Buying Copilot or Claude licences doesn’t change how people work. Adopt AI helps each team find the tasks where AI saves time, trains them on their own work and measures the hours saved, so you know which licences are paying off.
People try AI a few times, then go back to their old habits.
Demos show what AI can do, not how it helps with each team’s own tasks.
Staff have Copilot, Claude or both, with no guidance on which suits which task. Without that, some turn to personal AI accounts.
Leaders can’t see the hours saved, so licence renewals become a guess.
Our aim is to get your people using Copilot and Claude on their own work, so you can see the hours saved and decide who should keep a licence and what to do next. The four steps below are how we get there.
We run a short workshop with each team to find the tasks AI will help with most, measure how long they take today, and choose Copilot or Claude for each.
We set up Copilot and Claude with your Microsoft 365 sign-in, and build ready-to-use prompts, Copilot agents and Claude projects for the chosen tasks. Claude can’t send email or Teams messages until you decide it should.
We train your champions and each pilot team on their own work.
We measure use and hours saved from a before-and-after survey and usage data, right-size your licences, and hand over a plan for the next teams.
With step 1 on its own, you get the tasks for each team, the right tool for each and a plan for the pilot, and then decide what to do next.
An AI adoption plan by team, with the right tool for each task
Copilot and/or Claude set up for your pilot group, with usage reporting switched on
A prompt library and starter agents for your tasks
Trained champions and pilot teams, with quick-start guides and a one-page guide on what staff can and can’t put into AI
A value report: hours saved by task, licence recommendations and next steps
Most organisations get the best results by using each tool where it’s strongest. As a rule of thumb:
For work inside Microsoft 365: summarising Teams meetings and email threads, drafting in Word and Outlook, working with Excel and PowerPoint, and agents built from templates.
For longer writing and analysis: reports, proposals, policy and contract review, research, and team projects with shared instructions, connected to SharePoint, Outlook and Teams.
We help you agree the right tool for each task in step 1.
Claude models are also available inside some Copilot features, through a setting in the Microsoft 365 admin centre. We help you decide whether to switch it on.
Organisations on Microsoft 365 that have bought, or are about to buy, Microsoft 365 Copilot or Claude licences, and want their people to use them on real work.
Already a Zetta Essentials client? See Essentials: AI.
Secure AI stops your data leaking into AI. Adopt AI gets your people using AI on real work. AI Business Process Automation automates the processes eating your team’s week.
| Secure AI | Adopt AI · this page | AI Business Process Automation | |
|---|---|---|---|
| In one line | Stop your data leaking into AI | Sets up the tools to get your people using AI on real work, and prove what it’s worth | Automate the processes eating your team’s week |
| The question it answers | Is our data safe from the AI our people use? | How do we get value from Copilot and Claude? | Where does your team’s week actually go? |
| What it changes | Microsoft 365 controls, with AvePoint where needed, and auditing of AI activity. | How people work day to day, with hours saved measured by task. | How the work runs: repeat steps automated with Power Automate, Copilot and low-code apps |
| Who it's mainly for | IT, security and leadership | Leadership sponsors, team managers and the business teams using the tools. | Operations leaders and process owners |
| Starts with | AI Risk Snapshot | AI Adoption Plan | Process discovery workshop |
Adopt AI gets people using AI. If sensitive data is a concern, start with Secure AI. To automate whole processes, see AI Business Process Automation.
No. We help you decide which tool suits each task, and use usage data to show which licences are being used and which aren’t.
Either. Sessions run online or on-site in Perth.
A short survey before and after the pilot, plus Microsoft and Claude usage reports, used to estimate hours saved by task.
Yes. Further groups of teams follow the same train, support and measure approach as a separate Next wave engagement.
Not fully, we can support you with getting ready and walk you through the process.
Book a call to talk through the AI Adoption Plan.
