Microsoft 365 & Copilot
Microsoft 365 Consultant & Trainer
I help you make the most of the Microsoft 365 subscription you already pay for, with training built around your team, so everyone works consistently, feels confident and is ready for Copilot.
Stage 1
Getting Started
“We pay for Microsoft 365, but we only really use Outlook and Word.”
What Helena offers
A walk-through of what’s included in your subscription. Most businesses don’t know about the many Microsoft applications they already have, and plenty could make your working day, systems and processes more efficient.
“Our files live on desktops, in email attachments and in filing cabinets, and our folders, Teams and SharePoint have become such a mess that no one can find anything, especially new starters.”
What Helena offers
A simple, sensible file and folder structure across Teams and SharePoint that even new starters can find their way around. Paper and desktop files move online, permissions are tightened up so you’re Copilot-ready, and digital forms and approvals replace the paper trail.
Stage 2
Building Confidence
“Some of us use Microsoft Teams, but only for calls, while others still use WhatsApp for work messages. Everyone works differently, and some of the team don’t feel confident with it.”
What Helena offers
Hands-on training built around your team and how they work, making full use of Teams and the rest of Microsoft 365. Everyone ends up working consistently and Copilot-ready, with resources they can come back to.
“We spend hours on Excel and Word jobs that feel like they should take minutes.”
What Helena offers
Practical Excel and Word training covering the tips, shortcuts and features that save real time.
Stage 3
Working Smarter
“We’ve got too many separate apps and subscriptions, and Microsoft 365 might already cover half of them.”
What Helena offers
A look at where you can consolidate around Microsoft 365 and replace costly third-party tools, so you can cut the subscriptions you don’t need.
“So much of our work still relies on emails, spreadsheets and manual chasing.”
What Helena offers
Simple automation and connected workflows within Microsoft 365, so routine tasks start to look after themselves.
Stage 4
Leading the Way
“New starters take ages to get up to speed, and our best habits live in one or two people’s heads.”
What Helena offers
Ongoing retainer support, refresher training and new-starter guides, so good habits are shared across the whole team.
“Microsoft keeps changing things, and we can’t keep up with what’s new.”
What Helena offers
Regular check-ins to keep you up to date, share what’s new and adjust your set-up as Microsoft 365 evolves.
Get in touch
Book a free 30-minute discovery call
We’ll talk through what’s not working, what you need and where to start, with no pressure and no jargon.
Email admin@optimisedoffice.co.uk
Phone 01799 33 44 13
Where Remote across the UK, on site around Cambridge, Essex & Suffolk
Next step
Ready to find calm in the chaos?
Book a free 30-minute discovery call and we’ll talk through what’s not working, what you need and where to start, with no pressure and no jargon.
