AI Copilot Podcast: Volt Technologies’ Mason Whitaker on Copilot Integration With Core Microsoft Systems

Welcome to the AI Copilot Podcast, analyzing the latest AI Copilot and agent developments from Microsoft and its partners, delving into customer use cases, and exploring how AI plus the Cloud helps customers reimagine their business. In this episode, Mason Whitaker, president of Volt Technologies, discusses his company and its services, as well as customer plans with, and readiness for, Copilots and agents.  

Highlights

Company introduction (00:51)

Volt Technologies’ origins are in large-scale Dynamics 365 deployments and the shift to targeting SMBs with Dynamics 365 Business Central. The company identified a need for professional implementation and support in the SMB market. The typical customer is already live on Business Central and seeking additional capabilities to leverage the Microsoft ecosystem. Industries that Volt serves include consumer packaged goods, advanced distribution, and manufacturing.

AI and Copilot Focus (03:20)

Whitaker notes that AI is starting to be used in inventory operations and forecasting, with specific customers exploring granular use cases. Financial factors and implementation challenges are barriers to AI adoption but integration of Microsoft Copilots with its other systems, including Sharepoint, lowers barriers to entry, while increasing adoption and impact.

Costs and ROI (11:21)

Whitaker highlights the importance of understanding how AI will decrease costs and streamline business processes. Volt Technologies assists customers in calculating ROI and understanding the impact of AI tools. Whitaker stresses the need for a strategic approach to AI implementation, focusing on people and processes before leveraging the technology.

Change Management and User Adoption (12:47)

He emphasizes the importance of change management, stating that technology alone cannot drive change; people and processes must be ready; negative user feedback can hinder adoption, so well-trained users are crucial for successful implementation.

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