Visionet Frontier Firm Transformation Workshop

Visionet Frontier Firm Transformation Workshop

The Visionet Frontier Firm Transformation Workshop is an executive and practitioner-led engagement designed to help organizations understand what it means to become a Frontier Firm, an enterprise where humans, copilots, and agents work together to drive productivity, efficiency, and innovation.

Built on Microsoft’s Frontier Firm vision, this workshop helps organizations move beyond isolated AI pilots and define a structured, responsible path from AI assistants to agents to autonomous workflows.

Through guided discussions, live demonstrations, and structured prioritization exercises, participants identify where Copilots and Agents can deliver measurable value, while establishing governance, Responsible AI considerations, and a clear roadmap toward implementation using Microsoft technologies.

Workshop Objectives

Participants use this workshop to:

• Understand Microsoft’s Frontier Firm operating model
• Identify where Copilots, Agents, and Autonomous workflows fit within their business
• Prioritize high-impact AI opportunities aligned to business outcomes
• Establish governance and Responsible AI guardrails
• Define clear next steps toward implementation or MVP

This workshop is designed as a starting point before committing to large-scale AI or agentic transformation initiatives.

What the Workshop Covers

Introduction & Frontier Firm Overview

• What defines a Frontier Firm
• Evolution from Assistants → Agents → Autonomous workflows
• Microsoft + Visionet point of view
• Alignment to top business priorities

Outcome: Shared understanding of the Frontier Firm journey and relevance to organizational goals.

Frontier Firm Patterns 1–2–3

• Pattern 1: Productivity & Business Assistants (Microsoft 365, Dynamics, Power Platform)
• Pattern 2: Agents completing multi-step tasks
• Pattern 3: Autonomous agent missions and orchestration

Outcome: Clarity on how Copilots and Agents work, and where they fit into existing workflows.

Business Prioritization Exercise

• Identify 10–15 candidate processes across business and IT
• Classify opportunities as Assistant, Agent, or Autonomous
• Map value vs. complexity
• Prioritize top use cases aligned to outcomes

Outcome: A custom Agent Prioritization Matrix with top high-impact use cases.

Next Steps & Recommendations

• Responsible AI guardrails and governance considerations
• Visionet recommendations and roadmap guidance
• Options for Agent MVPs or scaling transformation
• Microsoft alignment and funding considerations

Outcome: Clear action plan for moving forward with Copilot or Agent initiatives.

What You Get

By the end of the workshop, participants receive:

• A Frontier Firm readiness snapshot for their organization
• A prioritized roadmap from Copilots to Agents to Autonomous workflows
• 3–5 high-impact Copilot or Agent use cases identified and prioritized
• A custom Agent Prioritization Matrix aligned to business value
• Initial governance and Responsible AI guidance
• Clear recommendations for next-step implementation or MVP

Business Value

• Clear alignment between business leaders and technology teams
• Faster, more confident decision-making on AI investments
• Reduced risk by prioritizing the right use cases first
• A practical, Microsoft-aligned roadmap for agentic transformation

This Workshop Is For

• CXOs (CEO, COO, CIO, CTO, CHRO, CFO, CRO)
• Business and IT leaders responsible for AI, automation, and digital transformation
• Organizations exploring Copilot adoption or agent-based automation
• Enterprises seeking a structured entry point into agentic AI

Technology Alignment

• Microsoft Copilot Studio
• Azure AI Foundry
• Microsoft Power Platform
• Enterprise Responsible AI principles

Why Visionet

Visionet combines deep Microsoft expertise with practical, outcome-driven execution to help organizations move from AI experimentation to agentic execution, responsibly and at scale.

The Visionet Frontier Firm Transformation Workshop provides a structured, executive-ready starting point to understand agentic AI, prioritize the right opportunities, and confidently plan the journey from Copilots to Frontier Firm operations.