MICROSOFT COPILOT IMPLEMENTATION SERVICES

Copilot, doing the work it was sold to do.

Custom agents and measurable productivity, engineered into how your business runs.

SingleStone Financial Services Technology Partner

Microsoft Solutions Partner

28+ Years in Regulated Industries

Engineer-Led Delivery

SingleStone for Financial Services

The Opportunity

Forrester found Microsoft 365 Copilot returns 116-353% ROI over three years, with results almost entirely dependent on how well the rollout was implemented.
Companies that build real use cases before rollout save an average of 9 hours per user, per month.
The size of the return depends on adoption, training, and how well Copilot gets embedded in daily workflows.
Two companies can buy the same licenses and land at opposite ends of that range.

The Problem

Most Copilot rollouts stall on unclear use cases, weak adoption, and permissions nobody cleaned up first.

Gartner reports only 6% of enterprises have moved generative AI past pilot into production. Microsoft's own data shows fewer than 4 in 10 employees with Copilot access use it actively. That gap is where the work lives.
Copilot goes live without a defined use case.
Employees try it on a generic task, get an underwhelming result, and move on.
Adoption was supposed to spread on its own.
It doesn't. Without champions, training, and leadership signaling, usage flatlines around 20-40%, well below the threshold that produces ROI.
Permissions are messier than anyone thinks.
Copilot inherits whatever access SharePoint and OneDrive already grant. In most tenants, that's too much.
SingleStone for Financial Services

What We Do

One team covering Microsoft Copilot consulting end to end: strategy, deployment, custom agents, and adoption.

Strategy & Advisory

We identify the Copilot use cases with the highest ROI for your business, then build the roadmap and the case your CFO needs to expand it. That includes use case envisioning workshops, licensing strategy, and a phased deployment plan tied to measurable outcomes. You get a Copilot strategy your leadership team can defend, not a slide deck that dies in a drawer.

Data Readiness & Governance

Permission audits, sensitivity labeling, oversharing remediation. The unglamorous work that keeps you out of the news. We run a full Copilot readiness assessment across SharePoint and OneDrive, remediate the access nobody meant to grant, and set up the Microsoft Purview controls that keep your tenant clean as Copilot scales. Governance documented well enough for your auditors.

Copilot Studio & Custom Agents

Agents grounded in your data, connected to your systems, built with the audit trails that hold up in compliance review. Our engineers design, build, and maintain custom Copilot Studio agents for the workflows generic Copilot cannot touch: claims intake, underwriting support, case management, internal knowledge. If the agent needs to talk to Dynamics 365 or your data warehouse, we build the connection.

Adoption & Change Management

Role-specific training and champion networks. Adoption is most of the work in any Copilot rollout. We build prompt libraries by role, stand up champion programs, and track active usage against the thresholds that produce ROI. When usage flatlines, we find out why and fix it. The goal is Copilot embedded in daily workflows, not licenses gathering dust.

Copilot Tools We Support

Microsoft Copilot consulting across the full ecosystem. Whichever Copilot you bought, we make it produce.

Microsoft 365 Copilot

Copilot in Word, Excel, Outlook, and Teams. We handle deployment, tenant readiness, and the training that turns licenses into daily habits.

Copilot Studio

Custom agents built in Copilot Studio, grounded in your data and connected to your systems. Designed, built, and maintained by engineers.

Copilot Agents & Agent 365

Agent governance from day one. Registration, observability, and access controls for every agent running in your tenant.

Dynamics 365 Copilot

AI inside your CRM. We pair Copilot with our Microsoft Dynamics consulting practice to put insights where sellers and service teams work.

Explore our Microsoft Dynamics consulting services

Microsoft Security Copilot

Faster triage and investigation for security teams. Deployment, prompt libraries, and integration with your existing security stack.

GitHub Copilot

Rollouts that measure real developer productivity, not just seat counts. Policies, training, and metrics your engineering leaders trust.

Copilot for Sales

Connect Copilot to your CRM data so sellers get call summaries, meeting prep, and pipeline context without leaving Outlook or Teams.

Copilot Chat & Extensibility

Grounded chat, connectors, and plugins that reach beyond Microsoft 365. We scope what to extend and build what pays off.

How We Implement Microsoft Copilot

A four-phase Copilot implementation methodology built for regulated environments. Clear deliverables at every step.

1. Assess

A Copilot readiness assessment covering permissions, sensitivity labels, and data exposure. We audit your tenant, find the oversharing, and map the use cases worth building. Deliverable: a prioritized roadmap and remediation plan, typically in 2-3 weeks.

2. Prove

A focused pilot with a defined use case and success metrics. Champions selected, prompts built, results measured against baseline. Deliverable: pilot results and the business case your CFO will actually read.

3. Build

Deployment at scale plus custom Copilot Studio agents where off-the-shelf falls short. Governance, audit trails, and compliance controls built in from the start. Deliverable: production rollout with documented guardrails.

4. Embed

Role-specific training, champion networks, and adoption tracking. We stay until usage holds above the threshold that produces ROI. Deliverable: an adoption dashboard and a handoff your team can run.

Copilot for Regulated Industries

Copilot governance is different when regulators read your audit trails. SingleStone has spent 28+ years serving regulated industries, so we build Copilot rollouts that survive compliance review.

Financial Services

Copilot deployments that respect SEC, FINRA, and GLBA obligations. Data governance first, productivity second, in that order for a reason.

See our financial services work

Insurance

From claims summarization to underwriting support, we build Copilot workflows that keep PII controlled and auditable.

See our insurance work

State Government

Public sector tenants carry public records obligations. We deploy Copilot with the access controls and documentation agencies need.

See our state government work

Copilot is one piece of a broader AI strategy. Where it fits in yours depends on your data, your systems, and what your teams actually do all day.

Explore our AI consulting services

Microsoft Copilot Implementation FAQs

The questions we hear most from IT leaders and executives planning a Copilot rollout.

How long does a Microsoft Copilot implementation take?

A readiness assessment runs 2-3 weeks. A pilot with defined use cases takes 4-6 weeks. Full deployment with training and adoption support typically lands between 3 and 6 months depending on tenant size, data hygiene, and how many custom agents you build.

How much does Microsoft Copilot consulting cost?

Engagements scale with scope. A readiness assessment is a fixed-fee starting point. Pilots and full implementations are scoped after we see your tenant. Licenses are separate: Microsoft 365 Copilot runs $30 per user per month, and the ROI depends on adoption, which is where the consulting earns its keep.

What should we fix before deploying Copilot?

Permissions. Copilot inherits whatever access SharePoint and OneDrive already grant, and in most tenants that is too much. Clean up oversharing, apply sensitivity labels, and define your first use cases before a single license goes live.

Is Microsoft Copilot secure for regulated industries?

Yes, when the rollout is engineered for it. Copilot respects your existing Microsoft 365 permissions and does not train foundation models on your data. The real risk is internal oversharing, not external leakage. Our governance work closes that gap and documents it for auditors.

What is the difference between Microsoft 365 Copilot and Copilot Studio?

Microsoft 365 Copilot is the assistant inside Word, Excel, Outlook, and Teams. Copilot Studio is the platform for building custom agents grounded in your own data and systems. Most companies need both: the first for broad productivity, the second for the workflows that move revenue.

What licenses do we need for Microsoft Copilot?

Microsoft 365 Copilot requires an eligible Microsoft 365 plan such as E3 or E5, plus the Copilot add-on. Copilot Studio, Security Copilot, and GitHub Copilot are licensed separately. We map licensing to your actual use cases so you only buy what produces.

Why do Copilot rollouts fail?

Three patterns: no defined use case, no adoption plan, and messy permissions. Fewer than 4 in 10 employees with access use Copilot actively when it launches without champions and training. Every phase of our methodology exists to prevent one of these failure modes.

Do you build custom Copilot agents?

Yes. Custom agent development in Copilot Studio is core to our practice: agents grounded in your data, connected to your systems, and shipped with the audit trails compliance teams expect. If Copilot out of the box cannot do the job, we build the agent that can.

Tell us where Copilot is stuck. We'll tell you what we'd build.

Whether you've bought licenses and adoption is flat, you're trying to build your first custom agent, or you're staring at a tenant full of oversharing risk, we've worked through it. Tell us where you are. We'll come with a point of view.