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Find where AI delivers

real business value

Map your team's workflow and opportunities.
Invest in AI where it makes the biggest difference.

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THE CHALLENGE

Start with understanding before the licensing.  

Without even knowing which workflows matter most, organisations end up with expensive licenses and low adoption. We fix that. 

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Unclear ROI

Leadership can't see where AI adds value because nobody has mapped workflows to Copilot capabilities. Licence spend feels like a leap of faith.

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One-size-fits-all deployment

Rolling out Copilot to everyone equally ignores the reality that different teams and roles have vastly different opportunities for AI impact.

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Adoption stalls

Without connecting AI to the work people actually do, usage plateaus. People try it once, don't see the point, and go back to the old way.

WHAT WE ASSESS

A deep dive into your people,

processes, and AI potential

We look at your business through four lenses, drawing on Microsoft's own assessment frameworks but going much further into where the value actually lives

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People & Roles

Understanding who does what, how teams are structured, and where individuals spend their time.

  • Role-based workflow mapping

  • Time-spend analysis across M365 apps

  • Digital maturity and AI readiness by team

  • Champion identification for pilot groups

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Business Workflows

Documenting the processes that drive your organisation, from routine tasks to complex, cross-team operations.

  • End-to-end process documentation

  • Bottleneck and friction-point identification

  • Content creation and collaboration patterns

  • Decision-making and approval flows

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AI opportunity mapping

Matching your workflows against Copilot's capabilities.

  • Scenario-to-capability alignments (Microsoft Scenario Library)

  • Time savings and efficiency estimates per use case

  • Quick wins vs. strategic transformation opportunities

  • Agent and automation potential beyond base Copilot

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Value Prioritisation 

Scoring and ranking every opportunity so you know where to start and what to tackle next.

  • Impact vs. effort scoring framework

  • Business KPI alignment per use case

  • Phased rollout recommendation

  • ROI modelling and business case inputs

OUR APPROACH

Workshops, interviews, and data

We combine hands-on stakeholder engagement with Microsoft's Scenario Library and adoption frameworks to build a picture that's grounded. 
1

Stakeholder Discovery

Structured interviews with department heads and key users to understand strategic priorities, pain points, and how work actually gets done.

2

Workflow Deep-Dives

Facilitated workshops with teams to map critical business processes, identify repetitive tasks, and document collaboration patterns across M365.

3

Scenario Matching & Scoring

We align your workflows against Copilot's capabilities using Microsoft's Scenario Library. Covering functions from Finance and HR to Sales, Legal, and Operations. Then score each for business impact and implementation effort.

4

Strategy & Roadmap Delivery

Your leadership team receives a prioritised, actionable plan with clear next steps. Not a shelf document, but a working strategy tied to measurable outcomes.

Business functions we cover

We assess AI opportunity across every function in your organisation, aligned to Microsoft's Scenario Library categories.

Marketing
Finance
Sales
HR & People
IT
Operations
Legal
Customer Service
Communications
Risk & Compliance
Procurement
Executive Office
 

Built on Microsoft's Copilot Scenario Library and Success Kit frameworks, adapted for real-world workflow discovery.

WHAT YOU GET

Two deliverables that drive action

 
Deliverable 1

AI Opportunity Playbook

A comprehensive, prioritised catalogue of every AI use case we've identified across your organisation — scored, ranked, and ready to act on.

Includes

✓ Every identified use case with workflow context
✓ Impact vs. effort scoring matrix
✓ KPI alignment for each scenario
✓ Quick-win identification for immediate value
✓ Copilot feature mapping (M365, agents, extensions)
✓ Estimated time savings and efficiency gains
✓ Department and role-level breakdowns

Also known as

AI Value Register Copilot Opportunity Map Workflow Intelligence Catalogue
 
Deliverable 2

Copilot Adoption Strategy

A board-ready strategy document that turns assessment findings into a phased, measurable plan your leadership team can act on with confidence.

Includes

✓ Executive summary with business case
✓ Phased rollout roadmap (quick wins → strategic)
✓ Licensing and investment recommendations
✓ Success metrics and measurement framework
✓ Pilot group recommendations
✓ Governance and change management considerations
✓ Agent and automation opportunities beyond M365 Copilot

HOW IT WORKS

From kickoff to strategy. In weeks, not months

A focused, efficient engagement designed to give you clarity fast.  
 
 
 
 
 

Week 1

Kickoff & Scoping

Align on objectives, identify stakeholders, and plan the workshop schedule.

Weeks 2–3

Discovery & Workshops

Stakeholder interviews, team workshops, and workflow mapping sessions.

Week 4

Analysis & Scoring

Scenario matching, impact scoring, and prioritisation of opportunities.

Week 5

Deliverable Handover

Presentation of findings, AI Opportunity Playbook, and Copilot Adoption Strategy.

WHAT OUR CLIENTS SAY

Trusted by organisations creating real value from AI

“

Dovetail quickly identified high-value use cases. Their support in developing tailored generative AI solutions has positioned our firm confidently at the forefront of legal innovation.

James Chadburn

Managing Partner, Dean Wilson LLP

“

We partnered with Dovetail to help our client rapidly understand the true potential of AI, pinpoint exactly where it could add the most value, and identify how best to implement it for maximum business impact.

James Briers

Managing Director, IDS

“

Dovetail worked closely with our key stakeholders to shape a comprehensive AI delivery approach. Their expertise gave us a clear strategy to enhance customer experience and drive business growth.

Nigel Beighton

Chief Technology Officer, Sunweb

WHY DOVETAIL

More than readiness. Real-world AI strategy

What makes our assessment different from a generic readiness checklist. 
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Business-first, not tech-first

We start with your workflows and KPIs — not your tenant configuration. Technical readiness matters, but value discovery comes first.

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People-led discovery

Workshops and interviews with the people who do the work — not just a questionnaire or an automated scan of your M365 environment.

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Scored & prioritised

Every use case is scored for impact and effort, so you know exactly what to do first — and what the business case looks like.

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Beyond base Copilot

We identify opportunities for Copilot agents, Copilot Studio extensions, and Power Platform automation — not just M365 Copilot features.

Ready to find where AI adds value in your organisation? 

We'll walk you through the assessment, answer your questions, and scope the engagement to your needs.     

Book a discovery call
See what you get
Book a discovery call
See what you get