Vision & Use Case Discovery - Workshop

"Vision & Use Case Discovery is a Microsoft 365 professional services engagement that helps customers get started with — and extend their use of — Microsoft 365 and Microsoft 365 Copilot. The engagement provides discovery and prioritisation expertise, capabilities and know-how that customers typically do not have in-house or need to augment, supporting them to identify where Microsoft 365, Microsoft 365 Copilot, Microsoft Copilot Studio agents, Microsoft Power Apps and Microsoft Power Automate may deliver measurable value across departmental workflows. The engagement leverages Microsoft 365 services throughout delivery — Microsoft Teams for executive workshops, capability briefings, departmental discovery sessions and the playback, and Microsoft SharePoint for use case capture and the final Vision and Value Report.

Sub-services included

• Vision & Business Drivers — facilitated executive workshop aligning leadership on transformation vision, drivers and priority outcomes
• Art of the Possible — capability briefings showcasing Microsoft 365, Microsoft 365 Copilot, Microsoft Copilot Studio agents, Microsoft Power Apps and Microsoft Power Automate
• Departmental Use Cases Workshop — structured discovery workshops with up to 10 departments to surface and prioritise use cases

Detailed agenda

Phase 1 — Initiation

• Project initiation and scope alignment via Microsoft Teams (1 hour)

Phase 2 — Vision and capability briefings

• Executive Vision & Business Drivers workshop (2 hours) via Microsoft Teams
• Art of the Possible — Microsoft 365 & Microsoft 365 Copilot briefing (1 hour)
• Art of the Possible — Microsoft Copilot Studio agents, Microsoft Power Apps and Microsoft Power Automate briefing (1 hour)

Phase 3 — Departmental discovery

• Up to 10 × 2-hour departmental discovery workshops via Microsoft Teams
• Use cases captured in Microsoft SharePoint for cross-departmental review

Phase 4 — Playback

• Vision and Use Case Playback (2 hours) via Microsoft Teams
• Vision and Value Report with prioritised focus areas and recommended next steps

What you get

• Documented executive vision, drivers and priority outcomes
• Capability briefings building shared awareness across stakeholders
• Up to 10 departmental discovery sessions with consolidated use cases
• Cross-departmental prioritisation and Vision and Value Report

"