Microsoft 365 Copilot Adoption at a Regional Bank

The Solution

KnowledgeWave has partnered with the Bank for many years to provide software training services, so developing this project together was a natural extension of the long-term training relationship. We proposed a series of live, private Microsoft Copilot training sessions tailored to both frontline and back‑office employees, while keeping IT governance front and center. We discussed their governance strategy with them, determined readiness, delivered role-based Copilot training, and helped build habits and establish on-going training for team members (steps 2, 3 and 4 of our proven AI Enablement Framework).

Foundational Training for All Staff

This first live training session combined modern file management best practices with an introduction to Copilot Chat. Employees learned how to work more efficiently with files and content, followed by safe, policy‑aligned ways to use AI for summarizing and drafting work products and generating ideas.

Advanced Training for Licensed Users

Employees with a license for Microsoft 365 Copilot were also provided a focused training session demonstrating Copilot inside M365 applications. Examples reflected common bank workflows, with repeated reinforcement that AI output should always be reviewed and validated.

To support long‑term adoption, recorded sessions and a short studio-produced Copilot training video were added to the Bank’s KnowledgeWave video training library, making the content accessible to new and existing team members going forward.