TrellisPoint

How do I know if Microsoft Copilot or AI is right for my organization?

Not every business is ready for AI. We start by assessing your goals, operational bottlenecks, and data maturity through our AI Value Engine framework. Sometimes the best approach is to optimize processes through Power Platform automation or Dynamics 365 before introducing Copilot. If AI is not the right fit yet, we will tell you. Our focus is achieving outcomes, not pushing tools.

What does a typical TrellisPoint engagement look like?

We run structured, outcome-driven projects. Most begin with a free two-hour strategy session to clarify business objectives, define success metrics, and identify constraints. From there, we create a fixed-scope roadmap or implementation plan. You will know exactly what is being delivered, when, and how success will be measured.

How long does a Dynamics 365 or Power Platform implementation take?

Timeline depends on scope and complexity. Copilot enablement or workflow optimizations can be completed in a few weeks. Full Dynamics 365 deployments usually span several months due to integrations and data migration. Once live, our D365 Evolve program keeps building what your team actually needs based on real usage.

What types of organizations does TrellisPoint work with?

We partner with mid-market and growth-focused organizations across industries like manufacturing, financial services, and professional services that want measurable outcomes, value structured execution, have executive buy-in, and are ready to modernize with Microsoft cloud technologies.

What happens after I submit the contact form?

Your inquiry is not sent to a generic sales funnel. A senior team member reviews your request and arranges a strategy conversation to understand your goals and challenges. That discussion clarifies whether we can deliver measurable impact and defines next steps. It is about alignment, not pressure.