Copilot and AI Services

Unleash AI-powered productivity

Seamlessly implement Microsoft 365 Copilot and custom AI solutions to transform your workflows

AI-Powered Success Starts Here

Harness the power of Microsoft 365 Copilot and tailored AI tools to boost efficiency, streamline collaboration, and drive business value.

Our Copilot & AI services deliver a comprehensive rollout—from strategy to adoption—ensuring your organization thrives in an AI-driven world

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Drive Adoption and ROI

During this in-depth engagement, Ideal State will guide your organization to deploy, adopt, and generate measurable returns from the strategic use of Copilot and other Microsoft 365 AI capabilities.

Early Copilot adopters have seen a 70% productivity boost and 68% better work quality over short periods of time. 

Contact us today to get started.

“The knowledge that Ideal State brings to the table across Microsoft 365 and change management is invaluable. We couldn't have asked for a better partner.”

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Frank Williams, Director of IT, Humanity United

Lay the foundation for Copilot success

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Leadership

Develop leadership capabilities to leverage AI for business outcomes.

  • Executive sponsorship
  • Align AI to business strategy
  • Providing clarity and prioritization
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Behavior change

Manage the human side of business transformation with robust change management.

  • Change management plan
  • Communications and community
  • Skilling and training
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Technical readiness

Build and advance technical skills to deliver impact and accuracy.

  • Secure your data infrastructure
  • Review policies
  • Roll out security & compliance features
  • Optimization assessment

What We'll Accomplish Together

Our four-step process launches Microsoft 365 Copilot for high-impact scenarios while increasing AI competency across the organization 

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1
strategy

Get Ready

  • Conduct AI Readiness Assessment
  • Identify and validate priority scenarios
  • Build change management strategy
  • Build early adopters and champions program
  • Establish success metrics & monitoring
2
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Onboard & Engage

  • Remediate high-priority AI readiness risks
  • Launch user enablement strategy
  • Train early adopters and champions
  • Executive immersion experience (optional)
  • Build Center of Excellence
  • Establish service management plan
  • Implement Copilot Dashboard
3
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Deliver Impact

  • Deliver champion-led prompt training
  • Feedback and success story sharing
  • Collect feedback and validate business case
  • Deliver reports and recommendations
4
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Extend & Optimize

This optional step will help you go even further:

  • Extended training & adoption support
  • Confirm extend & optimize scenarios
  • Design, Build, and Publish a custom Copilot agent
  • Implement Copilot for Sales and/or Service agent​

Copilot Adoption Outcomes

Our Copilot and AI services will deliver strategic quick wins across the organization, building internal knowledge and skills to maximum Microsoft 365 Copilot ROI, now and into the future.

Here are some of the transformative outcomes to expect:

People

  • Champions mobilized from across the organization

  • Employees empowered to apply AI for maximum impact

  • Increased understanding among leadership through a strong business case

  • WIIFM (what's in it for me?) answered based on real-world results

  • Human-centered change management practices that will continue to add value as capabilities evolve

Process

  • AI impact measurement aligned with organizational KPIs

  • Innovation pipeline fueled by evolving AI capabilities supporting process improvement

  • M365 governance in place to maintain the security and integrity of the data estate

  • IT equipped to monitor and support AI adoption, security, and accuracy

  • Employee self-service experiences strengthened through intelligent agents

Technology

  • M365 Copilot enabled and configured in line with user needs and org policies

  • Microsoft Purview configured to protect and govern content across the data estate 

  • License and data consumption optimized and aligned to budgets and priorities 

  • Linkages to 3rd-party data sources enabled (where applicable)

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Need a jumpstart?

Our rapid AI Readiness Check delivers a clear path to Copilot success—all in a low-commitment, low-cost first step.

Learn More About Our AI Readiness Check
Forrester
AI drives 30% faster operations
Forrester, 2024

Additional Services

problem-solving

SharePoint Agents

Ready to go out of the box. No Copilot license required. Get quick answers about specified content at any level in SharePoint

communication

Teams Facilitator

Automatic, high-quality meeting notes and transcripts. Real-time translations. Tracks decisions and To dos. Easy setup. 

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IT Self-Service Agents

Agents can solve most issues that would otherwise result in a ticket. Helps adoption because users can get quick answers.

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HR Self-Service Agents

All the questions. Answered. 24/7. Need we say more?

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Custom Agents

Design, build, and publish bespoke agents tailored to your unique needs.  

 

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Integrations

Connect Copilot with your existing tools for a seamless ecosystem.  

 

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Ready to transform your work?

Let’s bring Copilot and AI to your organization. Contact us to explore how our service can elevate your Microsoft 365 experience.

Schedule a free consultation