Microsoft SharePoint, AI & Power Platforms

Integrated applications, data, and collaboration with a clear roadmap forward.

> Common Challenges Organisations Face

Unstructured Growth in SharePoint & Power Platform Environments is Limiting Productivity & Increasing Risk

Many organisations adopt SharePoint and the Power Platform to improve collaboration and automation, but over time these environments grow organically without clear structure or governance. This leads to inconsistent data storage, unclear permissions, duplicated effort, and teams wasting time trying to find the information they need.

As AI capabilities are introduced, these challenges become more serious. Poorly structured content and unclear access controls create uncertainty about what data AI tools can surface, increasing the risk of inappropriate access and slowing user adoption — just as organisations are trying to unlock more value from their data.

Leveraging SharePoint, Reporting, & Automation as Your Competitive Advantage

Lexel helps you turn SharePoint from a growing problem into a structured, governed platform that delivers real business value. We redesign and optimise your environment so data is organised, permissions are controlled, search works effectively, and templates support consistent, repeatable workflows.

Using Power BI, we consolidate data from multiple systems into a single, reliable view — unlocking clearer insights, better decision‑making, and measurable outcomes.

We then streamline manual processes and introduce automation, including AI‑enabled workflows. The result is data that is accessible, trustworthy, and secure, with routine tasks automated so your teams can focus on higher‑value work.

> Business Outcomes We Deliver

Document Management

Automating Workflows

Data
Security

Cross Platform Reporting

AI
Enabled

> Lexel Powered Solutions

Providing best practice consulting and support with your SharePoint, Power BI and Power Automate (Flow) systems.
Assessments

A focused engagement that reviews your current data practices, including SharePoint, Reporting, or Automation — identifies risks, and delivers clear, practical recommendations to strengthen business outcomes. 

Managed Services 

For Power BI and Power Automate, our managed services provide ongoing support to maintain your platforms, ensure reliable performance, and respond to incidents or outages as they arise. 

Consulting – SharePoint

Targeted SharePoint consulting to assess, plan, and implement solutions aligned to your objectives and best practice. We ensure your environment is structured, secure, and fully AI‑ready.

Consulting – Power BI 
Specialist Power BI consulting to design and deliver reporting solutions aligned to your goals and industry best practice. Typical engagements include building multi‑platform data foundations that enable true cross‑application reporting.  
Consulting – Power Automate (Flow) 

Expert Power Automate consulting to assess, plan, and implement automation projects that reduce manual effort and improve accuracy. This includes AI‑enabled workflow steps for smarter, more efficient data processes. 

Get more value from your data with modern SharePoint, insightful Power BI, & automated workflow

> Lexel Powered Solutions

Why NZ Businesses Choose Lexel

Holistic Platform Approach

Customers benefit from Lexel’s holistic approach to managing SharePoint, Power BI, and Power Automate. We take into account the customer’s Microsoft tenancy, user personas and permissions, security posture, and platform structure, ensuring a single, cohesive approach to managing data and the underlying platform.

Data Experts

Lexel has dedicated data experts specialising in Power BI reporting and SharePoint, distinct from our IT infrastructure specialists. They understand data structures and the tools required to enable customer‑led use of data. This capability is further strengthened by Lexel’s SQL expertise, which underpins the overall technology platform.

Data Integration Partner

Each customer has their key Line of Business applications, and they work directly with those Independent Software Vendors (ISVs). However, customers use Lexel when they need to view that data from across multiple apps or move data between multiple apps. That can also include some use of SharePoint as an entry point for data which can’t be captured within Line of Business Apps, or the manipulation or processing of data with AI.

> Lexel Powered Solutions

Your Questions, Answered

Can you help us clean up and reorganise our SharePoint?

Yes, Lexel as a specific SharePoint Assessment engagement which reviews your existing SharePoint and makes recommendations to bring it up to best practice. This includes the site structure to ensure SharePoint search and inherited permissions work more easily and that document types and user personas are considered and included in the design. This also paves the way for use of DLP security and ensures that the use of AI Tools don’t accidently discover data which it shouldn’t.

How do I enable my users CoPilot AI to search and work with SharePoint data?

It’s a straightforward process to enable this, however the real consideration needs to be the accidental AI discovery of documents which shouldn’t be accessed. AI can be a super search engine across your SharePoint, so it’s essential that you have a strong SharePoint structure and permissions prior to enabling this. Our SharePoint Assessment will assess and provide recommendations here.

We have multiple SAAS apps but struggle with cross app reporting, can Lexel help?

It’s a common problem and our PowerBI Reporting capability is a strong solution. PowerBI can be configured with access into your multiple SAAS apps, then configured on how to match key data, then its ready for cross app reporting. Our PowerBI Assessment engagement enables us to capture your business reporting outcomes needed, then assess and report upon what’s possible for your environment and make recommendations.

What is SharePoint, Power BI and Power Automate?

SharePoint is Microsoft document management platform and can also be configured to manage document workflows. SharePoint is typically used as an Intranet, enabling staff to find documents and as a staff communications platform. Power BI is a cloud-based reporting platform and is very powerful to report across data from multiple systems including SAAS Apps. Power Automate, previously called Flow, is a tool for automating the movement and processing of data, sometimes called Robotic Process Automation (RPA) and can include AI processing steps.

We have manual data movement tasks which we want to automate, can Lexel help?

Yes, our Power Automate (Flow) team assess, design, implement and maintain data automation tasks for our customers. This can also include the option for Azure AI usage, as part of the workflow.

Move your workplace forward with smarter apps & collaboration.

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