Financial Holding Group – Copilot Deployment & Adoption

A leading financial holding group implemented Microsoft 365 Copilot to automate email and collaboration workflows with AI, boosting operational efficiency and enabling a smarter work experience.

Overview

To enhance internal communication and automate key workflows, the group deployed Microsoft 365 Copilot across multiple subsidiaries. By leveraging AI to optimize email management, reduce manual processing burdens, and strengthen team collaboration, employees can more efficiently share information, co-edit documents, and track project progress. This AI-powered solution aims to elevate overall operational performance while creating a more intelligent and seamless working environment for all employees.

Challenges

  • Low efficiency in email and meeting management
    Heavy manual processing of emails and meeting schedules slowed down internal communication.
  • Ineffective cross-department collaboration
    Limited real-time sharing tools resulted in information gaps and project delays.
  • System compatibility challenges
    Legacy devices required careful planning to ensure compatibility with new AI tools.
  • Low willingness to adopt AI tools
    Employees were unfamiliar with AI applications, reducing initial adoption effectiveness.

Solutions

  • Copilot Integration Services
    Deep integration of Copilot into Outlook and Teams to streamline email handling and meeting coordination.
  • Professional Training & Enablement
    Acer ITS provided workshops, online/offline courses, and hands-on guidance to help employees master AI tools.
  • Phased Implementation Strategy
    A coexistence mail-routing design enabled gradual Copilot adoption, reducing system transition risks.
  • Copilot Hackathon Program
    Organized a dedicated Copilot hackathon with full event design, technical support, and judging to inspire employees to solve real-world tasks creatively using AI.

Benefits

Smoother Collaboration

Copilot-enhanced Teams improved real-time sharing and accelerated cross-department communication.

Seamless Implementation

A phased rollout and synchronized device upgrades ensured a smooth transition with minimized risks.

Enhanced User Experience

Across 8 subsidiaries, 54 departments, and 500+ employees, over 60% reported saving approximately 30 minutes per day using AI tools.

Stronger Decision-Making

Copilot consolidated internal data and documents, enabling managers to generate reports, summaries, and insights more efficiently, improving decision quality and speed.

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