A growing law firm with 250 users recognized the transformative potential of Microsoft Copilot, but they needed expert guidance to implement it strategically and securely across their organization.
The challenge
The firm faced a common challenge: they had access to Microsoft Copilot, but lacked a clear strategy for implementation. Various team members were engaged in self-education, leading to an inconsistent and not in-depth understanding of the tool’s capabilities. With significant security concerns and a desire to proceed with caution, the firm knew they needed a structured approach to unlock the full value of their investment while managing risk.
The solution: Sikich Copilot HEADSTART
The firm partnered with Sikich for a Copilot HEADSTART workshop, a focused 2-4 day intensive engagement designed to get their team trained, configured, and ready to launch a successful pilot program. The HEADSTART program provides a foundational security assessment, governance planning, and hands-on training to ensure an organization starts its AI journey correctly.
As a first step, the HEADSTART workshop addressed the firm’s security concerns head-on, focusing on improving the M365 tenant security prior to a broad rollout. This foundational work ensured that the firm could proceed with confidence, knowing their data was protected.
The results
Through the Copilot HEADSTART workshop, the firm achieved its primary goal of establishing a secure foundation and a clear path forward for its Copilot implementation.
Take the next step
Want to quickly and securely launch your own AI pilot program? The Sikich Copilot HEADSTART is a 2-4 day workshop that provides the training, security assessment, and implementation planning you need to get started with confidence. Learn more about this workshop and our other Copilot services here.
And be sure to join our upcoming webinar, “Microsoft Copilot Essentials: Prepare Your Organization for AI,” on Wednesday, February 25th at 10 a.m. CT. You’ll see live demonstrations and learn how to build a practical blueprint for making Copilot work in your business. Register today!
This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.
