Microsoft 365 Copilot adoption & value realisation
HELP PEOPLE Turn Copilot and AI into better everyday work

Technology only creates value when people use it well.
We help organisations turn Microsoft 365, Copilot and AI from rollout into everyday practice. That means building practical capability, changing habits and understanding what’s working.
Why now?
Copilot value depends on adoption, not deployment.
Organisations are asking questions about adoption, confidence and value:
- Where should we focus first?
- How do we help people use Copilot well?
- What needs to change in how work gets done?
- How do we prove value and keep momentum?
Adoption & change activation
What this helps you do:
Create the conditions for adoption that lasts. Help people understand what is changing, why it matters and how to apply Microsoft 365, Copilot and AI-enabled ways of working in everyday work. Build momentum early and reinforce the habits that turn rollout into routine.
The outcome:
Faster uptake, less resistance and a clearer path from rollout to sustained use.
What this includes:
- Adoption planning and rollout readiness: Build a clear plan for launch, adoption and sustained use. Plan your Microsoft 365 rollout.
- Change framework and resistance management: Anticipate barriers and support behaviour change. Build your change framework.
- Audience activation: Tailor engagement by role, function and need. Build momentum for AI adoption.
- Communications and training alignment: Connect messages, learning and support.
- Pilot support and hyper care: Capture feedback, remove friction and build confidence.
- Reinforcement planning: Embed habits and prepare teams for what comes next. Reinforce behaviour change.
Strategic communications & engagement
What this helps you do:
Build trust and momentum by making change clear, relevant and easy to act on. Help people understand the benefits of Microsoft 365, Copilot and AI in ways that feel meaningful to their role and priorities.
The outcome:
Clearer understanding, stronger engagement and more people taking the actions the change requires.
What this includes:
- Messaging strategy and planning: Turn complex change into clear, audience-led messages. Plan change communications.
- Campaign and launch content: Create memorable content that drives awareness and action. Create campaign content.
- Engagement and event activation: Bring the change to life through meaningful moments. Activate engaging events.
- Audience targeting: Use the right channels, messages and timing.
- Success stories and feedback: Surface proof points and keep momentum moving.
- Creative assets: Give programmes a distinctive, recognisable identity. Create distinctive campaign assets.
Leadership coaching & strategic narrative
What this helps you do:
Equip leaders to sponsor change visibly and consistently. Create a clear narrative that connects technology investment to productivity, employee experience and business outcomes.
The outcome:
Stronger sponsorship, more confident leaders, clearer decision-making and better alignment between technology adoption and business priorities.
What this includes:
- Executive briefing and sponsor alignment: Align leaders around outcomes and their role in adoption.
- Leadership coaching: Build confidence to communicate and model change.
- Strategic narrative: Connect technology adoption to business value and employee experience.
- Manager guidance: Provide practical messages, tools and talking points.
- Stakeholder engagement support: Help key stakeholders respond to concerns and maintain momentum.
- Briefing packs: Create reusable materials that make sponsorship easier.
Ways of working optimisation
What this helps you do:
Improve how work gets done by reducing friction, simplifying collaboration and creating better ways for teams to share knowledge, make decisions and complete work. Identify where Copilot, agents and automation can improve the work further.
The outcome:
Better collaboration, reduced duplication, improved findability, clearer tool use and stronger readiness for automation and AI adoption.
What this includes:
- Process mapping: Understand how work happens today and where friction exists.
- Workflow improvement: Reduce duplication, bottlenecks and unnecessary effort. Improve team workflows.
- Teams and SharePoint practices: Clarify how tools should be used and managed. Improve Teams and SharePoint practices.
- Productivity opportunities: Identify practical improvements that save time.
- Automation and AI readiness: Highlight where Copilot, agents or automation could help.
- Working practice guidance: Create clearer habits for consistency and scale.
Role-based training & digital upskilling
What this helps you do:
Build practical capability through role-based learning. Help people understand where Microsoft 365 and Copilot fit into their day-to-day work and apply new skills straight away.
The outcome:
Faster proficiency, better use of Microsoft 365 and Copilot and stronger day-to-day productivity.
What this includes:
- Training needs analysis: Identify capability gaps and learning priorities. Identify training needs.
- Role-based workshops: Build confidence through practical, work-relevant scenarios. Build lasting AI capability.
- Learning pathways: Create simple journeys that help capability grow over time. Build learning pathways.
- Flexible delivery: Support live, virtual and self-service learning.
- Microsoft 365 and Copilot support: Help users apply learning quickly. Support Microsoft 365 learning.
- Learner support: Make training easier to access, manage and sustain.
Communities & champion networks
What this helps you do:
Turn early adopters into advocates who help others succeed. Build peer-led communities that share practical knowledge, support colleagues and reinforce new ways of working.
The outcome:
Wider adoption reach, stronger peer support, more active advocates and greater long-term adoption momentum.
What this includes:
- Champion programme setup: Define purpose, roles, expectations and success measures. Set up your champion programme.
- Champion onboarding: Give champions the tools and confidence to support others.
- Community rhythms: Create the structure and cadence to keep the network active.
- Peer-led advocacy: Help champions share examples, answer questions and build confidence.
- Feedback and recognition: Capture insight, celebrate progress and sustain participation.
- Community management: Support the network with content, facilitation and guidance.
Adoption insight & value measurement
What this helps you do:
Prove what is working, identify where support is needed and demonstrate the impact of Microsoft 365 and Copilot adoption. Turn insight into better decisions, stronger reporting and clearer evidence of value.
The outcome:
Clearer evidence of business value, earlier visibility of adoption challenges, better prioritisation and more confident investment decisions.
What this includes:
- Success measures: Define what good looks like and track progress.
- Usage and feedback analysis: Combine data and user insight to spot barriers and opportunities.
- Copilot value reporting: Show evidence of adoption, productivity and business value.
- Lessons learned: Turn findings into practical improvements.
- Value storytelling: Help leaders see progress, impact and next priorities.
- Review cadence: Monitor adoption and optimise value over time.
Evergreen adoption & learning support
What this helps you do:
Keep capability growing after rollout. Help people stay informed, confident and productive as Microsoft 365, Copilot and AI-enabled tools continue to evolve.
The outcome:
Sustained capability, stronger user confidence, continued value realisation and an adoption model that evolves with the technology.
What this includes:
- Evergreen learning sessions: Keep people confident as tools evolve. Build practical AI skills and confidence.
- Refresher campaigns: Reinforce key behaviours after launch.
- Office hours and drop-ins: Give users accessible routes for help. Get practical Microsoft 365 support.
- Learning asset refresh: Keep guidance current, useful and easy to find.
- Continuous feedback: Refine support based on changing user needs.
- FAQs and help resources: Reduce friction with clear, practical answers.
Who this is for
Designed for:
Microsoft expertise, made practical
The Inform Team is a Microsoft Solutions Partner for AI Business Solutions, with Microsoft 365 Copilot Specialisation and Microsoft Adoption and Change Management Advanced Specialisation.
We combine Microsoft expertise with practical adoption experience and people-led change, helping organisations turn Microsoft 365, Copilot and AI into everyday value.


Ready to make adoption stick?
Identify where adoption is working, where it is slowing down and what to focus on next.