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Case studies
Examples of AI training and end-to-end solutions that stick, helping UK SMEs move from AI curiosity to everyday results.
Microsoft Copilot for SMEs
A composite case study based on our work with small and medium-sized businesses, such as a North Wales professional services SME with around 25 staff already using Microsoft 365. Client details are anonymised.
The challenge
- Copilot licences purchased, but little day-to-day use
- Staff unsure what to ask Copilot or how far to trust it
- Lots of time lost on emails, meeting notes and first drafts
- Leadership worried about data access and governance
The solution
- Readiness check: reviewed Microsoft 365 permissions and sharing before rollout
- Hands-on training: role-based workshops using the team’s own documents
- Workflows: prompt libraries for Outlook, Teams, Word and Excel
- Phased rollout: a pilot group of champions, then the whole business, with follow-up clinics
The results
- Copilot became part of daily routines rather than a novelty
- Staff reported quicker meeting follow-ups and first drafts
- Greater confidence in prompting and checking outputs
- Clear usage guidelines that leadership was happy with
- Internal champions able to support new starters
Tools
Microsoft 365 Copilot
Outlook
Teams
Word
Excel
More case studies coming soon
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