Intelligent Automation for Better CRM Performance

We help organisations adopt Microsoft 365 Copilot safely, effectively, and with measurable impact. Our enablement approach goes beyond technical setup, combining AI readiness, governance, change management, and hands-on usecase discovery to ensure Copilot delivers real productivity gains across Outlook, Teams, Word, Excel, PowerPoint, and Dynamics 365

Rather than experimenting in isolation, we focus Copilot on the workflows that matter most, helping you move from early adoption to sustained value with confidence and control. 

What We Deliver

  • Leadership and stakeholder alignment 
    Executive and stakeholder sessions to define goals, agree on priority use cases, align on success measures, and set the direction for responsible Copilot adoption. 
  • AI & Copilot readiness assessment 
    A practical readiness assessment covering strategy and governance, people readiness and enablement, usecase clarity, data quality and information architecture, data classification and security, and technical platform readiness. 
  • Security, governance, and risk foundations 
    Review of tenant configuration, permissions, data access, and oversharing risks, with guidance on governance controls, acceptableuse principles, and responsible AI practices. 
  • Process workshop and live demonstrations 
    Interactive workshops with live Copilot demonstrations across Word, Excel, PowerPoint, Teams, Outlook, and Dynamics 365 to identify high-value opportunities and shape an initial pilot. 
  • End-user training and adoption enablement 
    Practical training sessions designed to build AI literacy, confidence, and everyday Copilot usage, supported by bestpractice guidance and real-world examples.
  • Adoption and change support 
    Guidance on executive sponsorship, champion networks, communication, and change management to drive engagement and sustained adoption. 

Optional Extras

  • Optional targeted and advanced enablement 
    Bespoke training for specific Microsoft 365 workloads, roles, or teams, with the option to progress to deeper enablement and future Copilot capabilities as your maturity grows. 
  • Development of specific agents for your needs  
    Our experienced development team can help with any specific needs identified through the process workshop. This may include the development of specific agents designed for your business needs.  

Key Benefits

  • Save time on everyday work 
    Reduce manual effort by accelerating drafting, summarising, analysis, and meeting follow-ups across Microsoft 365. 
  • Focus on the right use cases first 
    Increase productivity by targeting Copilot on the workflows that deliver the greatest business value, avoiding unfocused experimentation. 
  • Adopt Copilot with confidence 
    Improve employee experience through clear guidance, practical training, and a structured approach to change. 
  • Maintain control, security, and compliance 
    Strengthen governance and data protection by aligning Copilot usage with your existing permissions, security posture, and regulatory obligations.