Adopt Copilot/GPT Effectively, Securely and at Scale
Deploy AI copilots responsibly. Maximize value. Minimize risk.
- Format: In-person, live online, or blended
- Duration: 2 intensive days
- Methodology: • Hands-on labs with Copilot, GPT, UiPath, Salesforce • Security and governance workshops • Automation design exercises • Real enterprise use-case simulations
AI copilots (Microsoft Copilot, GPT-based assistants, UiPath AI Agents, Salesforce AI) are reshaping how organizations work — automating routine tasks, enhancing analysis, accelerating project delivery, and enabling smarter decisions.
But adopting AI copilots without a structured framework is risky:
- security vulnerabilities
- inconsistent usage
- unclear ROI
- uncontrolled shadow AI
- compliance and data exposure issues
Adopt Copilot/GPT Effectively, Securely and at Scale is a practical, enterprise-focused program that provides leaders and teams with the tools, governance models, and best practices to implement corporate AI copilots safely, strategically, and with measurable impact. It is designed for organizations that want to operate AI at scale not just experiment.
Learning Objectives
By the end of this course, participants will be able to:
- Understand secure enterprise AI adoption frameworks
- Integrate Copilot/GPT into existing business systems and workflows
- Build governance structures to avoid security, privacy, and compliance issues
- Define clear policies for responsible AI usage
- Automate business processes using UiPath and workflow engines
- Leverage Salesforce AI to enhance customer service and CRM performance
- Track and maximize ROI through measurable productivity indicators
- Deploy copilots across teams and functions, ensuring consistent adoption
- Prevent shadow AI and ensure safe, monitored usage
- Create scalable AI operating models for long-term success
Target Audience
Ideal for organizations adopting AI copilots across multiple teams:
• CIOs, CTOs & Digital Transformation Leaders
• Program and Project Managers
• IT Governance & Security Leaders
• Process Owners and Automation Champions
• Operations, Service, and PMO Functions
• Leaders responsible for scaling AI and automation safely
Industries Served
Particularly relevant for:
• Banking & Insurance — compliance, documentation, workflow automation
• Manufacturing — operations, engineering, project reporting
• Asset Management & Financial Services — research, reporting, risk
• Luxury & Retail — customer experience and service automation
• Services & Logistics — process efficiency & response time reduction
• Technology & Digital — large-scale AI adoption and governance
Certification
Participants receive the Corporate AI Copilot Adoption Certificate, validating their ability to
• Deploy AI copilots securely and responsibly
• Integrate copilots into business workflows
• Build governance and compliance structures
• Scale AI usage across teams
• Deliver measurable productivity improvements
Course Content
- Types of copilots (ChatGPT, Copilot 365, UiPath, Salesforce Einstein, sector copilots)
- What copilots can and cannot do
- High-impact enterprise use cases
- Governance, security and risk frameworks
- Data classification and protection
- Ethical AI guidelines and regulatory considerations (GDPR, EU AI Act)
- Eliminating shadow AI and creating safe usage policies
- Embedding Copilot into Microsoft 365 workflows
- Building automation pipelines with UiPath AI Agents
- Using Salesforce AI to automate service, case management, and customer experience
- Designing scalable workflows across functions and business units
- Standardized prompting models
- Repeatable workflow templates
- Building reusable prompts for operations, service, HR, transformation, and PMO
- Designing AI-powered SOPs
- Identifying and prioritizing automation opportunities
- Designing human-in-the-loop workflows
- Using UiPath for RPA + AI-driven decision support
- Automation maturity and process readiness assessment
- Salesforce Einstein AI capabilities
- Service automation: predictions, routing, summarization
- Customer Experience enhancement
- Safe integration with case management
- From pilot to enterprise rollout
- Lean governance + AI adoption scorecards
- Roles & responsibilities (AI Champions, AI Stewards, Automation Leads)
- Measuring productivity gains and financial impact
- No programming experience required.
- Basic familiarity with digital workflows is recommended.
- Adopt AI copilots safely, avoiding data risk and shadow AI
- Reduce operational friction through automation and intelligent workflows
- Standardize AI usage across teams with governance and repeatable models
- Improve productivity, speed, and quality across functions
- Enable enterprise-scale AI adoption aligned with strategy
- Become a leader in responsible and secure AI transformation
We’re ready
to listen to you.
Our team is at your service — contact us to discover how we can create tangible value for your business together.