From Copilots to agents, AI that works alongside your people, securely at scale

Most organizations have Copilot. Far fewer have turned it into measurable business outcomes.

 

The gap isn't the technology anymore. It's everything around it: knowing which processes are worth automating, getting your data and security ready, bringing your people with you, and moving from promising pilots to agents running in production.

 

Alithya closes that gap. We take you from personal productivity in Microsoft 365 Copilot to autonomous agents that reason, plan, and act across your entire Microsoft footprint, from Dynamics 365 Sales, Service and Finance to Power Platform, Fabric, Security, and Project Operations. Backed by more than 70 deployable industry AI agents built on Microsoft Copilot, Copilot Studio, and Microsoft Foundry, they work under human-in-the-loop governance: governed, secure, and measured from day one. The results show up in customer engagement, employee experience, and business processes.

Copilot and AI agents: where to begin?

Alithya supports every step of your Copilot and AI agent journey through our AI Value Realization approach, a tailored five-step process that takes you from a Copilot readiness assessment to agents running securely in production. It spans the six dimensions that determine whether AI delivers real value: business and operating strategy, organization and culture, data landscape, technology foundation, AI governance and security, and measurable business outcomes. Readiness is where it starts. Before agents can act on your behalf, your data has to be governed, your permissions cleaned up, and your teams ready to work differently.

We start with a discovery workshop and value assessment that defines which business challenges you can address with AI and which workflows can be streamlined with generative AI. We then run a technical readiness assessment and build a change enablement strategy for your teams. The discovery phase includes: 

  • In-depth exploration of Copilot and AI agent capabilities
  • Thorough analysis of current technical environment 
  • Identify potential security and compliance issues 
  • Assessment of data readiness and integration points 
  • Governance and security readiness assessment for Copilot and AI agents 
  • Organizational readiness assessment 
  • Training and support frameworks 
  • Roadmap for Copilot and agent implementation, change enablement, adoption, and scaling
  • Process intelligence and process mining to identify where AI and agents deliver the highest impact

Before AI can scale, it has to be trustworthy. We validate your controls, enforce governance, and make it safe to deploy AI agents at enterprise scale. Our AI governance agent assesses your current state across identity, data, and AI usage, then drives the actions needed to operationalize governance through Microsoft Entra, Purview, Agent 365, Defender, and Sentinel, so policies become real, measurable controls that stay enforced as AI scales. This includes: 

  • Assessment of AI and agent usage, including unmanaged and shadow agents
  • A defined AI and agent governance model covering risk tolerance, ownership, and decision rights
  • Gap analysis across identity, access, data protection, and lifecycle governance
  • Agent registry, ownership, and agent lifecycle management with Agent 365
  • Identity and access controls with Microsoft Entra; data protection, compliance, and audit with Microsoft Purview
  • Threat detection with Microsoft Defender and agent activity monitoring, investigation, and response with Microsoft Sentinel
  • Compliance alignment with privacy legislation including Law 25, the Privacy Act, and GDPR
  • Our Responsible AI Framework: clear AI and agent ownership, risk-based AI use zoning, human oversight for agents, transparent AI decisioning, and responsible AI by design
  • Quarterly security audit and review

We then develop a training plan for upskilling your team on Microsoft Copilot and best practices. We develop a communications plan and employee outreach program for maximum adoption and ROI which includes: 

  • Persona, functional role, and use case driven content creation and training development pathways 
  • Multichannel communication strategy and timeline rollout for different audience segments 
  • Stakeholder engagement strategy 
  • Proactive employee outreach to resolve identified issues and mitigate potential security risks 
  • Feedback mechanisms for continuous improvement

We help your organization securely adopt Microsoft Copilot with custom training content, instructor-led training, and self-guided learning, including:

  • Role-specific multi-modal training content
  • Scenario-based tutorials aligned with real-world cases
  • Highly interactive sessions with hands-on exercises and real-time problem-solving instruction
  • Customizable curriculum based on organizational needs and learning preferences
  • Assessments to measure comprehension and skill acquisition
  • Role-based skilling and organizational readiness, from foundational learning to workgroup-level agents and automation
     

Our seamless multichannel support delivery team empowers you with 24x7 live and on-demand support, personal coaching, persona and scenario-based solutions, and extensibility for Microsoft Copilot, then helps you scale from pilots to production agents that run your business. This will:

  • Minimize business disruptions with 24x7 digital workplace support available on multiple channels
  • Provide tiered support levels and seamless escalation process for complex problems
  • Deliver real-world scenario simulations and customized workshops tailored to specific roles and functional areas
  • Generate advanced reporting analytics to measure Copilot productivity and ROI
  • Scale beyond pilots. Deploy agents into live operations, measure performance improvements, and continuously optimize processes
  • Develop custom agent on Copilot Studio and Microsoft Foundry, integrated with your data and systems
  • Give access to more than 70 ready-to-deploy industry AI agents that accelerate time to value

AI agents for Microsoft empower every team across your organization

AI agents for your Microsoft footprint add efficiencies to every team across your organization, including executive/management, sales, finance, marketing, customer service, legal, HR, administrative, IT, project management, and more. Alithya helps you explore and create use cases that align to your business challenges and growth opportunities by creating custom agents to fit your exact purpose. 

AI agents use cases

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The possibilities are endless with customized agents. Some more common uses include the ability to:

 

  • Deploy autonomous agents that reason, plan, and act across your enterprise systems
  • Automate business workflows and tasks
  • Utilize a chatbot to access knowledge from various data sources
  • Automate your support desk services
  • Connect your project-centric business using a single AI-powered application
  • Automate proposals and RFPs 

Industry-focused Microsoft Copilot and AI agents

Using Microsoft Copilot Studio, Alithya has experience with Copilot across key industries, including financial services, manufacturing,  public sector and healthcare. Alithya’s industry expertise reduces implementation time and accelerates ROI.

Financial services

With Microsoft Copilot and AI agents, financial services organizations conduct company research, apply Know Your Customer (KYC) and anti-money laundering (AML) requirements, simplify source of funds verification, accelerate credit memo generation, and process claims faster through improved data access and communications.

 

 

finance

Manufacturing

With Microsoft Copilot, manufacturers support predictive and preventive maintenance to reduce downtime, use AI agents to improve factory operations and overall equipment effectiveness (OEE), analyze equipment data and maintenance schedules, strengthen supply chain visibility, and manage recalls and freight leakage.

 

manufacturing

Public sector

Public sector organizations use Microsoft Copilot and AI agents to improve citizen access to services, strengthen communications, support budget adherence, and shorten procurement cycle time from RFP to contract.

Government

Healthcare

Healthcare payors and providers use Microsoft Copilot and AI agents to improve operational efficiency, quality of care, clinical documentation, prior authorization turnaround, care coordination, population health management, and financial sustainability.

 

 

healthcare

Get started with AI today

By taking a structured, governed approach to Microsoft Copilot adoption and AI agent deployment, you'll be on your way to become a Frontier organization, where human ingenuity and AI work together to deliver measurable business outcomes. 

 

We're here to help you get started today.

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