Summary: Most SMBs have Microsoft Copilot licenses but report using only 10-20% of capabilities. Research shows 72% of users struggle to integrate Copilot into daily routines yet 90% would fight to retain access. This paradox reveals a usage problem, not a value problem.

Outcome: Maximized ROI from existing Copilot licenses

Takeaway: Top 5 finance and IT use cases with practical implementation guidance

Key Discussion Points:

• Top 5 finance use cases: meeting summarization, reconciliation in Excel, collections communication, variance analysis
• Top 5 IT use cases: helpdesk automation, security incident summarization, policy documentation
• Role-based deployment matrix: who gets what licenses
• Goal/Context/Expectations/Source prompting framework
• Building custom departmental agents in Copilot Studio
• Adoption metrics that matter
• Training approaches that drive usage
• Common mistakes in Copilot rollout
• License optimization strategies
• Roadmap for expanding Copilot capabilities