Global Energy Company
We helped a global energy company turn its Microsoft 365 Copilot investment into everyday adoption through customized training, practical demonstrations, governance guidance, and ongoing learning support.
The Challenge
Pain Points
Low Copilot Adoption
Microsoft 365 Copilot licenses were available, but usage remained at approximately 7%, limiting the value of the organization’s investment.
Limited Awareness of Capabilities
Employees lacked a clear understanding of what Microsoft 365 Copilot could do and how it could support everyday work across Word, Excel, Outlook, and PowerPoint.
Copilot Confusion
With multiple Microsoft products and experiences using the Copilot name, employees were unsure which Copilot to use, when to use it, and how the different experiences fit together.
AI Governance Awareness
The organization already had an AI Use Policy, but needed a practical way to connect that policy with employees’ everyday use of AI and Microsoft 365 Copilot.
What We Did
Phase 1: Discovery & Customize
We worked with the client’s IT team to understand the adoption barriers, identify priority topics, review their existing AI Use Policy, and select the Microsoft 365 Copilot scenarios and demonstrations most relevant to their workforce.
Phase 2: Educate & Demonstrate
We delivered three customized 2–3 hour sessions to approximately 345 employees, managers, and executives. The program combined AI fundamentals with practical demonstrations of Copilot Chat and Copilot in Word, Excel, Outlook, and PowerPoint using realistic Disk-O-Tech business scenarios.
Phase 3: Reinforce & Support Adoption
We provided participants with continued access to recordings, training materials, demonstrations, and resources through a dedicated learning portal. Copilot usage was monitored after the program, with a 90-day follow-up to assess continued adoption.
Results & ROI
What the Team Can Do Now
Increased productivity
The team can now use Microsoft 365 Copilot more confidently in everyday work, moving beyond basic search to practical use across Copilot Chat, Word, Excel, Outlook, and PowerPoint. Employees have a clearer understanding of which Copilot tools to use, how to apply them to common business tasks, and how to work within the organization’s AI Use Policy. They can also return to the training portal to review demonstrations, recordings, and materials as they continue building their skills.
AI Governance
The organization now has a stronger foundation for responsible AI adoption. Employees are more aware of the company’s expectations for using AI, including appropriate use, governance, and the role of its AI Use Policy. At the same time, teams can apply Microsoft 365 Copilot more confidently in everyday work, connecting practical AI use with the organization’s broader approach to responsible AI.