Copilot and Agent Adoption in the Big Four Professional Services Firms

Mo Khalifa, AI Workforce Specialist at Microsoft, discusses enterprise AI adoption, agent workflows, and Microsoft Copilot strategies with the Big Four professional services firms.

• Personal productivity with Copilot: morning briefings, email summaries, and building the habit of AI-first workflows

• Creating custom agents with Copilot Studio to manage customer information and support team productivity

• WorkIQ and organisational memory: personalising Copilot with company-specific terminology, abbreviations, and context

• The evolution from individual agents to agentic conversations where agents collaborate to complete business processes

• Data sovereignty, compliance, and the EU data boundary—how Microsoft is addressing enterprise concerns around AI data processing

• Adoption strategies: the 28-day habit formation, starting with Microsoft Teams meeting recaps, and making prompts relevant to specific roles

• Data classification with Purview as the foundation for safe Copilot deployment and avoiding oversharing concerns

Thanks to AVI-SPL, this episode's sponsor, for their continued support of Empowering.Cloud