Services

Your team has Microsoft 365
and Copilot. Now it should
actually work with them.

I help organisations anchor Microsoft 365 and Copilot in everyday work so that your team feels a real difference: clear filing, less email ping-pong, more focus for the actual work. Not as tool training, but as a new way of working.

Why worksmart365

What sets my offer apart

I have worked directly with organisations for years and I know what it takes for M365 and Copilot rollouts to actually succeed.

Direct and personal

You always work with me directly, no layers in between. Short routes, clear responsibility.

Independent of Microsoft

I sell no licences and no Microsoft products. My only interest is your adoption. I tell you what really fits, not what a partner-level agreement demands.

Enterprise experience

I have delivered M365 and Copilot mandates in organisations with several thousand employees, among them Bank Vontobel since 2022. How I handle access, confidentiality and data protection is set out on the page Security and trust.

Adoption instead of activation

My goal is not the licence, it is real usage. Measurable, lasting and without fading out after six months.

Copilot enablement

I enable employees and leaders to use Copilot concretely in their own working day, from the specialist team to the executive board.

Enablement, not dependency

I work towards your people getting further on their own or finding help internally. No permanent support contract, knowledge that stays.

Clearly structured

Every engagement starts with an analysis, follows a workable plan and ends in a documented result.

Practical, no detours

No 80-page concept papers, no off-the-shelf presentations. I look with you at what is really stuck, and recommend what actually works.

Hands-on instead of theory

Where it makes sense, I work directly with the team. Where a workshop is needed, we run one. No abstract lecture, real work.

Services in detail

What I offer

Five areas that complement each other. Four consulting and training building blocks, plus nine online tools as a self-service entry point. Rather start from the problem? Then begin with Using Microsoft 365 more efficiently or Fewer meetings.

User-friendly training for teams at very different experience levels, from first orientation in Teams and SharePoint through to in-depth sessions on Power Platform and automation.

  • Microsoft Teams: communication, meetings, channel structure
  • SharePoint & OneDrive: document management and collaboration
  • Outlook & Exchange: mailbox organisation, calendar, delegation
  • Power Automate: simple workflows without coding skills
  • OneNote, Planner, Viva Insights: productive work organisation
  • Building champions programmes and internal ambassadors

Copilot is only as productive as it is anchored in everyday work. I show how Copilot really creates value in Word, Excel, PowerPoint, Outlook and Teams.

  • Building a prompt library for business functions
  • Copilot in Word, Excel, PowerPoint, Outlook and Teams
  • Copilot agents and Copilot Studio: first steps
  • Security and data protection: what works, what does not
  • C-level coaching: Copilot for leaders
  • Copilot champions and knowledge transfer across the organisation

β†’ Introducing Copilot in your organisation: the whole path

β†’ Copilot training for organisations (incl. EU AI Act)

β†’ Copilot adoption in banks & regulated industries

Analysis, clear recommendations and a workable roadmap for organisations that want to rethink their M365 usage from the ground up.

  • M365 stocktake and usage analysis
  • Adoption strategy and change concept
  • Champions programmes and governance foundations
  • Tool landscape: what to keep, what to replace
  • C-level coaching and sparring for decision-makers

Asynchronous learning that fits your pace. Short videos, concrete guides, no PowerPoint marathons.

  • Micro-learning series on Teams, Outlook, SharePoint, Copilot
  • Guides and cheat sheets in your corporate design
  • Onboarding packages for new employees
  • LMS integration possible (SCORM, xAPI)
  • Regular updates when new Microsoft releases land

Nine interactive self-service tools that shorten decision-making. From taking stock to a concrete licence adjustment, with reliable numbers and no fiddling in Excel.

  • Modern Work Check: where does your organisation stand? Eight dimensions, spider chart, concrete quick wins. Around 6 minutes.
  • Efficiency calculator: what does the status quo cost you, and from what point does coaching pay off?
  • Licence selector: which Microsoft 365 licence for which role? Persona-based wizard for Switzerland, Germany and Austria.
  • Licence calculator: today vs. afterwards, what does an adjustment cost or save in francs and euros?

β†’ View all resources

Approach

How the collaboration works

From the first enquiry to the close: clearly structured, no detours.

  1. 01 Intro call

    30 minutes, free of charge. I understand your starting point and clarify whether and how I can help.

  2. 02 Analysis & briefing

    I analyse your current M365 usage and record goals and conditions in writing.

  3. 03 Concept and proposal

    You receive a tailored concept with a schedule and transparent pricing.

  4. 04 Delivery

    Workshops, consulting or hands-on support, structured, documented and on schedule.

  5. 05 Documentation

    All results, recommendations and measures are recorded in writing.

  6. 06 Follow-up

    Optional: follow-up measurement, review of results or a further engagement as you need it.

Fit

Who this offer is for

This offer fits if …

  • your organisation coordinates several teams or departments
  • Microsoft 365 is already licensed but used too little
  • you want to introduce Copilot and want to know where to start
  • you are looking for structured support instead of generic training
  • decisions can be made quickly

This offer does not fit if …

  • you are looking for technical IT projects such as migration or infrastructure
  • you expect a classic management consultancy or an agency
  • less than a 50% workload over six months is possible
  • only a one-off short training session is wanted
  • decision-making processes are very drawn out
Terms

Pricing and terms

Value-based pricing

Prices follow the value for your organisation, not counted hours. A flat fee per project stage, transparently set out in the proposal.

At least a 50% workload

For adoption to really take hold, it needs regular presence. I work with a minimum workload of 50% over the project duration, so around two and a half working days per week.

At least 6 months

Real adoption takes time. That is why I work on the basis of a collaboration of at least six months. After the first month, there is the option to end the engagement if it is not the right fit.

Primarily remote

I usually work remotely because it is more efficient. For workshops, or when the situation calls for it, I am also available on site, in Switzerland and beyond by arrangement.

No retainer model

No permanent support contract that ties you in. The goal is that you carry on independently after the collaboration and no longer need me.

Agreed in writing

Price, scope, duration and exit conditions are set out in writing in the proposal from the start. No surprises on the invoice.

Ready for the first step?

Book a free 30-minute intro call. No sales pitch, no obligation.

Book a slot now