Microsoft Copilot

Maximum productivity with M365 Copilot – and intelligent automation with Copilot Studio

Do you want to use Copilot efficiently while unlocking automation potential across your organization?

We enable your employees to use M365 Copilot productively and support power users and IT teams in building tailored workflows and automations with Copilot Studio—securely integrated into your existing data and system landscape.

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AI in the workplace: Greater efficiency with M365 Copilot

Many organizations introduce Copilot but unlock only a small part of its potential. Employees often do not know how to use Copilot effectively in Outlook, Teams, Word, Excel, or PowerPoint—and therefore use the assistant only superficially.

With targeted training, Copilot can be used effectively right away: for faster communication, better documents, more efficient research, and automated routine tasks.

Our focus is on enabling your teams so that Copilot delivers immediate time savings and supports more productive work across the entire organization.

Copilot Studio: From productivity to process automation

While M365 Copilot supports individuals, Copilot Studio enables the automation of entire processes. It allows organizations to build their own copilots that access internal systems, orchestrate complex workflows, and fully take over recurring tasks.

The key challenge for organizations is integrating Copilot Studio in a technically sound way: enterprise data must be securely connected (e.g., SQL, ERP, CRM, Fabric), governance policies must be enforced, and power users need the skills to develop their own copilots.

We show you how Copilot Studio becomes a true automation tool—and how scalable, organization-wide AI workflows emerge, deeply integrated into your data and systems.

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Our offer

M365 Copilot User Training

As a Microsoft Data & AI Solutions Partner, we enable your employees to use M365 Copilot efficiently in their daily work. The focus is on productive prompting in Outlook, Teams, Word, Excel, and PowerPoint, meeting summaries, research capabilities, and best practices. The goal: immediate, tangible productivity gains across the entire organization.

Copilot Studio Training

We train power users and IT teams in working with Copilot Studio. They learn how to build their own copilots, securely connect data sources, design process logic, and create automations. This is based on hands-on exercises and a clear governance framework.

Copilot Readiness & Strategy

We assess your M365 environment, licenses, security and governance policies, as well as your data landscape. Together, we define objectives, use cases, and priorities for Copilot and Copilot Studio. This ensures that your organization is both technically and organizationally ready to use AI.

Use Cases & Copilot Implementation

In workshops, we identify concrete “high yield / low effort” use cases. If desired, we then develop one or more productive copilots. This includes design, integration with systems such as Fabric, Databricks, or ERP, testing, and deployment within your M365 tenant.

Our solution

Your advantages

Cost and time savings

The necessary data processes are automated and the manual collation of data for reporting is no longer necessary. The fixed costs for the proposed solution are very attractive.

All data in one place

Cross-tool evaluations (e.g. data on the rent roll and income statements, data on sustainability, valuation data, etc.) for various target groups.

Maintaining proven work processes

The existing tool landscape can be retained; well-established work processes for collecting and maintaining data are not changed.

Flexible, scalable environment

The environment can be flexibly expanded at any time and adapted to new and changing requirements.

Step-by-step structure

The solution can be built up step by step, e.g. with an initial (smaller) use case. This minimizes risks and the cost-benefit ratio can be better assessed.

Complete data sovereignty

Full access to your data at all times and no dependency on third-party providers.

Modern, target group-specific evaluation options

Reports for different target groups and use cases are generated automatically and can be analyzed in interactive dasbhoards in a user-friendly way.

Leading technology from Microsoft

The proposed solution can be seamlessly integrated into the Microsoft 365 environment. Microsoft provides leading analytics technologies that are constantly being further developed. We are an official Microsoft Data & AI Solutions Partner.

Use of AI

A well-prepared data basis is the foundation for the application of advanced technologies in the field of artificial intelligence (e.g. Copilot).

FAQ

Do I need programming skills for the Copilot Studio course?

No. Copilot Studio is a low-code tool. Technical understanding is helpful but not required. We guide participants step by step through building their own copilots.

Yes. M365 Copilot and Copilot Studio operate exclusively within your Microsoft tenant. Enterprise data does not leave your security boundaries, and all compliance and governance rules remain in place.

M365 Copilot supports employees directly within Office applications and boosts individual productivity. Copilot Studio, on the other hand, enables organizations to build custom copilots and automations that model and partially or fully automate business processes.

Our readiness assessment is free of charge. We want organizations to be able to evaluate their readiness for M365 Copilot and Copilot Studio in a well-founded way—without investment risk.

As part of the assessment, we review your technical baseline, licenses, and security and governance policies. You receive a clear recommendation on whether your organization is ready to use Copilot and what next steps make sense.

Success Stories

Want to find out more? Contact us!

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Badenerstrasse 120
8004 Zürich

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