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A complimentary advisory workshop that helps organizations identify high-value Microsoft 365 Copilot use cases and define a clear, practical adoption roadmap.
The Cloocus Microsoft 365 Copilot Advisory Workshop is a complimentary, advisory-focused engagement designed to help organizations understand where Microsoft 365 Copilot can deliver real business value and how to approach adoption in a structured and practical way. Rather than a proof of concept or technical deployment, this workshop focuses on use-case identification, readiness discussion, and adoption planning. It helps organizations move from initial Copilot interest to clear, decision-ready next steps. In addition to core Microsoft 365 Copilot capabilities, the workshop also provides a high-level introduction to agent-enabled scenarios, helping customers understand how lightweight Copilot Studio–based agents may enhance specific workflows in the future—without requiring implementation or development.
Who This Workshop Is For This workshop is designed for organizations that: • Are exploring Microsoft 365 Copilot for the first time • Want clarity on where Copilot can deliver meaningful productivity gains • Need guidance before committing to paid pilots or licenses • Are curious about Copilot Studio and agent concepts, but at an early stage It is particularly valuable for business and IT leaders seeking a clear, executive-level understanding of Copilot value and adoption considerations.
Workshop Structure & Activities
Alignment & Discovery Session (60 minutes) A remote session via Microsoft Teams with key stakeholders to: • Discuss business priorities and productivity challenges • Identify potential high-value Copilot use cases • Review current Microsoft 365 usage and readiness at a high level • Introduce Copilot capabilities and adoption considerations
Use Case & Advisory Discussion Through a structured advisory discussion, Cloocus helps customers to: • Map Microsoft 365 Copilot capabilities to real business workflows • Discuss adoption considerations such as data access, security, and change management • Introduce agent-enabled concepts using Copilot Studio at a conceptual level • Clarify what is in scope for a future pilot or value accelerator engagement This workshop does not include deployment, configuration, or hands-on implementation.
Wrap-Up & Next Steps (30–60 minutes) A closing session to: • Summarize identified Copilot use cases and priorities • Highlight readiness gaps and dependencies • Outline recommended next steps, including optional paid workshops or pilots
Workshop Outcomes
At the conclusion of the workshop, customers receive: • A short list of prioritized Microsoft 365 Copilot use cases • A high-level Copilot adoption and readiness roadmap • Clear guidance on whether and how to proceed with pilots or further engagements Customers gain clarity on where Copilot can help, what to consider before adopting, and what steps to take next.