Driving Enterprise Productivity with Microsoft 365 Copilot Adoption

iLink partnered with a leading digital-first organization to unlock the full potential of Microsoft 365 Copilot. The client aimed to enhance productivity, minimize repetitive tasks, and streamline operations across their business. Although they were familiar with Copilot’s core capabilities, the organization sought tailored demonstrations and role-specific scenarios to better understand its practical value and impact across different departments.

Industry

Financial Services

Company size

200-500 Employees

Headquarters

United States

Client Overview

The client is a digital-first organization focused on serving the lifestyle and support needs of retirees. With a strong mission to simplify access to essential services and resources, they leverages modern technology to deliver seamless user experiences and improve operational efficiency.

Challenges

Limited Awareness of AI Capabilities: The organization knew the basics of Microsoft 365 Copilot but lacked clarity on real-world applications for their workforce.
Need for Tailored Use Cases: Leadership required demonstrations aligned to IT operations, HR, finance, and marketing to ensure broad adoption.
Maximizing ROI from AI Investments: The company wanted to identify high-impact use cases that would accelerate adoption and deliver measurable outcomes.

Solution

Tailored Demonstrations: Delivered role-based sessions across Excel, Outlook, and Windows to showcase Microsoft Copilot’s capabilities for both technical and non-technical users.
Business-Aligned Scenarios: Designed “art-of-the-possible” workshops focused on real departmental workflows, ensuring relevance and clear ROI mapping.
Broad Enablement Strategy: Ensured accessibility across teams through hands-on, practical demonstrations that inspired adoption beyond IT.

Business Outcome

Accelerated Adoption

Secured ~100 Microsoft 365 Copilot licenses with a structured roadmap for phased deployment across business functions.

Role-Specific Impact

Designed tailored use cases for HR, Finance, Marketing, and IT, directly mapped to organizational priorities.

Productivity Gains

Laid the groundwork for AI-driven workflows that minimize repetitive tasks and enhance team efficiency.

Proven ROI

Significant time saved across order intake, resume screening, and interview processes.

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