Microsoft Copilot & AI

Copilot that works,
because your content is in order

We prepare your SharePoint and Microsoft 365 and support your team, from the first prompt to your own agents.

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Why act now?

Copilot shows what exists in your Microsoft 365, for better or worse

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Disorganized content

Duplicate documents, old versions and ownerless folders make Copilot answer with incorrect or outdated information.

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Excess permissions

Copilot respects existing permissions. If many people have access to more than they should, it can surface sensitive information to people who should not see it.

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Unused licenses

Many companies turn on Copilot, but people do not know what to ask. Without training or use cases, adoption stays low and the investment does not pay off.

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No starting point

It is unclear where to begin, which areas benefit first or how to measure whether Copilot is worth it.

Our methodology

From a ready environment to daily use

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01

Readiness assessment

We assess content, permissions, duplicates and risks in your environment to know whether it is ready for Copilot.

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02

Content preparation

We adjust permissions, governance and metadata, and clean up what gets in the way, so Copilot finds the right information.

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03

Adoption by levels

We support teams across three levels, Discover, Master and Design, with workshops and use cases by department.

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04

Measurement and evolution

We measure usage and return, adjust the plan and define the next use cases and agents.

Adoption in three levels

Discover, Master and Design

Each level takes the team one step further. You can start at any of them, depending on where you are.

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Level 01

Discover

The team gets to know Copilot

Your team learns to use Copilot in daily work.

  • check_circleCopilot in Word, Outlook and Teams
  • check_circleHow to write good prompts
  • check_circleWorkshops and quick wins
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Level 02

Master

Copilot works with your information

Copilot starts working on your company's content.

  • check_circleUse cases by department
  • check_circleCopilot over SharePoint content
  • check_circlePermissions and governance
  • check_circleInternal champions network
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Level 03

Design

The company builds its own solutions

Your company designs its own agents and automations.

  • check_circleCustom agents (Copilot Studio)
  • check_circleAutomation with Power Platform
  • check_circleAdoption and return measurement
Example scenario

An agent for questions about internal documents

An example of how we would design an agent for an everyday task. It does not correspond to a real client and shows no measured results.

infoIllustrative: not a client casesmart_toyDesign level

The challenge

Teams lose time asking about policies, procedures and templates that are spread across several SharePoint libraries, and the same questions always reach the same people.

The solution

An agent built with Copilot Studio that answers only from approved documents, respects each person’s permissions and shows which document the answer came from.

What the project would look like

  1. 1Assessment and cleanup of the libraries the agent will consult
  2. 2Definition of scope, sources and permissions
  3. 3Build and testing with real users
  4. 4Team training and usage measurement

What we would measure

  • monitoringNumber of people using the agent
  • monitoringTime to get an answer, before and after
  • monitoringQuestions that stop reaching internal support teams
What you get

Deliverables included in the project

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Copilot readiness report

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Permissions and governance plan

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Adoption program by level

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Use cases by department

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Agents for everyday tasks

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Adoption and return measurement

Frequently asked questions

What we are always asked

Next step

How can we help?

Tell us where your team stands today. We will run a free assessment of your Microsoft 365 and your Copilot readiness.

check_circleNo obligationcheck_circleResponse in 24hcheck_circleCustom roadmap