Care management transformation with Microsoft Information Protection & Governance, Microsoft 365 Copilot, and Adoption & Change Management in 11 Weeks.
Client, a leader in managed care solutions, embarked on a transformative journey to modernize its data governance and prepare for the responsible adoption of Microsoft 365 Copilot. With over 1,400 users and vast amount of data across SharePoint sites, Client faced a high-stakes decision: how to unlock the power of AI while maintaining strict control over sensitive data.
To meet this objective, Client partnered with Ravanty, a Microsoft-designated Cloud Solution Provider for their deep technical expertise, structured delivery methodology, and people-first approach to change. Together, Client and Ravanty launched a comprehensive 11-week engagement that combined technical readiness, AI governance, and organizational enablement - backed by Microsoft’s End Customer Investment Funds (ECIF) funding and investments from Ravanty.
The Opportunity
Client approached this initiative with a clear and ambitious goal: to responsibly harness the power of Microsoft 365 Copilot to enhance productivity, streamline operations, and elevate the quality of its care management services. Recognizing the transformative potential of AI, Client sought to ensure that its deployment would be secure, compliant, and aligned with the organization’s values and workflows.
To do this effectively, Client prioritized several foundational objectives:
This proactive and strategic approach positioned Client not only to adopt Copilot safely, but to do so in a way that maximized business impact and empowered its people.
Client and Ravanty began with a shared understanding: AI is only as powerful as the data it can access, and only as safe as the governance that surrounds it. This insight shaped every decision in the project.
Rather than rushing into a Copilot deployment, Ravanty guided Client through a deliberate, phased approach using its proven IDARE framework:
Ravanty’s implementation framework ensured that every technical decision was grounded in business context and that every user touchpoint was supported by thoughtful change management.
Copilot Pak365™ is Ravanty’s flagship enablement program designed to help organizations confidently adopt Microsoft 365 Copilot while ensuring enterprise-grade data protection, governance, and user readiness. Built on the success of real-world deployments like Client, Copilot Pak365™ is more than a deployment service - it’s a transformation framework.
Microsoft 365 Copilot has the power to revolutionize how people work - automating tasks, synthesizing information, and accelerating decision making. But unlocking that power requires more than turning on a feature. It demands:
Copilot Pak365™ delivers all of this through a structured, phased approach that combines technical readiness with human-centered adoption and change management. Our subject matter experts uncover solutions through a tailored approach to customer pain points and needs that produces relevant business outcomes.
Copilot Pak365™ is ideal for organizations that:
Whether you’re in healthcare, finance, education, or public sector, Copilot Pak365™ helps you move from AI curiosity to AI confidence.
Ravanty’s technical team began with a deep discovery phase, leveraging AvePoint Policies & Insights to scan Client’s entire Microsoft 365 data landscape. This included SharePoint, OneDrive, and Teams environments. The team identified potential AI-pertinent oversharing scenarios, validated Entra ID and Conditional Access configurations, and ran a Data Security Posture Management (DSPM) assessment to evaluate AI readiness.
Copilot was not treated as a feature - it was treated as a transformation. Ravanty worked closely with Client to ensure that Copilot would only access data in a properly governed, labeled, and secure manner.
Key Copilot-specific activities included:
This approach allowed Client to evaluate Copilot’s capabilities with confidence - knowing that sensitive data was protected and that AI outputs would be trustworthy.
In parallel, Ravanty’s ACM team led a comprehensive change enablement program. This included:
During rollout, Ravanty delivered:
The ACM team also facilitated a final Adoption and Performance Report and a Success Review.
While the technical readiness and governance controls were foundational, the true transformation at Client emerged through the human experience—how Microsoft Copilot reshaped the way people worked, collaborated, and delivered care.
At its core, Client’s mission is to deliver exceptional care management services. That mission depends on people; clinical teams, operations managers, HR professionals, and IT staff, working efficiently, communicating clearly, and making informed decisions. Copilot became a catalyst for this transformation.
Across departments, Copilot helped reduce cognitive load, eliminate repetitive tasks, and unlock time for higher-value work. For example:
These weren’t abstract benefits - they were measurable. According to Copilot reports, the pilot program resulted in:
747 Copilot Assisted Hours and an estimated $53,784 in Copilot Assisted Value within the pilot window.
These changes weren’t just about efficiency; they were about reclaiming time for deep work, strategic thinking, and patient-focused initiatives.
Client’s approach to Copilot pilot rollout wasn’t just about deploying a tool—it was about building trust. Through a Responsible AI (RAI) framework, Ravanty helped Client address concerns around data privacy, model transparency, and ethical use. This was especially important for clinical teams handling sensitive information.
By implementing data security controls, addressing considerations around Copilot’s access to overshared content, and providing clear guidance on how Copilot works (and what it doesn’t do), Client created a safe space for experimentation and learning.
The result? A cultural shift. Employees moved from skepticism to curiosity, from hesitation to advocacy.
Training webinars had over 300 participants. 46 members joined the AI Center of Excellence, and usage analytics showed sustained engagement across roles and departments.
Ultimately, the impact of Copilot at Client is best understood through its alignment with the company’s core mission: improving outcomes for injured workers and their families.
By reducing administrative burden, accelerating documentation, and improving communication, Copilot enabled Client’s teams to spend more time on what matters most—delivering compassionate, coordinated care.
Whether it was a case manager using Copilot to summarize a complex care plan, or a billing associate generating professional responses to provider inquiries, the human impact was clear: less time spent searching, formatting, and writing—more time spent thinking, connecting, and caring.
By the end of the 11-week engagement, Client had achieved:
Client selected Ravanty for its unique ability to deliver technical excellence, human-centered change, and its ability to bring the power of collaboration with Microsoft.
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