Octem.ai: 5‑Week AI Envisioning & Starter Agent

Octem.ai’s 5-Week AI Envisioning & Starter Agent workshops are designed to help organizations get started with—or extend—their use of Microsoft 365 AI capabilities, including Copilot and Copilot Studio, in a practical, governed, and business-aligned way.

The engagement provides a structured entry point for customers who recognize the importance of AI but need expert guidance to translate Microsoft 365 capabilities into real, measurable business outcomes—without over-committing or increasing risk.

Over five weeks, organizations move through a proven framework that combines Microsoft 365 AI capability education, business-aligned discovery, behavioral and workflow mapping, and rapid deployment of a real AI starter agent using Copilot Studio integrated into Microsoft 365. Rather than starting with tools, we start with how work actually happens—decisions, informal processes, friction points—and map those realities into measurable use cases for your AI journey.

Governance is addressed early, not as a constraint but as an enabler. We surface foundational considerations around security, data protection, scale, and AI usage boundaries, helping leaders distinguish where AI can safely flourish and where tighter controls are required.

The engagement includes targeted workshops, ideation and prioritization, a leadership-ready action plan, and a lightweight AI starter agent. You leave with a live solution, a prioritized opportunity map, and a clear, defensible roadmap for scaling AI with confidence in your Microsoft 365 environment.

Who It’s For:

Organizations that need:

• A practical, low-risk starting point to activate Microsoft 365 AI capabilities
• Clarity on where AI, Copilot and agents fits across real business processes and behaviors
• Governance and readiness alignment before scaling investment
• A working AI agent to validate value and build internal trust
• Confidence that AI aligns with people, process, security, and compliance realities

What Makes It Different:

• Business-first: We map real decisions, workflows, and blockers before selecting the right Microsoft 365 AI technology.
• Governance by design: Essential understandings are addressed early without slowing momentum.
• Momentum through proof: A live, production-ready starter Copilot Studio agent that demonstrates value fast and builds organizational trust.
• A clear path forward: Leaders receive a concise, prioritized, board-ready roadmap tied to outcomes and ROI framing for their Microsoft 365 AI investments.