AI Transformation Consultant (Set Up Our Business to Be AI-Ready Using Microsoft Ecosystem)
Worldwide
Overview We are looking for an experienced AI Transformation Consultant to help structure and set up our consultancy to effectively leverage AI across operations, knowledge management, and decision-making. This is not a purely technical implementation role. We need someone who can combine business understanding, process thinking, and practical AI execution to make our consultancy truly AI-ready. Our environment is already highly digital (Microsoft 365 stack), and we want to move to the next level: structured, governed, and scalable AI usage. About Us • Consulting firm focused on procurement and business optimization • Heavy use of: Microsoft 365, Teams, SharePoint, Loop, Power BI • Strong focus on structured processes, governance, and knowledge management • Working with C-level stakeholders Objective Design and implement a practical AI-ready operating model, including: • How we organize and structure our data • How we embed AI into daily workflows • How we scale usage across the team • How we govern AI usage securely and effectively Scope of Work 1. AI Readiness Assessment • Evaluate current tools, workflows, and data structure • Provide clear, actionable recommendations 2. Knowledge & Data Structuring • Design optimal structure across: o SharePoint o Microsoft Loop o Teams o Planner • Ensure information is: o AI-consumable o well-organized o governed properly 3. Tooling & Setup • Configure and optimize: o Microsoft Copilot usage o Prompt libraries and templates o Workflow automation 4. Governance & Best Practices • Define: o AI usage guidelines o data governance model o security considerations • Create reusable internal standards 5. Enablement • Deliver: o short guides o practical examples Deliverables • Target AI Operating Model • Structured Knowledge Architecture (M365) • Defined AI Use Cases (prioritized) • Implementation Plan (phased) • Governance Playbook Ideal Candidate We are looking for someone who: • Has hands-on experience implementing AI in businesses (not just theory) • Strong understanding of: o Microsoft 365 ecosystem (critical) o Copilot capabilities o Knowledge management & workflows • Thinks in processes, not just tools • Can communicate clearly with executive-level stakeholders • Has experience in consulting, operations, or transformation projects Nice to Have • Experience in procurement or B2B consulting environments • Experience setting up AI governance frameworks • Background in Power BI How to Apply Please include: 1. Specific examples of businesses you helped become AI-ready 2. What your approach would be in the first 2–3 weeks 3. Tools and frameworks you typically use 4. Links to relevant work, case studies, or portfolios 5. Explain how you would redesign a company’s Microsoft 365 environment to make it AI-ready for Copilot usage. Engagement Details • Initial project: 4–8 weeks • Potential for long-term collaboration • Mix of strategy + hands-on execution
- Less than 30 hrs/weekHourly
- 1-3 monthsDuration
- IntermediateExperience Level
- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:15 to 20
- Last viewed by client:3 days ago
- Interviewing:3
- Invites sent:0
- Unanswered invites:0
About the client
- GreecePolihni5:10 AM
- $4.2K total spent39 hires, 2 active
- HR & Business ServicesSmall company (2-9 people)
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers earned on Upwork in 2020
Find the best freelance jobs
Growing your career is as easy as creating a free profile and finding work like this that fits your skills.
Trusted by