AI is the future, but it’s tough to sell something you haven’t used yourself.
As a fast-growing managed service provider (MSP) with a nationwide client base, LeafTech recognized the transformative potential of AI but faced early skepticism and fragmented adoption. Could a productivity tool like Microsoft Copilot live up to its promise? And could they successfully implement it for clients looking for that productivity boost?
There was only one thing to do: Use it and see for themselves.
How Pax8 Helped
LeafTech became their own “customer zero” and provisioned Copilot to themselves, so they could learn the ropes and find out how to best advise their clients in AI adoption.
Though they had early (and understandable) concerns about data security and how best to use the tool at their company, they knew AI was essential for staying competitive. So, they had Pax8 help them make the most of Copilot.
LeafTech consulted with Pax8, who identified some immediate data security and governance concerns. With deep Microsoft expertise, Pax8 was able to quickly address these blockers by highlighting Microsoft’s “walled garden” approach, ensuring their data would remain protected and private as LeafTech implemented Copilot.
With data and governance secured, Pax8 continued to guide LeafTech through the adoption of Copilot. Expanding on those learnings and by doing their own experimentation, LeafTech came to understand how a well-crafted prompt could turn a generic AI response into a tailored, high-value deliverable. Very quickly, LeafTech was using Copilot regularly for tasks like standard operating procedures (SOP), drafting emails, summarizing meetings, PowerPoint presentations and more.
“Copilot is like your day-one intern — it needs clear instructions but can do amazing things,” says Jacob Baughn, LeafTech’s Director of Technical Services.
With Pax8’s support, LeafTech rolled out Copilot licenses in phases to their team.
“Staff has responded very positively — we have not had any employees come to us concerned that we are looking to replace their jobs,” Baughn says. “Our early adopters have been developing novel use cases and helping us refine prompts and understand where else we could use Copilot in a beneficial way for the business.”