Microsoft 365 Copilot

You have the licences.
Now change how the work gets done.

Practical Copilot training for leadership teams and staff, and a six-week engagement that applies it to one real process and measures the result.

See how we can work together Bring me your backlog →
The problem

Training builds confidence. It rarely changes the work.

The pattern is familiar. An organisation buys Microsoft 365 Copilot licences. Staff attend a session, try a few prompts, and use it to summarise the odd email. A month later, the queues and bottlenecks look exactly as they did before.

Part of the reason is that knowing the features is not the same as knowing where they fit. The other part is time. Most teams are so busy working in the business that they never get to work on it, so nobody has room to step back and redesign the process that creates the backlog.

Good training is still the starting point. But the organisations that see real change are the ones that pick specific work, apply Copilot to it with the people who do that work, and measure what happens.

Ways to work together

Start where you are. Go as far as you need.

Most clients start with one of the workshops. The six-week engagement is for organisations that want to see measurable change in a specific process.

01
Half day · Leadership team

Leadership briefing

For the leadership group or AI implementation committee. What Microsoft 365 Copilot can and cannot do, the governance basics, how leaders can use it in their own work, and how to run an adoption programme that sticks.

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02
Half day · AI champions

Champion workshop

Hands-on Copilot skills for the people who will lead adoption, applied to your own workflows in Outlook, Word, Excel, PowerPoint and Teams. Includes two 30-minute follow-up sessions. Shorter sessions for wider staff groups are also available.

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03
Six weeks · One team, one process

Bring me your backlog

Training plus six weeks working with one team on one process that is slow or capacity-constrained. We measure it, redesign it with Copilot, test it on real cases and measure again. No improvement, no fee.

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Built around your work

We start with the job, not the feature list

Every session uses examples from your sector and, where possible, your own documents and processes. Typical areas include:

Getting on top of emailCatching up on long threads, finding what needs a decision, and drafting replies that draw on the right files.
Drafting from your own materialFirst drafts of letters, proposals and reports built from documents already in SharePoint or OneDrive.
Turning data into a reportAsking questions of a spreadsheet in plain English, then turning the answers into a management summary.
Meetings and follow-upSummaries and action points from Teams meetings, and catching up on a meeting you missed.
Briefing Copilot wellTreating Copilot as a colleague you brief rather than a search box you query. Most poor results come from poor briefs.
Checking the outputWhere Copilot is reliable, where it still makes mistakes, and how to check its work before it reaches a client.
How I work

Practical, honest, and safe by design

Copilot is a tool for people doing real work, so sessions are hands-on rather than slide-heavy. Responsible use is part of every session from the start, not an add-on at the end.

Which Copilot? Copilot Chat is free with most Microsoft 365 business subscriptions and works from the web and the files you give it. Microsoft 365 Copilot is a paid licence that also draws on your organisation's own emails, documents and meetings. The training covers both, and is clear about the difference.

  • Your data stays in your tenantMicrosoft 365 Copilot only sees what each person already has permission to see. Which is also why tidy permissions matter before you scale it.
  • Shadow AI and data hygieneWhy using personal ChatGPT, Claude or Gemini accounts for work creates a data risk, and why the right Copilot is the safer choice.
  • Honest about limitationsWhat Copilot does well, what it does poorly, and why its output always needs a human check.
  • Start small, then scaleAdoption works best through a champion group that learns first, then shows colleagues what works in their own jobs.
What clients say
Interesting, informative and engaging session with Simon on how to better use CoPilot throughout our team. Delivered in plain language with clear benefits and explanations throughout.
Jamie Slowgrove Managing Director, ebm-papst UK Ltd
Simon Poole
Your trainer

Simon Poole

I am a Chartered Accountant, not a technologist. I have spent my career in business as a CFO and a private equity operating partner, much of it improving how processes work. Copilot is a new tool, but the discipline of fixing a process has not changed.

I also sit as a non-executive director in regulated financial services, so I take accuracy and confidentiality as seriously as your risk and compliance teams do. I explain AI in plain language, and I am straightforward about what it cannot do.

Certificate in Machine Learning & AI, Imperial College London
Certificate in AI Training, AI for Non-Techies
Non-executive director in regulated financial services
Former PE Operating Partner, Helios Investment Partners
Chartered Accountant (PwC, Bank of America, BT plc)
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Microsoft Certified
AI Business Professional
Issued by Microsoft · 4 May 2026
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Not sure where to start?

A short conversation is the quickest way to work out which option fits, or whether you need any of them yet.

Book a discovery call Email Simon