Empowering Teams with AI through Microsoft Copilot

THE CHALLENGE
The firm wanted to roll out Microsoft Copilot to boost productivity and collaboration. But before doing so, they needed to make sure permissions and data access were set up the right way. They also wanted the rollout to feel practical rather than just a switch being flipped, but something tied to real use cases that would help their teams actually use Copilot day to day.

THE OBSTACLE
The firm didn’t have clear visibility into who had access to what across SharePoint and Teams. Without that clarity, turning on Copilot could risk sensitive data being surfaced to the wrong people. They also needed a plan to train their teams and build confidence in using Copilot without overwhelming them or creating confusion along the way. They hadn’t gone through a Copilot rollout before and didn’t have a trusted partner with the experience to help them do it safely and effectively.

THE SOLUTION
RooksDM designed a program that started with governance and built toward adoption. The team guided them through checking permissions, cleaning up access, and preparing for Copilot. Training and workshops was customized for different skill levels and office hours gave everyone a space to ask questions and share best practices. Key parts of the solution included:

Completed Copilot readiness assessment with audit of environment and settings
Defined team uses cases, both out of the box and specific to firm workflows
Created assignments and handouts to give team members practice
Conducted instructor-led trainings and workshops
Walkthrough of actual demos and practical examples
Held Q&A office hours to support adoption

THE RESULTS
The rollout gave the firm confidence that Copilot was enabled safely and set up for success. Permissions were cleaned up, teams were properly trained, and leadership gained clarity on data governance. With the right foundation in place, users began using Copilot effectively and securely in their day-to-day work.