AI Isn’t the Bottleneck. Your Setup Is.
Agentic AI is moving fast. But most organizations aren’t ready. Not because the models aren’t capable, but because the data they’re supposed to work with is scattered, inconsistent, and locked away in places AI can’t reach.
“These AI models don’t have the right information to consume to do the jobs that humans do.”
— Marc DiGiorgio
That’s the real constraint. Not the tech. The architecture.
Still Using Mapped Drives? That’s a Problem.
Mapped drives, personal OneDrives, and local folders are still the default in a lot of companies, and actively working against their AI strategy.
“You wanna get your users off using map drives because that’s useless for AI, and frankly, not overly secure and really, really difficult to manage…”
If your files aren’t in SharePoint, your agents won’t find them. If your collaboration is happening outside Teams, it’s disconnected. And if your notes are buried in CRM fields no one reads, they’re not helping anyone.
Make It Easy to Do the Right Thing
Most users don’t save files to the cloud because it’s inconvenient. That’s a design problem. TekStack solves it by syncing SharePoint libraries locally, so saving to the right place feels just like saving to a folder.
“There’s no excuse whatsoever to not save files in their intended location, which is great for offboarding. It’s great for collaboration. It’s great for when users need to switch machines.”
The goal isn’t just better organization. It’s making your data accessible to Microsoft Copilot and other AI agents so they can actually do something useful.
Structure That Scales
TekStack doesn’t wait for users to manually create SharePoint sites or Teams channels. Those get spun up automatically when an account reaches a certain stage in the CRM. That means collaboration and documentation start when they’re actually needed, not months later.
“You only create all the SharePoint overhead at a stage when you’re actually exchanging information with the account.”
OneNote is also baked in. Every meeting, every project, every opportunity gets its own page. That history lives with the account, not in someone’s inbox.
Security That Works for Humans and Agents
AI needs access…but not to everything. TekStack respects security groups, so users and agents only see what they’re supposed to.
“You can set who has access to what information, and that security group will be respected when the agents, in this case, Copilot, answers questions.”
That’s critical for industries like finance and healthcare, where sensitive data needs to be protected without slowing down collaboration.
Watch the Webinar
The full recording is available below.
Recent posts
Agentic AI will transform how we work with software
