Services
Copilot Role-Based Vision and Value
Already using Microsoft 365 Copilot? Take the next step and transform your sales, customer service, and finance functions with our specialized Role-Based Vision & Value engagement. Designed for organizations with 1,000+ Microsoft 365 users and existing Copilot licenses, this engagement helps you expand the power of AI across your business.
Engagement phases
- 1. Inspire (2-4 hours)
We will showcase Copilots key capabilities and discuss AI re-invention and value of Microsoft 365 Copilot for Sales/Services/Finance, touching on importance of data security and change management. - 2. Assess (1 day)
Assess your business needs and AI readiness by driving technical readiness assessments. Facilitate executive-level interviews, data analysis and workshopping to identify high-value functional scenarios across Sales, Services, and/or Finance departments. - 3. Design (1-2 days)
We will develop the business case and plan for implementation based on prioritized scenarios. Define next steps and timeline to develop and implement Role-based Copilot agents.
Time Commitment
Our Copilot Role-based Vision and Value typically required 3-4 days of your commitment and is conducted within your production environment.
Microsoft Funding Options
Your organization might be eligible for funding to help cover the cost of your Copilot engagement. Contact us to learn more about available funding programs and eligibility requirements.