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.

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.

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.

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.

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.

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.