Microsoft 365 and AI Guidance

I'm a systems engineer who learned design. Basically, I love solving the tough problems!

I started my career at Microsoft, and for 20+ years, I've been working in the Microsoft ecosystem—designing systems for collaboration, communication, and work. My focus now is where compliance meets AI, especially in government.

This site is where I reflect on what's working, what's not, and what's coming next.

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Writings on AI, Microsoft 365 and more.

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Understanding Microsoft’s latest Copilot: Cowork
Understanding Microsoft’s latest Copilot: Cowork

The latest Copilot on the block is Copilot Cowork. Does it improve the Copilot value proposition?

Go energy vs. stop energy on Microsoft 365 projects
Go energy vs. stop energy on Microsoft 365 projects

Everyone brings both “go” energy and “stop” energy to technology projects. What does this mean and how can we find the right balance?

An Effective Prompt System with Microsoft Copilot
An Effective Prompt System with Microsoft Copilot

Tips for getting better results with Microsoft Copilot and building a prompting system that evolves and grows sustainably over time.

“Good enough” change management for Microsoft 365 and AI projects
“Good enough” change management for Microsoft 365 and AI projects

Some change management is better than none.

A simple starter kit for Microsoft Purview sensitivity labels
A simple starter kit for Microsoft Purview sensitivity labels

A simple design approach for starting with sensitivity labels in Microsoft Purview, which are a critical layer of security in Microsoft 365. They don’t need to be complicated!

How to plan and design for AI agents
How to plan and design for AI agents

The real work of building AI Agents is in the planning. I recommend becoming a business analyst of your own work—not to give it all away to AI, but to figure out where you want it to focus.

Why learning with AI is about creating the right conditions to learn
Why learning with AI is about creating the right conditions to learn

Passive AI consumption isn't learning. This post explores how to create the right conditions to actually master new skills.

I tried every note-taking app. Why I chose the messy one.
I tried every note-taking app. Why I chose the messy one.

If your note-taking system feels like work, you won't use it. I finally found a tool I actually enjoy using and feel confident I can find anything again.

Do you need the best people to build a great team?
Do you need the best people to build a great team?

A fictional detective reminded me how to build great teams: given direction, clear expectations, and encouragement, people could flourish. It's not about finding the best people—it's about creating the conditions where good people become great.

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Recognitions

I hold Microsoft certifications in Microsoft 365, Purview, AI and Copilot —the technical foundation for helping organizations navigate AI adoption while maintaining compliance and security standards.

Microsoft 365 Certified: Administrator Expert

Microsoft Certified: Information Security Administrator