Word assistance
Draft, rewrite, and summarise documents in the flow of writing.
Microsoft
Microsoft Copilot for practical ERP transformation
Use Microsoft Copilot as a focused platform path inside a structured lifecycle that connects platform choices to operational outcomes.
The Copilot reality gap
Most Copilot rollouts buy licences, not outcomes
Microsoft 365 Copilot is powerful out of the box and underwhelming in practice. The gap is never the model. It is ungoverned data, no adoption design, and no one accountable for value. Here is where the spend quietly stalls.
Licences switched on, behaviour unchanged
Copilot lands in Word, Excel, PowerPoint, Outlook and Teams, and three months later usage flatlines. Without role-specific prompts, workflows and enablement, people try it twice, get a generic answer, and revert. You are paying per seat for software no one trusts.
Copilot surfaces what your permissions never should have
Copilot reads whatever a user can already see. Years of oversharing in SharePoint and OneDrive means it can confidently summarise salary spreadsheets, draft board decks and unreleased pricing to people who were never meant to find them. The first oversharing incident ends the rollout.
Output that is plausible, fast and wrong
A meeting recap that misattributes a commitment, a financial summary that hallucinates a figure, an email drafted from stale context. With no human-review discipline and no grounding on trusted sources, speed becomes a liability and one bad artefact erodes the trust you spent months building.
No agents, no compounding return
Teams treat Copilot as a fancier autocomplete and never build the Copilot Studio agents that automate the repetitive, high-volume work, such as triaging support inboxes or assembling weekly reports. The licence cost is real and recurring; the return stays theoretical.
Features
See it in action
A closer look at the product, screen by screen.
Copilot in customer service
A live customer chat with case details and Copilot answering the agent's question in-flow.
Core capabilities
Excel assistance
Analyse data, build formulas, and surface trends with a prompt.
PowerPoint assistance
Turn a document or a prompt into a polished deck in minutes.
Teams assistance
Catch up on chats and channels without scrolling.
Meeting assistance
Real-time help during meetings — notes, actions, and answers.
Email assistance
Draft, triage, and summarise Outlook in seconds.
Data analysis
Ask questions of your data and get grounded answers.
Content generation
Create documents, decks, and replies from a short prompt.
Meeting recap
See what was decided and who owns the next steps.
What good looks like
Measurable hours back, governed from day one
We deliver Copilot as a change programme with a number attached, not a switch you flip. These are the outcomes our phased rollouts are built to produce and measure.
First credible outcome
- 8wks
- to first measured value
- A scoped pilot cohort is live, governed and reporting real time-savings inside two months, not a year-long programme with no checkpoints.
- 5-7 hrs
- saved per knowledge worker, weekly
- Drafting, summarisation and meeting recap reclaim the equivalent of most of a working day each week once role-specific workflows are embedded.
- 60%
- faster first drafts
- Proposals, reports and decks reach a credible first draft in Word and PowerPoint in a fraction of the time, with humans reviewing the final mile.
- 40%+
- active monthly usage at 90 days
- Adoption design and tailored prompt libraries push sustained usage well past the industry norm where most seats go dormant.
Where Copilot reaches
Grounded in the systems your work already lives in
Copilot is only as good as the data it can reach safely. We wire it to your real estate and extend it with connectors and agents, with permissions audited before anything goes live.
Productivity
Comms
- Microsoft Teams
Data
- Microsoft Fabric & Dataverse
Custom agents
CRM
Governance
Identity
- Microsoft Entra ID
Automation
- Power Automate & Power Platform
ITSM
External systems
Fit by sector
Built around how your teams actually work
The same Copilot, configured very differently. Where we see the clearest, fastest return.
Professional & financial services
Copilot drafts client proposals and engagement reports in Word and recaps advisory calls in Teams, while Purview labelling keeps confidential client data inside the right boundaries.
Manufacturing & distribution
Operations teams summarise supplier threads in Outlook and build weekly production reports in Excel, with Copilot Studio agents triaging routine order and stock queries.
Healthcare & life sciences
Administrative staff cut documentation load with summarisation and recap, governed tightly so Copilot never surfaces clinical or personal data beyond an individual's existing access.
Legal & compliance
Fee earners accelerate first-draft memos and clause comparison, with full audit trails and human review mandated before anything reaches a client or a court.
Mid-market technology & SaaS
Revenue teams use Copilot in Dynamics 365 to summarise account history and draft follow-ups, while Copilot Studio agents handle tier-one support deflection.
Client proof is published only when outcomes, quotes, and metrics are approved for external use.
- Up to 3x target
- Qualified delivery-speed target, always scoped to project realities
- Human-reviewed
- AI-assisted delivery with consultant accountability
- 9-step lifecycle
- From discovery through ongoing optimization
- 2 platform paths
- Microsoft Dynamics 365 and Odoo right-fit advisory
How we deliver
Phased to first value, governed before scale
No big-bang switch-on. We de-risk the rollout by proving data readiness and value with a controlled cohort, then scaling only what works. Senior consultants own every phase.
Readiness & data security assessment
We audit your SharePoint, OneDrive and Teams permissions, surface oversharing risk, and map where sensitive data lives. You get a clear go/no-go and a remediation list before a single Copilot prompt runs.
Governance & guardrails
We configure Purview sensitivity labels, restrict oversharing, set Entra access boundaries and define the human-review policy. Copilot only ever sees and surfaces what it should.
Pilot cohort & enablement
A representative group goes live with role-specific prompt libraries and hands-on enablement for Word, Excel, PowerPoint, Outlook and Teams. We instrument usage so value is measured, not assumed.
Custom agents with Copilot Studio
We build and test the agents that automate your highest-volume work, grounded on trusted sources with clear escalation to humans, then validate accuracy before release.
Scaled rollout
We extend to the wider organisation in waves, each gated on the previous cohort's adoption and security posture, with champions and a tuned prompt library carrying the change.
Measure, optimise & hand over
We report on time saved, adoption and risk, retire what underperforms, and hand you a governance runbook so your team owns Copilot confidently after we step back.
Why this is the low-risk path
The accountability most Copilot projects lack
AI rollouts fail on governance and adoption, not technology. We remove both risks before they reach your business, and we put our name on the result.
Security assessed before go-live, not after an incident
We never enable Copilot until oversharing is mapped and remediated and Purview labelling is in place. The most common Copilot failure mode is closed off in phase one.
Senior consultants own your rollout end to end
You work with experienced practitioners who have governed real tenants, not juniors learning on your data. One accountable lead, named from day one.
AI-assisted, human-reviewed by mandate
Every agent and workflow we ship has a defined review and escalation point. Speed never comes at the cost of an unchecked, customer-facing mistake.
Phased, so you can stop anytime
Value is proven with a small cohort before you commit at scale. Each wave is gated on the last. You are never locked into a year-long bet.
- Microsoft Solutions Partner
- Senior-led delivery
- Human-reviewed AI
- Purview-governed rollout
- Phased to first value
How to start
Start small, prove value, then scale
Two ways in, both designed to de-risk the spend before you commit across the organisation.
Stage 01 Copilot readiness assessment
- Permissions and oversharing audit, data security review, adoption-fit analysis, and a costed rollout plan with a clear go/no-go.
Fixed scope, typically 1-2 weeks. The fastest way to know whether your tenant is Copilot-ready.
Stage 02 Governed pilot rollout
- Guardrails configured, a pilot cohort live with role-specific prompts and enablement, usage instrumented and time-savings reported.
8 weeks to first measured value, with a decision point before any scaling.
Stage 03 Custom agent build
- Design, build and validation of Copilot Studio agents for your highest-volume workflows, grounded on trusted sources with human escalation.
Best added once the pilot proves baseline adoption.
FAQs
AI supports discovery, documentation, testing, training, and optimization. Consultants review outputs and remain accountable for decisions.
We compare budget, complexity, integrations, reporting needs, internal capacity, and growth plans before recommending a platform path.
Flectic supports adoption, resolves stabilization issues, improves reports, and builds an optimization roadmap.
Make adoption stick
The difference between licences and behaviour change
Copilot only pays back when people actually change how they work. We build the role-specific prompt libraries, run hands-on enablement across Word, Excel, PowerPoint, Outlook and Teams, develop internal champions, and measure usage so you can see exactly where value is landing and where it is not. Enablement is the part most rollouts skip, and the reason most rollouts stall.
- Role-specific prompt libraries and playbooks tuned to how each team actually works
- Hands-on enablement and a champions network to carry adoption past the pilot
- Usage and time-saved reporting so value is measured against your baseline, not assumed
Assess your ERP fit
Map your current workflows, platform options, and the first practical phase of implementation.
Response within one business day