AI-Ready Process Optimisation – Assessment & Roadmap

Modernise and streamline key business processes with AI—leveraging the full potential of Microsoft 365, Power Platform, and Copilot to improve productivity, reduce manual effort, and accelerate throughput.

This focused engagement helps business and IT leaders identify where AI and automation can deliver the greatest impact across their operations. Led by Sysdoc’s process and AI specialists, we assess your current workflows, uncover bottlenecks and productivity blockers, and reimagine a future-state process that integrates Microsoft 365 tools and AI capabilities to unlock measurable improvements.

Whether you're looking to reduce turnaround times, improve accuracy, or scale operations without increasing headcount, this engagement helps you unlock the productivity potential of Microsoft 365 and AI in a way that’s tailored to your business.

What You’ll Gain:

• AI Process Roadmap – A prioritised plan showing where and how to apply AI and automation within your operations, including Microsoft 365 tools such as Power Automate, Copilot for Word/Excel/Outlook, and SharePoint workflows.
• Process Assessment Report – An analysis of your current workflows, identifying inefficiencies, manual tasks, and opportunities for AI enablement.
• Quick-Win Recommendations – Targeted improvements using Microsoft 365 capabilities to deliver immediate value—such as automating approvals, document generation, or data entry tasks.
• Implementation Blueprint – A practical guide to pilot and scale AI-powered process improvements using Microsoft 365 and Power Platform.

What We Cover:

• Workflow Analysis & Mapping – Deep-dive into selected business processes to identify pain points, delays, and manual effort. We assess how Microsoft 365 tools are currently used (or underused) and where AI can enhance performance.
• AI & Automation Opportunities – Identify high-impact use cases for Microsoft 365 Copilot, Power Automate, and SharePoint.
• Readiness & Enablement Planning – Review data quality and governance to ensure your environment is ready for AI adoption. We also outline prerequisites for deploying Copilot and Power Platform solutions securely and effectively. Pilot & Scale Strategy – Define success metrics and a phased plan to implement and expand AI-powered process improvements across your organisation.

Who Should Attend: This engagement is ideal for operations leaders, process owners, IT decision-makers, and transformation managers who aim to enhance productivity and efficiency by leveraging Microsoft 365 and AI. It’s especially valuable for organisations seeking to move beyond manual workflows and unlock the full potential of their Microsoft 365 investment.