Services

Microsoft Copilot and Microsoft 365 services for practical AI adoption.

Practical support across the five stages of adoption: readiness, design, training, automation and the work that keeps it going after launch.

How the services fit together

From Copilot readiness to training, automation and lasting adoption.

FiveForward services help UK businesses turn Microsoft 365 Copilot into everyday working habits, across five stages: finding the right opportunities, planning the rollout, training staff, automating repeatable work and keeping adoption moving after launch. Start with the part of the work that matches your situation.

You can book a focused piece of work, such as a Copilot readiness assessment, Microsoft 365 Copilot training or Power Automate consultancy, or combine services into wider Copilot adoption support. The focus is always on practical client outcomes: clearer use cases, confident users, maintainable automations and measurable progress.

For a complete explanation of how the five stages connect and depend on each other, read about the full FiveForward Framework.

If you are deciding whether a workflow needs Microsoft Copilot agents, a Power Automate flow or normal Copilot training, use the agents guide as the first decision point.

01

Discover

Understand how work flows today and where Copilot fits.

We look at how work happens now. The meetings, emails, files, approvals, systems and repeated tasks that shape the week.

Services in this area

Copilot Readiness Assessment

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A Copilot readiness assessment checks whether your people, processes and Microsoft 365 setup are ready to get value from Copilot before you roll it out. It is for UK organisations weighing up Microsoft 365 Copilot, and it gives leaders a clear view of the opportunities, adoption risks and sensible first moves. A rollout should not start with licences alone. It should start with how people work and where Copilot can create practical value.

Outcome

A clear view of where Copilot can help first and what needs to happen before wider rollout.

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AI Opportunity Audit

A focused review of where AI could reduce admin, speed up decisions and support better work. The emphasis is on useful opportunities that are close to how the team already operates.

Outcome

A prioritised list of AI opportunities worth exploring now.

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Workflow Discovery Workshop

A working session to map how a process really runs. We look at the steps, owners, handovers and delays so any Copilot or automation work starts from the truth.

Outcome

A clear workflow map and a shortlist of improvements worth taking forward.

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Copilot Use Case Mapping

A practical way to decide which Copilot use cases are worth rolling out first. We connect Copilot to the work people already do rather than inventing abstract examples.

Outcome

A focused set of Copilot use cases that match the work your team already does.

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02

Design

Shape the programme before people are asked to change.

We turn the Discover roadmap into an executable programme: what to do first, in what order, how progress is measured and how the agents and automations get built.

Services in this area

Adoption Programme Design

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Copilot adoption consultancy helps UK businesses turn Microsoft 365 Copilot licences into confident everyday use. It is for organisations where access is in place but usage is patchy, unfocused or hard to measure. We shape the rollout around the teams, workflows, training and support that turn access into normal working habits.

Outcome

An executable adoption programme that gives people a route to value, not just access to a tool.

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Microsoft 365 AI Strategy

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A practical strategy for using Copilot, agents and automation across Microsoft 365. The focus is on where AI supports the business, how adoption should be managed and what to avoid doing too early.

Outcome

A joined-up Microsoft 365 AI plan that connects tools, people and everyday work.

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Automation Roadmap

A sensible order of priority for automating the work that slows people down. We separate quick wins from processes that need more thought before anything is built.

Outcome

A phased automation plan that avoids chasing every idea at once.

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AI Governance Planning

A simple set of guardrails so teams know how to use AI safely and usefully. The aim is to support adoption, not bury staff in policy language.

Outcome

Clear AI guardrails that support adoption without slowing everything down.

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03

Enable

Help people use Copilot and automation in real work.

We build practical training and support around the documents, emails, meetings, workflows and decisions your staff handle every week.

Services in this area

Copilot Beginners Training

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Copilot beginners training gives staff who are new to Copilot a calm, practical first step. It is for people who need to understand what Microsoft 365 Copilot is, what it is useful for and how to begin using it safely, so they can start using it in everyday work. The session avoids jargon and focuses on real examples people can use straight away.

Outcome

Staff who understand what Copilot is for and can start using it in normal work.

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Microsoft 365 Copilot Training

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Microsoft 365 Copilot training helps UK teams use Copilot confidently in the apps they already work in, so it becomes part of daily work rather than a tool people occasionally try. It is for teams with Copilot licences who need bespoke, role-based training built around the Outlook, Teams, Word, Excel and PowerPoint tasks staff already recognise.

Outcome

Staff using Copilot in real day-to-day work, with examples they can apply after the session.

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Copilot Chat Training

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Copilot Chat training helps staff get safe, useful value from Copilot Chat before a full Microsoft 365 Copilot rollout. It is for organisations that want wider AI confidence without buying paid licences for everyone, and it covers what Copilot Chat can do, how to prompt it well and where its limits are.

Outcome

People using Copilot Chat more confidently for useful work, even before a full paid rollout.

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Power Automate Training

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Power Automate training helps business teams understand, build and manage useful workflows so automation does not depend on one person. It is for beginners, process owners and teams that already have flows they need to understand, and it focuses on practical workflows, safe build habits and clear handover.

Outcome

A team that can understand automation opportunities and manage simple flows with more confidence.

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Copilot Studio Training

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Copilot Studio training helps teams understand what Copilot Studio agents can do, where they fit and how to approach them responsibly before they build. It is for leaders, champions and process owners who want to remove confusion and avoid building agents for the wrong jobs.

Outcome

People who understand what Copilot Studio is useful for and how to approach agents sensibly.

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Microsoft 365 Agents Training

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Microsoft 365 agents training gives leaders and teams a plain-English explanation of what agents are, where they can help and what to manage carefully. It is for people hearing agent language who need to make agents practical rather than mysterious, with use cases tied to real jobs.

Outcome

Leaders and teams who understand agents without confusing them with magic or hype.

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04

Automate

Build useful workflows, automations and agents around real processes.

We use Power Automate, Microsoft 365 automations and Copilot Studio agents where they fit the work. The result is documented and handed over properly.

Services in this area

Power Automate Consultancy

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Power Automate consultancy designs, builds and documents the workflows behind Copilot agents and AI-assisted Microsoft 365 work. It is for teams that need approvals, notifications, file movement and hand-offs to run reliably, turning an AI suggestion into a completed task. We start with the process, then build workflows that stay useful and maintainable after launch, not flows that only one person understands.

Outcome

Automations that are useful, maintainable and not left as a mystery after launch.

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Microsoft 365 Workflow Automation

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Microsoft 365 AI automation connects the repeated steps across Teams, Outlook, SharePoint, forms, documents and approvals so routine work stops bouncing between them by hand. It is for organisations on Microsoft 365 that want to reduce manual admin, using Power Automate and Copilot Studio agents while keeping the workflow understandable for the people who own it.

Outcome

Everyday processes that run more smoothly with less manual effort.

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Copilot Studio Agent Builds

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Copilot Studio agents are custom AI assistants built around a defined job, audience and trusted knowledge source. This service helps teams move from a vague idea to a focused agent people can trust, defining the job, source knowledge, testing route and ownership before anything is launched.

Outcome

Agents that support real work after launch and continue improving with use.

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SharePoint Workflow Automation

Practical SharePoint workflows that help content, approvals and requests move properly. The aim is to make SharePoint support the work, not become another place people avoid.

Outcome

SharePoint supporting the work instead of getting in the way, and tidy enough that Copilot and agents return trustworthy answers.

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Document Automation

Automation for documents, templates, approvals and repeatable admin around files. It is useful when the same document steps keep being chased manually.

Outcome

Less manual document admin and fewer missed steps around routine files, with templates and metadata clean enough for Copilot to draw on.

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05

Embed

Keep the habits, support and improvement loop alive after launch.

We help the work keep improving through champions, office hours, prompt libraries and ongoing support. Adoption should not fade once the first workshop is over.

Services in this area

Copilot Adoption Support

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Ongoing help to keep Copilot useful after the launch moment has passed. We support teams with questions, blockers, refresher sessions and the next use cases worth developing.

Outcome

Copilot becomes part of working habits rather than another tool people tried once.

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Copilot Champions Programme

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A Copilot champions programme helps adoption spread beyond the launch session. We support internal champions with training, coaching and practical resources so they can help colleagues use Copilot well. This gives the rollout a human layer, not just another announcement.

Outcome

A group of confident internal users who help others adopt Copilot in normal work.

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AI Office Hours

Regular sessions where staff can bring real questions, failed prompts and awkward use cases. The aim is to help people at the moment they need support.

Outcome

People get support when they actually need it, not just during the launch workshop.

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Prompt Library Creation

A useful set of reusable prompts based on the tasks your team actually does. This gives staff practical starting points rather than a blank box.

Outcome

Staff have practical examples they can reuse instead of starting from a blank box.

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Ongoing Microsoft 365 AI Support

Practical support for improving Copilot, automation and agent use over time. The focus is on keeping useful work moving rather than creating a one-off launch.

Outcome

Your Microsoft 365 AI setup keeps improving instead of fading after the first rollout.

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How we work

Five steps, matched to the work.

Use the five areas as a simple route from first assessment to long-term adoption. The scope depends on what your people need to make Copilot and automation useful in everyday work.

01

Discover

Focused conversations with the people who do the work. We look at what is working, what is getting in the way and where Copilot or automation could help.

02

Design

The executable programme built from the Discover roadmap: what to do first, in what order, the measures of progress and how agents get built.

03

Enable

Practical training and support built around the work staff are doing this week, with examples they can reuse.

04

Automate

Power Automate workflows, Microsoft 365 automations and agents built around real processes, documented and handed over properly.

05

Embed

Champions, office hours, prompt libraries and ongoing support so the work keeps improving after launch.

Most engagements start with Discover, a fixed £1,500 credited back in full if you go ahead. For all rates, see the pricing page.

Next step

Start with a free consultation.

A short, no-obligation call to understand where you are now, what you want to improve and which stage would be the most useful next step.