Welcome to the AI Agent & Copilot Podcast, analyzing the latest AI Copilot and agent developments from Microsoft and its partners, delving into customer use cases, and exploring how AI plus the Cloud helps customers reimagine their business.
In this episode, Gina Montgomery, Director of AI Analytics and Automation at Armanino, discusses her session at the upcoming AI Agent & Copilot Summit with Tom Smith. Her topic: Let’s Talk M365 Copilot Adoption, Armanino’s M365 Cosmic Copilot Adventure.
Highlights
Speaker Background and AI Focus (01:22)
Montgomery focuses on helping customers with their AI enablement journey, with various service lines involved, including Microsoft’s modern work and business applications. She works specifically in go-to-market and delivery of AI-related services.
AI Agent & Copilot Summit is an AI-first event to define opportunities, impact, and outcomes with Microsoft Copilot and agents. Building on its 2025 success, the 2026 event takes place March 17-19 in San Diego. Get more details.
Key Learning Objectives and Thematic Approach (06:16)
Objectives include establishing an effective change management structure, the importance of training end users on how to get the most out of GenAI tools like copilot, and the need for an engaging adoption program to increase end users’ appetite for training. She highlights the importance of measuring the business value of AI tools, including the investment required for implementation and adoption.
The session won’t delve into technical implementation details but will focus on rolling out a proper adoption program. End user enablement is a key factor in achieving success with Copilot.
Thematic Approach and Engagement Strategies (07:15)
Montgomery shares her thematic approach to Copilot adoption, using a space theme for Armanino’s program. She describes the various themed elements, including a mascot, logo, and themed assignments for end users. This has resulted in positive feedback from internal users, who look forward to the themed activities each week.
Lessons Learned and Participant Selection (09:47)
Montgomery emphasizes the importance of structured participant selection, rather than just randomly distributing licenses. She shares her experience with Copilot since its early access program days, highlighting the need to build community among users. She discusses the benefits of structuring user groups into cohorts, which helps in sharing lessons learned and success stories. Cross-disciplinary cohorts inspire others and provide a broader perspective on use cases.
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