Crimson AI Advisory Services

Microsoft AI & Copilot Advisory Discovery Workshop

The Microsoft AI & Copilot Advisory Discovery Workshop is designed to help organisations define their AI vision and unlock the productivity potential of Microsoft 365 Copilot. This structured engagement brings together senior stakeholders and subject matter experts to understand how AI can move the organisation forward and what foundations must be in place to successfully realise measurable business value.

Key Outcomes Delivered to Organisations:

• AI Vision & Strategy Definition: Establishes a clear understanding of how Microsoft 365 Copilot will support organisational objectives.
• Productivity & Efficiency Gains: Identifies opportunities for productivity, efficiency, and improved decision-making enabled by AI.
• Prioritised AI Use Cases: Delivers a defined list of AI use cases with recommended prioritisation based on impact.
• Actionable Business Case: Produces an initial AI business case to support investment decisions.

Key Features of the Workshop:

• Discovery Workshop & Opportunity Identification: A half-day AI discovery session focused on Copilot and AI opportunities.
• Business Process Review & Mapping: Structured review of key processes to identify where AI can add value.
• Use Case Definition & Prioritisation: Creation and ranking of AI use cases based on value and feasibility.
• Information Governance & Risk Review: Assessment of governance maturity with identification of risks and gaps.
• Playback & Reporting: A formal playback session supported by an AI use cases report.

Workshop Benefits:

• Strategic Clarity: Senior leaders gain a clear understanding of how Microsoft 365 Copilot can impact their organisation now and in the future.
• Practical AI Roadmap: A Copilot and AI roadmap aligned to vision, outcomes, governance, and success metrics.
• Measured Success: Defined success metrics for each AI use case to support tracking and value realisation.

Audience & Cost:

• Who Should Attend: Up to eight attendees from the C-Suite and technology leadership teams.
• Delivery: Half-day workshop, half-day playback, and an AI use cases report.
• Timescale: Seven days total, including workshop, reporting, and playback.
• Cost: £POA