IN-HOUSE WORKSHOPS FOR LEADERSHIP AND PROCESS OWNERS

How could your teams work more efficiently?

Processes can be well defined and written down in ISO standards, policies or internal instructions. The problem is usually not that the organisation does not know them - the problem is the way the work actually runs.

We will show you what can be improved today with Microsoft 365, automation and AI - and how to recognise the processes where digitalisation makes the most sense.

I would like more information

When is Copilot enough? When do we need automation? And when is AI not the right answer at all?

We answer these questions using concrete examples from practice.

A process can be well defined and still inefficient in practice.

A documented process does not yet mean an efficient way of working. In practice we often see that:

decisions and approvals get lost in email,

someone checks manually who has to take the next step,

there is no quick answer to "where does this case stand?",

the same data is entered into several systems,

reports are put together again every month,

employees search for data across different systems.

Many of these challenges do not require a large new information system. They can often be improved with technology the organisation already uses.

First we recognise the possibilities. Then we choose the right projects.

1
DISCOVER
How to work more efficiently in teams

Using concrete examples we show what can be improved and automated today with Microsoft 365, the Power Platform, Copilot and AI.

An overview of the possibilities

Concrete BEFORE → TODAY examples

Ideas on where to look for opportunities in your own organisation

60 MIN · FREE OF CHARGE
2
CHOOSE
How to choose the right processes for digitalisation

Together we look at your concrete processes, find the most promising opportunities and then assess and prioritise them.

A set of concrete process opportunities

An assessment of the business potential

A first assessment of feasibility

A shortlist of priority candidates

120 MIN · ON REQUEST
3
START
The first concrete project

From the priority processes we decide which one is worth analysing in more detail and preparing for delivery.

A clear next step

A basis for process analysis and solution design

CUSTOM SOLUTIONS
DISCOVER → CHOOSE → START
1
KORAK 1 · 60 MIN · BREZPLAČNO

How to work more efficiently in teams

Using concrete BEFORE → TODAY examples we show how technology can reduce manual work, improve oversight and simplify everyday processes. This is not technical training. The aim is that after one hour you look at your organisation's everyday work with different eyes.

01 · Odobritve brez lovljenja po e-pošti

Challenge: email, Excel, manual reminders and status chasing

We show: a clear flow, automatic notifications and a visible status

02 · Dokumenti in poročila brez ponavljajočega dela

Challenge: preparing quotes, reports and minutes by hand

We show: how data and templates automate document preparation, and where AI can help

03 · Interni zahtevki z jasnim statusom

Challenge: requests arrive through different channels and users keep asking about status

We show: a single intake point, an owner, statuses, deadlines and automatic notifications

04 · Podatki iz različnih sistemov na enem mestu

Challenge: searching through ERP, CRM and spreadsheets and merging information by hand

We show: connecting data and less manual transfer between systems

05 · Proces, ki se deloma premika sam

Challenge: forwarding emails, checking, calling and chasing people

We show: automation taking over routine steps, reminders, deadlines and escalations

06 · Copilot in AI kot del poslovnega procesa

Finding and summarising information, working with documents and drafting content

Classification and working with internal knowledge

AI steps inside automated processes

2
KORAK 2 · 120 MIN · PO PONUDBI

How to choose the right processes for digitalisation

Once you know what is possible, the next question appears: where should we start? Most organisations have several possible opportunities. The purpose of the second workshop is to move from ideas to clear priorities.

01 · Pred delavnico

Participants use a questionnaire to propose processes where they see room for improvement

We review the proposals and prepare a starting point for the joint session

02 · Na delavnici

We gather and structure the concrete proposals

We assess their business potential

We look at basic feasibility

We identify the main obstacles

We set the priorities

03 · Kaj odnesete

A set of concrete process opportunities

An assessment of the business potential

A first assessment of feasibility

A shortlist of priority candidates

A short overview of both workshops

STEP 1 · FREE OF CHARGE
How to work more efficiently in teams

Purpose: to learn what is possible

Duration: 60 min

Price: free of charge

Focus: examples and possibilities

Outcome: ideas and a new understanding

STEP 2 · ON REQUEST
How to choose the right processes for digitalisation

Purpose: to choose what is worth doing

Duration: 120 min or as agreed

Price: on request

Focus: your concrete processes

Outcome: priority projects

Where would you like to start?

If you do not yet have a clearly defined project, start with the free introductory workshop. If you already want to search for and select the processes with the greatest potential, you can enquire directly about the second workshop.

Request a date

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You may already have the technology. The opportunities still need to be found.

Microsoft 365
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You do not need to know which tool you need. You know the business problem; we help find a suitable way to improve it.