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Client Case Study

Targeted AI Training Drove a 37% Rise in Copilot Use in Three Weeks

AI First SolutionAIStrategy & ExperienceCloud
IndustryBanking, Financial Services & Insurance
PartnerMicrosoft
A group of professionals meeting
37%
increase in Copilot usage within three weeks
~4,000
employees completed AI training
91%
Curriculum completion rate

AI Investment Only Pays Off When People Use It

Like many organizations investing in Microsoft 365 Copilot, the company needed to ensure access translated into measurable adoption and business value. Employees needed clear, practical reasons to use Copilot. They also needed enough practice to judge the output, adjust their approach, and keep going when the first prompt missed the mark. The program had to work for people with different roles, different levels of AI familiarity, and limited time to learn another tool.

 

The Solution: Teach the Work, Not the Feature List

Perficient built a phased learning program around the moments where AI could be useful in everyday work. Computer-based courses introduced the fundamentals. Live workshops gave employees room to try Copilot, ask questions, and connect the technology to real tasks.

The mix mattered. Digital learning and department- and role-specific on-demand resources made the program available to a large workforce, while hands-on sessions helped people move past basic awareness and use Copilot with more confidence. 

Perficient delivered 22 in-person workshops in 10 days, reaching 444 team members across three cities. The training supported a broader curriculum that associates were asked to complete during the first quarter.

 
Program Components
  • Computer-based AI and Copilot learning curriculum
  • Live Microsoft 365 Copilot workshops
  • Role-based enablement and use cases
  • Hands-on practice and coaching
  • Adoption measurement and reporting

 

The Results: Adoption Followed Enablement

Within four months of the training rollout, approximately 4,000 employees had completed AI training. 56% of employees completed at least one module, and 51% completed the full curriculum. Among the employees who started, 91% finished. Strong completion rates demonstrated sustained engagement and reinforced that employees saw practical value in the training.

The strongest result showed up outside the learning platform. Copilot usage increased 37% within three weeks of the initial training.

Employees began using AI to surface better insights, make decisions faster, and take on work that had previously required outside support. The organization turned an assigned tool into a working capability, with evidence that people were changing their habits.

 
The Business Value: Adoption That Drives Measurable Results

More usage does not automatically equal more value. In this case, the usage increase came with specific changes in how employees worked: faster access to information, quicker decisions, and more work completed internally.

That distinction matters for any organization investing in Microsoft 365 Copilot. License counts show who has access. Course completions show who participated. Business value appears when employees use Copilot again because it helps them finish real work.

The program also created a repeatable adoption model that is now being expanded beyond North America, giving the organization a foundation for scaling AI enablement globally without rebuilding the program from scratch.

 

The Takeaway for Other Leaders

Start with the work employees already need to finish. Give them relevant practice. Then measure whether usage and business outcomes move together.

 

What Other Organizations Can Apply

The engagement points to four decisions that can improve a Copilot rollout:

  • Choose use cases employees recognize immediately. A generic product tour rarely changes a Tuesday morning workflow.
  • Give people more than one chance to learn. Digital courses and on-demand resources create reach; live practice builds confidence and judgment.
  • Track participation and product usage separately. Completion shows engagement. Repeat usage shows whether behavior is changing.
  • Build for expansion from the start. A shared program structure makes it easier to add regions, roles, and more advanced AI use cases later.
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