Six weeks with your team and Microsoft 365 Copilot, focused on one process that is slowing your business down. We measure it before and after. No improvement, no fee.
Most successful businesses have a backlog somewhere. Contracts waiting for review. Client queries piling up in a shared inbox. Month-end packs that always land a day late.
Copilot training helps people learn the tool, but on its own it rarely shifts a queue like that. The backlog is built into how the work flows, and the people who could fix it are too busy clearing it.
This engagement gives one team protected time to step back. Together we measure the process, find where the time goes, and build a better way of doing it with Copilot. Your people learn Copilot on their real work. You get a process that has measurably improved.
An AI and Copilot briefing for senior management, and practical training for the team.
Establish the baseline: backlog, throughput, handling time and rework. Map the work and pinpoint the difficult or time-consuming tasks.
Build a practical, Copilot-assisted way of working with the people who perform the process.
Run real cases through the current and new approaches, checking both time and quality.
Embed the new method and report the change against the agreed baseline.
It will not suit every queue. If the work is stuck inside a line-of-business system that Copilot cannot reach, Copilot cannot help much, and the suitability review will tell us so before anyone commits.
Before the work begins, we agree in writing the improvement measure and the quality threshold it must meet. If we do not demonstrate that improvement in the selected process, you pay no fee.
Each engagement takes real time, so I am offering these introductory terms to two businesses only.
Your data stays in your tenant. All work takes place inside your own Microsoft 365 environment, under your existing permissions and compliance settings. Copilot only sees what each team member is already allowed to see.
I am a Chartered Accountant and have spent my career in business as a CFO and a private equity operating partner, much of it on process improvement. Copilot is a new tool, but the discipline of fixing a process has not changed.
I am Microsoft Certified as an AI Business Professional, hold a Certificate in Machine Learning and AI from Imperial College London, and sit as a non-executive director in regulated financial services. More about my Copilot training →
We will check whether the backlog is measurable, whether the work is accessible through Microsoft 365, and whether Copilot could improve it without building new systems.