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A structured workshop to help organizations identify, prioritize, and design high-value Copilot and AI Agent use cases using a guided discovery framework.
This engagement provides a structured workshop designed to help organizations identify, assess, and prioritize Copilot and AI Agent use cases aligned to their business objectives. Through a guided discovery method, participants explore opportunities across productivity, collaboration, operations, and security. The workshop focuses on exploration and definition only. It does not include implementation, configuration, automation development, or system integration. All activities follow industry-aligned practices for AI adoption.
Related Microsoft products: Microsoft 365 Copilot Microsoft Copilot Studio
These products are referenced only for scenario discovery. The engagement does not include implementation, configuration, enablement, or development in these products.
Deliverables
Kickoff session (30–45 minutes) Objectives, scope, roles, and participant alignment.
Use Case Discovery Workshop (2–3 hours) Facilitated session to identify Copilot and AI Agent opportunities across key business areas.
Use case prioritization matrix Evaluation based on impact, feasibility, readiness, dependencies, and alignment.
Definition of up to three prioritized use cases Each use case includes: business objective, target users, expected outcomes, data and security considerations, constraints, and feasibility observations.
Summary report Consolidated document containing workshop findings, the prioritization matrix, selected use cases, and recommended next steps.
Timeline
Total duration: 1–2 business days. Day 1: Kickoff and discovery workshop. Day 2: Prioritization, documentation, and delivery of the summary report.
Out of Scope
Implementation or deployment of Microsoft 365, Copilot, or Azure services.
Configuration of tenant settings, infrastructure, policies, or administrative controls.
Development of agents, workflows, prompts, scripts, or automations.
Integration with internal systems, APIs, or third-party services.
Custom development, code delivery, or solution architecture.
Managed services, operational support, or monitoring.
Guarantees of performance, productivity improvement, or business impact.