Improve Productivity & Innovation with Our Microsoft Copilot Consulting
Unlock the full potential of Microsoft Copilot with our expert consulting services.
We help businesses seamlessly integrate and optimize Copilot to enhance efficiency, security, and user adoption.
Why Microsoft Copilot matters
78% of AI users bring their own AI to work (BYOAI).
75% of knowledge workers use AI at work today. Users say AI helps them save time (90%), focus on their most important work (85%), be more creative (84%), and enjoy their work more (83%).
70% of employees believe AI tools like Copilot reduce repetitive tasks, increasing productivity.
Companies leveraging AI-driven assistants experience a 60% improvement in decision-making speed.
Security concerns and adoption challenges often slow down AI implementation—our consulting addresses these pain points to ensure a smooth transition.
Delivering excellence to our clients
Our Microsoft Copilot services
At Nearsure, we’re trailblazers in AI and LLMs, proudly leveraging over three years of hands-on experience to deliver cutting-edge solutions for our clients and internal operations.
From this expertise, we have crafted a diverse and robust portfolio of Copilot services that will boost the IQ of your applications and unlock unparalleled value from Copilot solutions within your organization. Partner with us to experience a seamless and impactful journey with Copilot, backed by our proven track record and commitment to excellence.
Business value and roadmap workshop
In today's fast-paced business environment, the potential of AI-driven tools like Copilot is well recognized. However, many companies struggle to fully realize the value and strategically prioritize initiatives.
To address this, we have meticulously crafted our Business Value and Roadmap Workshop. This workshop employs design thinking strategies to pinpoint the specific value Copilot can bring to your organization. Through collaborative sessions, we help you to develop an initiative roadmap that ensures the most significant impact for your business.
Copilot governance and security
Governance and security are top concerns for managers. Many are facing situations where employees bring their own LLMs and AI tools that do not comply with company policies, exposing private information to unauthorized users, and utilizing non-vetted sources in the creation of company knowledge.
To address these concerns, our governance and security services offer robust frameworks that ensure responsible AI usage and compliance with regulations while aligning with business objectives. By implementing these frameworks, we provide users with the necessary tools to be more creative and productive, without compromising on security and governance.
Copilot adoption and coaching
Every technological breakthrough demands a strategic adoption and change management process. It's crucial that your users master AI and Copilot tools to create, analyze, and transform information and drive innovation.
With our adoption and coaching services rooted in the proven Microsoft adoption framework, your users will harness the full potential of these cutting-edge solutions. With our tailored workshops, empower your teams to revolutionize workflows and improve collaboration.
Copilot activation and development
Elevate your Microsoft Dynamics and Power Platform solutions with the integration of Copilot. We seamlessly enable Copilot, creating intelligent Copilot agents that enhance your business workflows.
We guide businesses through the entire implementation process, ensuring smooth integration with Microsoft 365 and enterprise systems. By connecting Copilot to key data sources, we ensure that you extract maximum value from your company information and transform it into actionable knowledge without disrupting your operations.
Elevate your experience with Microsoft Copilot
Is Microsoft Copilot the right solution for your business?
Challenges you might face
Boost your apps’ IQ with Copilot
In recent years, Copilot and LLMs have become buzzwords, revolutionizing how we create content and summarize information. But have you explored their full potential with your Microsoft 365, Dynamics, and Power Platform solutions to truly harness the power of your data?
Imagine a world where document creation, data analysis, and email management are automated through Microsoft 365, enhancing overall productivity. Envision Microsoft Teams summarizing meetings, suggesting responses, and extracting key insights to optimize collaboration efforts. Picture the Power Platform empowering users to create apps, automate processes, and analyze data without the need for extensive coding skills.
It's time to boost your apps’ IQ with Copilot. By integrating Copilot, you can uncover new insights from your data, plan innovative products, and optimize your automation processes like never before.
How we integrate Copilot with the rest of your Microsoft ecosystem
We ensure seamless integration of Microsoft Copilot with your existing Microsoft tools, optimizing workflows and boosting productivity. A well-integrated ecosystem can lead to measurable benefits such as increased collaboration, automation, and efficiency.
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Microsoft 365
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Microsoft Teams
Power Platform
Success stories
Transforming customer service with Microsoft Copilot
Context
A prominent department chain store, ranked among the top 100 electronics and appliance retailers in the US, operates over 15 physical locations in California, Nevada, and Arizona, alongside a strong online presence. It has positioned itself at the intersection of the retail and finance industries through proprietary financing models, opening the door to the world of credit for millions. With an extensive network of more than 300 customer service agents, the organization provides excellent service across various channels.
Main challenge
The company faced an overwhelming volume of customer calls—approximately 80% of which were routine inquiries that could be self-served. Customers frequently call to check credit card balances, payment deadlines, or order status, or to seek information from the knowledge base. This not only burdened the contact center but also detracted from the ability of agents to handle more complex customer issues.
Solution
To alleviate the pressure on its contact center, the company introduced a Copilot agent designed to streamline customer interactions. This intelligent assistant authenticates users and retrieves information directly from Dataverse, delivering accurate responses swiftly. We rolled out the project in two phases:
- Phase 1: We deployed a chat agent accessible via the web portal, mobile app, WhatsApp, and Messenger.
- Phase 2: We integrated the same agent into the company’s IVR system, which extended its capabilities to the voice channel.
Key results
How Microsoft Copilot helped
Microsoft Copilot played a pivotal role in transforming the customer service landscape for the company. By leveraging Copilot Studio integrated with Dataverse, the organization was able to:
- Automate routine tasks: Enable self-service for customers, reducing unnecessary call volume.
- Streamline communication: Provide consistent and accurate information across multiple channels.
- Improve agent productivity: Free up valuable agent time, allowing them to focus on more complex customer needs.
This innovative approach optimized operational efficiency and enhanced the overall customer experience, demonstrating the transformative potential of Microsoft Copilot in the retail and finance sectors.
Driving operations' efficiency with Microsoft Copilot
Context
A pioneering oil and gas company in Colombia, responsible for transporting 48% of the nation's natural gas and serving 3.8 million users, has been a leader in the natural gas revolution across Colombia and Peru. As it embarks on climate change initiatives through gas and renewable energy projects, the company continually seeks innovative ways to enhance its operations.
Main challenge
With over 2000 employees, the company was grappling with repetitive tasks that hindered productivity. Despite having established templates for official communications, much of the day-to-day correspondence—emails and texts alike—lacked consistency and failed to meet enterprise standards, resulting in varied responses and inefficiencies across the board.
Solution
To overcome these challenges, the company embraced Microsoft Copilot to optimize its Office 365 operations. We implemented a tailored Copilot adoption and coaching service, targeting key department heads and influential users. The initiative focused on:
- Leveraging Microsoft Copilot to maximize Office 365 functionality.
- Standardizing responses to frequently asked questions.
- Creating custom AI agents to automate repetitive tasks.
- Integrating and consolidating data from diverse sources for accurate, unified responses.
Key results
How Microsoft Fabric helped us
Microsoft Copilot was the catalyst for transformation. By harnessing its integrated functionality and agent customization capabilities, the company was able to:
- Optimize Office 365 usage: Enhancing overall operational efficiency through improved digital workflows.
- Automate repetitive tasks: Allowing employees to focus on strategic initiatives instead of routine communications.
- Standardize communication: Ensuring consistent, enterprise-standard responses across all channels.
- Integrate data seamlessly: Merging information from multiple sources to deliver accurate and timely responses.
This strategic deployment of Microsoft Copilot not only reduced operational time but also set the stage for ongoing innovation, positioning the company at the forefront of technological advancement in the oil and gas industry.
Empowering change with Microsoft Copilot
Context
A dedicated non-profit organization in the United States, with a strong presence in numerous temples, centers, and meditation groups throughout the country, is committed to spiritual discipline and community upliftment. This organization mobilizes hundreds of thousands of members who volunteer in various roles—managing temples, organizing meditation groups, providing translation services, and contributing to charitable and humanitarian projects—to further its mission of spiritual upliftment.
Main challenge
Despite having a robust customer engagement solution powered by Dynamics 365 Customer Engagement and the Power Platform, the organization needed to further enhance member engagement.
The challenge was to integrate AI into their workflows, search processes, and overall engagement strategy without disrupting existing operations. During initial workshops, it became evident that many key stakeholders needed a clearer understanding of Microsoft Copilot’s potential and how AI could revolutionize their daily tasks.
Solution
We began by proposing and launching a Copilot activation and development service to augment the organization’s existing solution. This initial phase aimed to connect Microsoft Copilot to key data sources and transform vast amounts of organizational information into actionable insights, thereby enhancing the overall member engagement strategy.
However, during the early stages of implementation, it became apparent that key stakeholders needed a clearer understanding of Microsoft Copilot’s potential. As a result, we pivoted to introduce a Copilot adoption and coaching service. This additional initiative focused on:
- Educating and empowering: Providing department heads and key users with an in-depth understanding of Microsoft Copilot and its benefits.
- Fostering autonomy: Equipping them with the skills and confidence to develop their own AI-driven solutions.
- Streamlining operations: Enabling the customization of agents to automate repetitive tasks and optimize processes, ultimately reducing operational time.
By integrating these two approaches, we ensured that the organization benefited from the technical capabilities of Microsoft Copilot and developed the internal expertise required to leverage AI for transformative results.
Key results
How Microsoft Fabric helped us
Microsoft Copilot served as the cornerstone of this transformation by:
- Integrating seamlessly: Connecting to key data sources to transform complex data into actionable intelligence.
- Driving efficiency: Automating routine tasks, which allowed staff to focus on higher-value activities.
- Empowering Users: Enabling key decision-makers to grasp the full potential of AI, fostering a culture of innovation and continuous improvement.
Due to our work implementing Copilot, the organization optimized its operations and laid the groundwork for ongoing innovation, contributing to achieving even greater success in its mission of spiritual upliftment and community service.
How Copilot benefits your business
Improved accuracy and consistency
By standardizing processes, enforcing security policies, and ensuring compliance with corporate guidelines, Copilot reduces human errors while safeguarding sensitive data.
Streamlined collaboration
Seamless integration with Microsoft tools ensures smooth communication and document management, improving teamwork and operational efficiency.
Increased productivity
Copilot automates repetitive tasks, accelerates workflows, and provides intelligent suggestions, allowing teams to focus on high-value activities.
Process-intelligent automation
Copilot agents are specialized AI assistants designed to enhance the capabilities of your Microsoft applications by connecting to your organization’s knowledge and data sources. These AI-driven agents assist users in performing a variety of tasks, working alongside you to offer suggestions, automate repetitive tasks, and provide insights to help you make informed decisions.
Our roadmap to Copilot
A structured approach to ensure a secure, efficient, and impactful Copilot implementation:
Our partnership models: your journey, your way
Staff augmentation
Scale your in-house teams quickly, efficiently, and cost-effectively with our flexible talent solutions.
Whether you need individual experts or custom teams, we offer pre-vetted specialists to co-create value with your in-house teams, quickly assembling the right talent and ensuring they integrate well with your projects.
Managed services
We provide dedicated teams committed to delivering specific outcomes that drive business impact. This means we can offer end-to-end project delivery, ongoing support, or POD (Project Oriented Delivery) services, tailored to meet the specific scope of work you require.
Microsoft Copilot FAQ
Our expert guidance ensures secure, efficient, and customized implementation, maximizing Copilot’s potential while aligning with business needs.
We offer deep expertise, tailored solutions, and seamless integration to help businesses unlock Copilot’s full capabilities with governance and security in mind.
Copilot requires Microsoft 365 E3/E5 licenses, Azure AD authentication, and supported applications like Teams, Word, Excel, and Power Platform.
Unlike generic AI tools, Copilot integrates natively with Microsoft 365, ensuring real-time data access, enterprise-grade security, and seamless workflow automation.
