AI automation, Microsoft Power Platform, and the AI Operating System, written for owners and operators of 5 to 200 person firms. No hype, just what works.
By Mark Lucas, founder of JamesTech LLC, Columbia, MD.
Staff lose close to a day a week hunting for files across desktops, drives, email, and shared folders. How to organize a firm's information in Microsoft 365 so it's findable, and why that's what makes AI useful.
Read the post →Learn which financial-advisor workflows to automate first with AI, Power Automate, AI Builder, and n8n, while keeping judgment human-led.
Read the post →See how Microsoft 365, SharePoint, Teams, Power Automate, and Copilot can make financial-services operations secure, governed, and audit-ready.
Read the post →Learn seven common SharePoint mistakes nonprofits and small businesses make, plus practical fixes for permissions, governance, folders, and metadata.
Read the post →Mark Lucas traces business automation from early SharePoint workflows to connected Microsoft 365 tools, n8n, AI Builder, Copilot, and Voice AI.
Read the post →Learn how small nonprofits can reduce manual data-entry costs, prevent errors, and improve donor service with practical workflow automation.
Read the post →Start with an AI Opportunity Review. You'll come away with a prioritized roadmap of the automations worth building first, ranked by the hours and dollars each one gives back.
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