Microsoft Copilot and AI consulting

365 Innovator helps organisations move from broad AI interest to focused Microsoft Copilot and AI use cases with clear value, appropriate controls and a practical adoption path.

Support can include readiness assessments, Microsoft 365 Copilot adoption, Copilot Studio agents, secure RAG solutions, governance, evaluation, training and ongoing improvement.

Copilot and AI consulting illustration

Microsoft 365 Copilot readiness and adoption

Identify where Microsoft 365 Copilot or Copilot Chat can create measurable value before committing to a broad rollout.

We assess use cases, licensing, information access, oversharing risk, data readiness and adoption needs, then plan a focused pilot, training and success measures.

Agents for business processes

Help employees find information or complete controlled tasks through agents designed around clear responsibilities and boundaries.

We build Microsoft Copilot Studio agents using approved knowledge, tools and connectors, with authentication, human approval and conventional automation where deterministic processing is safer.

Trusted answers from business knowledge

Provide conversational access to approved documents and data while keeping sources and permissions visible.

Retrieval-augmented generation (RAG) solutions can use SharePoint, Dataverse, Azure AI Search and other authorised sources, with citations, access controls and response evaluation designed into the solution.

AI governance, evaluation and improvement

Treat an AI solution as an operational service rather than a one-off demonstration.

We define ownership, risk controls, test cases, quality measures, monitoring, feedback and review processes so performance can be evaluated and improved as business information and requirements change.

Is this the right service?

When this service is a good fit

This service supports organisations that want to identify valuable AI use cases, prepare for Microsoft 365 Copilot, build Copilot Studio agents or provide secure conversational access to approved business information.

What you receive

Typical engagement deliverables

  • AI and Copilot readiness assessment covering use cases, data, permissions, licensing, risk and adoption.
  • Prioritised use-case roadmap with expected value, feasibility, controls and success measures.
  • Microsoft 365 Copilot pilot, champion, training and adoption planning.
  • Copilot Studio agent design, integration, human approval and operational monitoring.
  • Secure RAG architecture with source access controls, citations and response evaluation.
  • Governance and lifecycle recommendations for responsible ongoing use.

A clear delivery path

How we work with you

Each engagement is shaped around the problem, stakeholders and constraints, with clear decisions and knowledge transfer throughout delivery.

  1. DiscoverClarify goals, users, current systems, risks and success measures.
  2. DesignAgree the approach, architecture, controls, delivery stages and responsibilities.
  3. DeliverBuild or improve the solution with regular reviews, testing and transparent decisions.
  4. EnableDocument, train, hand over and establish the next improvement priorities.

Common questions

Frequently asked questions

How do you protect confidential information?

The design starts with identity, permissions, data classification and source-system access. Users should only receive information they are authorised to access, with testing and monitoring appropriate to the use case.

Should we use an AI agent or conventional automation?

Deterministic, rules-based work is often better suited to conventional automation. An agent may be appropriate when a task requires language understanding, flexible reasoning or interaction with a user. Discovery tests the safer and more maintainable option.

Can we start with a small pilot?

Yes. A focused pilot with clear users, data, controls and success measures is usually the most useful way to test value and operational readiness before wider adoption.

Start with your business goal

Tell us what you want to improve and where you are today. We will use that context to prepare a focused first conversation.