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PWM TRAINING (UK) LIMITED

Microsoft 365 Copilot and AI Agents Adoption (Training, Pilot and Scale)

Microsoft 365 Copilot and AI Agentic Adoption service supporting pilot, rollout and scaled adoption. Mission-led, profession-led training aligned to business priorities and problem solving. Includes advanced Copilot use, AI Agents, process integration, senior leader capability, accessibility support, and benefits tracking to enable measurable value realisation.

Features

  • Microsoft 365 Copilot and AI Agentic Adoption services
  • Pilot design, delivery and evaluation for scalable adoption
  • Strategic planning and adoption roadmaps aligned to business priorities
  • Foundation, profession-led and role-based training programmes
  • Profession-led, scenario-based training across key business roles
  • Advanced Copilot usage: prompting, Excel, PowerPoint, meetings
  • Embedding Copilot and AI Agents into business processes
  • Adoption activities including workshops and promptathons
  • Evergreen training and continuous learning aligned to evolving capabilities
  • Benefits tracking, business case development and decision support

Benefits

  • Supports progression from pilot to organisation-wide adoption
  • Enables sustained use of Copilot and AI Agents
  • Embeds AI capability into business processes and operating models
  • Improves efficiency through effective Copilot usage
  • Moves usage from individual productivity to structured business problem solving
  • Provides evidence-based insights for stakeholder decision making
  • Strengthens skills and confidence in role-based Copilot use
  • Increases engagement through targeted activities and learning experiences
  • Maximises return on investment from Copilot and AI capabilities
  • Enables continuous improvement through Evergreen learning and updates

Pricing

£700 to £1,400 a unit a day

Service documents

Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at kerry@pwmtraining.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

8 5 8 6 6 7 9 3 6 2 8 4 2 5 3

Contact

PWM TRAINING (UK) LIMITED Kerry Purdy
Telephone: 01536 540064
Email: kerry@pwmtraining.co.uk

Planning

Planning service
Yes
How the planning service works
Our Copilot planning services are designed to provide a comprehensive and holistic approach, focusing on the human elements, to implementing Copilot. The services include a preparation workshop(s) facilitated by experienced consultants, which aim to educate decision-makers on the available tools, their use cases, and limitations. The workshop also provides facilitated decision support, considering the benefits and risks of implementation and blends your organization’s specific knowledge with our consultants’ experience to develop a bespoke pilot or full rollout plan. Additionally, the workshop will help develop a project proposal and recommendation for pilot and production implementation, ensuring alignment with your organisation’s priorities for social value and supports growth, quality and productivity.
Our services will guide you through the planning process with professional expertise, ensuring that your implementation of Copilot services is well-informed, strategically planned, and tailored to your organisation’s needs.
Planning service works with specific services
Yes
Hosting or software services the planning service works with
Microsoft 365 Copilot

Training

Training service provided
Yes
How the training service works
Customised training for Microsoft Copilot and the features and benefits of Copilot integration into all other applicable M365 apps. Adoption activities to support your Copilot trial or wider rollout.

Adoption activities, in addition to training, can include the development of a Blended Learning support site and adoption and comms assistance. Training and Adoption support for promotional events such as Promptathons, Drop-ins, Roadshows and Comms, to raise awareness and to “Build the Buzz”.

Training services includes customised classroom and/or online training modules, to suit your specific ways of working and KIM policies.

Please also refer to our Microsoft 365 training and adoption service for our full detailed training methodology.
Training is tied to specific services
Yes
Services the training service works with
  • Copilot and Designer in Edge
  • Copilot Studio
  • Copilot integration with Microsoft OneDrive, Teams
  • Copilot integration with Microsoft SharePoint
  • Copilot integration with Microsoft Office 365 Desktop, Browser and Mobile
  • Copilot integration with Excel, Word, PowerPoint, Outlook, OneNote and Whiteboard
  • Copilot integration with Microsoft Viva; Insights, Learning, Connections, Amplify, Engage
  • Copilot integration with Microsoft Stream
  • Copilot integration with Microsoft Shifts
  • Copilot integration with Microsoft Power Automate, Power BI and PowerApps

Setup and migration

Setup or migration service available
No

Quality assurance and performance testing

Quality assurance and performance testing service
Yes
How the quality assurance and performance testing works
During all phases of a project we use the Microsoft 365 apps to encourage open lines of communication and collaboration within the project team. We hold regular meetings and investigate feedback from all levels to deliver an adaptable and flexible service throughout.

We run polls during training, send traditional feedback questionnaires after training to measure initial thoughts, and send follow up questionnaires later to confirm time saved metrics and for feedback about the benefits they have found and how their new skills have been embedded.

We encourage Champions, Stakeholders and End Users to share successful adoption stories via news articles or videos. This encourages session attendance and “builds the buzz”.

Security testing

Security services
Yes
Security services type
Cyber security consultancy

Ongoing support

Ongoing support service
No

Service scope

Service constraints
No

User support

Email or online ticketing support
No
Phone support
No
Web chat support
No
Support levels
N/a

Resellers

Supplier type
Not a reseller

Staff security

Staff security clearance
Staff screening not performed
Government security clearance
Up to Developed Vetting (DV)

Standards and certifications

ISO/IEC 27001 certification
No
ISO 28000:2007 certification
No
CSA STAR certification
No
PCI certification
No
Cyber essentials
Yes
Cyber essentials plus
No
Other security certifications
No

Social Value

Social Value

Social Value

  • Fighting climate change
  • Tackling economic inequality
  • Wellbeing

Fighting climate change

As MS365 experts, the PWM training and adoption service contributes to tackling climate change by promoting sustainable practices, fostering remote collaboration, and reducing the need for physical travel. Through efficient digital workflows, it minimizes paper usage and energy consumption, aligning with environmental conservation efforts. By empowering pubic sector departments to operate more efficiently and remotely, it indirectly reduces carbon emissions associated with commuting and office spaces. Ultimately, this supports Net Zero as a core social value.

Tackling economic inequality

Microsoft 365 training with PWM Training, equips teams with advanced tools and skills, fostering innovation and efficiency. This leads to a more resilient department within the public sector by enabling better collaboration, data-driven decision-making, and streamlined processes. As a result, you can adapt to supply chain changes more effectively, ensuring economic stability and equality. By empowering all levels of the civil service with these capabilities, the service helps to level the playing field, providing equal opportunities for growth and development, which is essential for addressing economic disparities. Ultimately, this contributes to a stronger, more competitive, and equitable economy.

Wellbeing

Our PWM Training and adoption service enhances well-being by providing training and support of the Microsoft 365 tools and resources that support work-life balance, reduce stress through efficient task management, and foster a positive work environment. By enabling better collaboration and communication, it helps individuals and teams feel more connected and supported, contributing to overall job satisfaction and mental health. This holistic approach to productivity not only improves individual well-being but also cultivates a healthier, more inclusive workplace culture within the Civil Service, reflecting well-being as a core social value.

Pricing

Price
£700 to £1,400 a unit a day
Discount for educational organisations
No

Service documents

Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at kerry@pwmtraining.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.