Copilot training built for your team, not everyone.
Generic Copilot training does not drive adoption. Finance teams need different workflows to HR teams. Sales teams need different features to operations. We train each team on the Copilot capabilities most relevant to their specific role and tasks.
Every Copilot feature your team actually needs.
We cover the full Microsoft 365 Copilot suite with role-specific focus, ensuring each team learns the features and workflows that will deliver the greatest productivity gains for their specific job function.
Copilot in Word and Outlook
We train teams on using Copilot for document drafting, email composition, summarisation, and tone adjustment. Participants practice with their own documents and email types during the session.
Copilot in Teams and PowerPoint
We cover Copilot for meeting summaries, action item extraction, presentation creation, and slide design. Teams learn to use Copilot to reduce the time spent on meeting follow-up and presentation preparation.
Copilot in Excel and SharePoint
We train participants on Copilot for data analysis, formula generation, chart creation, and SharePoint content management. Finance and operations teams find this module particularly high-value.
Role-Specific Workflow Training
Each team receives training tailored to their specific Copilot workflows. Finance teams learn financial reporting workflows. HR teams learn recruitment and policy workflows. Sales teams learn pipeline and proposal workflows.
Data Boundary and Privacy Guidance
We explain Microsoft 365 data boundaries, what Copilot can and cannot access, and how to use Copilot safely with sensitive business data. Participants leave with clear guidance on what is and is not appropriate to share.
Adoption and Habit Building
We help participants build the daily habits that drive sustained Copilot adoption, including trigger-based prompting, workflow integration points, and the practice routines that turn occasional use into consistent productivity gains.
From workflow mapping to full Copilot adoption.
Role and Workflow Mapping
We map the specific Microsoft 365 applications each team uses and the tasks they perform most frequently, so we can design training around their actual Copilot workflows rather than generic features.
Team-Specific Content Design
We design separate training content for each team attending, ensuring finance, HR, operations, and sales all receive examples and exercises that reflect their specific job tasks and Copilot use cases.
Half-Day Workshop Delivery
Each team attends their own half-day session. Small groups of 8 to 12 ensure every participant gets hands-on time with Copilot and individual attention from the facilitator during exercises.
Live Copilot Practice
Participants use Copilot live during the session on their own Microsoft 365 environment. They practice with real documents, real emails, and real data so the learning is immediately applicable.
Workflow Documentation
Each participant documents their top five Copilot workflows during the session, creating a personal reference guide they can use to maintain and build on their new skills after the training.
Adoption Check-In
We check in with each team 30 days after training to review adoption rates, answer questions that have arisen in practice, and identify any additional training needs or workflow optimisations.
Copilot adoption results for UK businesses.
Legal Services Firm
A 60-person law firm deployed Microsoft Copilot but adoption was low. Staff were unsure how to use it effectively for their specific tasks and many had reverted to working without it.
Role-specific Copilot workshops delivered to 4 teams. Adoption rate increased from 20% to 78% within 6 weeks. Document drafting time reduced by 35%. Fee earners reported saving an average of 4 hours per week.
Property Management Company
A property management business had purchased Microsoft 365 Copilot licences for their operations and finance teams but usage was minimal because staff did not know which features were relevant to their work.
Separate workshops delivered for operations and finance teams. Operations team focused on Teams and SharePoint workflows. Finance team focused on Excel and reporting. Combined time saving of 120 hours per month across both teams.
NHS Trust Supplier
An NHS supply chain organisation wanted to improve productivity across their procurement and HR teams using Copilot but needed training that respected the sensitivity of the data their teams work with.
Data boundary training integrated into both workshops. Procurement team trained on Copilot for supplier communications and contract review. HR team trained on recruitment and policy workflows. Both teams operating within clear data safety guidelines.
Get your teams using Copilot every single day.
Book role-specific Copilot training. We will design separate sessions for each of your teams, deliver hands-on workshops using your actual Microsoft 365 environment, and follow up to ensure adoption sticks.