AI is useful when it addresses a real need in the workflow. I consider use cases ranging from Microsoft 365 Copilot and Copilot Studio to RAG-based knowledge assistants and task-focused agents alongside data protection, source validation and human approval. Model and tool choices are established with licensing, cost, data location and organisational access boundaries in mind.
Scope
- Enterprise AI use cases and prioritisation
- Microsoft 365 Copilot and Copilot Studio requirements assessment
- RAG-based enterprise search and source-linked knowledge assistants
- Task-focused agents, tool use and workflow integrations
- Scope and access controls for documents, knowledge bases and ERP data
- Sensitive-data boundaries and provider assessment
- Human approval, action permissions and reversible-action design
- Answer quality, source correctness and evaluation scenarios
- Prompt-injection, misleading-instruction and data-leakage risk review
- Pilots, user training and AI usage guidance
Intended outcome
An AI operating model with a defined purpose, information scope and action permissions, evaluated outputs and human control over consequential steps.