Create a SURGE in Your Copilot Adoption
The SURGE Framework helps our clients to achieve 100% usage and impact growth in just 8 weeks
Get free consultation Manage cookies
Cookie Settings
Cookies necessary for the correct operation of the site are always enabled.
Other cookies are configurable.
Other cookies are configurable.
Get a free consultation
By clicking the button you agree to our Privacy Policy
Is Your Copilot Investment Stuck in Neutral?
You're not alone. 73% of organizations experience adoption plateau within 3 months of deployment. Why?
-
Time Poverty
Your busy professionals can't find time to learn Copilot on their own -
Confidence Crisis
After frustrating experiences, users abandon the tool entirely -
Generic Training
Cookie-cutter approaches miss department-specific needs
Introducing the SURGE Framework
- Strategy AlignmentWhat We Do:
- Map Copilot capabilities to your strategic goals
- Identify priority departments for maximum impact
- Align rollout with business objectives
- Secure executive sponsorship
S - User EmpowermentWhat We Do:
- Personal coaching for key users
- Department-specific workshops
- Create safe learning environments
- Build peer champion networks
U - Real Value DeliveryWhat We Do:
- Implement high-ROI use cases
- Create reusable templates
- Measure time savings
- Communicate wins organization-wide
R - Growth AccelerationWhat We Do:
- Scale successful patterns
- Advanced innovation workshops
- Cross-department collaboration
- Continuous improvement cycles
G - Enterprise TransformationWhat We Do:
- Establish self-sustaining culture
- Integrate AI into business processes
- Innovation mindset development
- Strategic roadmap creation
E
From 400 to 1000+ Assisted Hours per month in 8 Weeks
- The Challenge:Global retail chain with 400+ Copilot users
Usage plateaued at 400 hours/month for 5 months
Users lost confidence after initial struggles
Generic training wasn't connecting - The Transformation:151% increase in usage
87% user confidence (up from 23%)
2.2 hours saved per user
20+ high-value use cases implemented
Real Results, Real ROI
- 151%Usage increase
In Just 8 weeks - 2.2 hoursSaved per user
Every month - 87%User confidence
Feel confident using Copilot - 95%Satisfaction rate
With our program
Take the next step
Ready to optimize your Copilot deployment? Schedule a free assessment or download our framework guide to learn more. Choose the option that best fits your needs.
FAQ
SURGE scales from 50 to 10,000+ users. The framework adapts to your size while maintaining focus on strategic value.
Before deploying M365 Copilot, organizations need:
- Microsoft 365 E3 or E5 licenses
- Proper data governance and SharePoint permissions
- Azure Active Directory configuration
- Data Loss Prevention (DLP) policies
- Sensitivity labels implementation
- Executive sponsorship and change management strategy Our Copilot Readiness Assessment evaluates all these factors in 2-3 weeks.
While M365 Copilot provides general productivity features, custom agents address specific workflows:
- Generic Copilot: Email summarization, document creation
- Custom Agents: Invoice matching, compliance checking, lead qualification
- Integration: Connect to SAP, Oracle, Salesforce, proprietary systems
- Compliance: Built-in regulatory adherence for your industry Custom agents automate your competitive advantages that generic tools can't address.
M365 Copilot integrates through multiple pathways:
- Microsoft Graph API: Accesses emails, calendar, documents
- Power Platform Connectors: 1,000+ pre-built integrations
- Azure AI Services: Custom data processing and analysis
- SharePoint/OneDrive: Document and knowledge base access
- Custom APIs: Connect to ERP, CRM, and proprietary systems Our integration expertise ensures seamless data flow while maintaining security.
Critical security requirements include:
- Data Loss Prevention: Prevent sensitive information exposure
- Sensitivity Labels: Classify and protect confidential content
- External Sharing Controls: Limit AI access to internal data
- Audit Logging: Track all Copilot interactions
- Role-Based Access: Limit features by user permissions Our security assessment identifies and addresses vulnerabilities before deployment.
Based on our client experience, highest-impact departments are:
- Finance: Budget analysis, reporting automation, variance explanations
- Operations: Process documentation, workflow optimization
- Sales: Proposal generation, CRM data analysis, pipeline insights
- HR: Job descriptions, policy updates, employee communications
- IT: Documentation, troubleshooting guides, incident summaries Each department sees 2-4 hours weekly savings per user on average.
Executive-level Copilot applications include:
- Board Presentations: Automated slide generation from data
- Strategic Analysis: Market research summarization
- Meeting Preparation: Briefing documents from multiple sources
- Decision Support: Financial modeling and scenario planning
- Communication: All-hands emails and announcements
- Performance Reviews: Team metrics analysis and insights Our Executive Copilot Accelerator provides personalized coaching for C-suite adoption.
We recommend piloting first for most organizations:
- Pilot Benefits: Validate ROI with 50-100 users, identify use cases, build champions
- Risk Mitigation: $75,000 pilot investment vs $500,000+ full deployment risk
- Success Metrics: Measure actual productivity gains, not vendor promises
- Decision Data: Clear go/no-go recommendation based on real results Our 8-12 week pilot program provides measurable business value before scaling.
Copilot readiness depends on:
- Technical Foundation: Proper M365 licensing and configuration
- Data Governance: SharePoint permissions and DLP policies
- Change Readiness: Executive sponsorship and user openness
- Business Cases: Clear use cases with measurable value
- Support Capability: IT team availability for deployment support Our free Copilot Readiness Assessment evaluates all factors.
Comprehensive implementation includes:
- Technical Setup: Environment configuration and security
- User Training: Role-based workshops and materials
- Use Case Development: Department-specific automation scenarios
- Change Management: Communication and adoption support
- Success Measurement: Productivity tracking and ROI validatio