A POINT OF VIEW FOR WASHINGTON COMPANIES / MODERN MACHINERY

Put AI to work.
Keep the expertise.

Faster service closeout. Better customer follow-through. Knowledge that stays with the business. A 90-day AI & Copilot Center of Excellence launch, led by Agilidy and built around your team.

See what it could look like Explore the engagement

Modern Machinery as the proposed first proving groundDiscussion concept · October 2026

FIVE POSSIBILITIES. A PRACTICAL FIRST STEP.

Start with the work people do.

Explore an outcome, watch the workflow unfold, and see what we would measure.

Illustrative business hypotheses—not forecasts. Select a tile to watch its automatically looping example. Assumptions are available below.

01 / THE POTENTIAL OUTCOME

Completed work. Faster closeout.

Give the service team a clear view of missing notes, approvals and next actions—so completed work can move toward invoicing.

30%hypothetical reduction in closeout timeInspect the assumptions ↓

02 / SEE THE AGENT EXPERIENCE IN TEAMS

Service closeout · Teams example

Always playing · no clicks required

Watch the workflow unfoldAutomatic looping simulation · synthetic data

Demo playing

1Ask2Find context3Recommend4Review5Update

TTeams Search work and approved knowledgeILLUSTRATIVE DEMO

MODERN MACHINERY · CONCEPT

Service coordination

Human review

Closeout queue

WO-1048 · Cedar Ridge Earthworks6 days since last labor · note missing

WO-1052 · Summit Aggregate4 days · customer approval recorded

WO-1057 · Pine Valley Civil2 days · review ready

Synthetic records
No live systems connected

Activity in this demo

Case opened

Copilot experience Animated concept

What is holding up WO-1048?|

EMPLOYEE MESSAGE

Preparing the question…

A question starts the workflow.The employee asks about the selected record.

Illustrative interface with synthetic data. This is a proposed experience, not a screenshot of a deployed Microsoft or Modern Machinery system.

03 / WHAT YOU JUST SAW

You saw a service manager identify a missing note, assign the next action and prepare a customer update.

WHAT WE WOULD MEASURE

Days from last labor to closeout • eight-day attainment • net admin time • rework

Why this use case · assumptions · platform fit +

Why it could matter

Modern’s Field Service Supervisor role specifies an eight-day work-order closeout goal. That gives a pilot a concrete operational measure.

Illustrative economics

Illustrative baseline: 10 days → 7 days. Separately, 10 users × 30 net minutes saved/day × 220 days = 1,100 hours/year; at $45/hour, $49,500 in capacity value.

Use what already exists

Start with the existing service system. Evaluate built-in D365 Field Service summaries only if licensed and deployed. The queue and Teams actions shown require configuration and validated connections.

Hypotheses, not forecasts. Annual benefits are not 90-day results and should not be added together. Time savings are net of human review. Financial cases exclude implementation, licensing and support costs.

Give time back.

Reduce repeated searching, preparation and coordination so capacity can return to valuable work.

Move work forward.

Turn customer context and reviewed findings into clear actions, accountable owners and follow-through.

Keep knowledge available.

Capture and validate experience before retirement, turnover or hiring gaps make it harder to access.

AGILIDY / 90-DAY AI & COPILOT CENTER OF EXCELLENCE LAUNCH

Prove the value.
Build the internal capability.

Begin with two candidate pilots: service closeout and product-support sales. Confirm scope after discovery, then coach an internal owner throughout delivery.

01Days 1–30

Get ready

Assess & align. Prioritize & plan.

Baseline two workflows, confirm data and licenses, select built-in capabilities, agree owners and success measures.

Prioritized use cases + pilot charter

02Days 31–60

Onboard & engage

Activate & validate.

Configure the agreed experiences, test with real users, run workshops and coach the internal lead.

Working pilots + adoption playbook

03Days 61–80

Deliver impact

Adopt & measure.

Support everyday use. Measure quality, net time saved and business outcomes against the baseline.

Outcome scorecard + improvement backlog

04Days 81–90

Extend & optimize

Transfer & scale.

Transfer ownership, document support and governance, and agree the next-quarter roadmap.

Named owner + operating playbook

Adapted from Microsoft guidance: Get ready → Onboard and engage → Deliver impact → Extend and optimize. Timing and delivery activities are Agilidy’s proposed engagement design, not a Microsoft certification or endorsement.

A small CoE with a working rhythm.

Govern

Owners, approved sources, access and release criteria.

Enable

Relevant demos, workshops, office hours and champions.

Optimize

Usage, quality, net benefit and cost reviews.

Scale

Reusable patterns and a quarterly investment roadmap.

ACTIVATE → CONFIGURE → EXTEND ONLY WHEN NEEDED

Start with capabilities
you can already use.

Assess Microsoft and OEM options before designing anything custom. Copilot Studio earns a place only when an important workflow gap remains.

Microsoft first

Microsoft 365 Copilot, Sales agent, SharePoint knowledge and eligible Field Service capabilities.

OEM expertise

Available Komatsu technical AI and equipment insights, subject to access and entitlements.

Fit to your environment

Confirm CRM, source systems, permissions, licenses and integration feasibility before promising a solution.

LED BY JASON WICKMAN / FOUNDER, AGILIDY

I help you get it working.
Your team learns to own it.

I can work alongside your AI Enablement Specialist, develop someone already inside the business, or help identify the long-term resource as we deliver.

Book 15 Minutes with Jason

Ownership grows during the engagement.

Learn together. Shadow discovery, prioritization and readiness decisions.

Lead together. Co-deliver demonstrations, training and pilot reviews.

Transfer the rhythm. Own the backlog, scorecard, support playbook and next-quarter plan.

If hiring is needed: define the role, support candidate assessment and plan onboarding as recruiting timing allows.

Research, sources and what we still need to validate +

The AI Enablement Specialist description asks for discovery, practical demonstrations, adoption support and measurable value. These use cases translate that mandate into hypotheses for Modern Machinery. CRM usage is evidenced in its PSSR role; Dynamics 365 deployment is not confirmed. Microsoft 365 / Copilot skills in a job description do not establish a D365 deployment.

We would validate workflow volumes, baseline performance, workforce exposure, platform access and full costs before committing to targets. Cowork/Scout are not assumed dependencies. Job posting availability can change.

AI Enablement Specialist role Modern Machinery PSSR role Field Service Supervisor role / eight-day goal Modern Machinery oil analysis Modern Machinery machine rebuilds Komatsu AI announcement · June 9, 2026 Microsoft Sales agent overview Dynamics 365 Field Service Copilot SharePoint agents in Teams Microsoft Copilot adoption roadmap Microsoft Copilot Success Kit Microsoft AI Transformation Leader curriculum

A CONVERSATION ABOUT THE FIRST TWO WORKFLOWS

Where would a practical
AI pilot matter most?

Let’s compare these hypotheses with your priorities and decide whether a focused 90-day engagement would be useful.