Launch Copilot for Real Impact

Don’t leave team members to navigate generic Copilot training videos. Set clear success signals, create a peer support network, and experience real improvements.

Leadership just approved your Copilot rollout. Now what?

If you’re like many companies we see, you’re facing high expectations without clear KPIs, the risks aren’t quite clear, and you’re expected to deliver on a tight timeline.

We know that enabling real transformation takes more than Copilot licenses, generic training videos, and IT task lists. It takes behavior change, impact you can measure, and a plan to sell your successes back to the C-suite.

That’s why we created Copilot Catalyst — a fixed-fee, 12-week engagement that helps your organization:

  • Activate champions

  • Drive time savings

  • Track custom KPIs

  • Gain AI fluency

  • Build Strategic Adaptability into your workforce

We don’t just help you launch Copilot. We work with you to architect your AI-enabled future starting with Microsoft 365 Copilot as your foundation.

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

  • 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 | 1-3 hours saved weekly per person

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

Do I need to request more AI budget for this effort?

In many cases, no. We’ll work with Microsoft and your procurement team to defer enterprise-wide Copilot licenses until after your pilot proves value. This means you can invest in getting transformation right without paying for unused licenses.  

If you’ve budgeted for enterprise licenses but piloting with a smaller group, you can defer the unused licenses during your pilot period. The savings? Often enough to cover our engagement fee. Your pilot stays budget-neutral while we build the business case for full deployment. Pay for seats only when you’re ready to scale.

Why would I work with FlexPoint on this?

If you have a trusted, people-centered partner who can help you roll out Copilot, awesome! We hope reading this has sparked some ideas to incorporate into that effort.

If you’re still looking for a partner to equip you through this inflection point, we’d love to be considered. Here’s what sets FlexPoint apart in this space.

We Train Mindsets, Not Features

We’re not trying to make your team members better at PowerPoint. We want to help them think differently about how they work. The real transformation isn’t about what Copilot does; it’s about what your people are empowered to do.

Ultimately, AI fluency isn’t knowing what button to click. It’s knowing what’s possible, and what’s worth asking.

We Measure What Actually Matters

We’re not just after a specific adoption rate of Copilot. Rather, we’re aiming for something more tangible, like “247 hours reclaimed weekly across the Finance team” by using Copilot strategically.

Fluency and judgment beat button clicks every time. We’re focused on situational confidence: the ability to know when AI will help, and when it won’t.

We Build Momentum That Lasts

In the end, our success is measured by what you can do without us.

We want to end the pilot with a clear decision — scale, pause, or pivot — and the tools to make that succeed. We’ll work with you to create a Champion network that’s self-sustaining, and we’ll share your custom Copilot scaling playbook that incorporates lessons learned from the pilot.

Want to talk with us about this?

Set up time at your convenience! Expect curiosity and enthusiasm, not a hard sell.