Build and Validate Intelligent Business Solutions
Explore workshops, assessments, and proof of value engagements that help organizations identify AI opportunities, evaluate readiness, and move from ideas to practical outcomes across the Microsoft ecosystem.
Start with clarity before investing in implementation.
AI initiatives often begin with excitement, but successful execution requires alignment across business priorities, data readiness, governance, security, user adoption, and application strategy. Oakwood’s AI & Applications engagements give organizations structured ways to explore opportunities, evaluate current environments, and validate solutions before committing to larger investments.
workshop
AI Readiness Workshop
Build a practical AI strategy before investing in technology. This workshop helps organizations understand where AI can create value, what readiness factors matter, and how to prioritize next steps.
Typical Length
2–4 hours
Best For
Early AI strategy and executive alignment
Funding note: Ask Oakwood about current Microsoft funding opportunities and eligibility.
What We’ll Cover
- Business priorities and AI adoption goals
- Common Microsoft AI scenarios across Copilot, agents, and custom applications
- Organizational, data, security, and governance readiness
- Initial roadmap and recommended next steps
Deliverables
AI Opportunity Summary
Initial view of potential use cases and business value.
Readiness Considerations
Key data, security, governance, and adoption factors.
Priority Recommendations
Suggested areas for deeper assessment or validation.
Next-Step Roadmap
Practical path toward pilots, POVs, or implementation.
assessment
AI Opportunity Assessment
Evaluate your applications, business processes, and data environment to identify AI opportunities that are realistic, valuable, and ready to move forward.
Typical Length
1-2 weeks
Best For
Prioritizing AI use cases and building a roadmap
Funding note: Funding may be available depending on scope, timing, and eligibility.
What We’ll Cover
- Stakeholder interviews and current-state review
- Use case discovery across departments or workflows
- Data, integration, and application readiness
- Value, feasibility, complexity, and risk scoring
Deliverables
Use Case Inventory
Documented AI opportunities across business areas.
Prioritization Matrix
Ranking based on value, feasibility, and readiness.
Architecture Guidance
Recommended Microsoft platform approach.
Implementation Roadmap
Phased path from assessment to pilot and production.
proof of value
AI Agent Proof of Value
Validate an AI agent or business assistant against a real-world scenario before making a larger investment. This engagement helps prove feasibility, value, and user experience in a controlled pilot.
Typical Length
2-6 weeks
Best For
Validating an agent use case with business stakeholders
Funding note: Ask about Microsoft funding options for qualified AI and agent initiatives.
What We’ll Cover
- Use case definition and success criteria
- Agent workflow, knowledge sources, and system interactions
- Prototype configuration or development
- Testing, feedback, and production planning
Deliverables
Working Agent Prototype
Demonstrable agent aligned to a business scenario.
Solution Architecture
Recommended design for future production use.
Validation Findings
Feedback, risks, constraints, and measured outcomes.
Production Roadmap
Next steps for scale, governance, and implementation.
Workshop
Microsoft Copilot Strategy Workshop
Understand how Microsoft Copilot can support employee productivity, collaboration, and knowledge work while preparing the organization for secure and effective adoption.
Typical Length
2-4 hours
Best For
Copilot planning, governance, and adoption alignment
Funding note: Ask Oakwood about available funding and readiness programs.
What We’ll Cover
- Copilot capabilities and practical workplace scenarios
- Licensing, governance, security, and data exposure considerations
- Department-specific use cases and adoption planning
- Change management and user enablement strategy
Deliverables
Copilot Use Case Map
Priority productivity scenarios by role or department.
Readiness Checklist
Security, data, licensing, and governance considerations.
Adoption Plan
Recommended approach for pilot users and enablement.
Next-Step Recommendations
Path toward readiness assessment, pilot, or rollout.
proof of concept
AI Application Proof of Concept
Rapidly prototype an AI-powered application to demonstrate how Microsoft AI services can be integrated with business data, workflows, and applications.
Typical Length
3-6 weeks
Best For
Testing a custom AI application before full buildout
Funding note: Qualified initiatives may be eligible for Microsoft funding support.
What We’ll Cover
- Application scenario and functional requirements
- AI model, data, integration, and security considerations
- Prototype design and development
- Demonstration, feedback, and implementation planning
Deliverables
Functional Prototype
AI-enabled application experience for review and testing.
Technical Architecture
Recommended Microsoft services and integration pattern.
Findings & Risks
Technical, data, security, and adoption considerations.
Roadmap
Recommended path to production implementation.
Additional Engagement Areas
Explore workshops, assessments, and proof of value engagements across AI, data, cloud, security, modern work, and strategic advisory services. Each engagement is designed to help organizations evaluate opportunities, reduce risk, and build practical roadmaps for what’s next.

Data & Analytics
Transform data into a strategic asset with engagements focused on Microsoft Fabric, business intelligence, analytics modernization, and AI readiness. Build a trusted foundation for better decisions and future innovation.

Security
Strengthen identity, cloud, data, and operational security through workshops, assessments, and proof of value engagements designed to improve visibility, reduce risk, and support secure innovation.

Modern Work
Empower employees with modern collaboration, Microsoft 365 optimization, and Copilot engagements that improve productivity, strengthen governance, and accelerate AI adoption across the organization.

Strategy & Advisory
Build practical technology roadmaps aligned with your business goals. Explore strategy workshops and assessments designed to prioritize initiatives, reduce risk, and establish a clear path for modernization and innovation.

Cloud & Infrastructure
Modernize infrastructure with confidence through Azure strategy workshops, migration assessments, and cloud modernization engagements that reduce complexity while preparing your environment for what’s next.
Turn AI Opportunities into Practical Business Outcomes
Whether you’re exploring AI for the first time or preparing to scale existing initiatives, Oakwood’s workshops, assessments, and proof of value engagements help organizations identify opportunities, validate solutions, and build practical roadmaps for successful adoption.
