Transform everyday productivity with AI in Microsoft 365
Talk through your requirements and leave with a clear next-step plan.
Service Overview
Highlights
- AI-driven content generation in Word
- Automated data analysis and modelling in Excel
- AI-powered presentation creation in PowerPoint
- Secure deployment with governance and compliance controls
- Training and adoption support for every user
Business Benefits
- Save hours creating documents, reports, and presentations
- Improve data-driven decision-making with AI analysis in Excel
- Increase creativity and impact with Copilot-generated visuals and storytelling
- Standardise quality across business documents and slides
- Drive adoption of AI across the organisation with everyday use cases
Typical use cases
- Teams drafting reports, proposals, and internal documentation
- Finance and operations staff analysing data and producing summaries in Excel
- Managers and executives preparing presentations and briefings
- Employees summarising long documents or extracting key points
- Organisations introducing Copilot as a first AI capability for staff
Objectives & deliverables
What Success Looks Like
- Enable safe and effective use of Copilot in everyday productivity tools
- Reduce manual effort in document creation, analysis, and presentation design
- Improve employee confidence when working with data and written content
- Drive consistent adoption of AI across departments and roles
- Establish a governed foundation for scaling Copilot usage
What You Get
- Licensing and tenant readiness assessment
- Copilot enablement in Word, Excel, PowerPoint
- Security and compliance baseline (DLP, retention, labels, audit)
- Training packs and comms templates for end users
- Role-specific use case guides (e.g., HR, Finance, Sales, Execs)
- Success dashboards and adoption tracking
- Handover and governance runbook
How It Works
- Readiness & Planning – confirm licensing, configure governance, design rollout strategy
- Pilot Deployment – enable Copilot for a selected user cohort, deliver training, capture feedback
- Scale Rollout – expand across departments, refine use cases, embed adoption dashboards
- Operate – ongoing roadmap updates, feature enablement, adoption reinforcement
Engagement Options
- Starter Pilot - 50–100 users, training, success metrics
- Scale Program - 500–1,000 users, role-specific use cases, adoption dashboards
- Enterprise Rollout - organisation-wide deployment, multi-region support, advanced governance
- Operate - monthly roadmap alignment, adoption refresh, and feature updates
Additional Information
Security & Compliance Notes
- We configure Microsoft 365 Copilot to align with Zero Trust security principles. Policies include DLP, retention, audit logging, and sensitivity labels to protect business content.
Common Bundles
Customers who use this service often bundle with these services
Copilot Prompt Library Build
Build role based Copilot prompt libraries that deliver consistent, relevant outputs across teams, scenarios and regulated business contexts.
Copilot Roadmap Workshop
Facilitated workshops define Copilot priorities, align stakeholders, assess readiness, and produce a clear adoption roadmap with governance outputs.
AI Safety, Governance & Risk
Implement practical AI safety and governance with policies, approvals, logging, data boundaries, and controls that reduce operational and compliance risk.
Copilot for Power BI
Enable Copilot in Power BI so users ask natural language questions, generate visuals and explore governed analytics confidently.
Copilot for Project & Planner
AI-assisted planning in Microsoft Project and Planner reduces admin effort, improves schedule accuracy, and gives PMOs clearer delivery insight.

