VISION AND USE CASE DISCOVERY

Align your AI ambitions with measurable business value.

Our Vision and Use Case Discovery engagement helps you create a clear AI vision, uncover genuine opportunities across your organisation and prioritise the use cases that will deliver the greatest value.

It combines leadership alignment, departmental exploration and structured conversations to give you the clarity and direction needed for successful AI and digital transformation.

Organisations know that Microsoft 365, Copilot and the Power Platform offer huge potential. The real challenge is identifying where these capabilities can create the most meaningful impact.

WHAT YOU LEAVE WITH

Clear, defensible insight into whether your organisation is ready to adopt AI responsibly.

This engagement gives leaders clarity, not complexity.

  • A single, joined-up view of AI readiness across people, process, technology and risk

  • Clear visibility of governance gaps and exposure points that could block or delay adoption

  • Confidence for senior leaders and risk owners to approve or challenge AI initiatives

  • Alignment across IT, security, compliance and transformation teams

  • A prioritised set of focus areas to address before enabling or scaling Copilot

  • Reduced uncertainty and hesitation around responsible AI decision-making

ⓘ No generic “best practice” decks – everything is tailored to your tenant and ways of working.

What This Service Helps You Achieve

This service is designed to help you:

  • Align Microsoft 365, Copilot and Power Platform capabilities with your strategic goals
  • Bring leaders and teams together around a shared AI vision
  • Uncover pain points, workflow challenges and high-value opportunities
  • Prioritise use cases that deliver measurable results
  • Build sponsorship and momentum early in your transformation journey

It serves as the essential bridge between inspiration and practical action.

Without a clear vision, AI initiatives often emerge as disconnected ideas and isolated pilots rather than a focused transformation programme.

The Vision and Use Case Discovery engagement changes this by bringing leaders and teams together around a shared understanding of where Microsoft 365, Copilot and Power Platform can deliver the greatest value.

What the Engagement Focuses On

To protect your intellectual property, the themes below describe the value areas rather than any delivery blueprint.

Inspire and create a shared understanding

We introduce what is possible with Microsoft 365, Copilot and the Power Platform, using examples tailored to your organisation. This helps stakeholders understand the potential and surface early ideas that relate to productivity, collaboration and AI-driven improvement.

Align leadership around a unified AI vision

We work with senior leaders to define goals, business drivers and success measures for AI and digital transformation. This ensures decisions are guided by strategic intent rather than isolated experimentation.

Explore opportunities across departments

We facilitate focused discussions with departmental representatives to examine processes, challenges and opportunities. This helps identify where Microsoft technologies can simplify work, automate tasks, reduce friction or improve collaboration.

Prioritise actionable use cases

We consolidate insights from all sessions and help you prioritise opportunities based on value, feasibility and relevance. No proprietary scoring mechanisms are shared.

Build momentum with clear next steps

Your leadership team receives a consolidated view of insights, themes and priority areas to support decision-making and future planning.

What You Receive

High-value outputs, presented clearly and without exposing any underlying methods or tools.

0 1

Vision and Value Summary

A clear description of your AI vision, strategic drivers and success measures, shaped directly through leadership discussion.

0 2

Prioritised Use Cases

A high-level portfolio of your most promising opportunities across departments.

0 3

Departmental Insights

A summary of themes, challenges and opportunities highlighted during discovery, presented for leadership consideration.

0 4

Recommended Focus Areas

Guidance on how to move forward into deeper exploration, business case development or readiness work.

0 5

Leadership Playback

A facilitated session to validate findings, refine priorities and ensure alignment across decision-makers.

Who This Is For

Ideal for organisations preparing to adopt:

  • Microsoft 365 Copilot
  • Power Platform solutions including apps, flows and agents
  • AI-enhanced business processes
  • Modern workplace transformation at scale

Especially relevant for senior leaders, transformation and strategy teams, departmental heads across the business, and Microsoft 365 or Power Platform product owners.

Why Organisations Choose This

This service helps organisations:

  • Unlock and prioritise business value from AI, automation and modern workplace capabilities

  • Build early alignment across departments

  • Surface opportunities grounded in real operational challenges

  • Create clarity around direction, scope and immediate next steps

  • Accelerate readiness for further enablement, training or roadmap development

It provides the clarity and structure every successful AI transformation needs.

Define the vision. Discover the value. Shape what comes next.

Move from AI curiosity to a clear and prioritised plan that uncovers high-impact opportunities across your organisation.

Prefer a discovery call first? Use the booking link from your Microsoft account team or contact us to scope the right engagement.

THE CHANGING SOCIAL FAQ

Here Is The Most Frequently Asked Questions.

We know that investing in a comprehensive programme is a significant decision for your business. That’s why we’ve put together a list of frequently asked questions about Vision and Use Case Discovery. We’ve got your queries covered. If you have further questions, feel free to reach out to us — we’re here to help!

Vision and Use Case Discovery focuses on direction and prioritisation, not testing or building solutions. It helps organisations decide what to do and why, before moving into pilots, business cases, or readiness assessments.

Use cases typically span productivity, collaboration, automation, decision support, and AI-enhanced workflows across functions such as HR, Finance, Operations, Sales, and Customer Service. All use cases are grounded in real business challenges.

No. The outputs are strategic and high-level. The engagement provides clarity and prioritisation without exposing delivery methods, technical blueprints, or proprietary frameworks.

We help organisations prioritise opportunities based on value, relevance, feasibility and organisational context. The process is transparent and discussion-led, without sharing scoring models or methodologies.

Yes. Many organisations use Vision and Use Case Discovery to bring structure to existing ideas, rationalise pilots, and refocus effort around the opportunities that matter most.

The engagement concludes with a leadership playback and clear next steps. From there, organisations typically move into readiness assessments, pilot programmes, business case development, or targeted enablement.

Our M365 product sessions are open to all your business users. We deliver 16 product sessions over 12 months, layering learning around workplace activities. This provides everyone in your organisation with the option of taking up 16 hours of skills-centric learning using Microsoft 365 at no extra cost. 

Active and visible executive sponsorship is the greatest contributor to successful change, according to all of Prosci's benchmarking studies. We ask your executive sponsor to attend quarterly briefings with our team and to personally recognise and celebrate the success of your Champions. 

This programme is developed to provide Champions with the opportunity to collaborate with colleagues who they wouldn't usually work with. By developing a community that spreads across the organisation, new connections are made, ideas are shared and common challenges are navigated together. 

Active and visible executive sponsorship is the greatest contributor to successful change, according to all of Prosci's benchmarking studies. We ask your executive sponsor to attend quarterly briefings with our team and to personally recognise and celebrate the success of your Champions. 

We have a live client dashboard gathering data and we present analytics throughout the 12-month period making sure we can report on your ROI in real time. We can take swift action to pull the right levers to mitigate resistance to the adoption of Microsoft 365,