Silicon Valley Accounting Firm
Facilitating Training and a Pilot Program for Microsoft Copilot
Challenge + Opportunity
Our client wanted to roll out Microsoft Copilot but had concerns about data security. They engaged us to run a focused pilot program and explore early considerations around Microsoft Purview sensitivity labels.
Solution Highlights
We launched a Copilot pilot and a Center of Excellence (CoE) Teams site with targeted communications, job-specific use cases, and training focused on secure, responsible AI use.
Key Benefits
The pilot drove strong AI adoption, prepared users for Copilot across roles, and raised awareness of Purview sensitivity labels.
