Microsoft GovTech · Texas · Québec

AG365 designs, builds, and modernizes operational systems on Dynamics 365, Power Platform, Dataverse, Business Central, and Azure — for corrections, public safety, and regulated operations. AI Compass is the governance layer that makes AI adoption defensible.

Microsoft stackDynamics 365 · Power Platform · Azure
Public sectorCorrections · public safety · regulated operations
ProcurementTXShare Cooperative · NCTCOG SOL2026-010
GovernanceAI Compass · ISO/IEC 42001 · NIST · TRAIGA
Phase 2 deployedProduction go-live · managed ALM
Audit trailEvidence captured automatically
AG365 GovTech Delivery ConsoleREFERENCE VIEW
Microsoft Systems
Dynamics 365Power PlatformDataversePower BI
Mission Operations
CorrectionsPublic SafetyERP / CanteenAzure Integration
Governed AI
AI CompassISO 42001NIST AI RMFTRAIGA
Illustrative — see product views below
18+

years of public-sector technology experience behind the practice

2

countries served from offices in Texas and Québec

4

regulated sectors delivered — corrections, defense, aerospace, healthcare manufacturing

3

governance frameworks aligned in one register — ISO/IEC 42001, NIST AI RMF, TRAIGA

Core Microsoft expertise

Build systems. Operate them. Govern AI inside them.

From Dynamics 365 and Dataverse to Power Platform, Business Central, Azure integration, Power BI — and governed AI as the final layer, not the headline.

Build

Dynamics 365 CE

Case, offender, constituent, inspection, and operational workflows at state scale — built model-driven, secured by role.

Case managementOffender recordsWorkflows

Power Platform

Model-driven apps, Power Apps, Power Automate, and Power Pages — low-code delivery with enterprise discipline.

AppsAutomationPortals

Dataverse Architecture

Data model, security roles, ALM pipelines, and managed environments — the spine every reliable solution hangs on.

Data modelSecurity rolesALM
Operate

Business Central / ERP

Finance, inventory, procurement, and operations — including regulated distribution with lot and cold-chain traceability.

FinanceInventoryProcurement

Azure Integration

APIs, Logic Apps, Functions, Azure SQL, and integration patterns that connect legacy systems to the modern stack.

APIsLogic AppsMigration
Govern

AI Governance — AI Compass

AI inventory, risk classification, mapped controls, human-review gates, and disclosure tracking — the layer that makes AI adoption defensible inside the systems we build.

AI CompassISO 42001NIST AI RMFTRAIGA

Security & Compliance

Entra ID, DLP, Purview, Defender, and Sentinel woven into the architecture — not bolted on after the audit finding.

PurviewDefenderSentinel
Microsoft Stack

Microsoft platform builders, not just policy advisors.

Not just the products we know — what we do with each of them, daily, in production.

Dynamics 365Case, offender, and CRM workflows
Power AppsModel-driven and canvas apps
Power AutomateApprovals, notifications, evidence
Power PagesSecure citizen and vendor portals
DataverseData model, security, audit
Power BIExecutive and operational dashboards
Business CentralERP, inventory, procurement
AzureAPIs, integrations, data services
Copilot StudioGoverned agents with review gates
PurviewData governance and classification
DefenderSecurity posture management
SentinelMonitoring and SIEM
What we build

Systems agencies rely on every day.

Case Management Systems

Intake to resolution with full workflow, SLAs, and audit history.

Offender & Justice Operations

Custody records, casework, visitation, and facility workflows.

Inventory, Canteen & Procurement

Stock, purchase orders, trust accounts, and 3-way matching.

Compliance & Audit Systems

Evidence collection, policy management, and audit readiness.

AI Governance Platforms

AI inventory, risk scoring, controls, and disclosure tracking.

Executive Dashboards

Power BI views of caseload, SLA, risk, workload, and compliance.

Portals & External Access

Power Pages with secure login for citizens, vendors, and partners.

Legacy Modernization

Structured migration from aging systems to Microsoft Cloud.

Product views

What the work actually looks like.

Reference views of the Microsoft systems we deliver — case management, automation, facility operations, ERP, and governed AI.

AG365 GovTech Delivery ConsoleREFERENCE VIEW
Facility transfer request CASE-04112ACTIVE
Owner J. MartinezPriority HighSLA 4 daysStage Approval
  • Case created from intake formMon 08:14
  • Transport document generatedMon 09:02
  • Supervisor approval requestedPending
Offender recordFacility — Unit CTransport orderAudit log
Illustrative product views — not client data
Corrections & Public Safety Systems

Operational systems where every record matters.

Corrections and public-safety platforms built for auditability — delivered in production for state and provincial agencies, where every record is operational, legal, and auditable at once.

Operational workflow — end to end
IntakeAdmission record · identity · documents
Facility AdmissionUnit assignment · classification
Case PlanPrograms · casework · reviews
Program CreditCalculated · tracked · explainable
Release PlanningEligibility · coordination · handoff
Audit RecordEvery step evidenced, automatically
Offender recordsFacility workflowsSentence & program creditCanteen & inventorySecure consultation historyRole-based accessReporting & oversight
Offender RecordReference view
Record#88412 — Unit C
Custody statusGENERAL POPULATION
FacilityCentral — Unit C
AlertsDIETARY · 1 ACTIVE
Program Credit CalculationReference view
EligibilityCONFIRMED
Earned credit146 days
Review statusSUPERVISOR REVIEW
Audit trailFULL HISTORY ✓
Facility Operations DashboardReference view
Population1,184 / 1,250
Movements today37 scheduled · 31 complete
Appointments22 medical · 9 legal
Incidents0 OPEN
Reference architecture

One coherent stack on Microsoft Cloud.

Every AG365 solution is composed from the same proven layers — so security, governance, and reporting aren't bolted on later.

User Experience
Model-driven appsPower PagesTeamsCopilot Studio
Business Logic
Power AutomatePlug-insBusiness rulesAzure Functions
Data Layer
DataverseSharePointAzure SQL
Integration
Logic AppsAPIsService BusData Factory
Security
Entra IDDLPPurviewDefenderSentinel
Governance
AI CompassAudit trailRisk registerControl evidence
Reporting
Power BIOperational dashboardsExecutive KPIs
The transformation

From fragmented operations to governed Microsoft systems.

Before
AG365 Delivery
After
Excel files, emails, manual approvals
Dynamics 365 + Power Platform
Governed workflows with SLAs
Legacy systems and silos
Dataverse + Azure integration
Modern, connected data model
No audit trail
Automated evidence capture
Defensible record of every step
Shadow AI usage
AI Compass + controls
Controlled, disclosed AI adoption
Manual reporting
Power BI
Executive visibility on demand
Proven delivery record

Production systems in regulated environments.

Engagement details and methodology documentation available under NDA.

Corrections ModernizationProject ATHENA · Kansas DOC

ChallengeStatewide correctional workflows and operational records across facilities.
AG365 roleArchitecture, delivery, and integration on Dynamics 365 CE.
Dynamics 365 CEDataversePower AutomatePower BI
Production-grade regulated environment

Public Safety & JusticeProject HORIZON · Québec Public Safety

ChallengeProvincial corrections operations including inmate trust and canteen finance.
AG365 roleDelivery of Avoir et Cantine — facility and finance operations in one system.
Dynamics 365 CEDataversePower Platform
Bilingual provincial deployment

Defense PersonnelCanadian Army Primary Reserve

ChallengePersonnel management in a security-conscious, policy-heavy environment.
AG365 roleDelivery in partnership with Withoutwithme on Power Platform.
Power PlatformDataverse
Policy-heavy defense context

Aerospace ManufacturingTulmar Aerospace

ChallengeBusiness operations in safety-critical aerospace manufacturing.
AG365 roleMicrosoft business application delivery with full traceability.
Dynamics 365Power Platform
Safety-critical supply chain

Pharma DistributionColdChain 365 · Business Central

ChallengeRegulated pharmaceutical distribution with strict traceability requirements.
AG365 roleERP delivery — lot tracking, expiry, and cold-chain inventory on D365 BC.
Business CentralPower BI
Regulated distribution compliance

Enterprise Sales & ERPHypertec Group · Medioh

ChallengeGlobal sales operations across multiple entities and systems.
AG365 roleCRM and ERP delivery with deep cross-system integration.
Dynamics 365Business CentralAzure
Global multi-entity delivery
Delivery artifacts

What every engagement produces.

Solution architecture Dataverse data model Security matrix User stories ALM pipeline Integration design Migration plan Test plan Training materials Power BI dashboards Governance evidence
We don't approach AI governance as consultants writing policies. We approach it as system builders.

Governance written by people who have never shipped a production system tends to govern nothing. Our team has spent years inside correctional facilities' data, defense personnel records, and regulated supply chains — places where a bad record isn't an inconvenience, it's a liability.

AI Compass turns that delivery experience into a practical governance platform: controls that map to real Microsoft architecture, evidence generated by the work itself, and risk classifications an auditor can actually follow.

Product — AI Compass

The governance layer: from AI ambition to audit-ready evidence.

AI Compass is an AI Management System (AIMS) built natively on Microsoft Power Platform — deployed inside your tenant, governed by your security model. Six modules on one Dataverse spine: AI inventory, risk classification, controls & evidence, approval workflow, regulatory tracking, executive dashboards.

Governance postureREFERENCE VIEW
86 SCORE / 100
42AI systems registered
0prohibited uses live
AI-2026-014Copilot Studio agent — case triageRisk tier: Limited · Owner: OperationsEVIDENCE ✓
CTRL-6.2.3AI impact assessmentISO/IEC 42001 · reviewed Q2CURRENT
TRAIGA-D1Consumer disclosure — HB 149Agency public noticeFILED
NIST-GV-1.2Model inventory refreshNIST AI RMF · GovernDUE 14D
Illustrative product view

Governance that lives where the work happens

Because AI Compass runs on the same Dataverse spine as your operational systems, evidence is generated by the work itself — not assembled in a panic before the audit. Every AI system, agent, and workflow gets an owner, a risk tier, mapped controls, and a living evidence chain.

Human review gates, disclosure tracking, and prohibited-use screening are workflow steps, not policy paragraphs.

AI inventory & risk register AIMS documentation set Impact assessments Control evidence chain Governance dashboards Staff training & handover
Framework alignment

One register. Three lenses.

GOVERNINVENTORYRISK CONTROLSEVIDENCEDISCLOSURE
ISO/IEC 42001 NIST AI RMF TRAIGA · HB 149
Illustrative product view
ISO/IEC 42001

The international AI management system standard — clause-mapped controls and a certifiable AIMS structure, led by a certified Lead Implementer.

NIST AI RMF

Govern, Map, Measure, Manage — the framework US public-sector auditors increasingly expect to see in practice, not just in policy.

TRAIGA · HB 149

Texas Responsible AI Governance Act readiness — disclosures, prohibited-use screening, and agency obligations tracked against statute.

Procurement path

For Texas local governments: a cooperative route.

AVAILABLE THROUGH TXSHARE COOPERATIVE CONTRACT · NCTCOG SOL2026-010

Agency need

Define the operational problem — modernization, new system, or AI governance.

TXShare / NCTCOG

Reference the AG365 award under SOL2026-010 — membership is free for Texas local entities.

Scope review

We assess objectives, constraints, and the right delivery approach together.

Statement of work

Deliverables, timeline, and pricing under the cooperative terms.

Delivery kickoff

Your entity issues the purchase order and the engagement begins.

Cooperative purchasing eligibility and requirements vary by entity — always confirm the appropriate procurement method with your purchasing and legal teams. Agencies outside Texas, and entities preferring direct solicitation, can engage AG365 through standard RFP/RFQ processes across the US and Canada.

Texas HQ — Flower Mound Québec delivery — Montréal TXShare / NCTCOG SOL2026-010 Microsoft stack delivery ISO/IEC 42001 Lead Implementer–led Public-sector delivery
Contact

Discuss a project.

A 30-minute conversation about your Microsoft platform, operational workflows, modernization priorities, AI governance needs, or TXShare procurement path.

Texas — HQ

Flower Mound, Texas, USA

Québec

Montréal, Québec, Canada

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