Microsoft IQ for ISVs

Synthetic demo data only. Human review is required.

Microsoft IQ for ISVs demonstrates how software companies can combine four Microsoft IQ layers to understand customer renewals, recover at-risk accounts, and identify responsible expansion motions. The flagship scenario is Customer Renewal and Expansion Intelligence for the synthetic Contoso Unified School District account, with Fabrikam Unified School District as a positive expansion contrast in a five-school-district renewal portfolio.

An interactive version lists the specific data in each place.

The application combines:

• Fabric IQ for account, subscription, usage, support, invoice, renewal, and opportunity facts.
• Foundry IQ for contracts, support policies, pricing guidance, product briefs, and recovery playbooks.
• Work IQ for customer meetings, account-team plans, commitments, and workplace context.
• Web IQ for current public company, leadership, strategy, and competitive evidence.

It returns an evidence-backed assessment, structured risks, missing information, recommendations, specialist findings, and a drafted next action for human review. No customer system or Microsoft 365 action is submitted automatically.

Experience

The React application provides:

• a portfolio view with total ARR, forecast ARR, at-risk ARR, and expansion pipeline;
• prioritized renewal motions across five synthetic accounts;
• a detailed four-IQ assessment for Contoso Unified School District;
• commercial, adoption, support, relationship, and expansion specialists;
• REST and Server-Sent Events retrieval with source activity and evidence links;
• explicit missing-data, reviewer, and human-approval boundaries.

Architecture

React/Vite UI
    |
    +-- GET  /api/isv/portfolio
    +-- POST /api/isv/ask
    `-- POST /api/isv/ask/stream
                 |
                 v
         FastAPI orchestrator
          /      |      |      \
   Foundry IQ Fabric IQ Work IQ Web IQ
          \      |      |      /
        grounded ISV specialists
                 |
          human-reviewed result

Local mode is deterministic and reads only data/isv/. Connected providers are independently gated and fail explicitly when required grounding is unavailable.

Guided reconciliation

Sources are weighed by claim type using an authority map in services/api/app/isv_reconcile.py (numbers: Fabric IQ first; rules: Foundry IQ; commitments: Work IQ; external: Web IQ). A Critic applies the rules: records win on conflict, the worst status wins, and conflicts are logged. Confidence is computed from conflicts and unavailable sources. Optional model narration (USE_LIVE_ISV_NARRATION, ISV_OPENAI_ENDPOINT, ISV_OPENAI_DEPLOYMENT) rewrites the answer over the established facts and is rejected if it changes the verdict or cites unknown evidence.

Run locally

Prerequisites: Python 3.12+, Node.js 22+, npm, and PowerShell.

.\scripts\dev.ps1

Open http://localhost:5173. The launcher forces every connected-provider flag off, requires no Azure account, and does not modify Microsoft 365.

Manual validation:

.\.venv\Scripts\python tools\validate_isv_consistency.py

Push-Location services\api
..\..\.venv\Scripts\python -m pytest
Pop-Location

npm --prefix apps\web test -- --run
npm --prefix apps\web run lint
npm --prefix apps\web run build

Connected providers

Copy services/api/.env.example to a private environment file and supply only the providers you intend to enable:

Flag	Required coordinates
USE_LIVE_ISV_FABRIC	ISV Fabric workspace and Data Agent IDs
USE_LIVE_ISV_FOUNDRY	ISV Azure AI Search endpoint and Foundry knowledge-base name
USE_LIVE_ISV_WEB	Native Web IQ API key, or the isolated Search web knowledge base
USE_LIVE_ISV_WORK	Work IQ OBO app, delegated user token, and certificate configuration

Connected mode requires Microsoft Entra bearer authentication. Work IQ remains delegated and read-only. The included M365 seeder is optional and must be run explicitly.

Synthetic data

data/isv/registry.yaml is the canonical detailed-account source. It drives:

• 15 deterministic Fabric CSV tables;
• a generation-2 Fabric ontology;
• the Contoso Unified School District and Fabrikam Unified School District assessments;
• Foundry and Work IQ evidence consistency;
• specialist and prompt contracts.

data/isv/portfolio.yaml adds four summary-level accounts for cross-account triage. All names, records, amounts, URLs, and workplace artifacts are synthetic.

Provisioning and deployment

agent/provisioning/isv/ contains isolated provisioning and optional M365 seeding utilities. They do not inherit the retired demo's workspace identifiers. Azure application deployment templates remain under infra/.

Phase 8 will deploy the ISV application and provider resources into a new resource group. The existing deployed environment is intentionally untouched.

Documentation

• docs/architecture.md
• docs/configuration.md
• docs/data-model.md
• docs/security.md
• docs/deployment.md
• docs/phase-7.md

License

Licensed under the MIT License.