What Is a Copilot Discovery Session?
A Copilot Discovery Session is a guided, jargon-free conversation where we sit down with your team to understand how you work today — and explore how AI can help you work better tomorrow.
We speak with people across your business — from HR and finance to operations and admin — to uncover real, practical ways Microsoft Copilot can save time, reduce admin, and support smarter decision-making.
Client Details
In this example, we worked with a 40-user engineering firm headquartered in Ireland, with operational sites across Europe.
What We Discovered
During this session, we spoke with team members from every department. Each had unique challenges — and each saw real potential in Copilot:
- HR wanted help drafting policies, job ads, and managing documentation more efficiently.
- Finance needed faster ways to match invoices, track costs, and research tax rules across countries.
- Operations were buried in spreadsheets and looking for better planning tools.
- Admin teams were spending hours writing up meeting notes and doing research.
The common thread? Too much manual work — and Copilot could help.
The Plan We’re Building
Based on the session, we’ve developed a tailored roadmap to help the business get started with Copilot:
- Start Small, Win Fast
Quick wins in HR and finance where Copilot can save hours each week. - Create Smart Assistants
Build custom Copilot agents — like a legal assistant or safety advisor — that answer questions, draft documents, and guide decisions using the company’s own data. - Bring Everything Together
Use Copilot to pull together project plans, purchase orders, and other key documents — all in one place. - Train the Team
Deliver hands-on training to help staff feel confident using Copilot in their daily work.
What Happens Next?
Once this plan is in motion, the business will be positioned to:
- Save time on repetitive tasks
- Reduce errors and duplication
- Make faster, more informed decisions
- Free up staff to focus on higher-value work
That’s what Copilot is all about — helping people do their best work, with less stress and more confidence.
Ready to Explore Copilot for Your Business?
If your team is growing and stretched thin, now’s the time to explore how AI can help. Our Copilot Discovery Session is a simple, no-jargon way to get started.
Book your session now
Let’s make your business work smarter — together.
