LouderAI consultants are business experts who work alongside you to maximize your operations, leverage AI, and improve performance. The success stories of our clients cover a range of industry sectors and diverse operational strategies.

LouderAI consulting case studies are a window into how a community of solvers combine the strengths of people and technology to deliver profitable, and sustainable outcomes.

Case Study

From Pilot to ROI with Microsoft 365 Copilot

AI Summary: LouderAI partnered with Delta Dental, the nation’s leading provider of dental insurance, to significantly reduce time spent on repetitive tasks using Microsoft 365 Copilot. To ensure measurable impact before scaling, LouderAI implemented a focused pilot strategy built around four key steps: identifying high-value workflows, delivering a tailored Copilot training program, launching an ROI tracking framework, and developing a long-term adoption plan. The pilot validated the business case and established a clear roadmap for organization-wide deployment. 

Client: Delta Dental
Size: Middle-market
Industry: Healthcare Insurance
Our Role: Conduct a thorough evaluation of organizational processes and workflows to detect inefficiencies, create tailored Microsoft 365 Copilot training programs, track ROI, and develop an adoption plan to scale.
Services: AI Assessment & Strategic Roadmap, Microsoft 365 Copilot Training, Implementation, and Change Management

The Challenge

Delta Dental, a national leader in dental insurance, set a five-year vision to improve operational efficiency to support strategic growth—without compromising its commitment to exceptional client care. Despite strong leadership and a respected industry reputation, the organization’s internal operations were constrained by manual processes, limited cross-team collaboration, and insufficient content creation resources. Key operational challenges included:

• Disconnect between Business and IT departments, leading to inefficiencies and misaligned priorities 

• Core processes are manual and labor intensive, causing bottlenecks and untapped potential 

• Over-reliance on custom-built proprietary systems, leading to challenges in maintenance and integration with new technology 

Delta Dental’s leadership recognized the need to engage with an AI business consultancy to guide the organization through a strategic transformation focused on technology, scalability, and long-term growth. 

The Solution

LouderAI partnered with Delta Dental to conduct a comprehensive AI Assessment and to develop a Strategic Roadmap that paved the way for adopting Microsoft 365 Copilot. To ensure measurable impact before scaling, our AI business consultants executed a targeted pilot designed to demonstrate ROI and validate the business case for an organization-wide rollout. Key solution components included:

1.  AI Assessment & Strategic Roadmap

• Conducted an AI Readiness Assessment to identify internal readiness gaps across strategy, operations, talent, and leadership buy-in.
  
  
• Developed an AI Strategic Roadmap, ensuring long-term success with a detailed plan aligning AI priorities with organizational goals and timelines. 

2. Process Assessment 

• Assessed business functions across the pilot group to identify high-impact workflows that could benefit from Microsoft 365 Copilot’s capabilities to streamline repetitive and time-consuming tasks.
  
  
• Optimized workflows and delivered measurable time savings across key activities, including document management, communications, calendar management, data analysis, meeting management, and project management. 

• Delivered tailored Microsoft 365 Copilot training sessions to equip pilot users with practical, role-specific skills that accelerate adoption and maximize productivity gains.
  
  
• Implemented a structured change management approach—including communication plans, stakeholder alignment, and hands-on support—to ensure smooth adoption and long-term organizational readiness.