AI where the work already happens.
The most useful AI in most organizations will not be a new application. It will be Copilot and agents inside the finance, supply chain, sales and service systems people already use. AIM designs, builds, governs and runs them, on the process and data those systems hold.
You switched on Copilot. The work did not change.
AI features in business applications are easy to license and easy to enable. Getting them to change how an accounts payable clerk, a buyer or a service agent works is a different job: it depends on which tasks are worth changing, whether the underlying data is good enough, what the security model allows the AI to read, and whether anyone measures the result.
Agents raise the stakes further. An agent that can act in your ERP, not only read from it, needs an owner, a defined scope, an approval path and an audit trail. Most organizations have none of those in place, and most would not be able to list the agents already running.
From the first use case to the tenth agent.
Implement
Use case selection against a business case, Copilot configuration in the applications you use, and agents built in Copilot Studio for the processes worth automating, each with a named owner.
Optimize
Adoption for the roles the AI was meant to help, data and security model fixes that stop Copilot returning the wrong answer or the wrong document, and measurement against the task times and volumes you agreed at the start.
Extend
Agents that work across applications and across platforms, including agents that use SAP S/4HANA data through Microsoft Fabric, and integration with AIM's wider AI practice where a use case needs a different model or platform.
Support
Agent inventory, lifecycle and governance run as an ongoing service: monitoring, change control, periodic review, and retirement of agents that stopped earning their place.
The second agent goes live faster than the first.
Every agent AIM builds is inventoried, owned and reviewable from the day it is created. Access is set by your security model, not by the agent's convenience. Actions that change records carry an approval step until the business decides otherwise.
- 1Inventoried from the day it is created
- 2A named business owner
- 3Access set by your security model
- 4Approval on actions that change records
- 5Periodic review, and retirement when it stops earning its place
Dynamics 365, and SAP data through Fabric.
Dynamics 365 and Power Platform
Copilot in Dynamics 365 applications, agents built in Copilot Studio, and automation on Power Platform, governed under your Microsoft security and compliance controls.
SAP S/4HANA data
AI and agents working on SAP S/4HANA data once it is brought into Microsoft Fabric, so SAP organizations can use the same governed approach without waiting for a platform change.
Signs your AI is licensed but not working.
- You licensed Copilot for business applications and cannot show what changed
- Teams are building agents and nobody owns the list
- Security is concerned about what AI can read in the ERP
- The business wants agents that act, not only answer, and there is no approval model
- You run SAP and assumed AI in your ERP meant waiting for a migration
A low-risk first step.
An Executive Value Working Session to pick the two or three tasks worth changing first. From there, AI Value & Agentic Transformation for a broader AI program, or Copilot Adoption & AI Productivity where the licences are already in place.