Let's Connect

Copilot Proof of Value

Agentic AI and Copilot experimental training that proves its business value before you scale.

Contact us to get started with Microsoft Copilot and agentic AI solutions.

Get Started

Take Copilot for a Test Drive and Gain Buy-In Before Deploying

Many organizations buy Copilot licenses with high expectations, then realize that moving from “we bought it” to “we see results” isn’t as straightforward as it seems.

C5 Insight’s Copilot Proof of Value (POV) is a low-risk, guided approach to exploring Microsoft 365 Copilot and agentic AI with your actual people, processes, and platforms.

Think of it as the test drive before the road trip toward AI transformation.

By the end of the POV, you’ll know exactly where Copilot creates measurable value, what needs improvement, and how to scale it across your organization with confidence.

Why Start with a Copilot POV?

  • Measure business impact before purchasing everyone licenses
  • Validate what works before an org-wide AI implementation
  • Identify immediate, high-impact Copilot use cases
  • Boost adoption with Copilot training tailored to your teams
  • Mitigate risks by exposing gaps in a controlled AI pilot

How Most Organizations Approach AI

(And Why They Both Fail)

Planning Paralysis

You’re drawing a map for a highway that’s still being built.

On paper, a detailed AI rollout plan seems like the logical starting point. But AI is changing faster than you can document.

The result:

  • Delayed decisions

  • Constant rework as AI evolves

  • Competitors pull ahead

  • Leadership confidence drops

  • Progress is slow or stagnant

  • Opportunities pass by

While you’re stuck in planning mode, your competitors are testing new AI solutions, gaining real-world insights, scaling their success, and accelerating adoption.

Until you introduce Copilot to your digital workplace, you can’t develop an effective AI implementation plan.

Impulsive Deployment

Rapid deployment without direction is a fast track to failure.

You see Copilot and agentic AI driving business outcomes for competitors, so you purchase some licenses, demand adoption, and expect to see similar results.

Then reality hits:

  • Users don’t know where to start

  • Sensitive information surfaces unexpectedly

  • Workflows break or behave unpredictably

  • IT is putting out fires instead of enabling progress

  • Leaders start questioning whether AI is all hype

Deploying Copilot to everyone all at once creates chaos. And once confidence drops, rebuilding trust in AI tools becomes an uphill battle.

Launching AI without expert guidance, controlled pilots, and user training leads to avoidable failure.

Stop Planning. Start Piloting.

C5 Insight's Copilot Proof of Value Process

PRE-POV

Discovery and Set Up

 

  • Define success criteria
  • Select POV participants from the same department(s)
  • Identify high-impact, relevant Microsoft 365 Copilot use cases
  • Set up licenses and system settings

WEEK 1

Kickoff Copilot Proof of Value

 

  • Announce the Copilot Proof of Value internally (template provided)
  • Introduce Microsoft 365 Copilot features and capabilities

WEEK 2-6

Copilot Training and Enablement

 

  • Weekly training on AI-assisted use cases across Microsoft 365 apps (e.g., email drafting in Outlook, meeting notes in Teams)
  • Weekly “Ask Me Anything” sessions for live Q&A and support

POST-POV

User Survey and Executive Briefing

 

  • Survey participants to assess usage, sentiment, and impact
  • Present POV results, feedback, and long-term business value from continued use
  • Determine next steps for rollout

Connect with a Microsoft Copilot Expert

Ready to start using Copilot and understand its measurable business impact?

C5 Insight’s Copilot Proof of Value is a great starting point or accelerator, wherever you are on your AI journey:

  • Evaluating Microsoft 365 Copilot or agents before making an investment

  • Sitting on underused Copilot licenses and need adoption support

  • Unsure how Copilot fits into real workflows across your organization

  • Concerned about your data readiness, governance, or security

  • Interested in testing agentic AI before rolling it out organization-wide

Get practical guidance from the Copilot experts who’ve done this before.

The Latest Insights

AI Transformation Playbook

Copilot Data Readiness Checklist

%

Of users would recommend Copilot to everyone in the company or all their peers

GET THE CASE STUDY

%

Of participants reported Copilot increases their productivity and work quality

GET THE CASE STUDY

Watch C5 Insight's AI & Copilot Webinars on YouTube

The Copilot you rolled out isn’t the Copilot you have today. While Microsoft’s roadmap races ahead, most teams are still using a sliver of what their Microsoft 365 Copilot license already pays for. In less than an hour, we’ll get you current on Copilot by moving through three lenses: - What’s New: Ready-to-use features you can start benefiting from today. - What’s Next: Frontier previews and Microsoft roadmap announcements. - What You’re Probably Missing: The capabilities you already own but likely rarely use or know about. You’ll leave with a clearer understanding of what’s possible, what’s worth piloting, and what your organization should begin planning for next. --- TIMESTAMPS 0:35 Speaker Introductions 1:09 Introduction to the State of Copilot Q3 2026 briefing 1:56 Agenda 3:14 About C5 Insight 4:28 AI is rewiring how work gets done 6:16 SECTION ONE: What's New in 2026? 6:53 Multi-model intelligence & choice 8:24 Copilot Notebooks 11:54 Agent Mode in Office Apps (Word, Excel, PowerPoint) 13:37 Microsoft-built Agents 15:43 Agent Builder (AKA Copilot Studio Lite) 17:31 Sales Agent 20:39 Service Agent 24:24 Copilot Cowork 27:43 Agent 365 29:20 SECTION TWO: What's Next? 30:51 What is the Frontier Program? 32:52 Microsoft Scout 35:30 When to use Microsoft 365 Copilot vs. Copilot Cowork vs. Scout 37:09 Legal Agent in Word 38:50 Critique & Model Council in Researcher Agent 41:33 Copilot in Outlook is now agentic 42:33 Copilot Notebook Infographics 43:39 COPILOT=() Function in Excel 45:01 Cowork 1: New DeepSeek model releasing soon 41:11 And so much more is coming… 48:00 SECTION THREE: What Now? 48:05 Next Step 1: Follow the Roadmap 48:36 Next Step 2: Book a Consult with C5 Insight (https://c5in.co/consult) 49:18 Next Step 3: Download the AI Transformation Playbook (https://c5in.co/ai-playbook) 49:59 Invitation to Community Summit NA in Nashville October 11-15, 2026 (Use code C5INSIGHT15 for 15% off) 50:32 Q&A --- Request the presentation slides: https://c5insight.com/slides/ Download the AI Transformation Playbook: https://c5in.co/ai-playbook/ Register for upcoming events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
YouTube Video UExTLUdBVDlubTluX1ZCRlkwSWZoRlE4cm1yT1IxUEJiQy5ENjg3MEUyQ0IzODMzQThB

The State of Copilot Q3 2026: What's New, What's Next, and What You're Probably Missing

C5 Insight August 7, 2026 4:59 pm

Microsoft 365 Copilot and ChatGPT may seem similar, but we're highlighting the differences that matter most when you’re evaluating AI for your organization. In this C5 Insight webinar, we explore the key distinctions between Microsoft 365 Copilot and ChatGPT Enterprise, including what those differences mean for productivity, security, governance, adoption, and long-term AI strategy. TIMESTAMPS 0:55 Speaker Introductions 1:20 Introduction to the topic 2:24 POLL: Which AI tool(s) is your organization invested in? 3:26 The Shadow AI Dilemma 6:05 Your people are already using AI, but is it the one you chose? 7:20 POLL: How is AI being adopted in your organization today? 8:30 Microsoft 365 Copilot and ChatGPT Enterprise similarities 9:57 The real difference isn't feature, it's fit 11:38 DIFFERENCE 1: Embedded in the flow of work 16:00 DIFFERENCE 2: Built on business context (Work IQ) 16:42 What is WorkIQ? 21:56 DIFFERENCE 3: Unlocks value from existing Microsoft tools 28:15 POLL: If you could hand your team ~2 hours back per week, where would it matter most? 29:54 DIFFERENCE 4: Integrated security, management & governance controls 34:42 DIFFERENCE 5: Multi-model AI flexibility 35:57 5 ways M365 Copilot pulls ahead of ChatGPT 41:51 About C5 Insight 43:01 Download the AI Transformation Playbook (https://c5in.co/ai-playbook) 44:33 Invitation to Community Summit NA 2026 in Nashville from Oct 11-15 (Use code C5INSIGHT15 for 15% off registration) 45:26 Q&A --- Request the presentation slides: https://c5insight.com/slides/ Download The Microsoft Copilot Consultant Evaluation Guide: https://c5insight.com/copilot-consultant-evaluation-guide/ Register for upcoming events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
YouTube Video UExTLUdBVDlubTluX1ZCRlkwSWZoRlE4cm1yT1IxUEJiQy41MzJFNEYxODEyNzA0QUUx

Microsoft 365 Copilot vs. ChatGPT Enterprise: 5 Differences Every Business Leader Needs to Know

C5 Insight July 9, 2026 1:32 pm

Want to know how AI is actually changing the way sellers work? In this value-packed webinar, we show how Copilot and role-based AI agents across Dynamics 365 Sales and Microsoft 365 help sales teams save time, improve insights, and focus on closing. You’ll see real-world demos, learn key licensing and governance considerations, and discover what an AI-enabled sales strategy really looks like. --- TIMESTAMPS 0:29 Intro & Agenda 0:48 Three Layers of Copilot 2:31 LAYER 1: Copilot + CRM Data (Dynamics 365) 2:50 Natural Language Chat 4:07 Record Summarization 6:36 Information Assistance 7:45 Smart Paste 9:28 Catch Up on Recent Changes 10:45 Meeting Prep and Email Assistance 12:51 Lead Enrichment 14:03 Relationship Analytics 15:13 Conversation Intelligence 16:32 Predictive Scoring and AI Forecasting 17:58 LAYER 2: Integrated Insights (Microsoft 365) 18:21 Copilot in Outlook, Teams, and Office Apps 19:29 Outlook Logging & Tracking 21:36 Outlook + CRM Data 22:57 Teams In-meeting Integration 24:12 Teams Post-meeting integration 25:31 Teams Deal Rooms & Collaboration 27:00 M365 Apps (PowerPoint, Word, and Power BI) 29:10 LAYER 3: An Agentic Approach 30:16 Sales Agent (within M365 Copilot Chat) 33:25 Sales Qualification Agent 35:15 Sales Close Agent 37:32 Sales Research Agent 40:58 Opportunity Research Agent 42:15 Sales Development Agent 43:32 Recommended Actions Agent 44:31 Research Agent, Analyst Agent, and Copilot Cowork 46:45 Customization & Plugins 47:40 Licensing & Copilot Credits 49:03 Copilot Chat vs. Cowork 50:19 Copilot in Dynamics 365 Sales Setup & Administration 51:11 Governing Copilot Spend 51:57 Security, Compliance, and Responsible AI 52:45 What's Coming: 2026 Wave 1 Highlights 53:03 Limitations & Honest Truths 54:45 End to End AI Enhanced Sales Strategy 56:13 Download the Microsoft Copilot Consultant Evaluation Guide (https://c5in.co/eval) 57:00 Join C5 Insight at Community Summit North America in Nashville on Oct 11-15, 2026 --- Download the Microsoft Copilot Consultant Evaluation Guide: https://c5insight.com/copilot-consultant-evaluation-guide/ Request the presentation slides: https://c5insight.com/slides/ Register for upcoming events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
YouTube Video UExTLUdBVDlubTluX1ZCRlkwSWZoRlE4cm1yT1IxUEJiQy5EODkyNDMzRkJBNkQ2NkMz

A Seller's Guide to Copilot and AI Agents in Dynamics 365 Sales and Microsoft 365

C5 Insight June 25, 2026 11:20 am

Most organizations are experimenting with AI. Very few are turning it into real business value. In this webinar, C5 Insight shares its practical framework for moving from AI pilot to scalable impact. Learn why teams fail with overplanning or rushed deployment, and how to adopt a more effective, though unconventional, approach (Fire, Aim, Ready, Fire). You’ll walk away with a clear path to run smarter pilots and scale what works, all while balancing enablement, governance, and change management. If you’re looking to make AI actually work inside your organization, this session breaks down what to do next. ---------- TIMESTAMPS 0:13 Poll: How do digital transformation projects often go for you? 1:41 Intro: AI is rewriting how work works 3:27 About C5 Insight 4:23 Speaker introductions 6:15 The state of enterprise AI transformation (95% of pilots fail) 7:28 Two common paths to AI failure 10:48 Avoidable Failure vs. Intelligent Failure 12:28 The Myth About AI Transformation 13:49 The AI Transformation Framework: Fire, Aim, Ready, Fire 14:53 Phase 1. Fire: Launch a real-world, focused AI pilot (proof of value) 17:44 Real Copilot proof of value (POV) results from 182 participants 19:36 Phase 2. Aim: Assess what failed, target what worked 23:48 Phase 3. Ready: Develop an AI strategy informed by real results 30:16 Phase 4. Fire (Again): Turning proven AI pilots into enterprise impact 33:48 The iterative Fire, Aim, Ready, Fire cycle 34:36 How to Sustain Success: AI Center of Excellence 40:15 C5 Insight & the Case for External AI Partners 42:44 Next Steps 43:44 Community Summit NA 2026 Nashville (Use promo code: C5INSIGHT15) 44:35 Q&A ---------- Request the presentation slides: https://c5insight.com/slides/ Download C5 Insight's AI Transformation Playbook: https://c5insight.com/ai-transformation-playbook/ Register for upcoming events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
YouTube Video UExTLUdBVDlubTluX1ZCRlkwSWZoRlE4cm1yT1IxUEJiQy5BRUVCN0E0MzEwQzAwNjMy

The AI Transformation Playbook: From Pilot to Proven Business Impact

C5 Insight June 4, 2026 12:03 pm

What’s the real ROI of Microsoft Copilot? In this webinar, we move beyond hype to share real-world benchmark data C5 Insight has collected over 18 months from nine organizations across six industries. Based on insights from 180+ users, you’ll learn where teams are saving time, how that translates into business value, and what separates organizations that are seeing results from those that aren’t. We also highlight research from Microsoft's 2026 Work Trend Index Annual Report that reinforce our findings and give leaders insight into the future of work. Whether you’re just getting started or already piloting Copilot, this session will help you build a stronger business case and take the next step with confidence. --- TIMESTAMPS 0:48 Speaker Intro 1:20 About C5 Insight 2:30 What is a Copilot Proof of Value (POV)? 3:34 Audience Poll: Where Are You Today on Your Copilot Journey? 4:57 Program Methodology & Scope 6:25 Overall POV Results 6:58 Time Reclaimed Per Week By Use Case 8:27 What Users Believe About Copilot 9:59 Focus Time Gained Per Week Using Copilot 11:58 What Users Are Saying 12:48 Audience Poll: What Is Your Biggest Barrier to Copilot Adoption? 14:19 Five Key Findings Across All Organizations 18:31 4 Data-Driven Takeaways 22:31 Microsoft's 2026 Work Trend Index Annual Report Findings 23:20 The Agency Equation 24:27 The Transformation Paradox 26:15 What Frontier Professionals Do Differently 27:58 Audience Poll: Where Is Your Frontier Zone? 30:30 Next Steps: Five Paths Forward 36:04 Microsoft Teams Channel Agent Demo 39:14 Rethinking How Workflows Work Because of Agentic AI 42:33 C5 Insight's Longtime Expertise Across the Microsoft Ecosystem 43:18 Community Summit NA 2026 (Use Discount Code: C5INSIGHT15) 44:04 Q&A - How do you measure Copilot's ROI when so much of the value is qualitative? - How do you recommend starting a conversation with enterprise-size organizations (e.g., IKEA) about AI that's tied to business goals? - Should companies that haven't invested in Copilot yet continue waiting for the AI landscape to settle? - How does an organization choose its Proof of Value (POV) cohort? - How do you handle when leadership, colleagues, or IT is resistant to Copilot/AI? --- Request the presentation slides: https://c5insight.com/slides/ Download +300 Microsoft Copilot and AI Agent Use Cases: https://c5insight.com/copilot-use-cases/ Register for upcoming events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
YouTube Video UExTLUdBVDlubTluX1ZCRlkwSWZoRlE4cm1yT1IxUEJiQy41NUMwNTVERDNBRDc4REM0

The Real ROI of Microsoft Copilot: Benchmarks for Business Leaders

C5 Insight May 22, 2026 9:28 am

In this webinar, Traci Winter from C5 Insight and Microsoft's Tracy Urbina dive deep into why AI readiness starts with data readiness, sharing real-world examples, practical strategies, and actionable tips for leaders and IT teams. You'll learn how Microsoft tools like the Copilot Control System, Microsoft Purview, and the new control plane for AI agents, Microsoft Agent 365, can help secure and scale your AI initiatives responsibly. Get insights on AI and data governance, data quality, and adoption, plus a 25-question data readiness checklist to kickstart your AI journey. TIMESTAMPS 00:35 Speaker Introductions 01:19 About C5 Insight 02:10 Why does AI readiness start with data readiness? 03:00 Key Idea: Poor data foundations become the limiting factor for AI 03:46 Reality Check: What most digital workplaces look like to Copilot 05:15 6 Examples of weak data foundations 06:06 Outdated data 07:13 Inaccurate data 08:16 Duplicate data 09:51 Siloed data 11:04 Disorganized data 12:12 Ungoverned data 13:41 Business impact of bad data 15:02 What is AI-ready data? 15:50 3 pillars of AI-ready data 16:23 1. Reliable 18:18 2. Findable 20:01 3. Governable 21:41 How can Microsoft tools help you prepare your data for AI? 22:03 Security challenges organizations face 23:53 Microsoft's foundational AI commitments 27:16 The Copilot Control System 29:30 Microsoft Purview 32:14 Agent 365 34:50 C5 Insight's proven approach for AI transformation 37:23 How to sustain AI success post-deployment 39:35 25-question Copilot Data Readiness Checklist 40:31 Community Summit NA 2026 discount code (C5INSIGHT15) for 15% off registration 41:19 Q&A HELPFUL LINKS Download the Copilot Data Security Checklist: https://c5insight.com/microsoft-copilot-security-assessment-checklist/ Register for upcoming events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
YouTube Video UExTLUdBVDlubTluX1ZCRlkwSWZoRlE4cm1yT1IxUEJiQy4wQTI4OEZFRUE0Q0Q3ODQw

Why AI Readiness Starts with Data Readiness [Webinar]

C5 Insight May 8, 2026 2:18 pm

In Part 3 of our webinar series with Microsoft, we explore how leadership in the age of AI should consider AI as a tool to amplify what makes us uniquely human. Using real examples from his work at Microsoft, Grant shares how leaders can use AI responsibly without losing the human touch. 00:10 Introductions 00:30 Series recap and session expectations 02:10 Exercise: What qualities or traits make us uniquely human? 06:00 3 human traits AI can help amplify (not replace) 07:00 Empathy 10:14 Imperfection 13:24 Leadership 20:11 Q&A: What are the risks of leaders becoming distant from reality in an AI-driven workplace, and how can they avoid it? 23:10 Q&A: How can organizations balance innovation with ethical considerations when implementing AI? 25:12 Q&A: How do you reassure resistant employees who think AI will replace them? 27:02 Closing comments **Presentation slides are unavailable for this webinar** Explore C5 Insight's Copilot Consulting Services: https://c5insight.com/technologies/copilot/ Register for upcoming events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
YouTube Video UExTLUdBVDlubTluX1ZCRlkwSWZoRlE4cm1yT1IxUEJiQy4xRDJGOTc4RkUxMzUwMUFG

[Part 3] Responsible AI-Driven Leadership Without Losing the Human Touch

C5 Insight November 21, 2025 2:36 pm

Discover how Microsoft embraced enterprise AI transformation with its Copilot and agentic technologies before releasing them to the world. Grant Dess, Microsoft Principal Solution Engineer - AI Workforce, shares real-world insights from Microsoft’s AI journey, including strategies for enriching employee experiences, reinventing customer engagement, reshaping business processes, and driving innovation. Learn about key metrics, adoption challenges, responsible AI practices, and practical tips for starting your own AI journey. Perfect for organizations looking to leverage Copilot or scale AI adoption to drive business results. TIMESTAMPS 00:10 Introduce speaker Grant Dess from Microsoft 01:35 Microsoft's AI Vision: Human-AI collaboration 02:50 Microsoft's AI Ambition 04:35 Microsoft's Copilot Customer Zero pilot group 07:13 Microsoft's Frontier Success Framework for AI Transformation 11:12 Microsoft's AI Transformation results (so far) 13:44 The Microsoft Frontier Firm Approach Watch Part 1 of this series to learn more: https://youtu.be/65p0sm0gjRM 14:47 Microsoft's AI Journey: Applying the Frontier Firm Approach 15:51 Snapshot of the Customer Zero Program & Results: Copilot Immersion 20:13 Where to start your AI journey 21:32 Responsible AI: NIST AI Risk Management Framework 22:46 5 Key lessons learned as Copilot Customer Zero 26:09 Register for Part 3: Leading Responsibly with AI **Slides are not available for this webinar.** Download C5 Insight's Microsoft Copilot Security Checklist: https://c5insight.com/microsoft-copilot-security-assessment-infographic/ Register for upcoming events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
YouTube Video UExTLUdBVDlubTluX1ZCRlkwSWZoRlE4cm1yT1IxUEJiQy4wMDkwRkI3NzExODA2MTFG

[Part 2] Copilot Customer Zero: Microsoft's AI Transformation Story & Framework for Success

C5 Insight November 17, 2025 6:53 pm

Join C5 Insight and Microsoft as we explore the latest insights from Microsoft's 2025 Work Trend Index report and share practical strategies for leading the next wave of business with agentic AI. You'll learn what it means to be a frontier firm, how to balance human-agent teams, and actionable steps to begin or accelerate your AI transformation journey. Don’t miss expert AI strategies, global research on AI at work, and a preview of what’s next in agentic AI business transformation. TIMESTAMPS 00:27 Introduce speaker Grant Dess from Microsoft 01:10 What is a Frontier Firm? 03:06 Microsoft's Work Trend Index 2025: The Rise of the Frontier Firm 05:19 Journey to Becoming a Frontier Firm 08:00 Phase 1: Human with Assistant 11:55 Phase 2: Human-led Agents 15:26 Phase 3: Human-led, Agent-operated 18:28 New jobs emerging from AI advancements 19:37 The path forward: Your 3 next steps 23:05 Q&A 23:14 Q: What are the most common initial challenges to becoming a frontier firm? 26:45 Q: How do you balance the human-agent ratio for optimal performance and accountability? 29:24 Closing remarks & webinar slide request Download the Copilot Security Readiness Checklist: https://c5insight.com/microsoft-copilot-security-assessment-infographic/ Request the presentation slides: https://c5insight.com/slides/ Register for Upcoming Events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
YouTube Video UExTLUdBVDlubTluX1ZCRlkwSWZoRlE4cm1yT1IxUEJiQy5ERkRDQjY0N0Y0Q0VFOTdC

[Part 1] What Is a Frontier Firm? Microsoft Agentic AI & Workforce Transformation Strategies

C5 Insight November 10, 2025 6:59 pm

Many people in your organization may already be using Microsoft Copilot to expedite workflows daily. However, adoption may not have reached the management and leadership levels. If this describes you – or the people you want to influence – then you'll want to tune in for this webinar. We explore seven practical Copilot use cases that every executive and manager can utilize to make Copilot their personal assistant, enabling them to operate at a higher level of efficiency, quality, and productivity. TIMESTAMPS 01:08 Speaker introductions: Jordan Loeffler and Traci Winter from C5 Insight 02:30 Webinar agenda 03:23 Why Copilot, and why now? 08:58 7 Copilot use cases agenda 10:11 #1 - Meeting summaries: Copilot automatically generates a summary, identifies key decisions, lists action items, and drafts follow-up emails in Outlook. 14:15 #2 - Improve meetings: After a meeting, ask Copilot to provide feedback to help you improve future sessions. 16:24 #3 - Make data-driven decisions: Ask Copilot to analyze sales, financial, or operational data, identify trends, and suggest insights or forecasts 19:10 #4 - Prioritize tasks: Use Copilot chat to review your inbox and task list, summarize key items, and generate a prioritized weekly plan. 23:43 #5 - Draft policies and documents: Use Copilot to draft or update company policies using templates and previous documents stored in SharePoint. 26:40 #6 - Get instant answers: Use a SharePoint agent to source new policies and documents without wasting time searching for the ones you need. 29:00 #7 - Access knowledge instantly: Build a custom agent that's integrated with your designated sources to accurately answer questions from your team or customers. 33:22 How to drive Copilot Adoption and track success with Microsoft Viva Engage and Viva Insights 39:24 Proven framework for digital transformation success 42:24 Invitation to 365 Leadership Summit 43:26 Free resources 44:00 Q&A MORE INSIGHTS Request the presentation slides: https://c5insight.com/slides/ Download +100 Copilot Use Cases: https://c5insight.com/copilot-use-cases/ Register for upcoming events: https://c5insight.com/blog/?filter=true&resourcetype=event Contact C5 Insight: https://c5insight.com/contact/ Follow C5 Insight: https://www.linkedin.com/company/c5-insight https://twitter.com/c5insight https://www.facebook.com/C5Insight
YouTube Video UExTLUdBVDlubTluX1ZCRlkwSWZoRlE4cm1yT1IxUEJiQy5BRDg1NUY1OTY2QzgzOEM0

7 Microsoft Copilot Use Cases for Business Leadership & Management Roles

C5 Insight June 2, 2025 11:28 am

Subscribe

Digital Transformation Powered by LUCK™

LUCK is more than a clever acronym; it's C5 Insight’s proven methodology for aligning your people, processes, and platforms to drive measurable progress.

Powered by LUCK™ is how we do what we do at C5 Insight: accelerating business results through people-centric, AI-powered digital transformation.

Listen

Capture feedback from employees and leadership through structured interviews, surveys, workshops, and ride-alongs.

Understand

Analyze what's heard to identify gaps, address pain points, and suggest solutions that align technology with business goals. 

Connect

Connect people with platforms and processes that build user buy-in to ensure meaningful engagement and drive adoption.

Know

Put knowledge into action, sharing the results and giving your people a voice to continuously improve the score together.