From Ideas to Impact: Kickstarting AI in Your Organization - 1 Hr Workshop

You don’t need to overhaul your systems to start using AI—you just need the right starting point. This workshop is designed to help businesses identify repetitive, time-consuming tasks that can be automated or augmented with Microsoft Copilot and other AI tools.

We’ll walk through how to brainstorm AI use cases that make sense for your team, avoid common adoption pitfalls, and define what a successful AI implementation looks like. Whether you’re in finance, operations, HR, or customer service, this session will help you spark ideas, engage staff, and connect technology with real business value.

Real World Examples

• Meeting Recaps in Teams: Automatically generate summaries and action items from meetings—no more notetaking chaos.
• SharePoint Knowledge Mining: Let Microsoft Copilot surface relevant documents and insights across your SharePoint folders.
• Email Generation in Outlook: Draft customer follow-ups or internal updates faster with AI-assisted writing.
• Sales Forecasting: Use Microsoft Copilot in Dynamics 365 Business Central to generate S&OP sales forecasts based on historical trends.
• Document Creation in Word/PowerPoint: Turn rough notes or outlines into professional docs and presentations.
• Data Visualization in Business Central: Ask Microsoft Copilot to create analysis views without needing report-building skills.

Skills You'll Gain

• How to identify practical AI use cases in your day-to-day operations
• The ability to spot repetitive tasks that can be streamlined with AI
• A framework for leading internal AI brainstorming or “ideation” sessions
• Strategies for gaining staff buy-in and building AI champions in your business
• Clarity on what success looks like: how to measure ROI and progress without overpromising