Copilot consulting for Canadian businesses
Microsoft Copilot Consulting
You are already paying for Copilot. We find the jobs where it gives your team hours back, make sure it only sees what it should, and measure whether it is working.
- Microsoft Solutions Partner
- Since 1994 in business
- 150+ clients
Talk to a Copilot consultant
30 minutes, by phone or Teams.
Trusted by the businesses whose Microsoft 365 we already run
Our partners
Copilot licences, put to work on your team's real jobs
Most Copilot rollouts start with the tool: switch it on, send an email, hope people find a use for it. A few months later, a handful of people open it and nobody can tell leadership what it returns.
Our Copilot consulting starts with the work. We sit with your managers, list the repetitive jobs their teams do every week, and put Copilot on the ones worth automating.
- Discovery sessions with the managers who run the work
- A ranked list of jobs Copilot should take on, agreed by your managers
- Microsoft 365 features you already pay for, switched on
- Permissions and sharing cleaned up so Copilot only sees what it should
- Hands-on training built around each team's real tasks
- Usage and time saved measured against a starting baseline
Rolling out Copilot yourself vs with a Copilot consultant
| On your own | With BALANCED+ | |
|---|---|---|
| Where to start | Whoever asks first | Your managers rank the jobs worth automating |
| What Copilot can see | Everything each user can open, often more than intended | Permissions and sharing fixed before rollout |
| Training | A launch email and a link | Sessions built around each team's own work |
| Proof it works | Anecdotes | Usage and time saved, measured |
| After launch | The project ends | We add the next job, one at a time |
What does a Copilot consultant do?
A Copilot consultant turns licences into time saved. In practice that means four things:
- Find the work: interview managers and list the weekly jobs that eat their teams’ hours
- Rank it: your managers choose which jobs to hand to Copilot first
- Make it safe: fix what Copilot can see before more people use it
- Make it stick: train each team on their own tasks and track who uses it
Is our data ready for Copilot?
Copilot can read anything a user is allowed to open. In most companies that is far more than anyone intended: old shared folders, Teams sites open to everyone, files shared with “anyone with the link”.
A Copilot readiness assessment finds those gaps before a wider rollout. We review sharing settings, permissions, sign-in security and sensitivity labels, then fix what matters first, so nobody asks Copilot a question and gets back a payroll file.
How do we know Copilot is worth what we pay?
Measure it. Before anything changes, we record how long the chosen jobs take today. After rollout we track who opens Copilot, how often, and how long the same jobs take now.
That gives you a number to take to leadership, and a clear view of which teams need more help and which licences are unused.
Get Copilot working in three steps
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Book a call
30 minutes on how your team uses Microsoft 365 and Copilot today, and where the time goes.
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Assess and rank
We sit with your managers, check your data is safe for Copilot, and hand back a ranked plan.
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Deploy and measure
We handle the Copilot deployment for the top jobs, train the teams doing them, and track the time saved.
Related services
Copilot works best on a Microsoft 365 setup that is managed and secure. Each of these has its own page.
- Microsoft 365 Management Licensing, security settings and day-to-day management of your Microsoft 365 setup. Learn more
- Power BI Consulting Power BI reports that load fast, refresh on time and show one set of numbers. Learn more
- Dynamics 365 CRM Consulting Dynamics 365 CRM set up, connected to your systems and supported after go-live. Learn more
- Software Development Custom tools and automations for the manual work your software does not cover. Learn more
- AI & Machine Learning Practical AI built on your own data, for jobs with a clear payoff. Learn more
Straight answers about Copilot consulting
What does a Microsoft Copilot consultant actually do?
Finds the repetitive work Copilot should take off your team, makes sure your data is safe for it, trains people on their own tasks, and measures whether it saves time.
What does a Copilot implementation include?
A readiness check of your data and permissions, a ranked list of jobs for Copilot to take on, the Copilot deployment for those jobs, training for the teams doing them, and tracking of usage and time saved.
Do we need to buy anything before we start?
No. Most companies already have the Microsoft 365 licences they need, and some have Copilot licences nobody uses yet. We start with what you have.
Is Copilot safe for our data?
Copilot follows your existing permissions, so it is only as safe as they are. We check and fix sharing settings, permissions and sign-in security before a wider rollout.
We already did a Copilot implementation. Can you still help?
Yes. We look at who uses it and what for, close any data exposure, and focus the next round on the jobs where it saves the most time.
Do you only work with companies in Toronto?
No. Our head office is in Mississauga and we have an office in Vancouver. Copilot work runs by Teams as well as on site, so we work with companies across Canada.
Find out what Copilot should be doing for your team
Start with a 30-minute call: how your team works today, where Copilot fits, and what to do first.
Book a Copilot Call- No commitment
- Reply within 1 business day
Prefer to talk? 416.621.6611
