Delivery

Microsoft Copilot and Agent Pilot

A structured pilot that identifies a high-value Copilot or AI agent use case, configures governance and security, deploys to a defined user group, and measures adoption and ROI before you commit to scaling further.

Why a Pilot First

Validate before you scale

Microsoft 365 Copilot and Copilot Studio are powerful, but deploying them without governance, data preparation, and an adoption programme typically produces poor results and disappointed users who conclude that AI does not work.

A structured pilot limits your risk, proves value in your specific environment, and builds the internal confidence needed to scale.

Start a PilotStart with AI Assessment First
What the pilot includes
Use-case selection and scope definition
SharePoint data governance and sensitivity labelling
Security and DLP policy configuration
Pilot user group deployment and training
Adoption measurement and feedback collection
ROI measurement report and scaling recommendation
Pilot Options

Two types of Copilot engagement

We run pilots for both Microsoft 365 Copilot and custom AI agents built in Copilot Studio, depending on your use case and goals.

Microsoft 365 Copilot Pilot

Deploying Copilot for a defined user group across Teams, Outlook, Word, and Excel. Includes data governance setup, security configuration, user training, prompt guidance, and a 30-day adoption measurement programme. Most organisations see 1.5 to 2 hours per user per day recovered within the first month when deployed correctly.

M365 CopilotTeamsGovernance

Custom AI Agent Pilot

Building a specific-purpose AI agent using Copilot Studio and Azure OpenAI for a single defined use case: a knowledge assistant trained on your procedures, a procurement agent, an IT helpdesk bot, or a compliance monitoring agent. Delivered with full integration into Microsoft Teams and measurable success criteria agreed before we start.

Copilot StudioAzure OpenAITeams Integration
Common Agent Use Cases

AI agents we build for regulated operations

The most commonly deployed agent types for manufacturing, food, logistics, and regulated industry clients.

Procedures and Policy Assistant

Answers staff questions from your SOPs and quality documents instantly inside Teams. No more searching shared drives.

Compliance Monitoring Agent

Proactively monitors task completion, flags overdue actions, and escalates compliance risks without manual oversight.

IT Helpdesk Automation

Handles tier-1 IT requests, password resets, software access requests, and FAQs, freeing your IT team for higher-value work.

Procurement and Supplier Agent

Assists with supplier queries, purchase order creation, invoice matching, and approval routing based on your workflows.

Onboarding and Training Assistant

Guides new employees through induction, answers common questions, and surfaces the right documents at the right time.

Customer Service Triage

First-line customer enquiry handling and response drafting integrated with your CRM and order management systems.

Ready to run a Copilot pilot?

We will scope it properly, govern it correctly, and measure the results so you know exactly what to do next.

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