Microsoft Copilot Studio Consulting

The Ocean Conservation Trust is a conservation charity, inspiring a global movement to promote and encourage a wave of positive behaviour towards our Ocean. With a small core team, we realised that automation of our data processes is key to increasing what our passionate team can achieve. Without the specialist skills in house, we chose to work with Synapx as they had the specific skills to deliver a targeted piece of work connecting our online forms and surveys with our CRM.

Their team delivered exactly what we needed, taking time to understand the purpose and specific requirements. By linking our Typeform online surveys with our Raisers Edge database, using Power Automate, they have enabled us to automate our incoming data processes and ensure speedy stewardship of our audiences. With this connection in place, we can spend more of our staff time delivering the impactful work of our charity, and engaging more people with the Ocean.

From our initial enquiry, scoping and delivery, we found them incredibly responsive and very good to communicate with. The Synapx team really cared about delivering the best service for us and we’re very pleased with the result. We won’t hesitate to pick up the next piece of work with Synapx.

“Synapx provided us with a design and implementation plan for our new external Power App with integrated Power BI reporting. We were very impressed with the knowledge and experience shown by the consultants.

The end result was a high performing, well governed and aesthetically pleasing Power App which is being used by our clients today.”

“We work with Synapx as our go-to and trusted partner for anything Power BI, or data in general, so much so we recommend them to all our clients! The team always work to first understand what our challenges are, what it is we want to achieve and with their expertise, are able to take us through, in simple terms, what the solution would be.

For delivery of data projects or support with our existing data products, the team at Synapx work with us in a way that makes it feel like they are part of our business, our “data team”, this means projects and on-going support is executed easily and effortlessly.

Synapx has recently built our new security reporting capability, bringing in data from multiple, distinct systems to provide a single pane of glass view on the security posture for our clients – this project was delivered on time, to requirements and the reporting has been a hit! We will continue to use Synapx in the future for our data needs.”

“As part of a major business process transformation programme, we were looking to significantly enhance our MI and BI capabilities. Having decided upon the technologies within our technical architecture design, we needed the assistance and expertise from Synapx to realise our objectives.

Synapx performed brilliantly for us, working closely with technical and business stakeholders, and played a pivotal role on the programme team. They are very consultative, but critically, in a manner that helps guide the client towards solutions, expertly contributing their knowledge and matching it to the understanding they gain of the business’ requirements.

They played the key role in the design and implementation of the Azure Data Warehouse, incorporating the Azure Data Factory, and then the integration of Power BI. This included the production of the portfolio of key corporate reports and MI, working across the technical estate to access data from CRM, PSA and Financial ledger systems.

Synapx worked with us end-to-end, from requirements gathering, design, implementation and will continue to work with us in a support capacity.

We are pleased with the results of our association with Synapx and are looking forward to building on what has been accomplished by continuing to work with them.”