Engagement Tiers
Persona analysis + champion network + training curriculum + 90-day comms.
Foundation + Copilot adoption + Viva Insights + executive QBR + quarterly scorecard.
Standard + multi-geo + multi-language + industry personas + internal academy.
FAQ
What is Microsoft 365 adoption + change management consulting?
M365 Adoption + Change Management Consulting is the engagement that drives end-user adoption and behavior change across Microsoft 365 deployments: SharePoint, Teams, Copilot, Viva, Power Platform. Scope: persona analysis, champion network, role-based training, executive alignment, communications, Viva Insights instrumentation, adoption KPI reporting. Distinct from technical deployment — adoption work is what turns deployed software into measurable productivity gain.
Why do M365 + Copilot rollouts fail without change management?
Microsoft research + EPC Group field data show: 60-80% of Microsoft 365 features go underutilized within 12 months of deployment unless paired with active adoption. Copilot specifically: organizations without change management see only 15-25% active usage rate vs licenses; with change management, 60-85%. The license waste alone (Copilot at $30/user/mo) justifies a change management engagement.
What does the engagement deliver?
Tiered. Foundation (3 months): persona analysis + champion network design + role-based training curriculum + 90-day comms calendar. Standard (6-12 months): foundation + Copilot adoption playbook + Viva Insights instrumentation + executive QBR + quarterly adoption scorecard. Enterprise (12-24 months): standard + multi-geo localization + multi-language + industry-specific personas + ongoing adoption-as-a-service + internal change management academy.
What change management methodology do you use?
EPC Group consultants are Prosci-certified (ADKAR framework): Awareness, Desire, Knowledge, Ability, Reinforcement. We layer Prosci + Microsoft Service Adoption Specialist methodology + EPC Group field experience since 1997. Methodology adapts by client culture: Fortune 500 financial services requires heavy executive sponsorship + formal communications cascade; manufacturing requires deskless-worker design + mobile-first; healthcare requires HIPAA-compliant training delivery.
How do you handle Microsoft 365 Copilot adoption specifically?
Copilot adoption requires unique approach because (a) value is non-obvious to non-users, (b) confidence varies wildly by persona, (c) prompt skill is learned, not given, (d) ROI is realized 60-90 days into active use. EPC Group Copilot adoption playbook: (1) Persona-specific use case library (50+ tested prompts per role), (2) Champion Copilot Power Users (10-15% of org), (3) Weekly prompt-of-the-week comms cadence, (4) Monthly Copilot office hours, (5) Quarterly Copilot adoption scorecard, (6) Department-specific ROI case studies.
What roles do you fill in an adoption engagement?
EPC Group delivery model: (1) Senior Change Management Lead (Prosci-certified, strategy + executive alignment), (2) Adoption Specialist (champion network + training delivery), (3) Communications Specialist (content, video, internal comms), (4) Analyst (Viva Insights + Page Analytics + adoption reporting). Client provides: Executive Sponsor, Project Manager, HR Partner, Internal Comms partner.
How do you measure adoption success?
Quarterly Adoption Scorecard with weighted KPIs: (1) Feature-specific active usage rate vs licenses (target 60-85% depending on feature), (2) Champion network engagement (target 80%+ champion participation), (3) Training completion rate (target 90%+ for required roles), (4) NPS / CSAT for the workload, (5) Specific behavior change metrics (e.g., for Copilot: prompts per active user per week, target 15+), (6) ROI metrics (hours saved, document creation velocity, meeting reduction).
What about Microsoft Viva adoption?
Viva adoption is its own subdomain. EPC Group has shipped Viva Connections + Viva Engage (Yammer-replacement) + Viva Topics + Viva Insights + Viva Learning + Viva Goals + Viva Sales adoption programs. Viva Connections requires SharePoint intranet maturity (see /services/sharepoint-intranet-consulting); Viva Engage requires community manager network; Viva Insights requires privacy-aware deployment (some metrics are aggregate-only).
Do you do adoption coaching for executives?
Yes. Executive adoption is often THE missing piece. CEO, COO, CIO, CHRO must be visibly using M365 + Copilot themselves to drive cascade adoption. EPC Group executive adoption track: monthly 1:1 coaching sessions per executive (60 min), use-case scoping by exec, prompt library curated for their role, monthly adoption metrics review, quarterly leadership team showcase. Included in Standard + Enterprise tiers.
Why EPC Group?
EPC Group has been driving Microsoft adoption since SharePoint 2003 — adoption methodology is core, not bolt-on. Errin O'Connor coined "SharePoint = biggest Swiss Army knife in the world" (Infonomics Jan/Feb 2009) and the EPC Group Microsoft Press books include adoption playbooks. EPC Group is a Microsoft Solutions Partner with all six designations under the Microsoft AI Cloud Partner Program. Prosci-certified consultants on every engagement.
Related
Schedule Your Adoption Discovery
25 years Microsoft adoption experience. Prosci-certified consultants.
Deep-Dive Guides
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