CS Role-Based Copilot and Agent Envisioning

The CS Role-Based Copilot and Agent Envisioning is designed to help you enhance your sales, customer service, and finance functions. This workshop format provides a blueprint to determine the positive impact on your business in terms of increased revenue, reduced costs, and improved employee wellbeing.

Through this engagement, we will frame the value of AI, identify high-value AI transformation scenarios, build a business case, and develop a roadmap outlining the steps you need to take to implement these scenarios with Copilot for Sales, Copilot for Service, Copilot for Finance, and/or Copilot Studio.

Key activities in this engagement include:

• Completing an assessment to measure technical readiness and determine steps needed to prepare you for your AI transformation.
• Showcasing the capabilities of Microsoft Copilot, emphasizing features enhanced by role-based Copilots.
• Identifying your high-value use cases that can benefit from Microsoft role-based Copilots.
• Building the business case for role-based Copilot in terms of increased revenue, reduced costs, and improved employee wellbeing.
• Developing a roadmap to address gaps found in the questionnaire and implement the high-value user scenarios.