Artificial Intelligence
Your Partner in Unlocking AI’s Full Potential
AI is already built into Project, Planner, Teams, Power BI, Power Automate, Power Apps, SharePoint, and OnePlan – but having access to AI and actually getting value from it are two different things. PPM Works is the partner organizations turn to for closing that gap, helping you move past experimentation and into real, measurable adoption so your team gets the full potential of the AI capabilities you already own.
Microsoft Copilot: AI Built Into the Tools You Already Use
Copilot puts powerful AI directly into the tools your team already uses every day — our job is making sure your organization knows how to put every part of it to work. Microsoft 365 Copilot brings a shared intelligence layer – Work IQ – across the apps your team uses every day, along with chat, enterprise search, ready-to-use and custom agents, and Copilot Notebooks for organizing meeting notes and project materials. For project and portfolio management specifically, Copilot shows up in a few key places:
Project & Planner
Generate task plans, draft risk assessments, produce status reports, and get chat-style answers about your plan.
Teams
Capture meeting recaps, transcripts, and action items automatically, with AI-assisted facilitation during live meetings.
Power BI
Ask questions of your data in plain language and get narrative summaries alongside your dashboards.
Power Automate
Describe the workflow you want in natural language and let Copilot build the flow.
Power Apps
Build custom apps and data tables from a written description instead of starting from scratch.
SharePoint
Get AI-powered answers and summaries from your project sites and content libraries.
Not a Microsoft Shop? We Help You Pick the Best AI Tool
Copilot is a great fit if your team already lives in Microsoft 365 — but it isn't the only option, and it isn't always the right one. We stay current on the leading AI assistants so we can help you evaluate, configure, and adopt whichever tool (or combination of tools) actually fits how your team works.
Microsoft Copilot
Built into the Microsoft 365 apps your team already uses, making it often the fastest path to adoption if you're already invested in the Microsoft ecosystem.
Claude (Anthropic)
Known for careful reasoning and handling long, complex documents — a strong fit for teams that need deep analysis of plans, contracts, or reports.
ChatGPT (OpenAI)
The most widely adopted general-purpose assistant, with a large plugin and integration ecosystem for teams that want flexibility.
Google Gemini
Deeply integrated with Google Workspace, making it a natural fit for organizations that live in Docs, Sheets, and Gmail.
Not sure which one is right for your team? That is exactly what we help you figure out.
TAKE THE AI READINESS ASSESSMENTSofia GPT in OnePlan
If your organization runs on OnePlan, Sofia GPT is your built-in AI assistant. It helps you build plans, summarize reports, answer portfolio-level questions, and automate routine tasks – all from inside the platform you already use for portfolio and project management, and PPM Works is the team that helps you unlock its full capability.
How PPM Works Helps
Go Deeper
Want more on where AI in project and portfolio management is headed?
Complimentary For Qualified Enterprises
Free Half-Day AI Readiness Workshop
Work with the team leading AI adoption in the PPM space. For larger organizations ready to move beyond a self-assessment, our team spends a half day with your PPM stakeholders, on-site or virtually, reviewing your current environment, demonstrating AI in action, and building the roadmap you need to move forward with confidence.
REQUEST A WORKSHOP FOR YOUR TEAM
Offered at no cost to qualified organizations. We will follow up to confirm fit and schedule your session.
Ready to See Where Your Team Stands?
Take our short AI Readiness Assessment to find out where you have the most opportunity and get a clear starting point.