Understand
Learn how the function operates and where its biggest challenges sit.
AI That Understands The Work
Every team has different pressures. Sales teams need more time with customers. Marketing teams need to create more, faster. Customer service teams are managing increasing demand. HR teams are supporting employees while reducing administration. Project teams need better visibility without spending their lives producing reports.
AI becomes more valuable when it understands the work people actually do.
Rather than asking: “Where can we use Copilot?”
CPS helps you ask: “What is making this team’s work harder than it needs to be?”
Then we explore what AI, Copilot, Agents and automation could do about it.
From sales and marketing to customer service, HR and project delivery, CPS helps organisations identify where AI can remove friction, create capacity and improve outcomes.
What Could AI Change For Your Teams?
Imagine If Every Function Had An AI Partner
- Sales: Less time updating CRM. More time understanding customers and progressing opportunities.
- Marketing: Less time creating and coordinating. More time developing campaigns and customer experiences.
- Customer Service: Less time searching and documenting. More time resolving customer issues.
- Contact Centre: Less time navigating systems. More time focused on the customer conversation.
- HR: Less time answering routine questions. More time supporting people and organisational priorities.
- Projects & PMO: Less time gathering and reporting. More time managing delivery and risks.
The technology is shared. The outcomes are different.
Give Sellers More Time To Sell
Sales teams often spend significant time on administration, preparing for meetings, updating CRM, writing follow-ups and gathering customer information. AI can help reduce that burden.
- Prepare For Meetings: Summarise customer interactions, opportunities and key insights.
- Draft Customer Communications: Create relevant emails, proposals and follow-up content.
- Summarise Opportunities: Provide concise views of deal progress, risks and next actions.
- Update CRM Records: Reduce manual administration and improve data capture.
- Surface Customer Insights: Identify opportunities and next best actions.
The result
More selling time. Better customer engagement. Greater sales productivity.
From Copilot To Agents
When AI Should Do More Than Assist
Copilot can help an employee complete a task. But some processes could go further. For example:
Sales Copilot: helps a seller prepare for a customer meeting.
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Sales Agent: could potentially monitor opportunities, identify actions and support defined sales processes.
Or:
Customer Service Copilot: helps an agent resolve a case.
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Service Agent: could potentially handle defined enquiries and progress routine processes.
The opportunity is to move from AI that helps people work to AI that helps work get done.
A Function-First Approach To AI
Start With The Team. Not The Product.
CPS helps organisations explore AI opportunities by looking at how each function operates.
- What takes too long? – Identify repetitive and time-consuming work.
- Where does demand build up? – Find areas where teams struggle to keep pace.
- Where is information difficult to access? – Identify knowledge and data bottlenecks.
- Where do customers experience friction? – Find opportunities to improve engagement.
- Where are people doing work that AI could support? – Identify opportunities for Copilot, automation and Agents.
- What should remain human? – Protect the activities where judgement, relationships and accountability matter most.
Common Opportunities Across Functions
- Reduce Administration: Remove repetitive activities that consume valuable employee time.
- Improve Knowledge Access: Help people find the information they need.
- Accelerate Content Creation: Create communications, reports and documents faster.
- Improve Customer Engagement: Make interactions more relevant and responsive.
- Support Better Decisions: Bring information and insight together.
- Automate Routine Processes: Allow AI and automation to handle predictable work.
- Create More Capacity: Help teams absorb demand without simply adding more resource.
- Transform The Way Work Gets Done: Move towards people and AI working together.
The Outcomes
What Happens When Every Function Can Work With AI?
- More Productive Teams: Reduce repetitive work and create more capacity.
- Better Customer Experiences: Provide faster, more relevant and consistent interactions.
- Faster Decision-Making: Give people the information and insight they need sooner.
- Lower Administrative Burden: Automate routine activities and reduce manual processes.
- Greater Employee Capacity: Give people more time for higher-value work.
- More Connected Operations: Help functions work from shared information and context.
- Greater Organisational Agility: Make it easier to adapt as customer needs and business priorities change.
- A More Intelligent Organisation: Move from isolated AI use cases towards connected AI-powered processes.
The CPS Approach
Make AI Relevant To The Work People Do
Identify
Find the activities where AI could create meaningful value.
Prioritise
Focus on opportunities based on impact, feasibility and risk.
Enable
Give people the Copilot capabilities and skills they need.
Transform
Introduce AI, automation and Agents into the process.
Measure
Understand what has changed and what value has been created.
Scale
Take successful approaches into other teams and functions.
Why CPS?
- We Connect AI To Real Business Outcomes: CPS combines the Microsoft technology expertise with the transformation thinking needed to apply it effectively.
- We Understand The Work: We focus on the challenges people experience rather than simply presenting technology features.
- We Understand The Microsoft Ecosystem: Copilot, Dynamics 365, Power Platform, Fabric, Dataverse and AI Agents can work together.
- We Understand Business Functions: From sales and marketing to service, HR and project delivery.
- We Think Agent-First: We look beyond productivity to identify where AI could actually transform processes.
- We Stay Outcome-Led: The question isn’t how much technology you’ve deployed.
It’s what your people and organisation can achieve because of it.
Ready To Start Your AI Journey?
What Could AI Do For Your Teams?
You know your people. You know where the pressure is. You know which processes aren’t working as well as they should.
Bring us the problem.
We’ll help you explore whether Copilot, automation, AI Agents or a combination could make the work easier.
Talk To CPS About Your AI Opportunity
Your Next Stage: Copilot For Leaders
AI transformation needs leadership.
The next page explores how leaders can use Copilot to reduce the administration around decisions, meetings and communication—and how they can lead their organisation towards an AI-powered future.
Explore Copilot For Leaders → LINK
Frequently Asked Questions
What does Copilot for business functions mean?
Does every function need a different Copilot?
Can Copilot work with Dynamics 365?
What about teams that don't use Dynamics 365?
How do we decide where to start?
Should we start with Copilot or an Agent?
Can AI be used in HR?
Can AI support project and PMO teams?
How does CPS help?