Training Journey
Copilot Discovery
This journey is designed for those who are new to Copilot and want to understand its potential.
Cost $3,000.00
Microsoft Dynamics 365 Copilot
AI diagnosis & roadmap to structure your Copilot strategy
Most AI initiatives stall not from lack of tools, but lack of direction. Gestisoft's AI diagnosis and roadmap cuts through the experimentation—identifying where Microsoft Copilot and AI can deliver real, measurable value across your organization, and building a clear path to get there.
- Identify high-impact AI use cases across your organization
- Assess your Microsoft 365 and business applications environment
- Define governance, security, and data readiness
- Build a clear, phased roadmap for Copilot adoption
Turn AI curiosity into a structured transformation plan
AI access isn't the problem—Microsoft Copilot is already built into Word, Excel, Outlook, and Teams. The problem is knowing where it actually creates value, and building the governance and adoption strategy to get there. Without that clarity, informal experimentation stays informal—and the business impact never materializes.
Core value pillars of an AI diagnosis & roadmap
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We identify practical use cases where Copilot can automate tasks, generate insights, and improve productivity across departments.
What is included in your AI diagnosis & roadmap
This service is designed to give you a complete, actionable view of how AI should be deployed in your organization.
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iness and process assessment
We analyze your key processes across departments (finance, sales, operations, service) to identify where AI can reduce friction and create value.
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Microsoft environment evaluation
We review your Microsoft 365, Dynamics 365, and Power Platform environment to understand how Copilot can be integrated effectively.
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AI use case prioritization
Not all AI use cases are equal. We help you prioritize initiatives based on business impact, implementation complexity, data availability and adoption readiness.
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Data readiness and governance review
Copilot relies on your organizational data to generate relevant insights and outputs. We assess data quality, structure, and access controls to ensure secure and effective AI usage.
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Security and compliance alignment
We define how AI will operate within your organization’s security framework, including access controls, data boundaries, usage policies and risk mitigation strategies.
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Copilot use case mapping
We map specific Copilot capabilities to your workflows, such as document generation and summarization, data analysis and reporting, email drafting and communication etc.
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Adoption and change management strategy
AI adoption is not just technical—it’s organizational. We define how teams will learn to use Copilot effectively, integrate AI into daily workflows and maintain consistency across departments.
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Roadmap and implementation plan
You receive a clear, structured roadmap that includes priority use cases, implementation phases, required tools and configurations as well as timeline and milestones.
Our AI journeys
Each workshop is led by passionate experts, who accompany you from the first test right through to production.
How Gestisoft delivers your AI roadmap
Our approach is based on the same structured methodology used across all Microsoft solutions:
- Diagnosis: analyze your processes, tools, and AI opportunities
- Design: define use cases, governance, and architecture
- Deployment roadmap: structure a phased rollout aligned with your business priorities
This ensures your AI strategy is not theoretical—it’s directly actionable.
220+ projects per year
With so many projects under our belts, our team of 110+ specialists is ready to support you in your digital transformation.
We build relationships that last
With a 95% renewal rate for 2024, we’re proud to see our clients trust us year after year. That’s what a true partnership looks like: being there for you, today and tomorrow, to ensure the success of your projects and the peace of mind of your team.
This isn’t our first rodeo
Since 1997, we’ve been helping businesses tackle their technological challenges. With over 27 years of experience, we’ve seen it all (or almost!) and we know exactly how to help you reach your goals. When it comes to Microsoft solutions, you’re in the best hands.
Start your AI journey with a clear plan
We’ll help you define where AI can create value, how Copilot fits into your organization, and how to deploy it securely and effectively.
You’ll leave with a roadmap you can act on immediately.
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An AI diagnosis & roadmap is a structured assessment that identifies AI opportunities, evaluates your environment, and defines a plan to deploy AI effectively.
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Without a roadmap, AI adoption can become inconsistent and risky. A structured plan ensures clear use cases, governance, and measurable outcomes.