Increasing AI adoption right across the organisation

James Cowper Kreston made a strategic investment in Microsoft 365 Copilot. Despite the investment, adoption remained low.

Key barriers included:

• Lack of awareness around Copilot’s capabilities
• Limited training or practical onboarding
• Uncertainty about use cases relevant to individual roles
• Change fatigue and competing priorities

To address low adoption we delivered a tailored training workshop for senior leaders.

Key areas included:

• Introduction to AI: A simplified overview of AI fundamentals to build a common baseline of understanding.
• What is M365 Copilot and how it works: Explained Copilot’s role within the M365 suite, with practical use case alignment.
• Prompting techniques: Hands-on guidance on writing effective prompts
• Live demonstration: Showcased M365 Copilot features tailored to real-world tasks in accountancy and advisory.
• The emergence of AI in the market: Insight into current trends and how AI is transforming professional services.

Following the training, senior partners and directors at the firm were equipped with the knowledge, context, and confidence to explore Microsoft 365 Copilot in a meaningful way.

The session demystified AI, clarified practical use cases, and empowered leaders to identify where Copilot could deliver real value in their day-to-day work.

This foundational shift is now paving the way for wider adoption, with firm-wide conversations turning from “What is Copilot?” to “Where can we use this next?” – unlocking both immediate efficiencies and long-term strategic benefits.