Your AI and SharePoint lead, in the work with you
Two 60-minute working sessions a month, a Teams channel in between, and everything we build lives in your own tenant and stays yours. We get the information right in SharePoint first, so the AI on top of it actually works. I direct, we build it together, and you own it.
Done with you, every month
You bring whatever is slow, manual or not getting done. We fix the process and the SharePoint underneath it first, then put AI on top, together, on your screen. Nothing gets built in a black box and handed back.
A part-time AI or SharePoint lead usually runs from $5,000 to $15,000 a month, and you rarely get both in one person. This is the same person in the room, at a price a small team can carry.
Want a faster pace? See the weekly option.
You've got the licences. What you don't have is someone who owns it.
Most of the organisations I talk to are in the same spot. Copilot is switched on for some of the team, a few people are using ChatGPT or Claude on the side, and there's been a pilot or two that went nowhere. Underneath it all sits a SharePoint that grew by accident: duplicate sites, files in six places, permissions nobody has looked at in years. AI on top of that gives you confident wrong answers. What's missing isn't another tool. It's a person in the work with you who knows both halves, the information and the AI.
Ops and business leads
You've been handed "do AI" on top of your actual job. We pick the three or four manual processes eating your team's week and take them off the list, one session at a time.
Professional services firms
Advice, legal, accounting, consulting. Your value is in your documents and your judgement. We make the documents usable by AI and keep the judgement with you.
Owners who aren't tech people
You never have to pretend to be. I explain it in plain English, show you exactly what to click, and we go at your pace.
Teams on Microsoft 365 that have stalled
Copilot is paid for and barely used, and SharePoint has become the place things go to get lost. Those two problems are the same problem, and fixing it is where I go deepest.
Fix the process and the information. Then put AI on it.
Automating a messy process just makes the mess faster, and pointing AI at a messy SharePoint gives you fast, confident, wrong answers. So we don't jump straight to the tool. Every session follows the same shape, and it compounds.
Tell me what's eating your week
Before we start, you fill in a short intake form: the manual processes, the tools you use, what you've tried before, and one question that decides where we begin. "What's the one process you'd pay the most to never do again?" No form, no first session. It's the foundation for everything after it.
Session one is foundation, not automation
We set up the ground AI stands on: where your key documents live in SharePoint, who can see what, the context AI needs about your business, and a check that nothing is exposed that shouldn't be before Copilot or anything else starts reading it. It's the unglamorous session, and it makes every one after it work.
One process at a time, on your screen
You show me how it's done today. We cut the steps that don't need to be there. Then we turn what's left into something AI runs: a skill, an agent, a flow, whatever fits. I do the heavy lifting on the design, we build it together on your screen, and by the end of the hour it's live in your tenant.
The hub keeps score
After every session your hub gets the recording, three takeaways, the action items and what we built. Next session starts where the last one finished. Ninety days in, you're not holding a strategy deck. You're running a business where the follow-up happens, the reports write themselves and your team knows how it works.
The work that gives you your week back
We use whatever fits the job: Copilot, Claude, ChatGPT, Power Automate, Copilot Studio, the tools you already pay for. Most of my clients run on Microsoft 365, so that's usually where we start, and it's where I go deepest.
A SharePoint that AI can actually use
Your documents, policies and client files structured in SharePoint so AI gives the right answer and only the right people can see it. Site design, metadata, permissions, the lot. This is the bit most people skip, and it's why their Copilot pilot stalled.
Repeat work turned into skills and agents
The quote, the file note, the monthly report, the onboarding pack. Captured once, grounded in your SharePoint content, and done the same way every time by the people who used to do it by hand.
Admin that runs itself
Follow-ups, chasing, copying things between systems, the weekly summary nobody wants to write. Connected to the software you already use, and written down so your business keeps it.
A team that can run it without you
You build it on the call, your team learns it in the Libraries, and the hub holds the record. Nobody is dependent on me, and that's the point.
Twenty years in the Microsoft ecosystem. In the day to day, not commentating on it.
I'm Daniel Anderson, an independent consultant based in Melbourne. I've spent more than 20 years in SharePoint and Microsoft 365, and I'm a Microsoft MVP for both Copilot and SharePoint, which is a rarer pairing than it should be. Most AI consultants have never built a SharePoint site. Most SharePoint consultants haven't built an agent. I do both, and everything we set up together is running in my own business and in client work right now. You can see the methods in the open: the newsletter, the videos and the training library are all public.
Pick the pace that fits
Same method, same hub, same person. The difference is how often we're on a call together.
Two 60-minute working sessions a month, Teams channel in between, your client hub, five Copilot Ready Libraries seats. Month to month. Ten spots.
For a team that wants steady progress and can hold two sessions a month plus a little time in between.
Four 60-minute working sessions a month, one every week, with the same Teams channel, client hub and Libraries seats. Month to month.
For a team with more than one process to fix and the appetite to move at a weekly rhythm, so nothing sits for a fortnight.
Not ready for a monthly commitment? Start with the AI Workforce Assessment (US$999): one interview, a short report on where AI will pay off first, and a review call. If the Concierge is the right next step, we'll both know by then, and the US$999 comes off your first month.
About the AssessmentI'd rather tell you now than waste your money
The application exists so I can give you an honest answer on fit. Here's who should skip it.
You want it done for you
This isn't an implementation shop. I bring the direction and we build it together so your business owns the result. If you want someone to go away and come back with it finished, that's a project, and I'll say so.
You can't make the sessions
This only works if we meet and you use what we set up in between. If your calendar can't hold two hours a month plus a bit of follow-through, wait until it can.
You need a guaranteed number
I'll measure what we do honestly and show you everything running in my own business. Nobody can promise your revenue figure, and you shouldn't trust anyone who does.
Nothing can change
We fix the process before we automate it. If the process is off limits, AI just makes the same problem faster, and I won't take your money for that.
The things people ask before they apply
What does "done with you" mean in practice?
We share screens and set up the real thing in your business, live. I bring the design, the prompts and the know-how, and we build it together in your own accounts, so nothing lands on you that you haven't seen made. You use it between sessions. Done for you leaves you dependent on the vendor. Done with you leaves you with the working setup and the skill to run it.
What does the Teams channel cover?
Questions, quick reviews, "is this the right approach", "it broke, what now". I reply within one business day, Monday to Friday AEST, and usually within the hour. Anything that turns into a build is what the sessions are for. If something needs real project work, I'll scope it separately and say so up front.
Why not just book a few hours of consulting?
Hourly is the right buy when you have one problem and need a plan for it. The Concierge is different: I hold the context on your business between sessions, each one builds on the last, and the improvements stack rather than restarting. A strategy session ends with a roadmap. A Concierge month ends with something running.
Do I need to be technical?
No. Most of what we set up runs in tools you already have, and I explain every step in plain English. Where something needs a developer, I'll tell you rather than pretend it's simple.
Which AI tools do you use?
Whatever fits the job. Copilot, Claude, ChatGPT, Power Automate, Copilot Studio, and the systems you already pay for. Most of my clients are on Microsoft 365 with SharePoint underneath, so that's usually the starting point, and it's where I know the most. If you're not, that's fine too.
Is this a SharePoint clean-up or an AI engagement?
Both, and that's the point. Almost every AI problem I get called in for turns out to be an information problem first: the content is in the wrong place, structured badly, or shared with the wrong people. We fix that as we go, one process at a time, so the AI has something solid to stand on. You don't get a six-month migration project. You get a SharePoint that gets better every session because something real now depends on it.
What about access to our tenant and our data?
You drive, on your screen, in your accounts. I don't need admin access to your tenant to run the sessions. Where a build needs it, we agree it in writing first, and one of the first things we do together is check that nothing is exposed that shouldn't be.
Can I cancel?
Yes. Both options are month to month with no lock-in. Everything we build stays in your tenant and keeps working after you leave.
Apply for the AI Concierge
A few questions so I can tell you honestly whether this is the right fit. I read every application myself and reply within two business days. If the spots are full, I'll tell you where the waitlist stands.
Goes straight to me. No sales team.
A straight answer on whether this is the right fit. If it isn't, I'll tell you what is, whether that's the Assessment, a one-off project, or nothing at all right now.
No pitch. You tell me what's slow, I tell you what I'd start with, and we both work out whether we want to do this together.
Most people are in their first working session within two weeks of applying.
The application takes about five minutes. It asks who you are, how big the team is, which AI tools you use today, where Copilot and SharePoint are at, and the one process you'd pay the most to never do again.
Ready to stop figuring out AI and SharePoint on your own?
Apply, tell me what's slow, and I'll give you a straight answer on fit. If the Concierge isn't the right move, I'll point you at what is.