Case Studies/financial services/Global Asset Manager
AI Strategy & EnablementChange & Adoption

Scaling Microsoft Copilot adoption across a global enterprise.

A global asset manager was one of the first large financial services firms to roll out M365 Copilot to the entire company. Sole led the program that moved Copilot from a promising experiment to durable use across 10,000 employees.

Scaling Microsoft Copilot adoption across a global enterprise.

The Challenge

Like many enterprises introducing generative AI, the organization faced a dual challenge: successfully deploying a new technology while helping associates understand how it could meaningfully improve their day-to-day work. Early efforts focused on introducing foundational Microsoft Copilot capabilities across productivity tools, but technology availability alone was not sufficient to drive sustained adoption. Associates needed practical guidance, confidence in using AI responsibly, and examples of how Copilot could support real work scenarios.

At the same time, leaders recognized that long-term success would depend on building AI literacy across the workforce. The goal was not simply to increase usage of a new tool, but to establish the foundational skills, behaviors, and habits that would prepare employees for the next wave of AI capabilities, including enterprise agents and workflow automation.

The Approach

The enablement strategy combined change management, communications, training, and community engagement into a coordinated enterprise campaign. Prior to launch, the organization developed executive communications, training resources, readiness materials, and guidance focused on best practices for working within the Microsoft 365 ecosystem. A network of change champions and local AI leaders was activated to reinforce messaging and help identify business-specific use cases and training needs.

As adoption matured, the campaign expanded beyond awareness-building and focused on skill development. Communications highlighted success stories, productivity gains, and practical examples of Copilot in action. Dedicated training emphasized prompting techniques, common productivity scenarios, and role-based learning experiences. The campaign was supported through a combination of virtual and in-person enablement events, targeted learning content, prompt-focused activities, and ongoing engagement designed to help associates move from experimentation to habitual usage.

Importantly, the adoption effort was positioned as part of a broader AI journey. Rather than treating Copilot as a standalone productivity tool, the campaign framed it as the foundation for future enterprise AI capabilities. By building familiarity with prompting, AI-assisted work, and responsible usage patterns, the organization prepared employees for the introduction of enterprise agents and more advanced AI-enabled workflows.

The Outcome

10,000+
employees onboarded
Over 80%
weekly active users

The overall campaign resulted in industry-leading results, with over 80% of associates actively using Copilot each week. This provided a strong foundation on which to build more advanced AI capabilities. The enablement effort focused on converting that broad awareness into deeper engagement, helping associates integrate Copilot into their daily workflows rather than viewing it as an occasional productivity tool. Beyond driving adoption, the campaign helped establish enterprise-wide AI literacy. These capabilities became critical prerequisites for the next phase of the organization's AI strategy, including the rollout of enterprise agents and expanded workflow integration. The most significant outcome was strategic rather than purely technological. The organization successfully evolved its AI journey from initial experimentation and tool deployment toward enterprise integration. Lessons learned through the Copilot Work enablement and adoption campaign directly informed subsequent efforts to scale AI solutions, launch enterprise agents, and embed AI more deeply into core business processes.

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