Calgary is where Canada’s energy industry runs its head offices, where the financial services that fund and hedge those operations are concentrated, and where the professional services firms that paper the deals all share a few square kilometres of downtown. Our Calgary work reflects that mix.
Most clients we engage with here have the same starting point: a Microsoft 365 tenant they pay for every month, sprawling SharePoint estates inherited from acquisitions or rebrands, a Power Apps proof-of-concept that solved 80% of a problem, and the actual decisions still being made over email threads with twelve cc’s. That’s the gap we close.
What Southern Alberta clients ask us for
Oil & gas — head office systems and field operations
Calgary’s oil & gas footprint splits cleanly: corporate teams downtown running portfolio management, JV accounting, and ESG reporting; and the field operations side — drilling contractors, completions crews, oilfield services — strung out across Southern and Central Alberta from Brooks to Drumheller to the foothills.
Both ends end up on Microsoft. Downtown teams want clean SharePoint information architecture for deal rooms, joint-venture document exchange, and Board-pack production. Field-side, they want a Power Platform field operations system on Dataverse that replaces paper run tickets and gets HSE incidents off a clipboard and into an auditable workflow.
The flagship is Bonanza Drilling, an Alberta drilling contractor headquartered in Brooks with a Calgary office, where we replaced 25+ paper forms with mobile Canvas Apps, cut data retrieval from ~30 minutes to instant, and tied HSE checklists into a single Dataverse-backed platform. Our walkthrough on Power Apps for field operations covers the architecture and the 90-day delivery plan we use; the broader practice context lives on the Oil & Gas industry page.
Financial services — document control, audit trails, regulated workflow
Calgary’s trust companies, asset managers, energy lenders, and accounting practices all share the same operational reality: every workflow needs an audit trail, every document needs a retention policy, and every approval needs to be reconstructable years later. Most are already on Microsoft 365; the gap is between the tenant they pay for and a control framework an auditor will sign off on.
We design SharePoint information architecture against actual records management requirements, implement Purview sensitivity labels and DLP policies that don’t break daily work, and build Power Automate workflows that produce the audit trail by default rather than as a manual reporting exercise. The deeper-dive on the metadata model that holds up under audit is in our SharePoint DMS metadata post.
Professional services — client portals, payroll, deal workflow
Engineering firms, accounting practices, law offices, and the consulting boutiques along the Beltline corridor are consolidating from a patchwork of point tools onto the Microsoft 365 tenant they already own. The common wins are payroll and accounting workflows, client document portals on SharePoint, and Power Automate flows that retire the email-attachment-approval-chain pattern.
For the cleanup work that usually comes first, our Microsoft 365 migration guide covers the sequence we use to move teams off legacy file shares and shared mailboxes without breaking anything in flight.
Recent engagements
A snapshot of the kind of work we ship out of Calgary:
- Bonanza Drilling — Alberta drilling contractor (Brooks HQ, Calgary office). Dataverse + Canvas Apps for field tickets, HSE checklists, and payroll export. 25+ paper forms retired; data retrieval cut from ~30 minutes to instant. Full case study →
- Energy head office SharePoint consolidation. Migrating an inherited multi-tenant SharePoint estate (acquisition-era sprawl) into a single information architecture with retention and JV document-exchange controls baked in.
- Financial services Purview rollout. Sensitivity labels, retention policies, and DLP scoped against actual records-management requirements rather than the out-of-the-box Microsoft defaults.
- Professional services workflow automation. Power Automate flows for client onboarding, engagement letters, and document approvals; the typical pattern cuts new-engagement setup from days to hours.
Where we work
Our Calgary team handles work throughout the metropolitan area and across Southern Alberta:
- Calgary — downtown core, Beltline, Mission, Kensington, Inglewood
- Calgary suburbs — Airdrie, Cochrane, Okotoks, Chestermere
- Southern Alberta — Lethbridge, Medicine Hat, Brooks, Red Deer (remote + on-site as needed)
- Foothills — Canmore, Black Diamond, High River
Most engagements run hybrid: workshops and discovery on-site in Calgary, build remote, demos and rollouts back on-site. For deeper SharePoint-specific work in this region, the dedicated SharePoint consulting in Calgary page has more.
How we engage
First contact to written response: one business day. We don’t run a discovery deck — we ask about your pain points and a timeline. The response back is a candid read on what we’d do, what’s already there to leverage, and what would be wasted effort. From signed scope to first usable build is typically four to eight weeks, depending on the surface area.
If you’re earlier than that — still scoping the problem, still mapping who owns what — a 45-minute call with a senior consultant is the right next step. No pitch deck. No junior account manager.
Why pick a local team
You can engage Microsoft consulting from anywhere. The reason to pick someone who works out of Calgary: the people on the call already know how a JV partner-document-exchange actually flows, what Purview controls a Calgary financial services compliance team will accept, what your IT team has been promising on the M365 roadmap, and what’s reasonable to ship in a quarter when the steering committee meets every three weeks.