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
Adopting AI without a clear plan often leads to scattered usage, low adoption, and limited business impact. An AI diagnosis & roadmap provides a structured approach to identify where AI—especially Microsoft Copilot—can deliver real value across your organization.
At Gestisoft, we help you move from experimentation to execution by aligning AI capabilities with your business processes, data environment, and governance requirements.
- 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
Many organizations start using AI tools informally—testing prompts, drafting content, or exploring automation. While this creates initial excitement, it rarely leads to measurable business outcomes.
Without a structured approach, common challenges appear quickly:
- Unclear use cases and ROI
- Inconsistent adoption across teams
- Data security and governance concerns
- Lack of alignment between IT and business teams
An AI diagnosis & roadmap solves this by creating clarity from the start. Instead of asking “where can we use AI?”, you define where AI should be used—and why.
With Microsoft Copilot integrated into tools like Word, Excel, Outlook, and Teams, organizations already have a powerful AI foundation to build on.
The challenge is not access to AI—it’s knowing how to use it effectively.
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.
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.