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AI CoE metrics stack has four categories: governance (risk-assessment coverage + audit findings + incidents), platform (utilization + PTU consumption + cost per call), use case (TCO + ROI per initiative), adoption (workforce percent active + satisfaction + training). Built on Fabric semantic model + Power BI with audience-scoped views (board headline / CIO+CFO FinOps + TCO / manager BU-scoped adoption). Refined across 14 AI CoEs built since 2023.

Key Facts

  • Four categories: governance + platform + use case + adoption. Board sees governance headline; CIO+CFO see FinOps + TCO; managers see BU-scoped adoption.
  • Data sources: Copilot Graph Reports API + Copilot Studio Analytics + Azure Cost Mgmt + Purview + AI Portfolio Map + adoption surveys — landed in Fabric.
  • Board headline (quarterly): risk-assessment coverage + open audit findings + adoption percent + cumulative measurable ROI YTD + narrative on wins + risks.
  • Refresh cadence: daily governance + platform, weekly use case + adoption. Row-level security by BU on the semantic model.
  • AI CoE metrics ⊃ Copilot ROI measurement. CoE covers full portfolio; Copilot ROI framework is scoped to M365 Copilot specifically.

Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group

AI Center of Excellence Metrics & Dashboards

The four-category metrics stack every AI CoE needs — refined across 14 EPC Group AI CoE builds since 2023.

Frequently Asked Questions

What are the four AI CoE metric categories?

(1) Governance metrics — number of AI initiatives with approved risk assessment, number under active monitoring, audit findings open vs closed, agentic incidents. (2) Platform metrics — active Copilot licenses vs deployed, Copilot Studio agents in production, Azure OpenAI PTU utilization, cost per model call, uptime. (3) Use case metrics — initiatives in ideation / build / production, TCO per initiative, ROI per initiative measured as time-savings or revenue impact. (4) Adoption metrics — percent of workforce actively using AI tools, satisfaction scores, training completion rates.

Which of these matter most to the board?

Governance metrics (risk assessment coverage + audit findings) matter most to the board because they translate directly into fiduciary + regulatory exposure. Platform + use case metrics matter to the CIO + CFO for TCO discipline. Adoption metrics matter to the CEO + COO for change management. EPC Group builds separate reporting views by audience — board sees 3-4 governance headline numbers per quarter; CIO/CFO sees the full FinOps + TCO dashboard monthly; managers see BU-scoped adoption weekly.

How do we build the dashboards?

Power BI + Fabric semantic model as the reporting layer. Data sources: (1) Microsoft 365 Copilot usage report (Graph Reports API). (2) Copilot Studio Analytics. (3) Azure Cost Management. (4) Purview compliance manager assessments. (5) AI Portfolio Map (custom Dataverse table or SharePoint list, owned by the AI CoE). (6) Adoption surveys via Microsoft Forms. All sources land in Fabric, semantic model applies row-level security by BU, Power BI presents. Refresh cadence: daily for governance + platform, weekly for use case + adoption.

What does the board headline report look like?

One page, quarterly. Four numbers: (1) Percent of AI initiatives with approved risk assessment (target: 100%). (2) Open audit findings (target: 0). (3) Percent of licensed users actively using AI tools (target: 60-80% by year 2 of the CoE). (4) Cumulative measurable ROI year-to-date (target: growing quarter-over-quarter). Plus a narrative paragraph on the top 2 wins + top 2 risks. EPC Group ships the board-report template as part of every CoE build engagement.

How does this differ from Copilot ROI measurement?

AI CoE metrics cover the FULL AI portfolio (Copilot + Copilot Studio + Azure OpenAI + custom AI). Copilot ROI measurement (see /answers/copilot-roi-measurement-framework) is scoped to Microsoft 365 Copilot specifically. Both use the same dashboard infrastructure (Fabric + Power BI); the CoE metrics view is a superset. If you only deploy Copilot, use the Copilot ROI framework. If you have a broader AI portfolio, use the CoE metrics stack.

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Email contact@epcgroup.net or call 888-381-9725.

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