For Microsoft 365 Copilot
Your Copilot ROI shouldn't
live in a deck.
Realize AI is the system of record for Microsoft 365 Copilot value realization — surfacing high-value scenarios, scoring them across a transparent five-dimension framework, and keeping the backlog current. Not a one-time workshop deliverable.
The diagnosis
The platform is in place.
The methodology is missing.
What's working
Microsoft 365 Copilot is integrated with the identity, governance, and compliance fabric you already operate.
It is grounded in your tenant data through Microsoft Graph and adheres to your existing Microsoft Purview controls.
Its Responsible AI commitments are published, audited, and enforceable. The platform is the right call.
What's missing
A continuous system that identifies which Copilot scenarios are worth scaling, scores them against governance posture, and produces evidence of realized value as conditions change.
The problem is not the platform. The problem is the system that turns platform capability into evidenced value — and it does not yet exist.
Consultants bill per engagement regardless of customer savings.
Realize AI gets paid to find value, not to fill hours.
— Aligned incentives
What the system does
Continuous. Evidence-grounded.
Always current.
The system automates the work of identifying, scoring, and evidencing Copilot value. Humans use the output to have better stakeholder conversations and drive decisions.
- 01Ingest tenant signalsPulls signals across the seven canonical Microsoft tenant integration touchpoints — Entra ID, Copilot Adoption Metrics, Copilot Control Center, Viva Insights, WorkIQ, Microsoft Graph, and Microsoft Purview. No spreadsheets required.
- 02Run structured diagnostic interviewsRole-adapted conversations that ask only what's needed to score each opportunity — closer to a medical diagnostic than a consulting workshop.
- 03Score every scenarioValue, Risk, Friction, Readiness, and Measurement Confidence scored against a curated two-tier scenario catalog. Every score carries explicit assumptions and evidence provenance.
- 04Generate pilot-ready backlogRanked scenarios with ROI frameworks, cohort plans, KPIs, measurement configurations, and Governance Readiness output — structured deliverables, not consulting narratives.
- 05Refresh continuouslyAs adoption changes, governance matures, and priorities shift, the backlog regenerates. Every signal carries source, confidence, and freshness; correcting a belief recalculates the affected scores.
The Organizational Belief Layer
The system shows its work. You can change it.
Realize AI maintains an explicit, traceable, customer-correctable representation of what it believes to be true about your tenant. Every belief carries source, confidence, and freshness.
When you correct a belief, the affected scores recalculate. This is the difference between a system of record that compounds and a recommendation that decays — and it is the structural commitment that distinguishes Realize AI from every other Copilot-adjacent tool.
Who it's for
Built for the people
accountable for Copilot ROI.
Three accountability lenses. One system. All grounded in the same tenant evidence.
The Champion
Chief AI Officer · Head of Digital Transformation · Head of AI
A scored backlog you can act on without restarting discovery every quarter — and defensible evidence you can carry into the CEO and CFO conversations. A continuous architecture that compounds, not an engagement that ends.
M365 & Digital Workplace
Head of M365 · Digital Workplace Lead
Readiness, adoption, and Purview alignment surfaced as a coherent picture — not three dashboards. Governance Readiness output that says which controls are in place, which are missing, and what to do about it.
Copilot Program
Copilot Program Owner · Adoption Lead
Specific scenario designs for the functions you're rolling out to, with measurable workflow KPIs and pilot plans you can actually execute. Measurement embedded from day one — not bolted on at the end.