AI That Works for Your Business.
Secure, Practical & Built for Orlando SMBs.
Most businesses are buying Copilot licenses and seeing little return. PTG delivers structured AI adoption — starting with a security and data governance foundation, then deploying the tools that actually move the needle for your team.
AvePoint/Omdia, 2026
Microsoft Threat Intel, 2026
Microsoft, 2026
Your Employees Are Already Using AI. The Question Is Whether It's Secure.
ChatGPT, Copilot, Gemini — your team is using AI tools right now, whether you've sanctioned them or not. Customer data, financial information, and confidential documents are being pasted into AI prompts with no oversight, no governance, and no security controls.
The businesses that win with AI in 2026 aren't the ones that move fastest. They're the ones that implement correctly the first time — with proper data governance, employee policies, security controls, and compliance alignment built in from day one.
PTG's AI consulting practice is built on the same foundation as our cybersecurity services: practical, compliance-aware, and designed for how Orlando SMBs actually operate. Not how enterprise case studies say they should.
Talk to an AI Advisor →- ✕ Shadow AI usage with no governance or audit trail
- ✕ Sensitive data shared with external AI models
- ✕ Copilot licenses paid for but barely used
- ✕ No AI policy — compliance exposure for regulated industries
- ✕ Oversharing: Copilot surfaces files employees shouldn't see
- ✓ AI usage governed by written policy and technical controls
- ✓ All data stays inside your Microsoft 365 tenant
- ✓ Copilot deployed to the workflows that save the most time
- ✓ Written AI policy aligned to your compliance requirements
- ✓ Trained team that actually uses — and trusts — the tools
Structured AI Services Built for Orlando SMBs
Every service is scoped for businesses under 300 employees — practical timelines, clear deliverables, no enterprise-scale overhead.
AI Readiness Assessment
Before investing in Copilot licenses or AI tools, you need to know if your environment is actually ready. We scan your Microsoft 365 tenant, identify data exposure risks, and deliver a prioritized roadmap with a CAF readiness score.
- → Microsoft 365 permissions and oversharing audit
- → Microsoft Purview and sensitivity label readiness
- → MFA and Conditional Access compliance check
- → CAF (Copilot Adoption Framework) readiness score
- → Executive report + 30-day prioritized action plan
Microsoft Copilot Implementation
Getting value from Copilot requires more than turning it on. We handle the full deployment — licensing, configuration, role-specific use case setup, and training — so your team is productive from day one, not day ninety.
- → M365 Copilot Business licensing and configuration
- → Microsoft Graph and Semantic Index optimization
- → Role-specific use cases: sales, operations, finance, HR
- → Copilot Studio agent setup for high-value workflows
- → 90-day adoption tracking and ROI measurement
AI Security & Governance
AI introduces new attack surfaces and data risks that standard security controls weren't designed to handle. We build the governance layer that keeps your AI usage secure, auditable, and aligned with NIST AI RMF, HIPAA, and the FTC Safeguards Rule.
- → AI risk assessment aligned to NIST AI RMF
- → DLP policies for AI tools and data boundaries
- → Shadow AI discovery — unsanctioned tool identification
- → AI monitoring via CyberFence DNS-layer protection
- → Compliance mapping: HIPAA, FTC Safeguards, CMMC
AI Policy Development
Every employee using AI without a written policy is a compliance liability. We develop practical, enforceable AI acceptable use policies tailored to your industry — so you have documented governance when regulators or cyber insurers ask.
- → AI Acceptable Use Policy (AUP) — written and enforceable
- → Data classification rules for AI tool usage
- → Vendor and third-party AI risk assessment framework
- → Incident response procedures for AI-related breaches
- → Aligned to NIST AI RMF, HIPAA, FTC Safeguards Rule
Workflow Automation with AI
The fastest ROI from AI is eliminating the repetitive tasks your team handles manually every day. We identify your top automation opportunities and implement them using Microsoft Power Automate and Copilot Studio agents.
- → Workflow audit — top 10 automation candidates
- → Power Automate flow design and deployment
- → Copilot Studio custom agent development
- → Document processing and summarization automation
- → ROI measurement and reporting dashboard
AI Training for Employees
Technology adoption fails when employees don't trust the tools or don't know how to use them. Our training programs get your team productive with Copilot quickly — and include security awareness specific to AI risks like prompt injection and data exposure.
- → Role-specific Copilot training (not generic walkthroughs)
- → Prompt engineering basics for business users
- → AI security awareness — what never goes into AI tools
- → Department-specific use case workshops
- → Leadership briefings on AI governance and risk
From Assessment to Productivity — in 90 Days
A structured four-phase approach that eliminates guesswork and ensures every AI deployment is secure before it goes live.
AI Readiness Assessment
We scan your Microsoft 365 environment, identify your top AI opportunities, and pinpoint the security and data governance gaps that must be fixed first. You receive a CAF score and prioritized action plan.
Foundation & Security
We remediate data governance gaps — configuring Microsoft Purview, sensitivity labels, DLP policies, and Conditional Access — so AI tools operate on a secure, controlled foundation before a single license is activated.
Implementation
We activate and configure your AI tools — Copilot, Power Automate flows, Copilot Studio agents — targeting the specific workflows and roles where they deliver maximum value. Pilot group first, then organization-wide rollout.
Training & Optimization
We train your team, measure adoption metrics, and optimize based on real usage data. AI tools that aren't used don't generate ROI — so we stay engaged through the critical first 90 days to ensure adoption sticks.
What AI Looks Like in Orlando Businesses
These are the actual AI deployments PTG implements for Orlando SMBs — not demos, not hypotheticals.
Clinical Documentation with Copilot
Copilot summarizes patient intake notes and drafts follow-up communications inside the Microsoft 365 environment — with all data remaining inside your HIPAA-compliant tenant. No PHI leaves the organization.
Contract Review & Document Summarization
Copilot in Word summarizes contracts, flags non-standard clauses, and drafts comparison summaries — with SharePoint permissions ensuring sensitive documents are accessible only to authorized staff.
FTC Safeguards-Compliant AI Adoption
PTG deploys Copilot within an FTC Safeguards Rule-compliant framework — with AI policy documentation, data access controls, and audit logging satisfying regulatory requirements and cyber insurer questionnaires simultaneously.
Meeting Intelligence & Action Tracking
Copilot in Teams generates meeting recaps and extracts action items automatically. Power Automate routes tasks to the right people — eliminating the manual follow-up that consistently falls through the cracks.
Proposal & Outreach Automation
Copilot in Outlook and Word drafts client proposals and follow-up emails grounded in your company knowledge base — reducing proposal turnaround time without sacrificing quality or personalization.
AI-Assisted Tier-1 Support Agent
A Copilot Studio agent handles common IT questions, password resets, and software requests — with intelligent escalation to human technicians for complex issues. Built on your internal documentation.
AI Consulting Built for Your Reality — Not an Enterprise Case Study
Most AI consultants optimize for the demo. PTG optimizes for what's still working 90 days after go-live.
Security Is Not an Add-On
Every AI engagement includes cybersecurity and data governance as a foundation — not an upsell. The same team managing your security also implements your AI tools, closing every gap between the two disciplines.
Compliance-First for Regulated Industries
PTG serves healthcare, legal, financial services, and defense contractors who cannot afford compliance gaps. Our AI implementations are designed around HIPAA, FTC Safeguards, CMMC, and NIST AI RMF from day one.
Deep Microsoft Ecosystem Expertise
As a Microsoft Partner, PTG holds certified expertise across Microsoft 365, Azure, Entra ID, Intune, Purview, and Copilot. We don't learn on your time — we bring a practice that's already running across our client base in Orlando.
Built for Business Owners, Not IT Directors
Our clients are business owners and operators. We translate AI capabilities into business outcomes and explain every recommendation in plain language. No jargon. No hype. Just what it does for your bottom line.
AI Consulting — Answered Plainly
We already have Microsoft 365 Copilot licenses. Do we still need consulting?
Almost always yes — and this is the most common situation we encounter. Copilot licenses without proper data governance, SharePoint permissions cleanup, and role-specific use case setup deliver very low adoption rates and real data security risk. Copilot will surface files your employees weren't supposed to see if your tenant isn't properly configured. Our job is to make sure it surfaces the right information to the right people — securely.
How is Microsoft 365 Copilot different from ChatGPT for business use?
Microsoft 365 Copilot runs entirely inside your tenant. Your data is not used to train external models, it doesn't leave your organization, and it operates under your existing Microsoft Purview and Entra ID security controls. ChatGPT and similar public tools have no such boundaries — anything your employees type can be used for model training and is accessible to the provider. For regulated industries in Orlando (healthcare, legal, finance), only Copilot is a viable enterprise option.
Our business is in a regulated industry (healthcare, legal, finance). Can we use AI tools?
Yes — but implementation approach matters significantly. Microsoft provides BAA coverage for HIPAA under M365 Copilot. For FTC Safeguards Rule-covered businesses (tax preparers, insurance agencies, mortgage brokers), Copilot can be deployed with proper data access controls, DLP policies, and written AI governance documentation. PTG specializes in exactly these deployments — we've built the compliance framework so you don't have to figure it out from scratch.
What does an AI Readiness Assessment cost?
PTG offers a no-cost AI Readiness Call for qualified Orlando businesses — a structured 30-minute conversation where we evaluate your current Microsoft 365 environment and tell you where you stand. For a full tenant scan with detailed CAF scoring, permissions analysis, and executive remediation report, pricing is scoped based on organization size. Contact us to discuss what fits your situation.
How long does a Microsoft Copilot implementation take for a small business?
For most Orlando SMBs under 100 users, a full implementation runs 8–12 weeks from assessment to trained staff. The timeline depends primarily on how much data governance remediation is needed before Copilot can be safely activated. Environments with clean SharePoint permissions and existing sensitivity labels move faster. We provide a specific timeline after the initial assessment.