Power Apps Governance & Managed Services
Bring order, security and reliability to your Microsoft Power Platform – as a one-off governance setup or an ongoing managed service.

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Are you wondering?
Nobody knows exactly how many Power Apps and flows really exist in your organisation – and who runs them?
Business-critical apps depend on a single person and pose a compliance and outage risk?
Copilot agents and AI tools access your Dataverse data – without clear guardrails (DLP, permissions)?
How about that?
Full visibility: a central inventory of all apps, flows, agents and environments incl. owners.
Safe guardrails: DLP policies and Managed Environments protect data without slowing innovation – including Copilot, agents and AI tools that access Dataverse.
Reliable operations: monitoring, updates and support are on us – your IT is relieved.
Power Apps Governance & Managed Services
With Altus PPM and Projectum xPM you already run project and portfolio management on the Microsoft Power Platform – the same place where your other Power Apps, flows, Copilot agents, AI tools and Power BI reports are created, right up to external AI tools such as Microsoft Scout or Cowork that access your data through Dataverse.
With clear guardrails (environment strategy, DLP, Managed Environments, ALM) and an ongoing managed service we keep your Power Platform secure, transparent and reliable – and make sure AI can be used productively without data leaking out of control. Where compliance requirements are higher, we integrate connected technologies such as Microsoft Purview (classification, sensitivity labels, DLP, audit). All data stays inside your own Microsoft 365 environment.
Step 1
- We assess your Power Platform: an inventory of all apps, flows, agents, environments and licenses.
- We evaluate risks, compliance and licensing costs and prioritise the areas to act on.
Step 2
- We set up governance: environment strategy, DLP policies, Managed Environments, role and ALM concept.
- AI/agent governance: approved agents and AI tools, Dataverse permissions and DLP for AI access.
- Power BI governance: workspaces, datasets/semantic models, row-level security and sharing – on request with Microsoft Purview for classification, sensitivity labels and compliance.
- On request we establish a Center of Excellence as an operating model – built on the native Power Platform Admin Center experiences (Inventory, Usage, Monitor, Actions), complemented by Power BI reporting where needed.
Step 3
- We take over day-to-day operations (managed service): monitoring, support, updates and reporting per SLA.
- You receive regular optimisation recommendations – your platform stays clean and secure.
Visibility
Inventory, not guesswork
A central inventory of all Power Apps, flows, Copilot agents and environments – including usage, owners and licensing cost.
Control
Safe guardrails
Environment strategy, DLP policies, Managed Environments and ALM protect data and compliance – without slowing down citizen development.
Relief
A reliable managed service
Monitoring, support, updates and reporting per SLA – within your own Microsoft 365 environment. Your IT gets time back.
The cooperation is very pleasant and the commitment of the employees, even after many years of working together, is very good.
Our consultant from Holert - Great, customer-oriented, fantastic.
We work a lot with Holert and they always solve our challenges, they have a lot of expertise and you can rely on them 100%.
Together with Holert, we sat down and asked ourselves how we could represent the many projects coming our way in a way that truly matched our own terminology. We then adapted the software accordingly, a process that was actually quite quick and straightforward - and in the end, we felt it really reflected our needs.
Working with Holert has been very successful. You have always found the right solutions to our problems and implemented them. This has allowed us to benefit from your experience. I am therefore delighted that we have worked together so successfully and will continue to do so.
I particularly liked the documentation provided. It was possible to check the current status at any time. You are very professional and you simply understand how to identify and perceive needs as they really are and try to find solutions for them.
I definitely recommend Holert due to the very high level of expertise and the pragmatic and thus strongly customer-oriented consulting approach.
The cooperation with Holert is really recommendable. They are much more than just a Power Apps or Power BI development company — first and foremost a consultancy that can also implement what they advise.
Frequently asked questions about Power Apps Governance
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What is Power Platform governance?
Power Apps / Power Platform governance covers all the guardrails an organisation uses to run Power Apps, Power Automate and Copilot agents safely: environment strategy, DLP policies, the native governance experiences in the Power Platform Admin Center (previously covered by the CoE Starter Kit), role and permission concepts, and Application Lifecycle Management (ALM). This applies to self-built citizen-developer apps as well as professional third-party solutions such as Altus PPM and Projectum xPM – the goal is to enable innovation without losing control over data, cost and compliance.
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Does governance also apply to professional third-party apps like Altus PPM and Projectum xPM?
Yes. Governance is not only about self-built citizen-developer apps, but equally about professional, business-critical third-party solutions on the Power Platform – such as Altus PPM and Projectum xPM. They also run in your environments, use connectors and licenses, and belong in your inventory, environment strategy, DLP policies, Managed Environments and ALM. On request we operate and monitor them as part of the managed service.
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How do we govern AI agents and AI tools accessing Dataverse?
AI is now a core part of the Power Platform – from Copilot and Copilot Studio agents inside your apps to external AI tools such as Microsoft Scout or Cowork that access Dataverse data via interfaces (e.g. the Model Context Protocol, MCP). This needs governance too: which agents and tools are approved, which data and tables may they read or write, which connectors and which authentication are allowed? We anchor AI usage in environment strategy, DLP policies (incl. connector classification), Managed Environments, role-based Dataverse permissions and monitoring – so AI can be used productively without sensitive data leaking out of control.
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Is Power BI part of Power Platform governance?
For day-to-day operations, usually not as a must-have: inventory, usage/adoption, monitoring and AI-assisted recommendations now come natively from the Power Platform Admin Center – including the new agentic capabilities. A dedicated Power BI dashboard is worth it when you need more than the native 28-day analytics: long-term trends across quarters/years, breakdowns by department, cost center or region (by enriching with org data), or fully customizable management reporting. At the same time, Power BI is itself part of governance: we govern workspaces, datasets/semantic models, row-level security (RLS), sensitivity and sharing – including the reports in Altus PPM and Projectum xPM – so only authorised people see the respective data.
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Do we need governance even with only a few Power Apps?
Yes. Risks appear from just a few productive apps: undocumented dependencies, missing DLP policies and unclear ownership. An early, lean governance setup is far cheaper than cleaning up sprawl later.
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What is the difference between environment strategy and DLP policies?
The environment strategy governs who may develop where (Dev/Test/Prod). DLP (Data Loss Prevention) policies govern which connectors may exchange data with each other. Together they form the foundation of any Power Platform governance.
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How does Microsoft Purview fit into Power Platform governance?
Microsoft Purview extends Power Platform governance with enterprise-wide data classification, sensitivity labels, DLP and audit/compliance – beyond Dataverse and Power BI. Where compliance requirements are higher, we integrate Purview into your governance concept so that protection and traceability work consistently across the whole platform.
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What happens to the Microsoft CoE Starter Kit?
Microsoft no longer actively maintains the Center of Excellence (CoE) Starter Kit – there are no more new features, bug fixes or security patches. Its core capabilities are moving into the Power Platform Admin Center as native in-product experiences: Inventory, Usage, Monitor and Actions, on a foundation of Managed Environments, DLP policies and the Security Hub. If you still run the CoE Starter Kit in production, you should set up a migration plan towards the Admin Center – which is exactly where we help. Background: Power Platform Governance 2026: From CoE to the Admin Center.
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What does ALM mean for the Power Platform?
Application Lifecycle Management (ALM) describes how apps move safely from development through testing into production – via managed solutions and pipelines, with versioning and auditable approvals.
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Does our data stay in our own environment?
Yes. Governance and the managed service run entirely within your own Microsoft 365 environment. Data residency is in the DACH region (e.g. Frankfurt, Berlin, Vienna, Zurich, Geneva).
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Does Holert also offer ongoing operations?
Yes. As a specialised boutique consultancy and Microsoft partner we can take over ongoing operations as a managed service: monitoring, support, updates and reporting per SLA – including regular optimisation recommendations.