Copilot Exploratory Workshop

Unlock AI-Powered Productivity with Microsoft 365 Copilot—Tailored to Your Business

Wondering how AI could transform your business—but lack the time or framework to explore it?

Struggling to quantify the ROI of AI initiatives across departments?

Overview

For as little as $2,500, you can attend a 2-day executive workshop conducted by one of our Microsoft Certified Service Providers that delivers clarity: uncover automation opportunities, reduce manual effort, and walk away with an understanding of what it takes to implement measurable AI Return on Investment (ROI) — powered by Microsoft 365 Copilot. Act now and start enjoying the cost-savings and benefits of AI already available in your environment!

Schedule a Teams meeting to review this workshop and how it can produce the visibility into AI that you have been needing.

Workshop Delivery and Deliverables

The Copilot Workshop is performed by a certified Microsoft Solution Partner.

Deliverables include:

A pre-workshop coordination call will be scheduled to align expectations.
Participants will schedule the workshop dates and will receive all necessary materials.
The team will deliver a live virtual workshop across two sessions.
Attendees will gain a strong understanding of Microsoft 365 Copilot.
The workshop will cover responsible and effective deployment of Copilot, including identifying departmental use cases.
Future AI use cases will be identified and mapped to measurable business outcomes.
An eligibility review will be conducted for Microsoft-funded product pilot incentive programs.
The adoption and deployment strategy for AI and Copilot will be outlined, along with recommended next steps.

Participants may opt for a paid follow-on AI pilot with 50+ participants. The pilot will include, a post-workshop readout and implementation of a real-time ROI dashboard, utilizing your internal costs structures, to measure AI impact in the organization.

Who This Workshop Is For

Our focus for this workshop is for companies with 200 - 2,500 employees looking to:

Increase scalability
Address budget constraints
Streamline IT management
Grow without extensive in-house AI expertise

Ideal Participants:

CIOs, CTOs, and IT Directors
Application Owners & Cybersecurity Leaders
Business Unit Executives driving digital transformation
Fractional technology leaders supporting M&A or operational scale

How The Workshop Fits Into the AI Journey

Click on the image below to see the Client Journey Map for an AI Workshop through AI implementation.

The AI Workshop consists of the following steps:

Intro Call
Meet with the technical team to review program scope and eligibility.
Strategic Fit Discussion
Align on your goals—whether deploying existing tools or evaluating new ones.
Simple Paperwork
NDA + Statement of Work to get started.
Microsoft Confirmation - (if eligible for incentive funds)
Receive official enrollment directly from Microsoft.
90-Day Engagement Window
Complete the workshop and receive a tailored post-engagement report.
Post-Workshop Planning
Define next steps including staffing and AI policy requirements.

Copilot Workshop Agenda

The Workshop is built to be a two-day commitment. The support team collects the information and takes time outside of the client meetings to develop the reporting and results. Click the image below to see some sample materials.

Below is the agenda for the Workshop:

Day 1 (2 hours):

Assess Key Workflows
Copilot Discovery & Demonstrations

Day 2 (2 hours):

Generate Use Cases & KPIs
Build a Success Measurement Plan
Discuss Responsible AI Principles
Introduce AI Organizational Framework

Real-World Impact Live Reporting

After the workshop, you may elect a 50 user pilot in order to prove the ROI and other benefits of a Copilot implementation. A case study example of results can be seen by clicking the image below.

Why Copilot

Click the image below to see what sets Copilot apart from other AI solutions.

Take the Next Step

FAQ

Question: Are there case studies or testimonials available?

Answer: Yes. We like to review these on a call so that we can address your specific questions and give an expanded view of the specific case study and how it may apply to your situation. As a decision-maker, we know you prioritize ROI, cost savings, and measurable outcomes. Please schedule a call with us and we will assist you in building a compelling business case.

Question: Are you able to address security and compliance needs?

Answer: Absolutely. Security and compliance needs vary by client (e.g., HIPAA, PCI, HITRUST, GDPR). We can address your specific security concerns so there are no gaps in your security posture and address you compliance requirements. Microsoft Copilot has enterprise-grade security and compliance features (e.g., integration with Microsoft 365’s data loss prevention policies) so you can rest assure that the security you want and need is available.

Question: Will the workshop uncover use cases that are truly unique to our workflows, or are they templated?

Answer: This is the primary intent of these workshops – to identify meaningful use cases for AI that are specific to your organization and, more importantly, specific to the unique needs and challenges for each department within your organization. In these workshops we go well beyond the stock scenarios for AI that you encounter in the marketing literature and spend time understanding your organization and the various workflows in each department to then, collectively and collaboratively, develop bespoke uses cases for your various teams that are then tied to a specific and measurable outcome we can later measure and evaluate.

Question: What happens after the workshop? Is there implementation help, or is it purely advisory?

Answer: One of the workshop objective is that our clients understand, from a practical perspective, what a Copilot implementation looks like and what’s required in terms of time, resources and preparation. Essentially, any Copilot deployment will involve two separate, but concurrent workstreams: A technical data security workstream to ensure that Copilot is providing responses that are appropriate to the permission level of the user and an Adoption and Change Management workstream to train users on how to effectively work with AI for the use cases we identify in the workshop.

After the 2-day workshop, there is a final report that’s delivered and reviewed with our clients. A significant portion of this workshop is dedicated to mapping out any next steps and getting consensus on those follow-on items (e.g. a Go/No Go decision to pilot Copilot, policy creation, etc.)

Question: How does the workshop address data governance, compliance, and Copilot’s access to sensitive information?

Answer: Any Copilot deployment will involve two separate, but concurrent workstreams: A technical data security, governance and compliance workstream and an Adoption and Change Management workstream to train users on how to effectively work with AI in the workplace. This workshop is primarily focused on the latter but does provide information and important resources on the Data Security, Governance and Compliance piece (e.g. there is considerable discussion around responsible use of AI and the need for the establishment of an AI council within our clients’ organizations).

For a much deeper discussion around Data Security, Governance and Compliance, there is a separate, program that will allow us to not just talk about what is right for your organization, but to actually carry out discovery and analysis as well.

Question: Is 4 hours over 2 days enough to generate meaningful insights and actionable plans?

Answer: Yes, we are able to deliver meaningful insights and an actionable plan with the workshop commitment. While the workshop itself is 4 hours distributed over 2 days, there is preparation and coordination work that our team does before the workshop delivery and then analysis and report-writing that takes place after the workshops and which is reviewed in a 3rd and final meeting (~ 1 hour).

In our experience, the duration and amount of content and discussion provided during these workshops has been sufficient to; (a) non-disruptively bring a group of busy leaders and department heads together for collaborative sessions and, (b) provide enough input and understanding for our clients to decide whether a pilot is the next sensible step in their AI journey.

Question: What prerequisites must be in place before Copilot can be deployed effectively?

Answer: While the AI requirements will be discussed during the workshop, at a high-level a Copilot deployment will require:

Microsoft365 Copilot Licenses
Data Security Review
Adoption and Training Plan
Measurable KPIs and Outcomes tied to specific AI use cases (for evaluation)