A reference in enterprise project & portfolio management for more than twenty years — now amplifying that delivery depth with responsible AI, automation and analytics, on the Microsoft cloud you already use.
Microsoft Solutions Partner · 20+ years of PPM expertise · delivered in 20+ countries
uplift from AI-assisted automation across delivery
faster with grounded copilots and live dashboards
auditable AI — EU AI Act-ready, end-to-end
projects delivered on our PPM stack since 2015, AI agents since 2024
What we do
Two practices. One platform. SHIFT brings governance, financial control and AI agents to the Microsoft ecosystem — from project portfolios to field operations.
Portfolio, capacity, financial control and governance — now AI-augmented. Not another task tool: the enterprise layer around Microsoft's task surface, extended with 11 on-demand AI agents.
From Power Platform delivery to an agentic practice: Copilot readiness, responsible-AI governance, agent builds and the data foundation underneath — an AI operating system for the wider enterprise.
Services · One journey, three tiers
Every vertical lives inside one of the two practices — the tiers describe where you are in the journey.
Assess, govern, decide
Deliver the verticals
Operate and grow people
Product · Next-Gen PPM
A modern PPM platform on Microsoft 365 — extended with 11 on-demand AI agents, plus an autonomous coaching agent that develops PMs and safeguards compliance and risk.
Project plans, sprints, risk registers and resource allocations drafted in minutes.
AI coaches PMs on schedule, scope and risk; agents track progress, timesheets and issues.
Automated reporting, change control and audit — all on Microsoft 365.
Autonomous agents act as on-demand mentors — guiding less-experienced PMs on planning, risk and stakeholder management in-flow.
Covering the full PM workflow — grounded in your project data, governed end-to-end.
Flagship capability
Beyond automating admin: an autonomous coaching agent observes delivery, offers in-context guidance on schedule, risk and stakeholder management, and develops less-experienced project managers in the flow of work. Guidance is suggested — decisions stay human.
How the agents work
Project data, schedules, risks, timesheets and policies from M365 retrieved via RAG.
The agent plans steps and calls tools — Project, Power BI, Teams — under role-based permissions.
Writes back updates, drafts plans, files risks and books meetings — with a human-in-the-loop.
Outcomes logged for audit, feedback and continuous improvement of the agent's policies.
See the eleven agents working on a real project plan.
Request a live demoFree self-check
Six statements, one minute — an instant read on where your delivery organisation stands. The in-depth analysis is a free intro session away.
1. A standardised project methodology is applied across the organisation.
2. Leadership has real-time visibility of the whole portfolio — status, cost and risk.
3. Resources are planned against a single, current picture of demand.
4. Risks and issues are reviewed on a regular cadence, with owners and actions.
5. Status reporting is largely automated rather than assembled by hand.
6. AI or automation already assists day-to-day delivery work.
Why SHIFT · Business value
Measurable results in every corner of the organisation — on one platform, under one governance model.
Faster, better-evidenced decisions with portfolio-level visibility and AI-assisted scenarios.
AI agents draft plans, risks, reports and timesheets — PMs deliver more, with less admin.
Budgeting, forecasting and KPI commentary auto-generated; variance explained, not just flagged.
Conversational field capture, automated routing and live dashboards for safety and quality.
Continuous data-quality AI, governed RAG and Purview-enforced security on Microsoft 365.
PROSCI-certified change, AI coaching agents and continuous requalification to sustain adoption.
ONE platform · 11 agents · governed end-to-end
Our integrated approach
Proven SHIFT practice — every engagement is guided by all three, at every step.
Governance and policies, risk management, security and privacy aligned with the EU AI Act. End-to-end data security, transparent governance of AI decisions and full auditability of automated processes.
Specialised agents on a responsible AI architecture: grounded RAG over enterprise content, Microsoft 365 Copilot integration and a library of pre-developed agents that shorten deployment.
Organisational change management, AI training and capacity building. PROSCI-certified consultants guide leaders, users and roles through awareness, adoption and ongoing requalification.
SHIFT AI scenarios
Each built on responsible-AI guardrails and your existing Microsoft 365 estate — deployable on the same platform and governance model.
Challenge us — what's slowing you down?
Flagship — where we lead
Agentic WBS, risks and portfolio prioritisation — PMs validate
PMs spend more time updating status, building WBS and reformatting reports than managing delivery; intake and prioritisation are inconsistent.
Agentic assistants draft WBS, costs, risks and lessons learned, keep schedules and RAID current, generate status reports, and score and rank initiatives across the portfolio — the PM and PMO validate.
Always-current project data, structured business cases, objective portfolio prioritisation and faster, evidence-based decisions.
An AI coach in the flow of work — guidance suggested, decisions human
PM and team maturity is uneven; coaching is hard to scale and skill development is inconsistent across the organisation.
An autonomous coach agent observes meetings, mail and project artefacts, gives constructive in-context feedback and recommends targeted learning — flagging incoherence and missed follow-ups before they escalate.
Faster PM and team growth, consistent practice and a stronger delivery culture — guidance is suggested, decisions stay human.
Beyond PPM — transforming the wider enterprise
Rules-based work automated end-to-end, human-in-the-loop on exceptions
Repetitive approvals, data entry and document routing tie up skilled staff and introduce delay and error.
Power Automate flows and Copilot agents automate intake, routing, approvals and notifications end-to-end, with a human-in-the-loop on exceptions.
Shorter cycle times, higher throughput and a full audit trail — staff redeployed to judgement work.
Continuous AI profiling, steward remediation, live DQ scorecards
Decisions and AI outputs are only as good as the data; duplicates, gaps and stale records erode trust and compliance.
Continuous AI-assisted profiling across completeness, accuracy, consistency, timeliness, uniqueness and validity, with steward remediation and Power BI scorecards.
A trusted single source of truth, measurable data-quality KPIs, AI-ready data and lower regulatory risk.
AI-drafted budgets, forecasts and narrative KPI commentary
Budgeting and forecasting cycles are long and manual; variance analysis arrives too late to act on.
Planning agents draft budgets and rolling forecasts from drivers, reconcile actuals, detect variances and generate narrative commentary for review.
Faster planning cycles, more accurate forecasts, transparent KPIs and management focus on decisions instead of data wrangling.
Conversational field capture, auto-classification, predictive trends
Health, quality, safety, security and environment reporting is manual and lagging; incidents are under-reported and trends spotted too late.
Conversational voice or chat capture in the field; AI structures and classifies severity, routes corrective actions and surfaces predictive trend dashboards.
Higher reporting rates, faster corrective action, leading indicators and a stronger safety and compliance culture.
Semantic search, auto-summary and governed tagging with cited answers
Documents are scattered across systems; finding and summarising the right version is slow and tribal knowledge leaves with people.
AI over SharePoint and Dataverse provides semantic search, auto-summary and governed metadata tagging, with retention via Microsoft Purview and cited answers.
Answers in minutes rather than hours, governed content and preserved institutional memory.
ML on market and production signals to maximise margin
Commercial decisions rely on stale forecasts and gut feel; production, shipping and contract terms are rarely optimised together against live market signals.
Advanced ML blends market context, contract data and production telemetry to forecast demand and price — recommending when to increase production and shipping to maximise margin and service.
Higher margin, fewer missed market windows, optimised contracts and a tighter link between commercial planning and operations.
Not sure which scenario fits your organisation?
Book a 30-minute discovery callHow we implement
Aligned with Responsible AI — and guided by our three pillars at every step.
Map business processes, identify automation opportunities, define success criteria.
Architect agent workflows, define guardrails, establish governance.
Develop agents in a controlled sandbox, validate against the TRiSM framework.
Roll out with human-in-the-loop oversight and track KPIs.
Continuous improvement; expand agent capabilities; refine policies.
The AI operating system
This is what companies will run on: one experience layer, an agentic orchestration layer, governed models and grounding — all on the Microsoft cloud you already own.
No data leaves your tenant. Zero leakage to public models — encryption in transit and at rest, role-based access, and every prompt, source and output logged for review.
Proven outcomes
A selection of recent engagements, summarised and anonymised.
AI-assisted Enterprise PPM with native SAP integration for financials. An AI policy & compliance engine enforces procurement, financial and project rules in-flow, with a Copilot-style assistant guiding users.
An enterprise PMO set up in 2017 on Project Online and Power BI — still live in production today, now being extended with AI agents that coach project managers in the flow of work.
Assisted the launch of a flagship new airport and manages the operator's wider CAPEX and strategic portfolio — combining traditional business cases with new AI techniques across the lifecycle.
Since 2018, one solution managing the holding's internal projects and those of its asset companies across the investment lifecycle — now adding lifecycle copilots and AI-assisted governance.
A modernised sanctioning and approval procedure that gets capital projects approved faster, with clear accountability at every stage and real-time visibility over demand, financials and execution.
A national forensic laboratory replaced a 56-page paper intake form with a voice-driven AI assistant that guides investigators through capture and structures every record straight into the case database.
Engagements summarised and anonymised. Named references and detailed case studies are available on request, subject to client authorisation.
Industries
Each industry remixes the same verticals in sector terms — deep familiarity with the buyers, the regulators and the field.
Two buyers, one sector: infrastructure owners and airline enterprise IT.
Capital-project owners: investment control, supplier governance, HSE.
Portfolios of portfolios — 200+ projects across asset companies since 2018.
Sovereignty, security posture and accountable public investment.
And the rest of the footprint
Utilisation, engagement economics and compliance — proven at 4,000-professional scale.
Contract-heavy delivery with tight cost control and field presence.
Compliance portfolios and AI adoption under supervisory scrutiny.
Quality evidence at production scale; factory data unified.
Compliance-first governance in sensitive-data environments.
Federated governance across many lines of business.
Sovereignty, auditability and the EU AI Act for public bodies.
Solution accelerators — proven Shift 2 apps that deploy in days
Trusted by
About SHIFT
SHIFT is a Microsoft Solutions Partner consultancy and a reference in enterprise project & portfolio management, with more than 20 years of delivery — headquartered in Lisbon, with a regional hub in Dubai and delivery experience across 20+ countries, from Portugal and the UAE to the UK, Spain, the Nordics, Saudi Arabia, Singapore and the US.
Founded in Lisbon as a project & portfolio management consultancy.
First enterprise PMO delivered in the UAE — still live in production today.
Investment-lifecycle platform delivered for a sovereign investment holding.
First AI agents in production on Microsoft 365.
A Responsible AI practice — EU AI Act-ready, 200+ projects delivered.
Trust & governance
Security and compliance aren't bolted on at the end — they're the frame every engagement is built inside.
Everything runs inside your Microsoft 365 tenant. Nothing trains external models — encryption in transit and at rest, with access enforced through Microsoft Purview and Entra ID.
Governance designed for the EU AI Act and GDPR: transparent AI decisions, human oversight of consequential actions, and every prompt, source and output logged for audit.
ISO 27001 information security. PMP-certified delivery, PROSCI-certified change management and Catalyst-accredited transformation practice.
A Microsoft Solutions Partner building natively on Microsoft 365, the Power Platform and Azure AI Foundry — the platforms your IT team already governs.
Detailed security and compliance documentation available on request.
Start here
Book a discovery workshop: we'll map your processes, identify the highest-value AI scenarios and show you what governed automation looks like on your own Microsoft 365 estate.
Aligned with EU AI Act · GDPR · National frameworks
