Data and AI consulting: turn your data into decisions.
NAVAX provides data and AI consulting with Power BI, Microsoft Copilot and Power Platform on a well-organized data foundation. Structure first, then automation, and AI where it measurably saves time.
From reporting to AI agents.
Reports with Power BI, a data platform with Microsoft Fabric, custom apps with Power Platform and AI agents with Copilot Studio or Microsoft Foundry.
Lots of data, few answers.
Most companies do not have a data problem, they have an organization problem. Four patterns NAVAX sees again and again in initial calls, and what we do about them.
One segment, one person instead of three.
RTL AdAlliance brought marketing and sales onto a shared, well-maintained data foundation.
- Customer story
RTL - Before
Three people per segment, duplicates in the system, mailings arriving more than once.
- Solution
One CRM with marketing automation on a unified data foundation.
- Result−83%time to build a segment
One person builds a segment. Live after four months.
Read the RTL customer storyAfter only four months, we happily pressed the “go-live” button, and we have been working with the new CRM every day since.
Is this a fit for you?
Being honest up front saves both sides time. If more of the right-hand column applies, we will tell you so in the initial call.
Tap the statements that apply to you.
A good fit if …
Another route is better if …
Select the statements above that apply to you. This is where you will see whether a conversation is worth it.
What does this mean for your department?
Choose your area. Three examples of how Power BI, Copilot and Power Platform help in day-to-day work there, and which service gets you there.
One cockpit instead of five reports
Power BIRevenue, order intake, open items and liquidity on one page, from the same data that sales and finance see.
Service: Reports & dashboardsAsk questions of your numbers
CopilotCopilot in Power BI summarizes a report page and answers follow-up questions in full sentences, without anyone having to build a new report.
Service: Microsoft CopilotSpot deviations early
Power BIAlerts as soon as a KPI crosses a defined threshold, instead of discovering it in the monthly report.
Service: Reports & dashboards
Examples of what the tools make possible, not a commitment for your project. Which use case pays off for you is what the Data & AI Check shows.
Six services, one goal.
You start where it helps most today. Each service stands on its own and fits with the others, without you having to buy everything at once.
How we get to work.
Five steps from the first conversation to ongoing operations. After each one, you decide whether and how to continue.
- 1
Initial call
30 minutes, no obligation: Where do you stand, what should change, what is already in place?
What you have afterwardsAn assessment of whether and where the check is worthwhile.
- 2
Data & AI Check
We look at sources, reports and permissions and prioritize the use cases with you.
What you have afterwardsA prioritized list with effort, benefit and a roadmap.
- 3
Pilot
One use case goes live, with a metric that shows the benefit.
What you have afterwardsA use case in production and the metric that goes with it.
- 4
Rollout & training
What works in the pilot is expanded. Key users learn to keep building on their own.
What you have afterwardsKey users who adapt reports themselves.
- 5
Operations
Support, further development and regular check-ins, so the report is still right in year two.
What you have afterwardsA dedicated contact and a shared list.
Frequently asked questions.
What people often ask before a first conversation. If your question is missing, ask us directly.
Do we need clean data before using Copilot?
For most use cases, yes. Copilot works with what it is allowed to see. If data is contradictory or permissions are too open, so are the answers. That is why NAVAX starts with the data foundation and the permissions, and only then with the use case.
Do we need to use Microsoft Dynamics?
No. Power BI and Power Platform connect to Dynamics as well as to other systems and files. Which sources make sense to connect is clarified in the Data & AI Check.
Where is our data stored?
In your own Microsoft environment. We build reports, models and automations in your tenant; where Microsoft stores the data is determined by your tenant.
Can Copilot see data an employee is not allowed to see?
Copilot respects the existing permissions in Microsoft 365 and Dynamics. That is exactly why cleaning up permissions belongs before the rollout, not after it.
How much does data and AI consulting cost?
That depends on where you start. Before work begins, you receive a written quote. Microsoft licenses are charged separately.
Do we need our own data experts in-house?
Not from the start. One or two key users from the business side are helpful; we train them so they can adapt reports themselves later.
Who supports us after go-live?
NAVAX does. Support, further development and regular check-ins, with a team that knows your reports, not just your ticket.
Further reading on data & AI.
Practical knowledge from our projects on reporting, automation and using Copilot. Our blog posts are currently available in German only.
