Fall Microsoft Roadshow | Day 2: Data & AI Transformation

Part 1: AI Today– Moving From Learning to Action 

We kicked off the afternoon by acknowledging a simple truth: AI is no longer just hype, it’s here to stay, but the “magic” is evolving. Organizations are moving from curiosity to experimentation, and the real value comes when technology is grounded in business process improvement, not just deployed for its own sake. 

What We Discussed: 

• The evolving landscape of AI– moving past the initial hype. 

• Why process-driven use cases matter more than technology alone. 

• Data modernization as a critical companion to AI adoption. 

• The importance of managing expectations and embracing continuous improvement. 

Key Takeaways: 

• AI is a journey, not a destination. Progress happens in stages. 

• Success depends on aligning technology with real business needs. 

• Use cases drive value; don’t deploy AI just for the sake of it. 

• Mix and match tools. Sometimes automation is the answer. 

How eGroup Can Help: 
We offer AI education, strategy workshops, and hands-on training to help you move from learning to action. Let’s map your AI journey together and align technology to your business goals. 

Part 2: AI Strategy & Enablement 

With the landscape set, we shifted to what it takes to make AI work for your organization. Leadership sponsorship, pragmatic governance, and a clear strategy are critical. 

What We Discussed: 

• The essentials for AI success: responsible principles, leadership, and technical readiness. 

• Our five-step blueprint for launching AI: charter, Copilot Chat, Center of Excellence, use case inventory, and ROI measurement. 

• The role of executive sponsorship and cross-functional councils. 

• Building a culture of innovation and continuous improvement. 

Key Takeaways: 

• Leadership and governance are critical for sustained AI success. 

• Responsible AI is built with Microsoft tools– privacy, fairness, inclusiveness, transparency, and accountability. 

• Quick wins and honest communication build trust and momentum. 

• Start small, celebrate success, and reinvest in longer-term projects. 

How eGroup Can Help: 
We’ll help you establish your AI charter, build a Center of Excellence, and deploy Copilot Chat to drive safe, effective adoption. Our team supports strategy, governance, and user enablement for long-term results. 

Part 3: AI Readiness & Organizational Change 

No technology succeeds without people. This session, led by our OCM practice leader, Hayley Meese-Cherry, focused on the human journey, addressing excitement, skepticism, and the need for ongoing enablement. Change management isn’t just training; it’s about nurturing employees through the transition and reinforcing new behaviors. 

What We Discussed: 

• Assessing readiness across technology, proficiency, funding, and human capital. 

• The emotional journey of AI adoption– addressing excitement, fear, and skepticism. 

• Role-based learning, champion networks, and ongoing reinforcement. 

• The difference between change management and training. 

Key Takeaways: 

• Change management is about nurturing employees, not just training. 

• Involve employees early; champions drive grassroots adoption. 

• Tailor learning to roles and pain points for maximum relevance. 

• Continuous improvement and feedback loops sustain momentum. 

How eGroup Can Help: 
Our Organizational Change Management team helps you assess readiness, build champion networks, and design reinforcement programs for lasting AI adoption. We guide your people through every step of change. 

Part 4: Security, Compliance & Trust in the AI Era 

Security remains top of mind as organizations embrace AI. We explored practical steps to secure data, retrain users, and deploy solutions without waiting for perfection. The message was clear: bad data leads to bad AI, and security demands ongoing attention, not a one-time fix.

What We Discussed: 

• How AI honors existing security settings. Secure environments result in secure AI. 

• The importance of retraining users to prevent security risks. 

• Deploying AI while securing content– don’t wait for perfection. 

• Data governance, Purview label policies, and SharePoint management. 

Key Takeaways: 

• Bad data leads to bad AI. Clean, govern, and protect your data sources. 

• Security is a journey; Hybrid approaches balance protection and productivity. 

• Copilot and custom agents offer different security models (exclusion vs. inclusion). 

• Multiple layers of agent security: access, content, permissions. 

How eGroup Can Help: 
We’ll help you implement Purview, secure your Microsoft 365 environment, and deploy Copilot Chat and custom agents safely. Our security assessments and user training build trust and compliance. 

Part 5: Capturing Data Intelligence 

Next, we turned to Microsoft Fabric, a unified platform for data modernization, analytics, and AI. The focus was on iterative, process-centric approaches that deliver business value quickly and avoid the pitfalls of massive, stalled projects. 

What We Discussed: 

• Microsoft Fabric, a unified platform for data modernization, analytics, and AI. 

• Iterative, process-centric approaches for real business value. 

• Pragmatic governance: lean teams, business ownership, and quick decision-making. 

• Tips for right-sizing Fabric capacity and optimizing costs. 

Key Takeaways: 

• Centralize and streamline data for efficiency and trust. 

• Iterative development delivers value quickly and avoids project fatigue. 

• Governance should be pragmatic, engaged sponsors, and right-sized councils. 

• Data projects must show business value to justify investment. 

How eGroup Can Help: 
Let us guide your data modernization journey: design, implement, and govern your Fabric environment for rapid, measurable business impact. 

Part 6: Modern AI Solution Architectures 

We wrapped up the day by looking at the evolving world of AI solution architectures. The takeaway? There’s no one-size-fits-all. Organizations need to mix and match technologies (Copilot, custom agents, automation, and Azure AI services) based on their unique business needs.

What We Discussed: 

• The evolving landscape of AI solution architectures: generative AI, custom agents, automation, and Azure AI services. 

• Evaluating use cases carefully. Technology should fit the problem. 

• Options for building and buying AI solutions: Copilot, Copilot Studio, and Azure AI Foundry. 

• Cost management strategies: consumption models, licensing, and agent deployment. 

Key Takeaways: 

• Rapid change requires ongoing evaluation and resource allocation. 

• Mix and match AI technologies to fit your unique business needs. 

• Calculate ROI based on licensing the right technology, not always AI. 

• Use cases rule: Ground every solution in real business process improvement. 

How eGroup Can Help: 
Ready to build your AI recipe? We offer consultative sessions to help you discover use cases, design solution architectures, and implement the right mix of AI and automation for your organization. 

Turning Insight into Action

The 2025 Fall Microsoft Virtual Roadshow Day 2: Data & AI brought together leaders, technologists, and change champions united by one goal: to turn innovation into impact. Across every session, one theme echoed: AI transformation succeeds when data, people, and strategy move together.

From foundational readiness to modern solution architectures, eGroup and Microsoft continue to help organizations harness the full power of AI through secure, scalable, and human-centered approaches.

Ready to move from insight to execution?

Whether you’re just starting your AI journey or looking to accelerate adoption, eGroup is here to help. From strategy and governance to technical implementation and change management, our team brings the expertise and practical experience to guide you every step of the way.