copilot workshop to all staff
in AI increased throughout the business
developed for this first time, aiding productivity
The customer’s small business efficiency team was spending a significant amount of time on manual, administrative tasks in addition to responding to multiple customer requests. These activities reduced the team’s capacity to focus on higher-value procurement work and slowed overall turnaround times. With limited headcount and increasing operational demands, the team needed a way to improve efficiency, reduce manual effort, and streamline day-to-day activities. They identified an opportunity to use Copilot agents to automate and support admin-heavy tasks, helping the team work more efficiently without increasing resources but were unsure how it could deliver meaningful value.
Clarity was needed before deciding on a project.
The session covered core AI concepts, how Microsoft 365 Copilot operates within the M365 suite, effective prompting techniques, and live demonstrations including AI agents, video creation, and image generation.
Worked closely with participants to explore real-world legal use cases, helping them build a shared and practical understanding of AI and Copilot’s role within their day-to-day work.
Advised on Copilot licensing, technical requirements, and integration considerations across the wider Microsoft 365 environment, enabling informed decision-making at a departmental level.
Supported teams in the design, refinement, and sharing of AI agents, establishing a collaborative and repeatable approach to experimentation and adoption across the department.
Clear visibility of gaps across governance, data readiness, skills, and organisational culture, directly informing prioritised actions within the AI adoption roadmap.
Agreement on the first transformational AI use case, forming the foundation for phased delivery and investment decisions.
A shared view across the team on where AI will deliver the greatest impact, enabling alignment on sequencing, ownership, and next steps within the roadmap to provide efficiencies and strategic benefits.
Whatever, your situation we can help you to de-risk and accelerate your M365 adoption.
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