AI doesn’t have to be a multi-year digital transformation. For SMBs, the fastest value comes from targeted Copilot and Agent use cases that eliminate repetitive work and improve decision-making.
Mason Whitaker shares real implementations from Business Central customers — including inventory anomaly detection, automated purchasing suggestions, financial close support, and customer-service triage.
This session provides a simple framework SMBs can use to identify, prioritize, and launch 3–5 AI “quick wins” with minimal investment. You’ll walk away with repeatable use cases, governance considerations, and a playbook your team can execute next week.
- Learning Objective 1: Identify high-impact SMB-ready AI opportunities.
- Learning Objective 2: Learn patterns to implement AI in 90 days.
- Learning Objective 3: Understand governance and adoption best practices.
Terms: All rights reserved by the speaker, AI Agent & Copilot Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
Speakers
Mason Whitaker, President, Volt Technologies

