Mid-Sized Firm Begins Their AI Transformation with Copilot Fluency
Leaders from across a mid-sized organization learned Copilot together and made real progress on the conversation about how AI can better enable their business
Driver
The IT team for a mid-size organization was getting requests for enterprise-wide generative AI tools, and they decided to begin with Copilot. Since many AI tool adoption efforts fail to meet their expectations, the VP of IT sought out support in launching Copilot in a thoughtful, sustainable manner.
Outcome
This organization effectively began their AI transformation with 20 leaders from across the firm engaging in a structured pilot.
Their confidence in navigating a variety of AI tools – not just Copilot – increased through coaching, deliberate practice, and sharing lessons learned. Copilot is just the catalyst; the real outcome was leaders ready to drive AI strategy with confidence and clarity.
After four weeks, the team had identified a dozen actionable AI and automation use cases, with two that rose to the top with compelling business cases.
Approach
The FlexPoint team facilitated a highly interactive, where pilot participants got hands-on experience with Copilot, discussed learnings with team members, and explored use cases. This included:
Leading a Copilot workshop with all participants, where we walked through the basics of Copilot and laid the foundation for strategic thinking with AI
Facilitating twice-weekly office hours, where participants described what they’re learning and pilot participants helped each other connect the dots on challenges and opportunities (in addition to coaching and resources from the FlexPoint team)
Having 1:1 discussions with each participant to discuss department-specific use cases, then leading a use case workshop, where we refined and prioritized opportunities as a group
Leading a final session focused on embedding learnings and identifying tangible next steps
Services Highlighted
Client VP of Tax on the value of exploring AI use cases after experience with a generative AI tool:
“Looking for a use case, it’s like asking someone who’s only ever lived in black and white to tell you what kind of rainbow they want. You don’t even know those colors exist until you start playing with it. Folks come in thinking they know their use case, but it’s only after they start messing around that they realize, wait, I can do this too? And this?!”