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Don’t Touch a Hold Until It Deploys: PolicyDeploymentException and How to Recover

Oct 2026 - O365

A legal hold that exists in the portal but holds the wrong things is worse than no hold at all, because everyone assumes...
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Usage Is Not ROI: Building an AI Value Scorecard Your Board Will Trust

Oct 2026 - AI

Six months into an AI rollout, most leadership teams receive the same report. Active users are up.
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Why AI Stalls in Mid-Market Teams: Start With the Problem Your Team Already Has

Oct 2026 - AI

Ask the accounts payable lead at most mid-market companies where the week goes and you'll get an answer in under a minute. Invoices...
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AI Prepares, a Human Decides: The Pattern Behind Agents That Survive an Audit

Oct 2026 - AI

Most financial-services leaders we work with have now seen the same agent demo. The software reads an alert, pulls the transactions, checks the...
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The 409 That Wasn’t Our Fault: Hold Names, Tenant Scope and Purview’s Own Retries

Oct 2026 - O365

In the first post we described a system where membership of one Entra group drives Purview legal holds end to end: a SharePoint...
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Start Where the Work Is Boring: Picking Your First Three AI Use Cases

Oct 2026 - AI

When a leadership team sits down to choose its first AI use cases, the list usually starts with the exciting ideas. A chatbot...
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AI or Process?: A Five-Question Filter Before You Fund Anything

Oct 2026 - AI

Every AI team we work with has a queue. Requests arrive from every corner of the business: an agent to chase missing loan...
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Copilot Inherits Your Permissions: Fix Data Access Before You Deploy

Oct 2026 - AI

Every Microsoft 365 tenant has a few years of sharing decisions built into it. A project site opened to "everyone" so a deadline...
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It’s Rarely the Model: The Four Reasons AI Programs Actually Fail

Oct 2026 - AI

When an AI initiative stalls, the post-mortem usually starts with the technology. The model hallucinated.
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