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IT Leadership Roundtable: Making the case for Microsoft 365

Pedro Pinto
Aug 21, 2025

 

In today’s fast-paced business environment, having the right tools can set your organization apart. Microsoft 365 (M365) offers a powerful suite of productivity apps — but for many, the path to implementation isn’t clear.

Even if your organization already holds M365 licenses, you may be missing opportunities to use the platform to its full potential. Getting leadership buy-in and staff adoption for features can also be challenging — unless you have a strong business case.

This webinar explains how to demonstrate the value of M365 for your organization. It explores some of the platform’s most popular apps and shows how organizations use them to streamline operations, enhance collaboration and spark innovation.

You’ll learn what it takes to implement M365 successfully, from licensing requirements and governance to change management and adoption best practices. This session covers:

  • A brief overview of M365 and its most commonly used productivity tools.
  • Real-world business cases for M365 apps — and post-implementation results.
  • Tips for successful implementation, including how to gain leadership buy-in and boost staff adoption.

This session is led by Wipfli’s digital services team and is designed for compliance officers, IT managers, information security officers, IT auditors and operations managers in financial institutions.

Watch the replay today to learn how to make the most of your M365 investment.

Presenters

Nate Weller

Joel Lego

Scott Vandeputte

Pedro Pinto

Author(s)

Pedro J. Pinto
CISA, Manager, Wipfli Advisory LLC

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