The problem
Leadership had approved Copilot spend but had no adoption program, no role-specific use cases, and no metric tied to license ROI. IT provisioned access; business units waited for training that never arrived.
Our approach
- Discover — stakeholder interviews across legal, operations, and client services; mapped top repetitive workflows
- Map — impact/difficulty matrix; prioritized five workflows with clear before/after time estimates
- Activate — role-based playbooks, champion network, and Copilot scenarios embedded in existing M365 tools
- Optimize — monthly utilization review; retired low-value prompts; expanded what worked
Outcomes (90 days)
- Weekly active Copilot users increased from under 20% to over 55% of licensed staff
- Documented time savings in contract review and client correspondence workflows (self-reported averages tracked in sprint retrospectives)
- Governance prerequisites completed: sensitivity labels on priority libraries, DLP policy for external sharing, approved-use-case register
“We finally had a number leadership could discuss—hours back per week in the workflows we prioritized, not a vague productivity story.”
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