
Project Overview
We worked with a UK-based construction equipment supplier to deliver a focused Copilot pilot that improved productivity, simplified workflows and built confidence in AI-driven tools across the business.
Microsoft Services


Requirement
A leading UK-based construction equipment supplier, known for supporting major infrastructure and civil engineering projects, sought to modernise its internal operations. With a geographically dispersed workforce and a growing reliance on digital documentation, the organisation faced challenges in:
- Accessing and managing large volumes of operational and HR documentation
- Reducing time spent on repetitive administrative tasks such as meeting summaries, report writing, and email management
- Encouraging adoption of new technologies among senior leadership and operational teams
- Establishing a clear roadmap for AI adoption aligned with business priorities
Approach
To address these challenges, the organisation engaged in a Microsoft 365 Copilot Getting Started programme, delivered with Microsoft-funding alongside our CSP partner. The engagement included:
- Vision & Value Workshop: Identified high-impact use cases across departments including HR, finance, and operations. These included automating board report creation, simplifying HR policy access, and enhancing sales reporting.
- Technical Readiness Assessment: Conducted a Copilot Optimisation Assessment to ensure the Microsoft 365 environment was secure, compliant, and ready for AI integration.
- Onboarding & Enablement: Delivered a 2.5-hour onboarding session covering Copilot capabilities in Word, Excel, Outlook, and Teams. The session included hands-on exercises, prompt engineering techniques, and real-world scenarios tailored to the construction sector.
- Adoption Support: A dedicated Microsoft Teams-based Adoption Hub was created to centralise resources, share best practices, and foster a community of early adopters.
- Review & Roadmap: Midpoint and final review sessions captured feedback, measured impact, and outlined next steps for scaling Copilot adoption.
Outcome
The engagement delivered measurable improvements across productivity, user experience, and strategic readiness. By focusing on real-world use cases and enabling hands-on adoption, the project helped the organisation build momentum and lay the foundation for scalable AI integration.
- Time Savings: Early adopters reported saving between 30 minutes to 2 hours per day. Tasks such as meeting summarisation, contract drafting, and email responses were significantly accelerated.
- Improved Decision-Making: Copilot enabled users to access and analyse sales data, HR policies, and operational documentation more efficiently, reducing reliance on manual search and interpretation.
- Enhanced Productivity: Users highlighted increased capacity to manage to-do lists, prepare reports, and complete routine tasks with greater speed and accuracy.
- Positive User Experience: The onboarding session and adoption hub were well received, with hands-on practice and prompt engineering guidance cited as key enablers.
- Leadership Buy-In: Initial scepticism from senior stakeholders was overcome through practical demonstrations and early success stories, helping to build internal advocacy.
- Strategic Roadmap: The organisation is now exploring advanced use cases, including Copilot agents for HR policy access, sales prospecting, and process automation. A phased rollout strategy is being considered to expand adoption across departments.
This outcome reflects a successful pilot phase that not only delivered immediate value but also positioned the business to scale its use of AI tools in a structured and impactful way.
“Our directors often take some convincing around new processes, but your team were able to show the benefits of Copilot clearly. It’s already making things easier for us.”
Group Finance Director
