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Capability statement

Puget Sound AI LLC trains Microsoft 365 teams on Copilot and AI, then builds the agents and automations they need. Commercial, GCC, and GCC High.

SBA-Certified VOSBUEI SU4QWJZWXY97CAGE 17DX6

Company overview.

Puget Sound AI LLC is an SBA-certified veteran-owned small business that trains organizations to use Microsoft Copilot and the AI tools in Microsoft 365, and engineers the Copilot Studio agents, Power Platform automation, and governance they need next.

Government work is architected to operate within Microsoft's FedRAMP-authorized GCC and GCC High boundaries. Commercial clients on Business Premium, E3, or E5 get the same engineering standard.

Every engagement is led by senior engineering. The firm's principal engineer is a U.S. Navy veteran with a federal IT background supporting U.S. Army network operations. Every build ends with documentation, source, and training so the client team can run what was delivered.

Core competencies.

Microsoft 365 Copilot and AI training

Role-based courses for staff, power users, admins, and leaders, taught in the client tenant. Copilot, Copilot Studio, Power Automate, Microsoft Foundry, and AI governance, for commercial, GCC, and GCC High.

Copilot Studio agents

Agents grounded in SharePoint and internal documents, with citations, connectors, and Model Context Protocol tools, built within each cloud's supported features.

Power Platform automation

Power Automate workflows and Power Apps backed by Microsoft Graph, with audit trails and documented ownership.

Tenant governance and audits

Entra ID, SharePoint permissions, Purview labels and data loss prevention, and Power Platform environments reviewed against AI prerequisites.

Microsoft Foundry

Models, agents, evaluations, and guardrails in Microsoft Foundry, in commercial Azure or Azure Government.

AI readiness reviews

Fixed-price gap analysis of a Microsoft 365 tenant with a prioritized 90-day plan. Government reviews include NIST AI RMF alignment.

Differentiators.

  • Taught by the engineers who build it. Training comes from people who build Copilot Studio and Power Platform systems in production tenants.
  • Built for the client's cloud. Labs and builds use only what the client's commercial, GCC, or GCC High tenant supports.
  • Direct senior engineering. No account managers and no lower-tier subcontractors unknown to the client.
  • Documented handoff. Architecture diagrams, source, runbooks, and staff training on every build.
  • SBA-certified VOSB. Eligible for VA Vets First VOSB set-asides and supports primes' veteran and small-business subcontracting goals.

Systems we build.

Classes of system built for government and commercial Microsoft 365 tenants. Details are available to qualified contracting officers and primes.

License reclamation

Python, PowerShell, and Graph API pipeline that flags misallocated Microsoft 365 licenses for review on a schedule.

Retention classification

Local model and vector pipeline that classifies documents against retention schedules inside the tenant boundary, with per-document audit records.

Mailbox ownership

PowerShell and local model pipeline that resolves unowned shared mailboxes to department owners, with documented records.

Shared MCP tooling

A Model Context Protocol server that gives every Copilot Studio agent in a tenant the same governed Graph API and REST tools.

Policy answer agents

Copilot Studio agents that quote SharePoint policy text with citations instead of paraphrasing it.

Plain-language rewriting

Copilot Studio agent grounded in an organization's style standards, with before and after output for review.

Company data.

Legal name
Puget Sound AI LLC
UEI
SU4QWJZWXY97
CAGE
17DX6
SAM.gov
Active
Status
SBA-Certified VOSB
NAICS
541512, 611420, 541519
WA UBI
605891962
Microsoft Partner ID
7054548

Point of contact.

Jacob Taylor, Principal Engineer

jacob@pugetsoundai.com
Puyallup, Washington. Remote across the U.S., on-site on request.
Reply within one business day.

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