with SharePoint/OneDrive if you want to connect document data.
  • Browser access to Copilot Studio (works best in Chrome/Edge).

Step 1 — Open Copilot Studio

  1. Go to the Copilot Studio URL (copilot.microsoft.com) provided by Microsoft for your tenant, or sign into Microsoft 365 and navigate to Copilot Studio from the apps list.
  2. If it’s your first time, the studio may prompt permission; approve the necessary consent for your account.

Step 2 — Start a New Agent (Copilot)

  1. Click “Create” or “New Copilot/Agent”.
  2. Enter a name (e.g., “Sales Helper”) and a short description of what it should do.
  3. Optionally upload an icon or image to help users recognize it.

Step 3 — Define the Copilot’s Persona and Behavior

  1. Choose a persona/tone: professional, friendly, concise, etc.
  2. Create a few example prompts or instruction templates that guide how the Copilot responds (e.g., “Summarize this document into 3 bullet points focused on action items.”).
  3. Set limits for response length and determine whether to ask clarifying questions.

Step 4 — Connect Data Sources (Skills/Connectors)

  1. Click “Add Connector” or “Add Skill”.
  2. Choose from built-in connectors like SharePoint, OneDrive, Teams, Dataverse, or custom connectors.
  3. Authenticate the connector and select which sites/folders or tables the agent can access.
  4. Optionally configure indexing or metadata settings to enable the Copilot to find relevant content quickly.

Step 5 — Add Actions and Tools (Optional)

  1. Add any task-specific tools, such as calendar access, email drafting tools, or approvals.
  2. Map triggers (for example, if the user asks “create meeting,” the Copilot can open a meeting draft).
  3. If you have developer resources, you can add custom actions via low-code flows (Power Automate) or APIs.

Step 6 — Test in the Playground

  1. Use the built-in test/playground area to ask sample questions.
  2. Try different prompts and tweak persona or data scope based on the results.
  3. Check for hallucinations or wrong data access; adjust the connector or prompt controls.

Step 7 — Set Security and Governance

  1. Configure user access to determine who can use and edit this Copilot.
  2. Define data usage settings and retention as per your org policies.
  3. Enable logging and monitoring to audit queries and outputs.

Step 8 — Publish and Share

  1. When satisfied, click “Publish” or “Deploy.”
  2. Share the agent with users or teams (via Teams, SharePoint, or a link).
  3. Collect user feedback and iterate—improvements are usually quick and ongoing.

Simple Prompt Examples to Get Useful Answers

  • “Summarize the attached policy into three key action points for frontline staff.”
  • “Find mentions of ‘budget’ in these documents and list the related amounts and dates.”
  • “Draft a 150-word email to schedule a follow-up meeting next Wednesday.”

Common Beginner Mistakes and Tips

  • Too broad data access: limit connectors to only the sites/folders needed.
  • Vague prompts: provide examples and templates to help the assistant understand the expected format.
  • Skipping governance: always set clear permissions and logging for sensitive data.
  • Expect iterative improvement: start small, test often, and update prompts and connectors.

Conclusion

Microsoft Copilot Studio makes creating AI assistants approachable even if you’re new to AI, and it combines model power with your company data, connectors, and low-code tooling so you can craft copilots that actually solve workplace problems. Start with a small, focused agent (one data source, one use case), test it in the playground, tighten security, and expand from there. With the official docs and community articles as guides, you’ll be iterating and improving helpful assistants in no time.

Further Learning Links

]]> 0 Jennifer Zeff <![CDATA[AI and the Non-Technical Worker]]> https://blogs.perficient.com/?p=387735 2025-10-08T13:24:23Z 2025-10-08T13:24:23Z

If you’d told me twenty years ago that I’d be working in the technology industry, I would have laughed. My background? Art, history, and social services—not exactly the usual path to tech. I still sew and do needlework, and I miss the days when you had to check an answering machine or hunt down a pay phone. Honestly, I thrived without knowing what my second cousin, three times removed, had for breakfast this morning. Sometimes, I feel like the old guy on the corner yelling, “get off my lawn!”

But life has a way of surprising us. My career took a hard left turn and landed me in the world of technology. At first, I thought, “No problem. My skills—problem solving, analysis, and communication—are still useful.” I didn’t need to dive too deep into the tech pool; basic Excel and PowerPoint were enough. Fourteen years later, I’m proof that a non-technical person can survive (and even thrive) in a technology company.

Then came 2025. Our new CEO announced that we were going to be an AI-First company. We were not only encouraged, but expected to use AI in our day-to-day work. Cue the mini panic attack. My mind raced: What part of my job could I hand over to AI? How was I supposed to figure this out?

The lowest hanging fruit was my semi-annual reports. But I actually enjoy making those! Me and my trusty adding machine (yes, I still use it) making charts and graphs, discovering trends, and recapping the year—it’s something I look forward to. I didn’t want to give that away to my computer.

But change was coming, whether I liked it or not. So, I took a deep breath and got on board. I completed every training offered and sat down with a coworker who was genuinely excited about AI. Together, we made a plan and found ways to integrate AI into my workflow. Anytime someone said, “You can use Copilot for that,” I’d ask how. Gradually, my panic eased and I started to see the possibilities.

Now, I use Copilot to summarize long technical documents in plain language, generate images for presentations, and organize meeting notes. I’m still not ready to give up my trusty adding machine or hand over my reports, but I’m finding other ways to use these tools to make my life easier.

Most people see AI as something that gives them more time in their day. I used to think it would take away the parts of my job I enjoyed. Turns out, I was mistaken. If you’re like me—afraid of adopting new technology and unsure how it can help—take a deep breath and start small. Try it out and see if it really does save you time. And if you haven’t asked Copilot to rewrite an email as if it were from a pirate yet, you’re missing out! Not every use case works for everyone, but everyone can find a use case.

So here’s my advice:
You don’t have to be an expert to benefit from AI. Start with one small task, ask questions, and let curiosity lead the way. You might be surprised at how much easier your work becomes—and you might even have a little fun along the way.

PS… I was able to use this post as a learning opportunity.  I asked Copilot to review my article and make suggestions – most of which made the final draft.  Another small step.

]]> 1 Audrey Dischert <![CDATA[IDC ServiceScape for Microsoft Power Apps Low-Code/No-Code Custom Application Development Services]]> https://blogs.perficient.com/?p=387388 2025-10-07T16:51:06Z 2025-09-24T19:45:10Z

Perficient is proud to be included in the IDC ServiceScape: Worldwide and U.S. Microsoft Power Apps Low-Code/No-Code Custom Application Development Services, 2025 (Doc# US53748825 September 2025) report. We believe this inclusion highlights our commitment to helping enterprises accelerate innovation and streamline development through Microsoft Power Platform.

This IDC ServiceScape offers a comprehensive guide on the key capabilities of custom application development service providers using the Microsoft Power Apps low-code/no-code development platform, featuring services from companies including Perficient. The status of each service capability is categorized as fully supported, partially supported, partner provided, road map, or not supported, aiding services buyers in quickly identifying which vendors align with their changing requirements.

 

Powering Innovation with Microsoft Power Platform

As digital transformation accelerates, low-code/no-code platforms are becoming essential tools for agility and innovation. Perficient is proud to be included in this evolving landscape and remains committed to delivering solutions that drive real business outcomes.

“Our approach to Power Platform is rooted in strategy, scale, and speed. We’re not just building apps—we’re enabling transformation. By combining governance frameworks, multi-shore delivery, and AI-powered experiences, we help clients unlock the full potential of low-code development and drive meaningful business outcomes.” – Eric Schmitt, Director of Microsoft Business Applications.

Perficient offers a comprehensive suite of low-code/no-code services designed to accelerate transformation:

  • App modernization programs to migrate legacy systems to Power Platform
  • Intelligent automation and rapid RPA migration (e.g., UiPath to Power Automate Desktop)
  • Custom Copilot envisioning workshops and enterprise app development
  • Governance engagements including CoE setup and citizen developer enablement
  • Process mining and lifecycle management
  • Multi-shore delivery models with agile development pods and managed services

We’re also increasing investment in Copilot Studio Agents, helping clients build custom functionality and deploy agents within Power Platform environments. Our governance frameworks ensure scalable, secure adoption—whether you’re enabling citizen developers or launching enterprise-wide automation programs.

Learn more about our Power Platform capabilities: Power Platform / Perficient

 

Perficient is a global digital consultancy with over 7,000 colleagues worldwide, operating as one unified team across North America, LATAM, and India. With deep expertise in industries like Healthcare & Life Sciences, Manufacturing, and Automotive, we deliver strategic technology solutions that drive measurable outcomes. Our Microsoft practice is backed by more than 25 years of experience and over 250 certified cloud consultants, with strong capabilities in Azure, M365, Dynamics CRM, and Power Platform.

Perficient differentiates through global delivery, scalability, and robust governance. With 95% of our business coming from repeat clients, we’re proud to be a trusted partner in building AI-first, low-code solutions that deliver real business value.

Ready to move from ambition to impact? Let’s define your low-code strategy and build the foundation to lead what’s next.

]]> 0 Audrey Dischert <![CDATA[Perficient Recognized as a Microsoft AI Business Solutions Inner Circle Partner]]> https://blogs.perficient.com/?p=387333 2025-10-21T15:49:46Z 2025-09-23T20:54:22Z

We’re proud to share that Perficient has been named to the 2025–2026 Microsoft AI Business Solutions Inner Circle—an elite group of strategic partners recognized for delivering transformative, AI-powered solutions that drive measurable business outcomes.

This recognition places Perficient among the top echelon of Microsoft’s global partner ecosystem, reflecting our deep expertise in Microsoft technologies and our commitment to helping clients embrace AI-first transformation. Through our AI Business Solutions practice, we empower organizations to boost productivity, accelerate decision-making, and improve business agility by embedding generative AI and Copilot experiences into everyday workflows.

Microsoft’s strategic focus in FY26 centers on enabling organizations to become Frontier Firms—those that operate with agility, scale rapidly, and generate value faster by leveraging hybrid teams of humans and AI agents. These firms are structured around on-demand intelligence and are reshaping how work gets done. Microsoft defines Frontier Firms as those that:

  • Enrich employee experiences
  • Reinvent customer engagement
  • Reshape business processes
  • Bend the curve on innovation

Perficient is proud to partner with Microsoft in helping our clients become Frontier Firms. By leveraging technologies like Microsoft 365 Copilot, Dynamics 365 Copilot, Power Platform, and Copilot Studio, we deliver integrated solutions that modernize operations and elevate the employee experience—unlocking new levels of efficiency, insight, and innovation.

Inclusion in the Inner Circle also provides Perficient with privileged access to Microsoft leadership, strategic insights, and early adoption opportunities. This access enables us to stay ahead of the curve and deliver future-ready solutions tailored to our clients’ unique needs.

Read more about this exciting recognition in our official press release.

]]> 0 Sirish Kumar Reddy Vajrala <![CDATA[What is Microsoft Copilot?]]> https://blogs.perficient.com/?p=386992 2025-09-16T14:14:46Z 2025-09-16T12:25:18Z

Microsoft Copilot is an AI-powered assistant embedded across the Microsoft 365 ecosystem, designed to enhance productivity, streamline workflows, and empower users with intelligent automation. Built on Large Language Models (LLMs) like GPT-4 and GPT-5, and tightly integrated with Microsoft Graph, Copilot transforms how professionals interact with tools like Word, Excel, PowerPoint, Outlook, and Teams.

Picture1

Microsoft Copilot is an LLM-powered AI assistant by Microsoft, similar to OpenAI’s ChatGPT. Under the Copilot brand, Microsoft has released a variety of products. Here’s a timeline of key releases:

Picture2

Core Features of Microsoft Copilot

Copilot offers a wide range of capabilities. Specifically, it supports:

  • Data Analysis: Analyzes large datasets, identifies trends, and generates insights.
  • Document Creation: Drafts reports, emails, and presentations using natural language prompts.
  • Project Management: Tracks tasks, schedules meetings, and summarizes conversations.
  • Workflow Automation: Automates repetitive tasks like data entry and report generation.
  • Communication: Summarizes emails, drafts responses, and manages inboxes.
  • Security & Privacy: Honors Conditional Access, MFA, and data boundaries.

These features span across multiple Microsoft 365 apps, making Copilot a versatile productivity tool.

How Microsoft Copilot Works as an AI tool

Picture3

At its core, Copilot combines:

  • Large Language Models (LLMs) from OpenAI
    • It orchestrates large language models (like GPT-4 /GPT-5 via Azure OpenAI) to understand, generate, and summarize content in context.
  • Microsoft Graph for contextual enterprise data
    • Copilot uses Microsoft Graph and semantic indexing—adding metadata and vector embeddings to content—enhancing intelligent retrieval when generating responses.
  • Natural Language Processing (NLP) for understanding user intent
  • Uses plain language prompts to perform complex tasks
  • Microsoft 365 APIs for secure integration

 Microsoft Copilot Workflow

Picture4

Security & Compliance

  • Data Access: Copilot only accesses data that the user is authorized to view.
  • Encryption: All data is encrypted in transit.
  • MFA & Conditional Access: Fully supported for enterprise-grade security.

 Advantages of Microsoft Copilot

Copilot delivers several benefits:

  • Automation: Reduces manual tasks like writing and formatting.
  • Data Insights: Analyzes trends and creates visualizations.
  • Contextual Intelligence: Uses enterprise data for tailored responses.
  • Time Savings: Speeds up routine work and decision-making.
  • Security: Honors user permissions and governance policies.

As a result, organizations can achieve measurable productivity gains.

Day-to-Day Uses in the Software Industry

For Developers

  • Code Suggestions: GitHub Copilot offers real-time code completions.
  • Documentation: Drafts technical documentation in Word.
  • Data Analysis: Uses Excel + Python for forecasting and modeling.
  • Meeting Summaries: Teams Copilot summarizes stand-ups and action items.

For Project Managers

  • Task Tracking: Automates task updates and reminders.
  • Presentation Creation: Builds stakeholder decks from project data.
  • Email Drafting: Summarizes threads and drafts follow-ups.

For QA/Testers

  • Bug Reporting: Drafts structured bug reports.
  • Test Case Generation: Suggests test scenarios based on requirements

Industry Applications Uses

  • Retail: Optimize shift scheduling and inventory
  • Finance: Automate reporting and investment analysis
  • Healthcare: Streamline clinical documentation
  • Education: Personalize learning and automate grading
  • Government: Draft public communications and manage budgets

Picture5

Business Impact of Using Microsoft Copilot

1. Boosted Productivity

Automates repetitive tasks like drafting emails, generating summaries, or designing slides—freeing up more time for strategic work

2. Time Savings

  • UK civil servants saved approximately 26 minutes daily (entry users averaged 37 minutes).
  • TAL insurer saved up to 6 hours a week per employee.

3. Creativity & Quality Enhancements

Helps generate polished content, insightful visual designs, and improves presentation efficacy.

4. Seamless Integration

Works natively within existing Microsoft tools, reducing learning curves and ensuring smooth adoption.

5. Executive Workflow Optimization

Satya Nadella uses GPT-5–powered Copilot for prompts like meeting prep, project updates, time categorization, and decision analysis

Scaling Copilot—Building Intelligence for Your Organization

1. Copilot Connectors

Ingest data from ERP, CRM, and internal systems to enrich Copilot’s knowledge base, letting it reason over broader, organization-specific content, while respecting access controls.

2. Copilot Agents

Build or use prebuilt AI agents to automate workflows—e.g., employee onboarding, sales leads creation, IT requests—right from within Copilot.

Agents can:

  • Take real-time actions (database updates, triggering flows)
  • Tailor automation to your context

3. Copilot APIs

Use the Copilot Retrieval API to programmatically access enterprise data indexes and integrate AI capabilities into custom applications or workflows, with full compliance and governance.

Picture6

How to Integrate Microsoft Copilot into Microsoft 365

Prerequisites

  • Active Microsoft 365 subscription (E3/E5 or Business Standard/Premium).
  • Microsoft Copilot license.
  • Admin permissions for organizational deployment.

Integration Steps

  1. Enable Copilot in Admin Center
    1. Go to Microsoft 365 Admin Center → Apps → Enable Copilot.
  2. Assign Licenses
    1. Allocate Copilot licenses to users.
  3. Configure Security & Compliance
    1. Ensure Conditional Access, MFA, and data governance policies are in place.
  4. Deploy Across Apps
    1. Activate Copilot in Word, Excel, PowerPoint, Outlook, and Teams.

Where Copilot is Natively Embedded

  • Word: Draft and edit documents.
  • Excel: Analyze data and automate calculations.
  • PowerPoint: Design presentations with AI.
  • Outlook: Manage emails and calendars.
  • Teams: Summarize meetings and manage tasks.
  • OneNote: Organize notes and generate summaries.
  • It also integrates with SharePoint, Planner, Project, and Power Platform for extended automation and data insights.

Why Microsoft Copilot is a Game-Changer

  • By combining AI intelligence with enterprise data, Copilot transforms how businesses operate:
  • Reduces manual effort.
  • Improves decision-making.
  • Enhances collaboration.
  • Delivers measurable productivity gains across all departments.

Conclusion

In summary, Microsoft Copilot is not just a productivity tool—it’s a strategic AI partner that empowers professionals across industries. From automating mundane tasks to enhancing creativity and collaboration, Copilot is reshaping the future of work.

]]> 5 Erin Zapata <![CDATA[Why It’s Time to Move from SharePoint On-Premises to SharePoint Online]]> https://blogs.perficient.com/?p=387013 2025-09-09T14:53:50Z 2025-09-09T14:53:50Z

In today’s fast-paced digital workplace, agility, scalability, and collaboration aren’t just nice to have—they’re business-critical. If your organization is still on Microsoft SharePoint On-Premises, now is the time to make the move to SharePoint Online. Here’s why this isn’t just a technology upgrade—it’s a strategic leap forward.

1. Work Anywhere, Without Barriers

SharePoint Online empowers your workforce with secure access to content from virtually anywhere. Whether your team is remote, hybrid, or on the go, they can collaborate in real time without being tethered to a corporate network or VPN.

2. Always Up to Date

Forget about manual patching and version upgrades. SharePoint Online is part of Microsoft 365, which means you automatically receive the latest features, security updates, and performance improvements—without the overhead of managing infrastructure.

3. Reduce Costs and Complexity

Maintaining on-premises servers is expensive and resource-intensive. By moving to SharePoint Online, you eliminate hardware costs, reduce IT overhead, and streamline operations. Plus, Microsoft handles the backend, so your team can focus on innovation instead of maintenance.

4. Enterprise-Grade Security and Compliance

Microsoft invests heavily in security, offering built-in compliance tools, data loss prevention, and advanced threat protection. SharePoint Online is designed to meet global standards and industry regulations, giving you peace of mind that your data is safe.

5. Seamless Integration with Microsoft 365

SharePoint Online integrates effortlessly with Microsoft Teams, OneDrive, Power Automate, and Power BI—enabling smarter workflows, better insights, and more connected experiences across your organization.

6. Scalability for the Future

Whether you’re a small business or a global enterprise, SharePoint Online scales with your needs. You can easily add users, expand storage, and adapt to changing business demands without worrying about infrastructure limitations.

Why Perficient for Your SharePoint Online Migration 

Migrating to SharePoint Online is more than a move to the cloud—it’s a chance to transform how your business works. At Perficient, we help you turn common migration challenges into measurable wins:
  • 35% boost in collaboration efficiency
  • Up to 60% cost savings per user
  • 73% reduction in data breach risk
  • 100+ IT hours saved each month
Our Microsoft 365 Modernization solutions don’t just migrate content—they build a secure, AI-ready foundation. From app modernization and AI-powered search to Microsoft Copilot integration, Perficient positions your organization for the future.
]]> 0 Lysa Young-Bates <![CDATA[Perficient Quoted in Forrester Report on Intelligent Healthcare Organizations]]> https://blogs.perficient.com/?p=386542 2025-11-04T15:12:01Z 2025-08-29T14:45:01Z

Empathy, Resilience, Innovation, and Speed: The Blueprint for Intelligent Healthcare Transformation

Forrester’s recent report, Becoming An Intelligent Healthcare Organization Is An Attainable Goal, Not A Lost Cause, confirms what healthcare executives already know: transformation is no longer optional.

Perficient is proud to be quoted in this research, which outlines a pragmatic framework for becoming an intelligent healthcare organization (IHO)—one that scales innovation, strengthens clinical and operational performance, and delivers measurable impact across the enterprise and the populations it serves.

Why Intelligent Healthcare Is No Longer Optional

Healthcare leaders are under pressure to deliver better outcomes, reduce costs, and modernize operations, all while navigating fragmented systems and siloed departments. The journey to transformation requires more than technology; it demands strategic clarity, operational alignment, and a commitment to continuous improvement.

Forrester reports, “Among business and technology professionals at large US healthcare firms, only 63% agree that their IT organization can readily reallocate people and technologies to serve the newest business priority; 65% say they have enterprise architecture that can quickly and efficiently support major changes in business strategy and execution.”

Despite widespread investment in digital tools, many healthcare organizations struggle to translate those investments into enterprise-wide impact. Misaligned priorities, inconsistent progress across departments, and legacy systems often create bottlenecks that stall innovation and dilute momentum.

Breaking Through Transformation Barriers

These challenges aren’t just technical or organizational. They’re strategic. Enterprise leaders can no longer sit on the sidelines and play the “wait and see” game. They must shift from reactive IT management to proactive digital orchestration, where technology, talent, and transformation are aligned to business outcomes.

Business transformation is not a fleeting trend. It’s an essential strategy for healthcare organizations that want to remain competitive as the marketplace evolves.

Forrester’s report identifies four hallmarks of intelligent healthcare organizations, emphasizing that transformation is not a destination but a continuous practice.

Four Hallmarks of An Intelligent Healthcare Organization (IHO)

To overcome transformation barriers, healthcare organizations must align consumer expectations, digital infrastructure, clinical workflows, and data governance with strategic business goals.

1. Empathy At Scale: Human-Centered, Trust-Enhancing Experiences

A defining trait of intelligent healthcare organizations is a commitment to human-centered experiences.

  • Driven By: Continuous understanding of consumer needs
  • Supported By: Strategic technology investments that enable timely, personalized interventions and touchpoints

As Forrester notes, “The most intelligent organizations excel at empathetic, swift, and resilient innovation to continuously deliver new value for customers and stay ahead of the competition.”

Empathy is a performance driver. Organizations that prioritize human-centered care see higher engagement, better adherence, and stronger loyalty.

Our experts help clients reimagine care journeys using journey sciences, predictive analytics, integrated CRM and CDP platforms, and cloud-native architectures that support scalable personalization. But personalization without protection is a risk. That’s why empathy must extend beyond experience design to include ethical, secure, and responsible AI adoption.

Healthcare organizations face unique constraints, including HIPAA, PHI, and PII regulations that limit the utility of plug-and-play AI solutions. To meet these challenges, we apply our PACE framework—Policies, Advocacy, Controls, and Enablement—to ensure AI is not only innovative but also rooted in trust.

  • Policies establish clear boundaries for acceptable AI usage, tailored to healthcare’s regulatory landscape.
  • Advocacy builds cross-functional understanding and adoption through education and collaboration.
  • Controls implement oversight, auditing, and risk mitigation to protect patient data and ensure model integrity.
  • Enablement equips teams with the tools and environments needed to innovate confidently and securely.

This approach ensures AI is deployed with purpose, aligned to business goals, and embedded with safeguards that protect consumers and care teams alike. It also supports the creation of reusable architectures that blend scalable services with real-time monitoring, which is critical for delivering fast, reliable, and compliant AI applications.

Responsible AI isn’t a checkbox. It’s a continuous practice. And in healthcare, it’s the difference between innovation that inspires trust and innovation that invites scrutiny.

2. Designing for Disruption: Resilience as a Competitive Advantage

Patient-led experiences must be grounded in a clear-eyed understanding that market disruption isn’t simply looming. It’s already here. To thrive, healthcare leaders must architect systems that flex under pressure and evolve with purpose. Resilience is more than operational; it’s also behavioral, cultural, and strategic.

Perficient’s Access to Care research reveals that friction in the care journey directly impacts health outcomes, loyalty, and revenue:

  • More than 50% of consumers who experienced scheduling friction took their care elsewhere, resulting in lost revenue, trust, and care continuity
  • 33% of respondents acted as caregivers, yet this persona is often overlooked in digital strategies
  • Nearly 1 in 4 respondents who experienced difficulty scheduling an appointment stated that the friction led to delayed care, and they believed their health declined as a result
  • More than 45% of consumers aged 18–64 have used digital-first care instead of their regular provider, and 92% of them believe the quality is equal or better

This sentiment should be a wakeup call for leaders. It clearly signals that consumers expect healthcare to meet both foundational needs (cost, access) and lifestyle standards (convenience, personalization, digital ease). When systems fail to deliver, patients disengage. And when caregivers—who often manage care for entire households—encounter barriers, the ripple effect is exponential.

To build resilience that drives retention and revenue, leaders must design systems that anticipate needs and remove barriers before they impact care. Resilient operations must therefore be designed to:

  • Reduce friction across the care journey, especially in scheduling and follow-up
  • Support caregivers with multi-profile tools, shared access, and streamlined coordination
  • Enable digital-first engagement that mirrors the ease of consumer platforms like Amazon and Uber

Consumers are blending survival needs with lifestyle demands. Intelligent healthcare organizations address both simultaneously.

Resilience also means preparing for the unexpected. Whether it’s regulatory shifts, staffing shortages, or competitive disruption, IHOs must be able to pivot quickly. That requires leaders to reimagine patient (and member) access as a strategic lever and prioritize digital transformation that eases the path to care.

3. Unified Innovation: Aligning Strategy, Tech, and Teams

Innovation without enterprise alignment is just noise—activity without impact. When digital initiatives are disconnected from business strategy, consumer needs, or operational realities, they create confusion, dilute resources, and fail to deliver meaningful outcomes. Fragmented innovation may look impressive in isolation, but without coordination, it lacks the momentum to drive true transformation.

To deliver real results, healthcare leaders must connect strategy, execution, and change readiness. In Forrester’s report, a quote from an interview with Priyal Patel emphasizes the importance of a shared strategic vision:

Priyal Patel“Today’s decisions should be guided by long-term thinking, envisioning your organization’s business needs five to 10 years into the future.” — Priyal Patel, Director, Perficient

Our approach begins with strategic clarity. Using our Envision Framework, we help healthcare organizations rapidly identify opportunities, define a consumer-centric vision, and develop a prioritized roadmap that aligns with business goals and stakeholder expectations. This framework blends real-world insights with pragmatic planning, ensuring that innovation is both visionary and executable.

We also recognize that transformation is not just technical—it’s human. Organizational change management (OCM) ensures that teams are ready, willing, and able to adopt new ways of working. Through structured engagement, training, and sustainment, we help clients navigate the behavioral shifts required to scale innovation across departments and disciplines.

This strategic rigor is especially critical in healthcare, where innovation must be resilient, compliant, and deeply empathetic. As highlighted in our 2025 Digital Healthcare Trends report, successful organizations are those that align innovation with measurable business outcomes, ethical AI adoption, and consumer trust.

Perficient’s strategy and transformation services connect vision to execution, ensuring that innovation is sustainable. We partner with healthcare leaders to identify friction points and quick wins, build a culture of continuous improvement, and empower change agents across the enterprise.

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4. Speed With Purpose and Strategic Precision

The ability to pivot, scale, and deliver quickly is becoming a defining trait of tomorrow’s healthcare leaders. The way forward requires a comprehensive digital strategy that builds the capabilities, agility, and alignment to stay ahead of evolving demands and deliver meaningful impact.

IHOs act quickly without sacrificing quality. But speed alone isn’t enough. Perficient’s strategic position emphasizes speed with purpose—where every acceleration is grounded in business value, ethical AI adoption, and measurable health outcomes.

Our experts help healthcare organizations move fast by:

This approach supports the Quintuple Aim: better outcomes, lower costs, improved experiences, clinician well-being, and health equity. It also ensures that innovation is not just fast. It’s focused, ethical, and sustainable.

Speed with purpose means:

  • Rapid prototyping that validates ideas before scaling
  • Real-time data visibility to inform decisions and interventions
  • Cross-functional collaboration that breaks down silos and accelerates execution
  • Outcome-driven KPIs that measure impact, not just activity

Healthcare leaders don’t need more tools. They need a strategy that connects business imperatives, consumer demands, and an empowered workforce to drive transformation forward. Perficient equips organizations to move with confidence, clarity, and control.

Collaborating to Build Intelligent Healthcare Organizations

We believe our inclusion in Forrester’s report underscores our role as a trusted advisor in intelligent healthcare transformation. From insight to impact, our healthcare expertise equips leaders to modernize, personalize, and scale care. We drive resilient, AI-powered transformation to shape the experiences and engagement of healthcare consumers, streamline operations, and improve the cost, quality, and equity of care.

We have been trusted by the 10 largest health systems and the 10 largest health insurers in the U.S., and Modern Healthcare consistently ranks us as one of the largest healthcare consulting firms.

Our strategic partnerships with industry-leading technology innovators—including AWS, Microsoft, Salesforce, Adobe, and more—accelerate healthcare organizations’ ability to modernize infrastructure, integrate data, and deliver intelligent experiences. Together, we shatter boundaries so you have the AI-native solutions you need to boldly advance business.

Ready to advance your journey as an intelligent healthcare organization?

We’re here to help you move beyond disconnected systems and toward a unified, data-driven future—one that delivers better experiences for patients, caregivers, and communities. Let’s connect and explore how you can lead with empathy, intelligence, and impact.

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