Empower a More Productive Workforce
Explore modern work workshops, assessments, and proof of value engagements that help organizations improve collaboration, optimize Microsoft 365, and prepare employees for AI-enabled productivity.
Help employees work smarter, securely.
The workplace continues to evolve as employees expect better collaboration, easier access to information, and intelligent tools that reduce friction. Oakwood’s Modern Work engagements help organizations optimize Microsoft 365, improve governance, plan Copilot adoption, and create secure, productive experiences for users across the business.
workshop
Microsoft 365 Strategy Workshop
Explore opportunities to improve collaboration, communication, productivity, governance, and security across Microsoft 365.
Typical Length
2–4 hours
Best For
Microsoft 365 planning and stakeholder alignment
Funding note: Ask Oakwood about current Microsoft funding opportunities and eligibility.
What We’ll Cover
- Current workplace challenges and business goals
- Microsoft 365 capabilities across Teams, SharePoint, OneDrive, Exchange, and Viva
- Governance, adoption, security, and user experience considerations
- Recommended next steps for optimization or rollout
Deliverables
Strategy Summary
Key workplace priorities and opportunities.
Capability Map
Microsoft 365 areas aligned to current needs.
Governance Considerations
Practical planning themes for security, ownership, and adoption.
Next-Step Roadmap
Recommended path for optimization, assessment, or enablement.
assessment
Microsoft 365 Optimization Assessment
Evaluate your Microsoft 365 environment to identify opportunities for improved governance, licensing, security, collaboration, and adoption.
Typical Length
1-2 weeks
Best For
Environment review and optimization roadmap
Funding note: Ask Oakwood about current Microsoft funding opportunities and eligibility.
What We’ll Cover
- Tenant, collaboration, governance, and security review
- Usage, licensing, and adoption considerations
- Teams, SharePoint, OneDrive, Exchange, and identity themes
- Prioritized recommendations for improvement
Deliverables
Optimization Findings
Summary of current-state strengths, gaps, and opportunities.
Governance Recommendations
Guidance for collaboration, content, ownership, and access.
Adoption Opportunities
Ways to increase productivity and user value.
Improvement Roadmap
Prioritized actions for Microsoft 365 optimization.
assessment
Microsoft 365 Copilot Readiness Assessment
Assess technical readiness, security posture, licensing, and data governance considerations before deploying Microsoft 365 Copilot.
Typical Length
1-2 weeks
Best For
Copilot readiness and risk review
Funding note: Ask Oakwood about current Microsoft funding opportunities and eligibility.
What We’ll Cover
- Licensing, identity, and technical prerequisites
- Data access, permissions, sharing, and sensitivity considerations
- Security, compliance, and governance readiness
- Pilot planning and adoption recommendations
Deliverables
Readiness Findings
Current-state view of Copilot prerequisites and gaps.
Data Exposure Considerations
Sensitive data, access, and sharing observations.
Risk & Governance Summary
Recommended controls and planning steps.
Copilot Roadmap
Path toward pilot, enablement, and broader rollout.
workshop
Microsoft 365 Copilot Adoption Workshop
Help teams understand practical Copilot use cases, adoption strategies, and change management considerations for everyday productivity.
Typical Length
2-4 hours
Best For
Use case discovery and adoption planning
Funding note: Ask Oakwood about current Microsoft funding opportunities and eligibility.
What We’ll Cover
- Department-specific Copilot scenarios
- Prompting practices and productivity workflows
- User enablement and change management planning
- Pilot group and success criteria discussion
Deliverables
Use Case Map
Priority Copilot scenarios by role or department.
Adoption Plan
Recommended approach for pilot users and enablement.
Success Measures
Initial metrics and feedback approach.
Next-Step Recommendations
Path toward pilot, readiness work, or rollout.
proof of value
Microsoft 365 Copilot Proof of Value
Validate Copilot with a structured pilot that demonstrates real-world productivity gains and informs broader deployment planning.
Typical Length
3-6 weeks
Best For
Copilot pilot and outcome validation
Funding note: Ask Oakwood about current Microsoft funding opportunities and eligibility.
What We’ll Cover
- Pilot scope, user groups, and success criteria
- Use case development and enablement sessions
- Feedback collection and productivity outcome review
- Governance, adoption, and rollout planning
Deliverables
Pilot Plan
Defined users, use cases, and success criteria.
Enablement Materials
Guidance for users participating in the pilot.
Outcome Summary
Observed value, feedback, risks, and adoption lessons.
Deployment Roadmap
Recommended next steps for broader Copilot rollout.
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.

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.

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.

AI & Applications
Transform ideas into intelligent business solutions through workshops, assessments, and proof of value engagements focused on AI strategy, Microsoft Copilot, custom AI applications, and autonomous agents.

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.
Empower Your Workforce to Do Their Best Work.
Whether you’re optimizing Microsoft 365, preparing for Microsoft 365 Copilot, or improving collaboration across your organization, Oakwood’s workshops, assessments, and proof of value engagements help create secure, productive workplace experiences that drive adoption and business value.
