Everything you need to know about Kinetiv.

Kinetiv Consulting is a Microsoft 365 Copilot specialist that designs and builds custom Microsoft 365 Copilot agents for mid-market companies on Microsoft 365. We help organizations whose Copilot just sits there — licensed, but barely moving the needle — turn it into agents that do real work for the business. Kinetiv is an independent Microsoft AI Cloud Partner, building custom agents across the Microsoft 365 Copilot stack.

Every Kinetiv engagement is fixed fee and delivers results in weeks, not months. We start with business outcomes and work back to technology — not the other way around.

Kinetiv was founded by Daniel Roundy, a business transformation leader with 25+ years driving performance through process redesign, technology implementation, and human-centered change.

The conviction behind Kinetiv came from the work itself: a client who didn't want another polished roadmap — they wanted help actually solving the problem. That turn, from diagnosis to building a working prototype with the people who do the job, is how Daniel works and where the Kinetiv Velocity Method comes from. Outside of work, he's a husband, father of five, music lover, sci-fi fan, and grill master (ask him about making grilled pizza!).

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Microsoft 365 Copilot is Microsoft's AI layer across the tools your team already uses — and it has grown into a full stack for building custom agents: Copilot Studio, Cowork, Agent 365, and declarative and custom agents that connect to your data, respond to your people, and handle real work without manual steps.

A Microsoft 365 Copilot specialist has deep expertise across that stack — and the judgment to know which capability fits which problem, where each one excels and where it hits limits, and how to build the hard, governed, production-grade agents that actually stick. Kinetiv is focused on Microsoft 365 Copilot — not a generalist AI shop that works across every tool on the market.

Kinetiv offers four services, structured as a clear path from exploration to production:

• AI Opportunity Assessment — a structured diagnostic that identifies your highest-value Copilot agent use cases and frames directional ROI. Contact us for a free assessment.
• AI Process & Agent Deep Assessment — process mapping, stakeholder interviews, and gap analysis that produce a prioritized agent roadmap tied to business performance outcomes.
• Custom Copilot Agent Prototype — a working proof-of-concept custom Microsoft 365 Copilot agent against a real client use case, demonstrating capability before full implementation commitment.
• Custom Copilot Agent Implementation — full-cycle delivery from process analysis through deployment, enablement, and measurable adoption. Fixed fee, defined scope.

All engagements are fixed-fee and project-based. No billable-hour meter.

We build custom Microsoft 365 Copilot agents across five kinds of work — organized by the job to be done, not by department:

• Knowledge & Documents — find anything across SharePoint, Teams, and drives; draft, summarize, and pull answers from your own content.
• Finance & Back-Office — invoice handling, approvals, expense and procurement workflows that run without manual keying.
• HR & Employee Ops — onboarding, recruiting, leave and HR questions handled end-to-end so nothing gets dropped.
• Customer & Service — lead capture, case assistance, and support conversations so nothing slips through the cracks.
• Sales & Revenue — CRM hygiene, lead qualification, quoting, and follow-up that keep the pipeline clean.

Each category page walks through the specific agents we build and where they earn their keep.

Weeks, not months. A typical custom agent implementation runs 3–12 weeks depending on complexity — the number of workflows involved, the data sources to connect, and how much change management the rollout needs.

Shorter pieces move faster: an AI Opportunity Assessment is a quick diagnostic, and a prototype demonstrates a working agent before any full build. Everything is built and deployed in your existing Microsoft 365 tenant, so there's no new infrastructure to stand up first.

Yes — and the right choice depends on your company size, budget, and what you need from a partner.

Larger firms serve enterprise accounts, bring broad capability, and price accordingly — typically $75,000–$300,000+ per engagement. They sell senior and often staff mixed. Mid-market companies (100–1,000 employees) are frequently underserved by this model.

Kinetiv is purpose-built for mid-market organizations on Microsoft 365. Fixed-fee projects, a methodology — the Kinetiv Velocity Method — designed for the pace and budget of a 100–1,000 person company, and a senior practitioner leading every engagement. Engagements typically range from $15,000 to $45,000 depending on scope and complexity.

The Founding Client Program gives three qualifying companies two free deliverables — at no cost and with no commitment to a paid engagement:

• AI Opportunity Assessment — a structured diagnostic identifying your top Copilot agent use cases and directional ROI, delivered as an Opportunity Brief.
• Custom Copilot Agent Prototype — a working proof-of-concept custom Microsoft 365 Copilot agent against a real use case, deployed in your existing M365 tenant.

In exchange, qualifying companies sign an MSA with Kinetiv and agree to participate in a public case study with quantified outcomes. Kinetiv reviews every application — not every company will be a fit for the program.

Qualifying criteria: US-based, 100–1,000 employees, active M365 tenant, Copilot licenses purchased or in active evaluation.

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Low Copilot adoption is the most common problem mid-market companies face after purchasing licenses. The platform is deployed technically, but it hasn't changed how work actually gets done.

The path to ROI starts with identifying the right use cases — not generic "use Copilot in Teams" guidance, but specific, high-frequency workflows where a custom agent can eliminate manual steps, speed up decisions, or free up staff capacity. Common high-ROI starting points include:

• Tier 1 IT or HR support deflection (45–80% ticket deflection is achievable)
• Finance process automation — invoice processing, month-end close acceleration
• Employee onboarding orchestration — reducing time-to-productivity for new hires
• Sales productivity — CRM updates, meeting summaries, proposal drafting
• Knowledge management — "ask the company anything" agents grounded in your SharePoint data

Kinetiv's AI Opportunity Assessment is specifically designed to identify where your highest-value use cases are — contact us for a free assessment.

Custom Microsoft 365 Copilot agents work within the M365 environment your organization already uses — Teams, SharePoint, Outlook, OneDrive, and Power Automate. That means:

• No new infrastructure. Agents are deployed in your existing tenant, under your existing security and compliance policies.
• Grounded in your data. Agents can access your SharePoint libraries, organizational data, and connected business systems — not just general internet knowledge.
• Where your people already work. Agents surface in Teams, Outlook, or embedded in workflows your staff already use daily. Adoption is easier when the tool meets people where they are.
• Measurable capacity gains. Well-designed agents reduce manual work — typically translating to hours per person per week reclaimed and redirected to higher-value tasks.
• ROI on existing investment. If you've already purchased Copilot licenses, custom agents extend that investment rather than adding a new vendor or platform.

The most effective Copilot implementations start with a specific operational problem — not a broad "AI strategy" initiative. The sequence that works:

• Identify one high-frequency, high-friction workflow. Where does your team spend time on manual, repetitive, or error-prone tasks? That's your starting point.
• Map the current process. Understand how work actually flows today — the handoffs, the bottlenecks, the data sources involved.
• Define what success looks like in operational terms. Hours saved per week, cycle time reduced, tickets deflected, days-to-close shortened.
• Build a scoped custom Microsoft 365 Copilot agent. Connect it to the right data, deploy it in the right channel (Teams, SharePoint, Outlook), and test it against real workflows.
• Enable the people using it. Change management and training are not optional — they're what separates agents that get adopted from agents that get abandoned.

This is exactly the process Kinetiv follows on every engagement. If you're not sure where to start, contact us for a free assessment.

Kinetiv works with mid-market US companies — typically 100–1,000 employees — that have an active Microsoft 365 tenant and have purchased or are evaluating Microsoft Copilot licenses.

The right fit is a company that has invested in Copilot but hasn't yet seen meaningful ROI — and is ready to put it to work in a way that actually changes how the business runs. Budget for a scoped engagement is typically $15,000–$45,000.

Primary buyers are COOs, VP Operations, CEOs, CIOs, and IT Directors. Common entry points include:

• M365 or EA renewal — especially with the new E7 Frontier Suite decision on the table
• 60–90 days post-Copilot license purchase with low adoption metrics
• A failed internal pilot that didn't gain traction
• A new executive with an AI mandate and a 100-day plan
• Board or investor pressure around AI strategy

Kinetiv is not the right fit for companies under 50 employees, organizations not on Microsoft 365, or those looking for staff augmentation or hourly resourcing.