Case Study

From pilot to practice: How EY Canada scaled M365 Copilot adoption

Every day, Canadian business leaders are tested with balancing the power of generative AI with its potential risks to data and processes. At EY, we put full-scale implementation to the test and found the path to AI is more method than magic. 

1

The better the question

Is it possible to make AI work at scale — securely, responsibly and in a way that sticks?

While today we can’t imagine our world without them, disruptive technologies have traditionally been viewed with skepticism.

Since the beginning of the Industrial Revolution, technological innovation has thrown open doors to new possibilities for business, from the onset of machines and more complex tools to computers, the internet, AI and, most recently, generative AI (gen AI).

While today we can’t imagine our world without them, disruptive technologies have traditionally been viewed with skepticism. Taking the plunge to implement and transform - particularly at scale - can be daunting.

So, while studies found that 55% of organizations have adopted AI - a market valued at $255 billion and expected to explode to $1.68 trillion by 2031 - just over half (52%) claim that risk factors remain a critical consideration when evaluating new use cases.1

This may explain why, as recently as 2022, only 14% of CIOs surveyed said they were aiming to achieve enterprise-wide AI by 2025.2 While eager for efficiency gains and improved customer experiences that safely deliver lasting value, the cost of failure can be a hefty deterrent.

The Fall 2025 EY-Parthenon CEO Outlook Survey found that 30% of Canadian businesses surveyed listed technology disruption and AI integration as the single, most significant challenge to achieving their financial targets - outweighing risks like geopolitical and trade tensions, labour costs and availability, regulatory unpredictability and even supply chain fragility.

And yet, the possibilities continue to dazzle. With gen AI and related technologies, up to 30% of hours currently worked could be automated by 2030.3 AI has the ability to not only solve for business needs but the power to change how we operate, empower people, deliver on customer promise and potentially pave the way to a new approach to conducting business.

To remain competitive, we can’t afford to fall behind on AI - either by moving too slowly or by allowing unsanctioned, “shadow IT” to spread faster than IT can govern it. Because as the saying goes, if you wait until you’re ready, it’s almost certainly already too late.


2

The better the answers

Seeing the opportunity not only to experiment but to lead by example

With collaboration, open communication, clear governance and enterprise-wide trust, AI can make the leap from pilot to discipline.

With AI at an inflection point, clients looking to us for leadership and the competition moving quickly, the EY team knew our investment in this space demanded laser focus.
 

As one of 14 companies that were selected to participate in the Harvard Frontier Firm AI Initiative charting the course for AI disruption, with a clear AI strategy to execute at scale and a highly skilled and finely trained workforce, we were confident we had the capabilities, the appetite to adopt AI and the readiness to adapt as the first global client in Microsoft’s M365 Copilot Early Access Program. 
 

Knowing what was to come, we put AI adoption to the test. Starting with a small-scale pilot phase in August 2024, we rolled out the tool more broadly that October, with a full-scale deployment five months later. Taking full advantage of our longstanding alliance with Microsoft, we positioned ourselves as “Client Zero,” seeing the opportunity not only to experiment but to lead by example.
 

Having conducted significant testing, due diligence and a readiness program, we knew Copilot would meet our security, compliance and operational standards prior to launch, and that it wouldn’t compromise data security. Operating within the Microsoft 365 ecosystem, it adhered to our existing identity, access and compliance policies. What we were looking for was solid proof that complex organizations could move quickly without compromising governance or culture.
 

But we also anticipated that opening up AI across all users would require more than a typical implementation. This transformation demanded a cultural shift in how our people worked collaboratively on a day-to-day basis. It would have a major change to how they learned, how we looked at data, security and privacy. And we needed to know whether steps would need to be taken - in an abundance of caution - to mitigate the potential risk of breaches and unauthorized access.
 

We started by operationalizing the rollout through mandatory training with attestations required for our all 6,500 licensed users and reminded our people of our Code of Conduct and privacy commitments. We made sure to tell our people that we trusted them to use their best judgment and our guidelines to actively monitor and address potential risks that could emerge and instill comfort throughout the transition. We encouraged them to build in critical time to experiment, from 30 to 60 minutes per week on hands-on trialling, and equipped them with FAQs and escalation paths should incidents arise.
 

Early and consistent communication tackled the need for oversight. Peer-led forums and feedback loops allowed for continuous process improvement via surveys, champion forums, dashboard analytics and role-specific playbooks with packaged prompts and patterns that teams actually used.
 

Hundreds of power users and change champions worked behind the scenes, buddying as colleagues and busting myths to dispel concerns and shape the conversation. Some expected hiccups arose - like early skepticism of potentially autonomous action and privacy concerns. There were also some unexpected challenges. Some users were disillusioned when Copilot didn’t match their expectations. We responded by refocusing teams on the tool’s strengths, and reminded them that we’ll adapt and adopt as capabilities expand across all MS applications.
 

We also reiterated our commitment to clear governance to help enable fast and safe deployment with risk-based, “human in the loop” checks and giving people dedicated time to explore the tool.
 

Pairing leadership accountability with strategic piloting and meaningful engagement was a recipe for success. We hosted “show me your Copilot” demos in established meetings, capturing day-in-the-life workflows, and packaged prompts and patterns based on team usage. And guess what: adoption stuck.

3

The better the world works

Practical lessons that now guide how we scale AI across the business

By testing the waters, we’re helping empower our people to provide smarter solutions.

By August, 82% of our professionals had active licences, with 9 out of 10 people using it at least occasionally. Of those, 67% used the tool at least once a week, with 14% identified as power users who navigated Copilot daily, representing real behaviour change in just months. Daily users reported the tool saved them a minimum of 10 minutes a week in at least one application, that drafting content was faster and that the quality of work improved.

Strong security controls, rapid growth in power users and high satisfaction among active users helped reach steady‑state faster than expected. Along the way, we built playbooks, refined our approach and captured practical lessons that now guide how we scale AI across the business:

1. Change beats hype — with tone from the top. Building strong champion networks with representation from every level of the organization - including our most senior leaders - was one of our biggest accelerators. Users identified peer‑led learning and protected time to experiment as the biggest drivers of adoption, with human-led training rated three times more effective than e-learning. Networks created trust, credibility shared practical tips and helped peers overcome adoption barriers.

But champions alone weren’t enough.

Our Executive Committee spoke openly and often about how they were using M365 Copilot and the impact it was having in every all-hands and leadership call. That visible commitment signalled this wasn’t simply a project, but a strategic priority and a significant shift in expectations around how work gets done across the firm.

2. Governance and trust go hand in hand. Enterprise adoption requires confidence — the kind that comes with clarity and trust. We identified guardrails on data privacy and responsible AI on day one, so employees knew the boundaries.

We trusted our people to apply sound judgment, reinforced through specific guidance in our personal commitments and attestations and learning. This approach allowed us to balance innovation with accountability — supporting employees while protecting data, clients and the business. Trust helped us to unlock creativity and speed’ without sacrificing compliance. 

3. Start small, scale fast. Pilots gave us insight into what worked — and what didn’t — before we scaled. We learned early that the adoption process was not linear; it accelerated as we removed friction, busted myths and celebrated wins.

Three activation waves allowed us to learn, adapt and accelerate without overwhelming our teams. Each wave built certainty and created advocates who pulled the next wave forward.

4. Measure what matters. Success isn’t just about licence counts. It’s about the depth of engagement experienced. We tracked active and power users to understand the behaviour changes and responded nimbly to nuances. When formal training was rated effective by only 21%, we doubled down on what worked best — peer‑led learning and self‑directed experimentation.

Usage insights and feedback loops kept us focused on outcomes, identifying users needed enablement and where we should refine our approach — making adoption a living, learning process.

The message was clear: achieving AI value was an attainable goal. Employing a methodical, practical and data-driven approach, Copilot became a “quality booster”, a go-to for brainstorming and a catalyst for new business opportunities and better client service.

Productivity rose by 10%, with high adopters saving up to 3.2 hours in their weekly work. And the ultimate win? We were able to provide faster, smarter and more efficiently to our clients.

In summary

When Microsoft launched M365 Copilot, EY globally made a bold move: deploying 150,000 licences, which placed us among the top three organizations worldwide. EY Canada built on that momentum as Client Zero, proving we could adopt rapidly while maintaining strong governance in alignment with our culture.

With Copilot studio licences now rolling out, this proactive stance has set the stage for a comprehensive and strategic approach to integration and laid the foundation for broader AI strategy and transformation.

If your team is thinking about M365 Copilot or AI enablement, let’s talk. We’d be happy to share our playbooks, pitfalls, and proof and work alongside your team to roadmap an implementation plan that suits your business.

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