Copilot Catalyst
Don’t just train people to use AI features. Train them to think differently with the help of AI.
Driver
Microsoft is rolling out Copilot 365 across Word, Excel, PowerPoint, Outlook, and Teams, yet most enterprises still measure success in licenses rather than behavior change. Leaders see security gaps, unclear ROI, and staff who treat Copilot as a magic bullet instead of a force multiplier.
If this sounds familiar, you need a people-first plan that protects data, proves value, and builds real AI fluency into your organization.
Outcome
Build an AI-enabled organization where Copilot becomes second nature to your teams. Watch as employees evolve from task-completers to strategic contributors, reclaiming hours each week for higher-value work. Create lasting organizational muscle for AI innovation that extends far beyond your initial Copilot deployment.
In twelve weeks you’ll have:
A Copilot readiness scorecard across our five-pillar framework
A 72-point risk register with remediation actions in progress
90% of pilot employees confident they know how and when to use AI
A Champion network that answers 70 percent of questions peer-to-peer
Pilot users saving at least 3 hours per week and knowing when and why to reach for Copilot
A KPI dashboard that equips you to scale without external dependency
Approach
We don’t just help you implement Copilot. We help you evolve.
Our people-first transformation approach ensures your teams reach for AI instinctively, think differently about their work, and build new habits that stick. We’ll assess your readiness across five critical pillars, design pilots that prove real value, and leave you with the frameworks, metrics, and internal capability to scale confidently on your own.
We’ll work with you to:
Diagnose Readiness: Assess people, processes, data, and governance against our five-pillar framework to surface gaps and priorities.
Secure the Foundation: Close security and compliance risks, stand up a clear operating model, and align with Microsoft best practices.
Pilot With Purpose: Run a mindset kick-start, activate Champions, and rewire priority workflows so Copilot becomes second nature.
Prove the Value: Capture baselines, track impact on quality and time saved, and share a concise value story that convinces executives to scale.
Scale Confidently: Hand off a self-sustaining adoption playbook, success metrics, and trained internal team so your organization owns the next chapter.
What does this look like in practice?
Phase 1: Discovery and Strategy
Weeks 1 through 4
Goal: Know exactly where you stand before you take a single step
Key Outputs:
Five-Pillar Readiness Assessment scoring your maturity across security, infrastructure, data health, culture, and use cases
72-Point Enterprise Risk Register catching governance gaps before they become headlines
Custom Use Case Playbook mapping Copilot to your workflows, not generic templates
Deliverable: Your personalized Copilot Success Blueprint with clear go/no-go criteria
Phase 2: Pilot Design
Weeks 5 through 7
Goal: Make a big impact by building momentum with small groups
Key Outputs:
Mindset-First Training that creates AI fluency, not feature memorization
Champion Network Activation turning early adopters into evangelists (targeting 1 champion per 15 users)
Workflow Rewiring Sessions embedding Copilot-first thinking into daily rhythms
Success Metrics to Track: 90% of pilot participants know when and why to use Copilot | 70% of questions peer-solved | 3+ hours saved weekly
Phase 3: Pilot Execution & Analysis
Weeks 8 through 12
Goal: Turn pilot success into enterprise transformation
Key Outputs:
Executive Impact Dashboard showing real ROI in time saved, decisions accelerated, and value created
Scaling Roadmap with prioritized rollout plan by department, role, and use case
Self-Sustaining Operating Model ensuring you own the transformation after the FlexPoint team departs (though we like to say that consulting engagements end but relationships don’t!)
In Your Hands: Board-ready documentation, proven value, and a clear path to enterprise scale
Our Copilot Guiding Principles
People Over Features: Fluency and judgment beat button clicks.
Governance First: Mitigate risk before it drags on momentum.
Mindset Kick-Start: Train users to think differently before they touch the tool.
Fixed-Fee Partnership: Milestone-based pricing aligned to outcomes, avoiding surprise invoices.
Real-World Success Signals: Clear metrics like hours saved, situational confidence, and peer support that prove readiness to scale.
Interested in learning more?
