When BPM first introduced Microsoft 365 Copilot, the excitement was immediate. A 50-person pilot showed how quickly the tool could reshape workflows, summarizing meetings, analyzing documents, and streamlining tasks that previously consumed hours. For a tax, advisory, and accounting firm with more than 1,300 employees, the potential business value was clear: Copilot could free up significant time for client service, improve efficiency across practices, and fuel revenue growth.
But scaling that success firmwide was another story. Training hundreds of professionals across multiple business units quickly became unsustainable for BPM’s IT leadership. Adoption needed to be widespread and consistent to justify the investment, and guardrails had to be established to ensure security, governance, and data quality.
That’s where Valorem Reply came in. Together, we designed and delivered large-scale training sessions, some reaching more than 500 participants in an individual session, while building a framework of executive sponsorship, business-unit champions, and accessible libraries of prompts and use cases. We also partnered with BPM to establish governance and data hygiene practices, ensuring Copilot was rolled out safely and effectively.
Today, Copilot is no longer just a pilot program at BPM, it’s a firmwide capability that’s reshaping how work gets done. Beyond driving high adoption, BPM now has a scalable framework for innovation with AI agents, clear governance to ensure security and compliance, and the cultural momentum needed to keep evolving.
Copilot is one of the most robust tools I’ve put into place in my 18 years of project management. When it came time to expand beyond our initial 50-person pilot, scaling became a real challenge. That’s where Valorem Reply came in clutch. Their training materials and sessions were instrumental; at one point we had over 500 people in a single session. Now, nearly 80% of our 1,300 employees are actively using Copilot, which is a huge success for us. - Scott Keenan, Head of IT Program Management, BPM
CHALLENGES & OPPORTUNITIES
- A promising pilot program of 50 users highlighted Copilot’s potential but revealed challenges in scaling to 1,300 employees.
- Training hundreds of professionals in different business groups was time-consuming and unsustainable for BPM’s IT leadership to manage alone.
- Executive leadership needed confidence that adoption rates would justify the financial investment in Copilot.
- Security, governance, and data hygiene requirements needed to be addressed to ensure safe and effective Copilot use.
SOLUTIONS
- Partnered with BPM to develop scalable and job-relevant training programs that engaged hundreds of employees at once.
- Worked alongside BPM to design an adoption strategy that included executive sponsorship, department-level champions, and accessible libraries of prompts and use cases.
- Implemented best practices for governance, including integration with Purview and robust policies for agent development and use.
- Currently continuing partnership with BPM to define a framework for building, managing, and scaling AI-powered agents, laying the foundation for addressing specialized business needs quickly.
RESULTS
- Rapid scale-up of training sessions, with as many as 540 employees attending a single session.
- Copilot rolled out to all 1,300 employees, with adoption rates reaching 78% and climbing.
- Strong executive sponsorship and tailored training built organizational confidence in the ROI of Copilot.
- A sustainable framework for ongoing AI innovation, with 7 agents already live, 6 more in progress, and guidelines for future development.
“Working with BPM, we saw firsthand the importance of pairing technology with a thoughtful adoption strategy. By combining genuine executive sponsorship, scalable training, engagement of Champions, and a structured framework for Copilot and AI agents, we helped BPM achieve adoption at scale while ensuring long-term ROI. Their success showcases how organizations can unlock true business value when Copilot is implemented with purpose and precision. - Annie Lee, Manager, Adoption Change Management, Valorem Reply
