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PA Consulting trials Copilot for Microsoft 365 and Copilot for Sales as 'customer zero' with 300 early-access users

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…s no surprise that its attention is now on AI. In collaboration with Microsoft, PA is treating itself as “customer zero” for Copilot, aiming to understand how the technology can benefit businesses and drive tangi…
…ience.” Early Copilot usage could save 300 employees 45,000+ hours annually PA’s journey began in September 2023 when 300 people were given access to Copilot in Microsoft 365 and Copilot for Sales as part of Microsoft’s Early Access Program. Users quickly reported considerable time-savings—an average of three hours each…

Description

From September 2023, 300 PA Consulting people had access to Copilot in Microsoft 365 and Copilot for Sales through Microsoft's Early Access Program. Users reported an average of three hours saved each week, and PA says it could save over 45,000 hours per year across the 300-person cohort. PA then defined five priority sales use cases with Copilot for Sales and Dynamics 365 Sales, including pre-qualifying requests for proposals, and was testing them before wider rollout.

derived · high
…ience.” Early Copilot usage could save 300 employees 45,000+ hours annually PA’s journey began in September 2023 when 300 people were given access to Copilot in Microsoft 365 and Copilot for Sales as part of Microsoft’s Early Access Program. Users quickly reported considerable time-savings—an average of three hours each…
…n and of itself—it’s what people do with the time that matters.” He continues, “From our early trials, we found we could save over 45,000 hours per year across a cohort of 300 people. Initially, people used the time-savings as they saw fit. But in the next phase,…
…uld be repurposed, shifting our focus to more explicit use cases and benefits.” The business zeroed in on five priority use cases for Sales, using Copilot for Sales and Dynamics 365 Sales . PA’s Copilot investment came hot on the heels of a transformation initiative…
…,” Dean says. Unlocking Copilot potential across all levels of the organization The five use cases are being tested extensively to ensure their robustness, before being expanded more widely across PA later this year. “The people that will most benefit are often our most time-poor—meaning bugs or…

Company

PA Consulting

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…pact for clients, and maximize the strategic value they provide. READ THE STORY Over its 80-plus-year history, PA Consulting (PA) has been at the forefront of ingenuity, helping its clients find new ways to apply innovative thinking and breakthroug…

Country

United Kingdom

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…osoft Copilot for Microsoft 365 Outlook ORGANIZATION SIZE 1,000-9,999 employees COUNTRY United Kingdom BUSINESS NEED Customer experience Scaled operations Powerful business apps Arti…

Industry

Professional Services

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…mer experience Scaled operations Powerful business apps Artificial Intelligence INDUSTRY Professional and Business Services Share the story Explore related stories /h2> "> Explore related stories Stories…

Problem

PA Consulting wanted to understand how Copilot can benefit businesses and drive tangible returns by treating itself as "customer zero", and how time saved could be repurposed. Before Copilot, pre-qualifying a request for proposals could take hours of consolidating information from proposal documents and previous submissions.

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…s no surprise that its attention is now on AI. In collaboration with Microsoft, PA is treating itself as “customer zero” for Copilot, aiming to understand how the technology can benefit businesses and drive tangible returns. “We’re exploring how we can best use Copilot in Microsoft 365, Copilot for Sale…
…ents, based on PA’s capabilities, previous win rates, and client relationships. Before Copilot, it could take hours to consolidate information from proposal documents and previous submissions to inform a decision on whether PA would proceed. That same activity could soon be completed in 30 seconds—and in a more streamli…

Solution

PA gave 300 people access to Copilot in Microsoft 365 and Copilot for Sales, then focused on five priority sales use cases using Copilot for Sales and Dynamics 365 Sales. One use case pre-qualifies requests for proposals based on PA's capabilities, previous win rates and client relationships, and Copilot can compile information from Dynamics 365 and meeting summaries from a single prompt.

quote · high
…uld be repurposed, shifting our focus to more explicit use cases and benefits.” The business zeroed in on five priority use cases for Sales, using Copilot for Sales and Dynamics 365 Sales . PA’s Copilot investment came hot on the heels of a transformation initiative…
…ely impact their willingness to engage with Copilot altogether,” Dean explains. One use case provides a pre-qualification to requests for proposals from clients, based on PA’s capabilities, previous win rates, and client relationships. Before Copilot, it could take hours to consolidate information from proposal do…
…harePoint sites, so we can better assist clients when they come to us in need?’ We realized we could give Copilot just one prompt, and using our Dynamics 365 CRM system, it would quickly compile information, enabling us to have even more productive, informed client conversations,” Dean…

Business value

Early users reported time savings of an average of three hours each week, including through note taking, meeting summarization and agenda drafting. PA says that from early trials it could save over 45,000 hours per year across a cohort of 300 people, while noting that time saved is not a benefit in itself and that it cannot be confident in any benefits case until user adoption is fully embedded. Pre-qualifying an RFP, which could take hours, could soon be completed in 30 seconds.

quote · high
…icrosoft 365 and Copilot for Sales as part of Microsoft’s Early Access Program. Users quickly reported considerable time-savings—an average of three hours each week—including through Copilot-supported note taking, meeting summarization, and agenda drafting. Initially, 40% of Copilot usage was focused on Microsoft Teams , which highligh…
…n and of itself—it’s what people do with the time that matters.” He continues, “From our early trials, we found we could save over 45,000 hours per year across a cohort of 300 people. Initially, people used the time-savings as they saw fit. But in the next phase,…
…across other Copilot apps, including within Dynamics 365. However, Dean notes: “Time saved is not a benefit in and of itself—it’s what people do with the time that matters.” He continues, “From our early trials, we found we could save over 45,000 hours…
…d to ensure the technology triggers the right behaviors that demonstrate a ROI. We cannot be confident in any benefits case until we’re confident the user need has been met and user adoption fully embedded,” Dean says, while outlining PA’s plans for a summer of extensive engagement to…
…ents and previous submissions to inform a decision on whether PA would proceed. That same activity could soon be completed in 30 seconds—and in a more streamlined, efficient way. As Copilot evolves, PA expects its us…

AI capabilities

Generative AI

classification · medium
…considerable time-savings—an average of three hours each week—including through Copilot-supported note taking, meeting summarization, and agenda drafting. Initially, 40% of Copilot usage was focused on Microsoft Teams , which highlig…

Technology

Copilot for Microsoft 365, Copilot for Sales, Dynamics 365 Sales, Microsoft Teams

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…Change Expert, PA Consulting Discover more details CUSTOMER PA Consulting Group PRODUCTS Microsoft Copilot for Sales LinkedIn Sales Navigator Microsoft Teams Dynamics 365 Sales Microsoft Copilot for Microsoft 365 Outlook ORGANIZATION SIZE 1,000-9,999 employees COUNTRY United Kingdom BUSINESS NEED Cu…

Implementation approach

PA's journey began in September 2023 with 300 people in Microsoft's Early Access Program. It then zeroed in on five priority sales use cases, which are being tested extensively before being expanded more widely across PA later in the year.

quote · high
…ience.” Early Copilot usage could save 300 employees 45,000+ hours annually PA’s journey began in September 2023 when 300 people were given access to Copilot in Microsoft 365 and Copilot for Sales as part of Microsoft’s Early Access Program. Users quickly reported considerable time-savings—an average of three hours each…
…,” Dean says. Unlocking Copilot potential across all levels of the organization The five use cases are being tested extensively to ensure their robustness, before being expanded more widely across PA later this year. “The people that will most benefit are often our most time-poor—meaning bugs or…

Onboarding approach

PA is providing training on AI to its entire global workforce, and uses internal surveys and community sessions to gauge people's attitudes to Copilot and its impact on their work.

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…ople need to be motivated and empowered to engage with the tools.” To this end, PA is providing training on AI to its entire global workforce. Dean says, “The feedback has been really positive. We’ve used internal surveys…
…its entire global workforce. Dean says, “The feedback has been really positive. We’ve used internal surveys and community sessions to gauge people’s attitudes to Copilot and its impact on their work. It’s also been great to participate in the Microsoft Research program, to see h…

Headline outcome

derived · high
…icrosoft 365 and Copilot for Sales as part of Microsoft’s Early Access Program. Users quickly reported considerable time-savings—an average of three hours each week—including through Copilot-supported note taking, meeting summarization, and agenda drafting. Initially, 40% of Copilot usage was focused on Microsoft Teams , which highligh…

Use case type

Conversational assistant

classification · medium
…harePoint sites, so we can better assist clients when they come to us in need?’ We realized we could give Copilot just one prompt, and using our Dynamics 365 CRM system, it would quickly compile information, enabling us to have even more productive, informed client conversations,” Dean…
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