From Curiosity to AI Readiness

Designing AI Enablement for Coordination, Governance, and Scale

Getting Started With Copilot

After listening to the client's goals, we developed an AI enablement approach that balanced flexibility with governance, allowing adoption to scale across the organization. As part of the approach, we recommended Microsoft 365 Copilot, which the organization could easily integrate into its existing workflows.

To facilitate Copilot’s adoption and reflect how teams work across the business, we identified a pilot group of 30 users from cross-functional backgrounds, including employees from marketing, IT, human resources, and sales. Prior to the pilot’s commencement, we also moved the client’s on-premises files into a secure cloud environment, where the AI could access and use them. 

Security was another important factor we addressed from the project’s outset. We conducted an assessment that included evaluating identity and access management, cybersecurity and data protection, data governance, and compliance.

With the underlying technical aspects in place, we then met with the project's stakeholders to identify practical use cases tied to everyday work. 

Some of the use cases included using Copilot to:

Facilitating AI Adoption

Next, we created a foundational training program to build confidence and promote Copilot’s adoption among different teams. We structured each training into key topic areas, starting with an overview of prompt engineering and then moving into specific uses for Copilot within individual applications. Each training session lasted three to four hours, allowing the group to ask questions and provide real-time feedback about their experiences with the tool. This also allowed us to help users explore different efficiencies that Copilot could bring to their everyday workflows.

Part of the training process also involved holding regular office hours so that users could ask questions as they spent more time with Copilot. Our team then built a center of excellence that compiled resources and frequently asked questions into a single reference location. To promote continuous improvement, we solicited additional feedback through surveys to gather insight into how Copilot was operating and the various ways it had enhanced the client’s efficiency.