SCORE: Using AI to Improve Business Operations

Most business owners are hearing a lot about AI but the bigger question is where it actually helps. For many teams, the best place to start is by looking at the work that slows people down every day. That could be meetings, follow-ups, emails, documents, reporting, planning, or trying to find information across different tools.

In this session, we’ll walk through practical ways AI can help improve how work gets done. We’ll focus on practical use cases that can save time, make work more consistent, and help teams stay on top of what needs to happen next.

We’ll highlight how Microsoft Copilot can support this work inside tools many businesses already use like Outlook, Teams, and SharePoint. While the ideas can apply to many businesses, this session is best suited for teams already using Microsoft 365.

What You’ll Learn

 How to spot tasks in your business that AI can support

 How Microsoft Copilot can help different roles work more efficiently

 Real-world examples of using AI across your business

The Facilitator for this Workshop is Daleele Alison. Daleele is a technology professional, entrepreneur, and Microsoft Partner. As the CEO and co-founder of RooksDM, a technology consulting group, he helps alleviate pain points for small to midsize financial advisory firms by using the right technology, including the Microsoft Suite. RooksDM does everything from one-time consulting, project implementation, and building custom technology solutions. For the past decade, Daleele has worked as a consultant, business analyst, and project manager for Fortune 500 companies to SMBs. He is a passionate entrepreneur who founded not only RooksDM, but also local networking groups Digital Marketing Topic and Trends (DMTT) and Local Coffee Chi (a social group for coffee lovers in Chicago). . To learn more, visit

www.RooksDM.com.