Microsoft 365 Copilot, made practical

Role-Based Automation for Modern Work

We turn Microsoft 365 Copilot into a productivity engine for every role — using role-based prompt packs, structured workflows, and automation patterns that teams actually adopt.

Precision workflows Role-based prompt packs Copilot Studio agents Governance aligned

Copilot is powerful. Adoption is inconsistent.

Most teams struggle with generic prompts, variable outputs, and no repeatable standards.

  • Standardise prompts by role
  • Align to workflows and outputs
  • Automate multi-step tasks

Start simple. Scale safely.

Begin with a readiness assessment + one role pack, then expand to team automation and agents.

What we do

Three services that drive adoption

Practical deliverables that improve day-to-day productivity — without hype.

Assess

Copilot Readiness Assessment

Structured diagnostic across tenant readiness, data access, governance, role workflows, and opportunity scoring.

  • Current-state maturity level
  • Prioritised automation roadmap
  • Quick wins + guardrails
Enable

Role-Based Prompt Packs

Reusable prompt libraries for common roles with reporting templates, hygiene checks, and documentation accelerators.

  • PMO, BA, QA, Support
  • Finance, Sales, HR, IT
  • Industry-specific packs available
Automate

Copilot Studio Automation

Custom agents and multi-step workflows integrated into your toolchain (Jira, ServiceNow, CRM, HRIS).

  • Connectors + orchestration
  • Dataverse-ready patterns
  • Production-focused delivery
Industries

Industry packs where Copilot delivers fast ROI

We specialise in roles with heavy documentation, reporting, and coordination work.

Financial Services & Insurance

Claims, operations, compliance, reporting, audit summaries, decision documentation.

Professional Services

Consulting delivery, proposals, client reporting, meeting synthesis, slide narratives.

Healthcare Administration

Non-clinical admin workflows, compliance reporting, coordination, incident documentation.

Retail Operations

Ops reporting, store performance summaries, support triage, knowledge-base acceleration.

Start with clarity: Copilot Readiness + 1 Role Pack

In one engagement, you get a clear roadmap and a practical prompt pack your team can use immediately.

See deliverables Book a call