Microsoft Fabric & AI Copilot – 2 Week Readiness Assessment

UB Technology Innovations, Inc.

Accelerate Real-Time, AI-Driven Insights and Modernize Your Data Estate

Unlock the full potential of your data with Microsoft Fabric and AI Copilot. In just 2 weeks, UBTI’s Microsoft-certified experts will assess your current data estate, uncover opportunities for real-time insights, AI-driven automation, and deliver a tailored roadmap to modernize your analytics infrastructure. Through a structured approach, we align business goals with Fabric’s unified architecture—designing a single source of truth, evaluating Copilot feasibility, ensuring governance, scalability, and long-term impact across your organization.

Business Challenges Addressed

• No Real-Time Visibility: Reporting delays limit decision-making speed. • Data Silos: Disconnected systems with no unified source of truth. • No Centralized Data Warehouse: Data scattered across tools and platforms. • Rising Costs: Redundant infrastructure and overlapping tools. • Delayed Insights: Slow reporting leads to missed business opportunities. • No Analytics Roadmap: Unclear path to AI, ML, or Copilot adoption. • AI Not Leveraged: No defined strategy for Copilot or predictive analytics. • Governance Risks: Lack of clear data policies and security controls.

2-Week Assessment Agenda

Week 1 – Discovery & Analysis

• Day 1: Envisioning Workshop

o Define business objectives, KPIs, and analytics priorities o Understand current business pain points and their impacts o Identify gaps in current analytics maturity o Align Microsoft Fabric & AI Copilot adoption with business goals and roadmap expectations.

• Day 2-3: Current Data Landscape Assessment

o Evaluate existing data infrastructure, ETL/ELT pipelines, reporting tools, and Power BI usage o Assess real-time analytics feasibility (streaming pipelines, Data Activator) o Identify lack of single source of truth or data warehouse consolidation o Identify gaps and opportunities for AI-driven insights

• Day 4-5: Target Architecture & AI Opportunity Mapping

o Design target architecture leveraging Microsoft Fabric and AI Copilot o Map real-time and predictive analytics use cases with business impact o Validate governance, security, and compliance requirements

Week 2 – Roadmap Development & Executive Alignment

• Day 6-7: Modernization Roadmap

o Develop phased modernization roadmap with clear milestones o Recommend migration strategy and AI Copilot integration plan o Prioritize use cases for high business impact

• Day 8-9: Cost, Licensing & Skilling Strategy

o Provide resource, license, and deployment guidance o Outline skilling and training plan for Microsoft Fabric & AI Copilot adoption

• Day 10: Executive Presentation & Recommendations

o Present findings, proposed architecture, and AI/analytics roadmap o Share cost-benefit analysis and next steps o Provide strategic guidance for enterprise-wide adoption

Business Benefits

• Single Source of Truth: Break down silos by consolidating data into a single, governed Fabric Lakehouse. • Embed AI & Copilot: Unlock predictive insights and natural language analytics with Copilot and AI. • Faster Decisions: Access real-time dashboards and streaming insights for faster business actions. • Optimize Costs: Reduce overhead by streamlining data, compute, and analytics infrastructure. • Future-Ready Analytics: Build on a scalable platform ready for advanced AI, ML, and real-time use cases. • Expert Guidance: Delivered by Microsoft-certified specialists with deep Fabric and Copilot knowledge.

Key Deliverables

• Comprehensive Assessment Covering

 Current Data Estate & AI Readiness Analysis.  Proposed Future Architecture with Data Warehouse & Real-Time Analytics Feasibility.  Prioritized Roadmap Outlining High-Impact Analytics and Copilot/AI Use Cases  Governance, Security, and Compliance Recommendations.  Investment, Licensing Strategy, Team Skilling & Adoption Plan.

• Executive Presentation

 Proposed Future Fabric Architecture  Process Improvements & Tailored Business Benefits  Fabric Migration Roadmap for Leadership

Why UB Technology Innovations, Inc? Our team combines technical excellence, industry best practices, and real-world implementation experience to help organizations rapidly modernize, unlock insights, and scale their AI and data capabilities with confidence.

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