Microsoft 365 Copilot AI Advisory & Discovery

Provide executive-level guidance and planning to kickstart the AI journey with Copilot. This advisory engagement helps business leaders formulate a clear AI strategy, assess organizational readiness, and identify high-value use cases for Copilot in the business1. It ensures leadership alignment and addresses concerns around governance and ROI from the outset.

Phase 1: Vision & Assessment Business Visioning: Conduct leadership workshops to clarify AI goals, transformation opportunities, and success criteria. Begin by leading strategic conversations about how AI can drive business transformation. Readiness Assessment: Evaluate the current state of the organization’s data, technology, and people readiness for Copilot. This includes reviewing licensing, infrastructure, and security posture for AI deployment.

Phase 2: Strategy & Roadmap Use Case Identification: Identify key personas and business scenarios that would yield the most value when reimagined with AI. Prioritize “quick win” Copilot use cases as well as long-term opportunities. Governance & Risk Planning: Provide guidance on responsible AI use, addressing data protection, compliance, and ethical considerations from the start. Roadmap Development: Formulate a tailored Copilot adoption roadmap aligned to business objectives. Define phased implementation plans, timeline, and resource needs for rolling out Copilot, including integration points and any prerequisites (such as data cleanup or security enhancements).

Phase 3: Executive Buy-in & Next Steps Executive Alignment: Present the AI strategy and Copilot roadmap to stakeholders. Achieve leadership consensus on vision, priorities, and investment required. Value Proposition & Business Case: Articulate the expected ROI (e.g. productivity gains, faster decision-making) and competitive advantages of adopting Copilot, using industry data and pilot insights (for example, highlighting that early adopters saw significant efficiency gains like 73% faster task completion). Action Plan & Handover: Deliver a comprehensive strategy document outlining the roadmap, key policies (e.g. AI governance guidelines), and immediate next steps to move forward. This plan positions the organization to proceed with deployment and adoption initiatives confidently.