Unlock the value of AI by pinpointing high-impact use cases and designing a tailored roadmap for Microsoft Copilot and custom AI Agents.

• Inspire and engage stakeholders
• Spot top AI use cases with the right subscription (M365/Chat)
• Create a clear integration roadmap

Secure Microsoft Copilot with access control, data protection, and loss prevention.

• Implement role-based access controls
• Use data classification and loss prevention
• Leverage Microsoft Purview for compliance

Drive successful Copilot adoption through change management initiatives, and ongoing user support to foster lasting change.

• Conduct needs assessments, establish an ambassador framework, etc.
• Provide training & support, including community calls, one-on-one coaching, etc.
• Communicate with stakeholders to drive engagement

Continuous post-rollout monitoring and evaluation to ensure sustained impact and goal alignment.

• Track usage and performance
• Evaluate against business goals
• Refine the approach and/or roadmap as needs evolve

Create custom Copilot agents tailored to departments like sales or finance for enhanced user experience.

• Design employee- and/or department-specific agents
• Customize conversational experiences
• Align with unique team needs

Define clear use cases that are aligned to business goals and to maximize ROI.

• Analyze business objectives and goals
• Recommend the best AI use case(s) to achieve them
• Define the roadmap and next steps

Evaluate organizational, technical, security, and compliance readiness for Microsoft Copilot.

• Engage stakeholders on Copilot’s value
• Assess culture and the business case
• Review licenses and security measures

Address gaps in organizational alignment, technical setup, and security based on assessment outcomes to ensure a smooth roll-out.

• Align organization and leadership
• Ensure technical configuration
• Apply security and compliance actions

Conduct a preliminary test of Microsoft Copilot with a select group of users to evaluate its value and identify improvements.

• Assess if it meets organizational expectations
• Confirm alignment with business needs
• Pinpoint specific areas for improvement

Select a larger group of users, align on goals, provide training and support, gather feedback, and evaluate results to refine the roll-out.

• Align on goals and set expectations
• Deliver training and hands-on support
• Collect feedback and optimize employee eXperience

Expand Microsoft Copilot in phases, track success, and refine adoption to drive optimization and maximize long-term business value.

• Roll out in phases across departments
• Integrate tools, monitor usage, improve adoption
• Support learning and use dashboards for improvement