Copilot Roadmap Workshop

Design your Copilot adoption roadmap with expert-led workshops.

The Copilot Roadmap Workshop from LW IT Solutions helps your organisation explore Copilot’s full potential, align stakeholders, and build a practical roadmap to deployment. By combining assessment, visioning, and planning, we ensure your Copilot adoption is strategic, governed, and value-focused.
We can help you understand the vision of Copilot for Microsoft 365 integrated into your organisation, via immersive experiences and with actionable planning.

Talk through your requirements and leave with a clear next-step plan.

Book a discovery call

Service Overview

Highlights

  • Discover Copilot’s art of the possible in your business context
  • Align stakeholders and define use cases, personas, and priorities
  • Explore optional modules such as Sales, Service, Studio, and Security
  • Build a phased roadmap from pilot to enterprise rollout
  • Connect directly to the LW IT Solutions Copilot Services portfolio

Business Benefits

  • Align business and IT stakeholders on Copilot’s role and value
  • Prioritise use cases based on pain points and opportunities
  • Build executive buy-in with a clear business case and roadmap
  • Reduce risk by surfacing compliance, licensing, and readiness issues early
  • Connect directly to our modular Copilot services for delivery

Typical use cases

  • Organisations considering Copilot but unsure where to begin
  • Leadership teams needing clarity on Copilot value and risks
  • Businesses planning a Copilot pilot and future rollout
  • Enterprises aligning multiple stakeholders around AI adoption
  • IT teams needing a clear, defensible Copilot roadmap

Objectives & deliverables

What Success Looks Like

  • Define a clear vision for Copilot within your organisation
  • Align stakeholders on priorities, scope, and expected outcomes
  • Identify high-impact Copilot scenarios across key roles and functions
  • Establish a realistic adoption path from pilot to scale
  • Ensure governance and Responsible AI considerations are built in from the start

What You Get

  • Readiness and environment assessment summary
  • Art of the Possible presentation with optional modules
  • Persona-based use case discovery
  • Prioritised scenario list with risks and opportunities
  • Roadmap to pilot and enterprise deployment
  • Introduction to LW IT Solutions Copilot Services portfolio
  • Recommendations for adoption and governance framework

How It Works

  1. Assess Gather information about your environment Research your challenges and opportunities
  2. Gather information about your environment
  3. Research your challenges and opportunities
  4. Discover the Art of the Possible Define what an AI-powered organisation looks like Discuss Responsible AI principles Deliver a Copilot for Microsoft 365 overview Experience a demo of creativity, productivity, and skills uplift Explore optional overviews: Copilot Studio, Sales, Service Map personas to business challenges Introduction to LW IT Solutions Copilot Services Portfolio
  5. Define what an AI-powered organisation looks like
  6. Discuss Responsible AI principles
  7. Deliver a Copilot for Microsoft 365 overview
  8. Experience a demo of creativity, productivity, and skills uplift
  9. Explore optional overviews: Copilot Studio, Sales, Service
  10. Map personas to business challenges
  11. Introduction to LW IT Solutions Copilot Services Portfolio
  12. Plan Identify and prioritise scenarios based on customer’s pain points Map personas to top opportunities Discuss next steps and risks Align services from LW IT Solutions Copilot Services portfolio and deliver a roadmap for pilot and enterprise deployment Provide guidance on adoption and governance frameworks
  13. Identify and prioritise scenarios based on customer’s pain points
  14. Map personas to top opportunities
  15. Discuss next steps and risks
  16. Align services from LW IT Solutions Copilot Services portfolio and deliver a roadmap for pilot and enterprise deployment
  17. Provide guidance on adoption and governance frameworks

Engagement Options

  • Standard Workshop (1–2 days) : assessment, art of the possible, roadmap planning
  • Extended Workshop (2–3 days) : deeper persona mapping, optional modules, multi-stakeholder alignment
  • Executive Briefing + Workshop : tailored C-level briefing followed by roadmap sessions

Additional Information

Security & Compliance Notes

  • Governance is discussed from the start, including Responsible AI, GDPR alignment, DLP policies, and sensitivity labels, ensuring the roadmap is compliant and risk-aware.

Common Bundles

Customers who use this service often bundle with these services

AI Safety, Governance & Risk
Implement practical AI safety and governance with policies, approvals, logging, data boundaries, and controls that reduce operational and compliance risk.

AI Use Case Discovery & Value Assessment
Structured AI use case discovery to identify, score, and prioritise opportunities, producing a delivery-ready backlog with feasibility and value assessment.

Copilot Studio Agent Build
Design and build Copilot Studio agents that connect data, systems and workflows to automate tasks and improve operational efficiency.

Copilot Prompt Library Build
Build role based Copilot prompt libraries that deliver consistent, relevant outputs across teams, scenarios and regulated business contexts.

Copilot for Security
AI-driven analysis in Copilot for Security accelerates alert triage, supports investigations, and helps security teams focus on real threats.

Frequently Asked Questions

Run an online or on-site workshop tailored to your team.

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