Trask Copilot Assessment

Trask Copilot Assessment

Accelerate AI adoption across Microsoft 365, Power Platform, and Azure

The Trask Solutions Microsoft Copilot Assessment provides a fast, structured path to understanding where AI can deliver the greatest impact in your organization. Through a focused evaluation of processes, applications, and collaboration practices, we identify high-value Copilot opportunities and deliver a clear roadmap for effective, secure, and scalable deployment.

Benefits • Reduce manual workloads and repetitive tasks. • Improve productivity and collaboration across teams. • Accelerate solution development and innovation. • Enhance data-driven decision-making. • Ensure secure, governed adoption of AI across the organization. • Prepare your organization for the future of work with AI-driven Microsoft 365 capabilities.

What You Get

1. Business Process & Technology Review A rapid assessment of your workflows, applications, and Microsoft 365 usage to determine Copilot readiness and value potential.

2. Copilot Opportunity Identification Targeted opportunities to automate work, enhance collaboration, and improve decision-making across: • Power Automate (workflow automation) • Approval workflow automation (approvals) • Power Apps (rapid app development) • Power BI (analytics & insights) • Copilot Studio / Virtual Agents • Microsoft 365 (content creation & knowledge management)

3. Tailored Recommendations A clear set of actionable, business-aligned recommendations, including: • High-impact Copilot use cases • Enhancements for existing processes • Governance, security & guidance • Strategies for integration and scale

4. Optional Proof of Concept Prototype or demo for up to 5 selected use cases to validate feasibility and illustrate value.

5. Implementation Roadmap Step-by-step plan to deploy, adopt, and operate Copilot for measurable ROI.

Ideal For Organizations That Want To: • Reduce manual work and increase productivity • Modernize workflows with secure, scalable AI • Empower employees with intelligent tools • Improve decision-making using organizational data • Maximize value from their Microsoft 365 and Power Platform investments

Why Trask Solutions • 30+ years of enterprise transformation expertise • Proven frameworks for AI and Copilot adoption • Cross-functional teams (strategy, data, architecture, UX) • Strong alignment with Microsoft best practices and responsible AI standards

Engagement at a Glance Duration: Tailored to scope (typically 3-6 weeks) Format: Workshops + analysis + actionable deliverables Outcome: Clear roadmap, prioritized use cases, and validated opportunities to accelerate AI adoption