About Richard Safford Group LLC

Focused, hands-on Microsoft expertise for complex organizations.

Richard Safford Group LLC is a boutique consultancy dedicated to helping organizations modernize critical systems on the Microsoft Cloud—with a strong bias toward practical outcomes, clean architectures, and maintainable solutions.

What sets us apart

• Deep, multi-version Dynamics & Power Platform experience

• Proven work in public sector and regulated environments

• Architect + practitioner mindset: we design and build, not just advise

Our story

The firm was created to bridge a gap we saw again and again: organizations with powerful Microsoft licenses, but without a clear, practical path to using them for high-impact work.

Roots in Dynamics & data

Starting with on-premises Dynamics CRM and custom .NET reporting, we’ve supported multi-version upgrades, complex integrations, and advanced analytics long before “cloud first” became the norm.

Expanding into Power Platform & AI

As Power Platform, Azure, and AI capabilities matured, we evolved our patterns to include low-code, portals, and responsible AI features—all while staying grounded in sound engineering and governance.

Focus on public impact

Much of our work now supports public-sector and mission-driven organizations, where reliability, compliance, and clear user experiences matter as much as innovation.

Our approach in one sentence

We help you make the Microsoft Cloud boring-reliable for today—and flexible enough for what comes next.

That means honest conversations about what’s feasible, clear documentation, and solutions that your teams can own and evolve after we’re gone.

Delivery principles

These principles show up in everything we do—from one-week advisory reviews to multi-month implementation projects.

Start with user reality

We spend time understanding how frontline staff, case workers, and customers actually work—and design solutions that fit their day, not just the org chart.

Human-centered

Design for operations

Monitoring, support flows, and admin experience are part of the design, not an afterthought. If it’s painful to operate, it won’t last.

Operable

Be transparent & teach

We aim to leave your teams stronger—sharing patterns, trade-offs, and rationale so they can maintain and extend the work with confidence.

Enablement

Industries & missions we support

Many of our engagements are under NDA, but they share common themes: complex processes, multiple stakeholders, and a need for reliable data.

Public sector & permitting Transportation & logistics Education & research Professional services Regulated programs

Selected success stories

A few representative examples that illustrate our range of work. More detail is available on request and in anonymized form on the Perspectives page.

CRM & Integration

Legacy CRM migration & integration

Migrated a legacy Dynamics CRM environment through multiple versions, redesigning permissions, integrations, and reporting while keeping mission-critical operations online.

Included complex POA permissions, Scribe integration refactoring, and data quality improvements across several business lines.

Service & Support

Support SLA turnaround

Helped transform a struggling support function—stuck at sub-40% SLA compliance—into a high-performing operation exceeding 95%+ through better tooling, process design, and data-driven analysis.

Combined Dynamics enhancements, automation, and coaching for support teams.

Public Sector Platform

Permitting & case management modernization

Architected and delivered Power Platform solutions supporting complex intake, case routing, and review workflows, integrated with portals, document repositories, and payments.

Analytics & Reporting

Custom reporting platform evolution

Built a custom .NET reporting solution for advanced operational analytics, later evolving patterns into Power BI and modern Microsoft reporting stacks.

Let’s explore if we’re a good fit.

If your work sits at the intersection of Microsoft Cloud, complex processes, and high expectations for reliability, we’d love to talk.

Contact Richard Safford Group