MANAGED INTELLIGENCE SERVICES

Managed Intelligence Services

AI, Automation, and BI That Deliver Measurable Results

Managed Intelligence gives you ongoing access to specialists across artificial intelligence, business intelligence, and robotic process automation — reducing manual work, improving decisions, and delivering outcomes you can measure, without hiring and managing a specialized team in-house.

Speak with a Managed Intelligence Specialist

You've Already Built a Strong Foundation. It's Time To
Take It To the Next Level.

Running on Microsoft 365 means the foundation for AI, automation, and better data is already there.

The tools are in place, your people already know them, and it's secure and supported. What's usually missing isn't capability. It's the dedicated time and expertise to put that foundation to work.

Not on Microsoft 365 Yet?

Managed Intelligence is built specifically for organizations running Microsoft 365 — that's the environment it operates in. If your team isn't there yet, or the environment needs a stronger foundation first, Sourcepass Managed IT can get you there.

ALREADY ON M365 BUT HAVEN'T ADOPTED COPILOT? The Sourcepass Center of Excellence for Microsoft specializes in exactly that step.

What is Managed Intelligence?

Managed Intelligence Services is an ongoing engagement that gives organizations continuous access to AI, business intelligence, and robotic process automation expertise.

Rather than one-off projects, Sourcepass specialists work inside your Microsoft 365 environment to identify, build, and support automations, AI assistants, and dashboards — prioritizing the highest-impact opportunities first and reviewing results every month.

With Sourcepass Managed Intelligence solutions, your organization keeps improving instead of starting over with each new initiative, and the Microsoft 365 investment you've already made finally pays off.

What Managed
Intelligence Delivers

Managed Intelligence closes that gap with a dedicated team and a structured way to prioritize what matters most.

Sourcepass specialists identify the highest-impact opportunities, build and deploy the automations, AI assistants, and dashboards that address them, and review results with you every month — so your organization keeps improving instead of starting over with each new initiative, and the Microsoft 365 investment you've already made finally pays off.

AI assistance helps your team work faster and make better decisions by augmenting everyday tasks with intelligent support.

Sourcepass helps you deploy AI safely to summarize information, generate first drafts, surface insights, and assist users directly inside tools like Microsoft Copilot — with the governance, permissions, and data controls in place from day one.
- Custom internal AI assistants: answer questions about company policies, procedures, benefits, or IT processes
- Intelligent document and email analysis: summarize content, extract key data, and recommend next actions
- Agentic AI within workflows: interpret inputs and make decisions inside existing processes
- Content generation and summarization: draft first-pass content, meeting summaries, or executive briefs
- AI assistants embedded in daily tools: enhance productivity inside Microsoft 365 and other business applications

Robotic Process Automation

Robotic Process Automation (RPA) eliminates time-consuming, repetitive tasks by automating rule-based workflows across your systems

Account provisioning, data entry, system updates, and approvals run consistently and accurately without manual intervention — reducing errors and freeing your team for higher-value work.

Employee onboarding and offboarding: create accounts, assign licenses, provision access, and notify managers automatically
HR and finance process automation: automate approvals, form intake, data entry, and system updates
Service and IT operations: trigger predefined actions based on ticket creation or system events
Data movement between systems: sync records across platforms without manual intervention
Compliance and consistency enforcement: ensure repeatable processes run the same way every time

Rewst 2025 Award

Recognized Industry-Wide:

Sourcepass was named Rewst's North American Partner of the Year for 2025, recognizing how deeply automation is woven into every layer of the business — from the help desk to the SOC to the back office.

→ Read the Announcement

Business intelligence services turn raw data into clear, actionable insight.

Sourcepass delivers dashboards, reports, and data views that give leaders consistent visibility into performance, trends, and operational health — without relying on manual reporting or fragmented spreadsheets.
Executive Dashboards: Real-time visibility into KPIs and performance

Operational Reporting: Monitor workload, efficiency, and service trends across teams

Financial and Revenue Analysis: Track performance, forecasts, and key metrics in one place

Data Consolidation and Normalization: Combine information from multiple systems into a single source of truth

Decision-Support Analytics: Identify trends, risks, and opportunities earlier
Disconnected systems create delays, inaccuracies, and extra work.

Managed Intelligence connects Microsoft 365, CRM, finance, HR, and third-party platforms so data flows cleanly and consistently across your organization — supporting automation, reporting, and AI use cases while respecting your existing security and access controls.
PDF and Email Data Ingestion: Parse documents and route structured data into downstream systems automatically

Cross-Platform System Synchronization: Keep CRM, finance, HR, and ticketing systems aligned

Automation-Ready Data Pipelines: Enable RPA and AI workflows with clean, connected data

Third-Party API Integrations: Connect business applications based on operational needs

Workflow Orchestration: Ensure information reaches the right system, team, or process at the right time
Managed Intelligence AI solutions are never one‑size‑fits‑all. Sourcepass designs and delivers AI capabilities that are fully customized to each client’s environment, data, and operational workflows.

Rather than forcing businesses to adapt to prebuilt tools or rigid templates, we align AI to how work actually gets done—integrating with existing systems, processes, and security models.

This approach enables practical use cases such as custom internal AI assistants, agentic workflows that interpret documents and emails, and intelligent decision‑making embedded directly into business processes.

By tailoring AI to the organization—not the other way around—Sourcepass ensures solutions deliver real value, scale responsibly, and remain aligned to business objectives over time.

1. Discovery & Prioritization

Identify automation, BI, and AI opportunities with measurable impact.

2. Design & Planning

Develop a delivery plan with milestones, success criteria, and expectations

3. Implementation

Build automations, dashboards, or AI workflows and integrate them into daily processes.

4. Enablement & Change Management

Train the right people on how to use and maintain new capabilities

5. Value Review &
Backlog Grooming

Review results, capture metrics, and plan next steps

6. Ongoing Support

Maintain and refine solutions, and identify new opportunities as they emerge

Administrative and HR
Finance
Sales and Marketing
Service Operations

Administrative and HR

An internal knowledge assistant trained on your employee handbook, HR policies, benefits documents, and local compliance requirements — giving employees a reliable resource for common questions, available anytime.
Finance

An assistant that reviews time and expense submissions against company policy and flags issues before a manager ever sees the request — catching problems earlier and reducing back-and-forth.
Sales and Marketing

Summarized email threads, meeting-prep briefs, and first-draft content that let your team spend less time on busywork and more time on the conversations that matter.
Service Operations

Automatic ticket triage and routing, plus conversation summaries that help your team resolve issues faster.

Copilot & AI Platform Readiness

AI readiness is about more than turning on a single tool.

As part of Managed Intelligence, Sourcepass helps you adopt AI responsibly — whether that means Microsoft Copilot or a custom AI solution built on the latest models from Microsoft, OpenAI, or Anthropic.

This platform-agnostic approach means we recommend the right model for each use case, rather than forcing every scenario into one tool.

For more on Copilot specifically, see our Copilot page.

→ Review and refine SharePoint, OneDrive, and Teams permissions

→ Confirm role-based access control and a sensitivity-labels approach

→ Verify licenses for M365, Copilot, and Power Platform as applicable

→ Align compliance monitoring using Microsoft Purview where needed

Why Sourcepass for
Managed Intelligence?

Sourcepass approaches Managed Intelligence as a long-term partnership, not a one-off engagement — anchoring every use case to your operational priorities and measurable KPIs, and maintaining a prioritized backlog so improvement continues month after month.

All of it operates inside your Microsoft 365 environment, with permissions, access controls, and governance in place from day one.

When a use case points toward deeper Microsoft 365 or Copilot modernization work, Sourcepass also operates a dedicated Microsoft practice for specialized Azure, Copilot, and M365 work.

Technology choices should serve business goals, not the other way around.

Sourcepass starts every Managed Intelligence engagement by anchoring efforts to operational priorities and measurable KPIs. Use cases are evaluated and prioritized based on impact, ensuring time and effort are spent where it matters most.

The result is practical intelligence that improves efficiency, visibility, and decision‑making—without unnecessary complexity or experimentation.
Managed Intelligence from Sourcepass operates inside your Microsoft 365 environment, leveraging tools your teams already use. Automation, BI, and AI solutions are delivered with permissions, access controls, and governance in place from day one.

This approach allows organizations to adopt AI capabilities such as Microsoft Copilot confidently, without exposing sensitive data or creating compliance risk.
AI, analytics, and automation skills are highly specialized and difficult to maintain internally.

Sourcepass extends your team with dedicated Managed Intelligence specialists, providing continuous advisory and delivery without the overhead of hiring, training, or retaining niche roles.

Clients gain consistent access to expertise that evolves alongside their business, rather than relying on one‑off projects or siloed improvements.

Award-Winning Service

Sourcepass was named Rewst's North American Partner of the Year for 2025, recognizing how deeply automation is woven into every layer of the business — from the help desk to the SOC to the back office. We've also been consistently recognized by various industry leaders, including Channel Futures, Inc., Pax8, The Channel Co., Channel Insider, and Acronis.

2200

+

Clients

500

+

Team Members

#

35

on MSP501

97

%

CSAT Score

SOC-ISO-Logos2-1 ISO IEC 27001 Badge

Dedicated to excellence.

Sourcepass has achieved SOC 2 Type II and ISO 27001 certifications, reflecting our commitment to safeguarding the confidentiality, integrity, and availability of data, environments, and cybersecurity processes for both customers and trusted partners alike.

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Turn Intelligence Into Measurable Outcomes

Managed Intelligence extends your team with ongoing AI, automation, and analytics expertise—delivered securely inside Microsoft 365 and aligned to your business goals.

Talk to Sourcepass' Managed Intelligence Experts to identify your first Managed Intelligence use case and get started today.