SHIFT deploys Responsible AI and Next-Gen Enterprise Project Management on the Microsoft cloud you already use — grounded in your data, auditable by design, adopted by your people.
uplift from AI-assisted automation across delivery
faster with grounded copilots and live dashboards
auditable AI — EU AI Act-ready, end-to-end
projects delivered on our PPM stack since 2017, AI agents since 2024
What we do
A consulting firm with 20+ years in project and portfolio management — now pairing that delivery depth with responsible, production-grade AI.
Comprehensive guidance on maximising AI advantage through a holistic method that tackles privacy, risk and security head-on — while establishing best practices and requalifying your people.
A cutting-edge PPM practice staffed by experts with more than 20 years of experience — extended with 11 on-demand AI agents that plan, track, govern and report.
Why SHIFT · Business value
Measurable value across every function in the organisation — on one platform, under one governance model.
Faster, better-evidenced decisions with portfolio-level visibility and AI-assisted scenarios.
AI agents draft plans, risks, reports and timesheets — PMs deliver more, with less admin.
Budgeting, forecasting and KPI commentary auto-generated; variance explained, not just flagged.
Conversational field capture, automated routing and live dashboards for safety and quality.
Continuous data-quality AI, governed RAG and Purview-enforced security on Microsoft 365.
PROSCI-certified change, AI coaching agents and continuous requalification to sustain adoption.
ONE platform · 11 agents · governed end-to-end
Our integrated approach
Proven SHIFT practice — every engagement is guided by all three, at every step.
Governance and policies, risk management, security and privacy aligned with the EU AI Act. End-to-end data security, transparent governance of AI decisions and full auditability of automated processes.
Specialised agents on a responsible AI architecture: grounded RAG over enterprise content, Microsoft 365 Copilot integration and a library of pre-developed agents that shorten deployment.
Organisational change management, AI training and capacity building. PROSCI-certified consultants guide leaders, users and roles through awareness, adoption and ongoing requalification.
SHIFT AI scenarios
Each built on responsible-AI guardrails and your existing Microsoft 365 estate — deployable on the same platform and governance model.
Rules-based work automated end-to-end, human-in-the-loop on exceptions
Repetitive approvals, data entry and document routing tie up skilled staff and introduce delay and error.
Power Automate flows and Copilot agents automate intake, routing, approvals and notifications end-to-end, with a human-in-the-loop on exceptions.
Shorter cycle times, higher throughput and a full audit trail — staff redeployed to judgement work.
Agentic WBS, risks and portfolio prioritisation — PMs validate
PMs spend more time updating status, building WBS and reformatting reports than managing delivery; intake and prioritisation are inconsistent.
Agentic assistants draft WBS, costs, risks and lessons learned, keep schedules and RAID current, generate status reports, and score and rank initiatives across the portfolio — the PM and PMO validate.
Always-current project data, structured business cases, objective portfolio prioritisation and faster, evidence-based decisions.
Continuous AI profiling, steward remediation, live DQ scorecards
Decisions and AI outputs are only as good as the data; duplicates, gaps and stale records erode trust and compliance.
Continuous AI-assisted profiling across completeness, accuracy, consistency, timeliness, uniqueness and validity, with steward remediation and Power BI scorecards.
A trusted single source of truth, measurable data-quality KPIs, AI-ready data and lower regulatory risk.
AI-drafted budgets, forecasts and narrative KPI commentary
Budgeting and forecasting cycles are long and manual; variance analysis arrives too late to act on.
Planning agents draft budgets and rolling forecasts from drivers, reconcile actuals, detect variances and generate narrative commentary for review.
Faster planning cycles, more accurate forecasts, transparent KPIs and management focus on decisions instead of data wrangling.
An AI coach in the flow of work — guidance suggested, decisions human
PM and team maturity is uneven; coaching is hard to scale and skill development is inconsistent across the organisation.
An autonomous coach agent observes meetings, mail and project artefacts, gives constructive in-context feedback and recommends targeted learning — flagging incoherence and missed follow-ups before they escalate.
Faster PM and team growth, consistent practice and a stronger delivery culture — guidance is suggested, decisions stay human.
Conversational field capture, auto-classification, predictive trends
Health, quality, safety, security and environment reporting is manual and lagging; incidents are under-reported and trends spotted too late.
Conversational voice or chat capture in the field; AI structures and classifies severity, routes corrective actions and surfaces predictive trend dashboards.
Higher reporting rates, faster corrective action, leading indicators and a stronger safety and compliance culture.
Semantic search, auto-summary and governed tagging with cited answers
Documents are scattered across systems; finding and summarising the right version is slow and tribal knowledge leaves with people.
AI over SharePoint and Dataverse provides semantic search, auto-summary and governed metadata tagging, with retention via Microsoft Purview and cited answers.
Answers in minutes rather than hours, governed content and preserved institutional memory.
ML on market and production signals to maximise margin
Commercial decisions rely on stale forecasts and gut feel; production, shipping and contract terms are rarely optimised together against live market signals.
Advanced ML blends market context, contract data and production telemetry to forecast demand and price — recommending when to increase production and shipping to maximise margin and service.
Higher margin, fewer missed market windows, optimised contracts and a tighter link between commercial planning and operations.
How we implement
Aligned with Responsible AI — and guided by our three pillars at every step.
Map business processes, identify automation opportunities, define success criteria.
Architect agent workflows, define guardrails, establish governance.
Develop agents in a controlled sandbox, validate against the TRiSM framework.
Roll out with human-in-the-loop oversight and track KPIs.
Continuous improvement; expand agent capabilities; refine policies.
Reference architecture
One Microsoft cloud, an agentic layer and governance — local datacenters and integrated security included.
No data leaves your tenant. Zero leakage to public models — encryption in transit and at rest, role-based access, and every prompt, source and output logged for review.
Product · Next-Gen PPM
A modern PPM platform on Microsoft 365 — extended with 11 on-demand AI agents, plus an autonomous coaching agent that develops PMs and safeguards compliance and risk.
Project plans, sprints, risk registers and resource allocations drafted in minutes.
AI coaches PMs on schedule, scope and risk; agents track progress, timesheets and issues.
Automated reporting, change control and audit — all on Microsoft 365.
Autonomous agents act as on-demand mentors — guiding less-experienced PMs on planning, risk and stakeholder management in-flow.
Covering the full PM workflow — grounded in your project data, governed end-to-end.
How the agents work
Project data, schedules, risks, timesheets and policies from M365 retrieved via RAG.
The agent plans steps and calls tools — Project, Power BI, Teams — under role-based permissions.
Writes back updates, drafts plans, files risks and books meetings — with a human-in-the-loop.
Outcomes logged for audit, feedback and continuous improvement of the agent's policies.
Trusted by
Start here
Book a discovery workshop: we'll map your processes, identify the highest-value AI scenarios and show you what governed automation looks like on your own Microsoft 365 estate.
Book a discovery workshopor write to us at info@shift-global.com
Aligned with EU AI Act · GDPR · National frameworks
