Maximize business innovation with Microsoft-funded engagements

Unlock exclusive funding opportunities to accelerate your success

Unlock the full potential of Microsoft technologies with RSM’s specialized engagements across key areas, including modern work, AI transformation, security, data analytics, Azure infrastructure and business applications. These engagements, funded by Microsoft, are designed to help businesses like yours drive digital transformation and leverage valuable Microsoft resources at no cost.

Whether you aim to modernize your infrastructure, enhance security or gain deeper insights through data analytics, we’re here to guide you through the process. Discover if your organization qualifies for these exclusive funding opportunities—reach out today to see if you’re eligible! 

Available Microsoft engagements

Copilot Vision & Value

The Copilot Vision & Value engagement empowers organizations to unlock high-impact AI opportunities with Microsoft Copilot. Through this Microsoft-funded initiative, RSM consultants showcase the transformative potential of Copilot to increase revenue, reduce costs, and improve employee well-being. By assessing AI readiness, identifying strategic use cases, and crafting a tailored implementation roadmap, this engagement sets the stage for meaningful and measurable business transformation.

Key value points:

  • AI Opportunity Identification: Pinpoints high-impact AI transformation scenarios tailored to business needs.
  • Comprehensive Assessment: Evaluates technical readiness and provides a clear blueprint for Copilot implementation.
  • Strategic Business Outcomes: Develops a business case focused on increasing revenue, reducing costs, and enhancing employee well-being.
  • Custom Roadmap Creation: Outlines actionable steps for deploying Microsoft Copilot to address identified gaps and opportunities.

Copilot Studio Vision & Value

The Copilot Studio Vision & Value workshop empowers organizations to customize Microsoft Copilot for Microsoft 365 or create unique Copilot experiences. During this one-day engagement, RSM consultants will help clients identify high-priority scenarios aligned with business needs, while defining key performance indicators (KPIs) for success and setting a clear plan for Copilot Studio deployment. 

Key value points:

  • Customized AI experiences: Enables organizations to experiment with and tailor Microsoft Copilot to specific business needs or create bespoke solutions, with the support of certified RSM consultants
  • Clear success metrics: Establishes KPIs and success metrics to measure the value and effectiveness of Copilot Studio implementations
  • Actionable deployment plan: Provides a roadmap for deploying prioritized scenarios, maximizing the impact of Copilot Studio

Copilot Proof of Value

The Copilot Proof of Value engagement provides a rapid, hands-on evaluation of Microsoft Copilot tailored to business needs, helping customers quickly understand its value and build confidence in adopting the technology. Suitable for organizations with 300 or more Microsoft 365 users, this engagement supports Microsoft 365, Sales, Service and Finance Copilot scenarios and aids in accelerating purchase decisions.

Key value points:

  • Quick value demonstration: Offers proven scenarios that allow businesses to experience and understand Copilot’s value rapidly
  • Targeted evaluation: Tailored to different organization sizes (300+ or 1,000+ Microsoft 365 users), ensuring relevance and scalability
  • Accelerated decision making: Builds confidence for investment in Copilot, helping to streamline and support the purchase process

Copilot Deployment & Adoption Accelerator

The Copilot Deployment & Adoption Accelerator engagements provide tailored support for organizations of various sizes to implement and drive adoption of Microsoft Copilot. With modular services, these RSM consultant-led engagements enable rapid deployment and scaling of Copilot across key functions like Microsoft 365, Sales, Service, Finance and Copilot Studio. Microsoft co-invests in these engagements, supporting customers in achieving effective Copilot adoption and maximizing their AI-driven transformation.

Key value points:

  • Flexible, scalable deployment: With a modular engagement structure, adapts to the specific needs and scale of each organization, from targeted role-based implementations to large-scale Copilot rollouts
  • Broad functional support: Supports Copilot for Microsoft 365, Sales, Service, Finance and Studio, empowering businesses to leverage AI across core operational areas
  • Microsoft co-investment: Helps offset deployment costs through co-funding, making it easier for organizations to adopt and realize the full value of Microsoft Copilot

Why choose RSM to deliver your Microsoft engagements?

With RSM, you gain more than just a delivery provider—you gain a dedicated advisor with proven certifications across all Microsoft clouds.

Here’s how RSM drives exceptional value through Microsoft’s transformative engagements:

  • Seamless integration and customization: We design each engagement, from ERP to security and low-code transformation, to integrate smoothly into your existing infrastructure, tailored to your unique industry requirements.
  • Advanced security and AI capabilities: Our team leverages AI-powered solutions and advanced Microsoft security tools like Defender and Sentinel to proactively protect and optimize your environment.
  • Proven industry experience: With deep experience in key industries, RSM crafts personalized strategies that align with your business objectives, delivering real, measurable outcomes.
  • End-to-end support and guidance: RSM’s unified cloud services provide full-spectrum support, from initial assessment to deployment and ongoing optimization, maximizing your investment in Microsoft technologies.

Choose RSM to unlock the full potential of your Microsoft engagements and achieve meaningful, sustainable transformation. To explore additional Microsoft engagements outside of Modern Work, Business Applications and Security, please reach out to our team.

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