PlanB. Acceleration Workshops for Microsoft 365 Copilot & Cowork

The PlanB. Microsoft 365 Copilot & Cowork Accelerator helps organizations adopt Microsoft 365 Copilot and Copilot Cowork securely and responsibly while meeting industry-specific compliance, security and regulatory requirements.

Organizations are moving from AI-assisted productivity to the controlled delegation of multi-step work across Microsoft 365. Our workshop series supports this evolution, from assessing readiness and defining measurable business value to establishing governance, building employee skills and enabling secure agentic operations with human approval points.

The workshop series covers six key areas:

• Copilot Discovery & Readiness: Map your AI potential, evaluate infrastructure readiness and build an actionable roadmap, with live Copilot and Cowork demos to create a shared understanding of compliance and security needs.
• Strategy, Vision & Business Value: Develop a tailored Copilot and Cowork strategy focused on high-value use cases, measurable outcomes and the multi-step work worth delegating securely across Microsoft 365.
• Data, Governance & Security Deep-Dive: Review your data posture, surface oversharing risks and define the security, compliance and governance measures required for your prioritized use cases.
• Awareness, Adoption & Skills: Prepare employees to work effectively with Copilot and Cowork through role-based use cases, targeted communication, practical training and responsible delegation practices.
• Admin, Governance & Control: Define administration, permissions, approvals, support and monitoring for secure Copilot operations aligned with your organizational policies.
• Microsoft Copilot Cowork & Agentic Operations: Identify workflows suited to Cowork and establish human approval points, permissions, operating principles and monitoring for secure and scalable agentic operations.

Outcome

You receive a practical roadmap for the secure adoption of Microsoft 365 Copilot and Copilot Cowork, aligned with access rights, compliance requirements and human approval points. Together, we assess your data posture, governance and adoption capabilities, prioritize relevant use cases and establish the foundation for governed execution across Microsoft 365.

The final scope and price depend on the selected workshops and your organization’s individual requirements.