The firm

Your trusted Microsoft advisor, now building the agentic future.

Cole Innovation Systems is a strategic technology consultancy focused on AI, Microsoft Copilot and Microsoft Dynamics Business Applications in the Microsoft Cloud. We help you navigate the options, formulate a clear roadmap, and turn it into working solutions.

How we help Talk to us

What we do

From first idea to running system.

We help businesses stay ahead of the curve and put new technology to work, safely and with measurable impact.

Technology Innovation

Identify and implement the latest, most relevant innovations in your industry before they become table stakes.

Digital Transformation

Guidance on adopting the right new technologies and processes for your transformation journey.

Intelligent Automation

Automate processes with intelligent automation to improve efficiency and reduce cost.

Data, Analytics & AI Systems

Insights from advanced analytics, with AI grounded in your own data, safely and securely.

Development, Architecture & Design

Design and build new, innovative systems using the latest methodologies.

AI & Copilot Enablement

Bring Microsoft Copilot and agentic AI into daily work, with the governance to do it responsibly.

How we help

Strategic technology consulting, end to end.

From board-level advisory to hands-on adoption, we meet you wherever you are on the journey.

Strategic Advisory

Align technology with business goals and de-risk the path forward.

Align technology initiatives with business goals
Advise on market trends and the competitive landscape
Risk management for technology adoption
Frameworks for continuous process innovation
Board-level AI, Copilot, and Dynamics advisory

Business Solutions Consulting

Tailor and implement the right solution for how you actually work.

Tailor solutions to specific business needs
Optimize processes with emerging technologies
Implementation and migration planning that speeds time to value
Comprehensive business analysis to find opportunities
Best practices for efficiency and digital transformation

AI & Copilot Adoption

Move from interest to productive, governed Copilot use.

Step-by-step adoption and integration roadmaps
Microsoft 365 Copilot that makes teams more productive
Copilot Readiness Assessments for security and privacy
Copilot use-case ideation workshops
Training teams to turn AI into better decisions

Microsoft solutions we deliver

Deep across the Microsoft Cloud.

Our expertise spans the platforms your business runs on.

Productivity & AI

Microsoft 365 Copilot

Microsoft 365 Modern Work apps
Microsoft Copilot Studio
Microsoft Purview security and governance
GitHub Copilot

Business Applications

Microsoft Dynamics

Dynamics 365 CRM
Finance & Operations
Dynamics Commerce
Business Central
Power Platform and Power BI

Cloud & Data

Microsoft Azure

Azure OpenAI
Microsoft Fabric and Data Lake
Azure App and Integration Services
AI and Copilot Studio solutions

Our own intelligent applications

Strategy that delivers action.

The same strategic and architectural expertise, now delivered as intelligent applications and managed services. Both live on the Action Insights platform.

Action Insights Match

AiMatch

Intelligent Deep AI Research

Deep research, right-contact discovery, on-brand outreach.

Action Insights Spark

AiSpark

From idea to approved use case

Structured AI adoption, guided by the CANVAS framework.

For Microsoft partners & ISVs

Strengthen what you already have.

We have built successful Microsoft partner organizations from the inside. We help you capture the full potential of your Microsoft partner relationship, benefits, and go-to-market execution.

AI & Copilot Strategic Advisory

Strategic AI and Copilot planning for your own practice, so you stay competitive while advising others.

Go-to-Market Planning & Execution

A solid AI and Copilot strategy that maximizes your Microsoft opportunity growth.

Internal Adoption & Efficiency

Internal adoption is the most effective way to breed AI evangelists and champions. We bring the CANVAS framework inside your organization first.

Delivery Strategic Infusion

Inject AI efficiency into delivery to reduce customer cost and timelines while increasing license revenue and win propensity. If you are not doing this, others will be.

Microsoft Alignment & Co-sell

Leverage Microsoft teams, tools, and strategies to increase pipeline and customer success.

Why clients work with us

Our guiding principles.

Four principles run through every engagement, and each one builds on the last.

Trust

Earned in the field

Clients trust our recommendations, grounded in hands-on experience inside the systems we advise on.

Vision

The art of the possible

We paint a clear vision of what is possible and how it improves efficiency, growth, and profitability.

Confidence

Guidance and execution

Clients are confident in our ability to guide and execute the implementation plan.

Success

The only option

Our clients succeed. Our own success is built on their trust, our vision, and their confidence in our delivery.

Client success stories

Results our clients can point to.

Real engagements and the results they produced.

Strategic Advisory & Microsoft Business Applications

Kent International

Optimizing IT teams, resources, and business strategy

System optimization and financial accuracy: remediated critical system issues and improved processing flows and accuracy
Seamless business continuity: engaged EDI monitoring partners to keep transactions flowing for major retail customers
Staff transition and stability: ensured continuity through IT turnover and helped onboard a new IT Director and key contractors
Continuous improvement: built a prioritized issue and project backlog and flagged key system risks with mitigations

We are functioning at a much higher level, and the transition to our new IT team and support partners was such an impressively smooth transition thanks to your help.

Scott Kamler, CEO, Kent International

Advice that becomes action.

Strategic advisory and research-first intelligence, built to end in results. We know business applications from the inside, and we put that architecture to work for you: configured around your business, operated with you, focused on the decisions that matter.

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