Managed Copilot
Copilot can give your team hours back every week, but a license only gives access. We turn it into results. We find the work your people repeat, get your data ready, test one workflow at a time in a measured 30-day pilot, then manage and expand it every month.
Bring one task your team repeats every week.
Workflows, not a feature tour
We map one job your team repeats, step by step, and decide what Copilot drafts and what stays with your people. Each person leaves training with workflows they’ll use the next week, and every output is a draft your people check.
Ready before it’s switched on
Permissions, old and duplicate files, sign-in security and a written AI use policy are all handled before licenses go out.
Managed, then expanded
Monthly coaching and a new workflow every month, a quarterly review that ends in a signed 90-day plan, and agents or automation when the numbers justify it.
One job, start to finish
This is the kind of work we start with: a job that arrives every week and follows the same steps. Proposals, monthly reports and onboarding follow the same pattern. Each step is measured against your baseline, and your monthly report shows what changed.
Copilot in Outlook summarizes what the customer is asking for, by when, and what needs confirming.
It pulls the customer's history and your service list from files your team can already open.
It drafts the work order, quote and response in Word and Outlook from your approved templates.
Your people check pricing, scope and commitments. Nothing reaches the customer without their sign-off.
The prompts become a template the whole team uses, and the time it takes is measured against your baseline.
Where Copilot fits
We confirm and rank these with your team during discovery, starting with the work that happens most often and takes the longest.
Ready before it’s switched on
What discovery usually finds
Each one is fixed in the Prepare phase, before a single license goes out.
Copilot answers from the email, chats and files each person can already open in Microsoft 365. That is what makes it useful, and it is also the risk: if a salary spreadsheet or a pricing file was shared with the whole company years ago, Copilot will summarize it for anyone who asks.
So we start with your data, not the licenses. Discovery finds the workflows worth improving and the permissions that need tightening. Licenses only widen beyond the pilot group after the pilot proves its value and you make a go decision.
The rollout
Every phase ends with something you can hold: a scorecard, a signed policy, a results report, a library your team uses, and a 90-day plan.
Team interviews, an inventory of your workflows scored for where Copilot fits best, and baseline time measurements.
Finish lineReadiness scorecard and ranked workflows
A permissions and data review that fixes oversharing before anyone gets a license, plus your AI use policy.
Finish lineSigned AI use policy
A small pilot group works three to five real workflows with weekly check-ins, and we measure the results against your baseline.
Finish lineResults report and a go/no-go decision
Role-based training where each person leaves with workflows they'll use the next week, plus a prompt and workflow library built for your business and quick-reference guides.
Finish lineYour own prompt and workflow library
Support and coaching, a new workflow every month, adoption reporting and quarterly reviews, then agents and automation when the numbers justify them.
Finish lineQuarterly review and a signed 90-day plan
Ready to pick the first workflow?
Book a discovery callThe managed service
One flat monthly fee for your whole organization, never per seat. Microsoft 365 Copilot licenses are billed at Microsoft’s price, and your fee is set after discovery, once we know your scope.
One plan, everything included
12-month agreement, billed monthly. Larger data cleanup, if discovery finds it is needed, is scoped separately.
Questions
Yes. Copilot works on top of your Microsoft 365 subscription. Discovery confirms which of your licenses qualify and who should get Copilot first.
Microsoft 365 Copilot runs inside your own Microsoft 365 tenant. Microsoft states that prompts, responses and data accessed through Microsoft Graph aren’t used to train its foundation models (Microsoft Learn). Our job is making sure the right people see the right data inside your tenant.
We measure how long your chosen workflows take before the pilot starts. The pilot results report compares against that baseline, so the go/no-go decision is made on your own numbers.
Then you don’t widen the rollout. Licenses only go beyond the pilot group after a go decision.
If you decide to go ahead, licenses reach the rest of the team in stages, training continues by role, and the monthly service begins: coaching, a new workflow each month and a quarterly review that ends in your next 90-day plan.
On a discovery call we’ll talk through that work, where you are with Microsoft 365, and whether Copilot is a fit yet. If it isn’t, we’ll tell you.
