Maximize business innovation with Microsoft-funded 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

Data Security

The Data Security engagement helps organizations recognize and address data security and regulatory risks within their environments. Through real data-driven insights and interactive workshops, this engagement guides customers in developing strategies to mitigate and prevent data security issues using Microsoft Purview (E5 compliance) solutions.

Key value points:

• Actionable data insights: Provides real, environment-specific examples of data security and compliance risks, allowing customers to understand their unique vulnerabilities
• Collaborative risk prevention: Engages customers in hands-on workshops to create tailored strategies for addressing and preventing data security issues
• Empowered compliance: Facilitates adoption of Microsoft Purview solutions, equipping organizations with the tools to enhance security and meet regulatory standards

Threat Protection

The Threat Protection engagement helps organizations identify and understand security vulnerabilities within their production environments. Through a hands-on, three-day engagement, customers gain real insights into potential threats, creating a compelling case for deploying advanced Microsoft Security solutions like Microsoft Defender XDR and Microsoft Sentinel.

Key value points:

• Real-time threat discovery: Conducted in the customer’s production environment, uncovers actual security threats and vulnerabilities unique to the organization
• Hands-on security insights: Provides customers with concrete examples of their security gaps, making the value of advanced protection tools clear and actionable
• Informed deployment decisions: Builds a strong case for investing in Microsoft Defender XDR, Microsoft Sentinel and other advanced security solutions to enhance protection

Microsoft Sentinel Migrate and Modernize

The Microsoft Sentinel Migrate and Modernize engagement streamlines the process of moving to and enhancing Microsoft Sentinel. With guidance from RSM, organizations can migrate from on-premises or competitive solutions and modernize their existing Microsoft Sentinel setups, driving greater Azure consumption and enhancing security capabilities.

Key value points:

• Simplified migration: Provides specialist support to transition from legacy or competitor solutions to Microsoft Sentinel, reducing complexity
• Enhanced security posture: Modernizes existing Microsoft Sentinel deployments, empowering customers with up-to-date, advanced security features
• Increased Azure utilization: Drives the Azure consumption rate (ACR), optimizing value for both new and existing Sentinel customers

ERP Vision & Value

The ERP Vision & Value engagement helps organizations envision the modernization of their on-premises enterprise resource planning systems by assessing their current setup and creating a strategic roadmap to Dynamics 365 Finance and Supply Chain Management. Through this engagement, customers gain a clear picture of their future ERP state with defined business outcomes and success metrics, supported by Microsoft’s co-investment.

Key value points:

• Future-ready ERP vision: Provides a tailored vision for transitioning to Dynamics 365 Finance and Supply Chain Management with clear, measurable outcomes
• Assessment-driven insights: Evaluates the customer’s current on-premises ERP system, highlighting areas for improvement and modernization
• Microsoft co-investment: Supports ERP transformation efforts with funding that reduces initial costs, motivating customers to modernize

Low Code Vision & Value

The Low Code Vision & Value engagement empowers organizations to envision transformative business process improvements through Microsoft’s Power Platform. By defining high-priority scenarios, this engagement crafts a strategic roadmap that aligns with business goals and unlocks new value, supported by Microsoft’s co-investment.

Key value points:

• Targeted process transformation: Identifies and prioritizes key business processes that can be streamlined and enhanced through low-code solutions
• Strategic business alignment: Develops a tailored low-code vision that supports the organization’s top strategic priorities, maximizing impact
• Microsoft co-investment: Offers funding assistance to reduce initial costs, encouraging customers to harness the Power Platform’s full potential

D365 Vision & Value

The D365 Vision and Value engagement guides organizations in creating a strategic blueprint for their digital transformation journey. Using design-thinking principles, this workshop helps business leaders define core business goals and envision innovative solutions that extend beyond process efficiency. An optional minimum viable product (MVP) based on prioritized scenarios can also be developed to solidify the transformation experience, supported by Microsoft’s co-investment.

Key value points:

• Strategic blueprint development: Establishes a clear vision and roadmap for digital transformation aligned with core business objectives
• Innovative, goal-oriented approach: Encourages leaders to think creatively beyond current processes, fostering breakthrough solutions
• MVP option for early validation: Offers the opportunity to build a minimum viable product based on key scenarios, providing an experiential preview of the envisioned transformation