Microsoft 365 Copilot · Case Study 2026
Reimagining AI for work
Domain
Microsoft 365 Copilot
Year
2026
Role
Lead PMM
Teams
Product, Engineering, Design, Legal, Sales
Overview
Positioning Microsoft Teams for the AI era
As lead PMM for several of Teams' flagship Copilot experiences, I helped shape how AI should transform the way people meet and collaborate, and led the go-to-market strategy to bring those experiences to market.
Solution
Bringing the strategy to life
Customer research quickly revealed the problem I needed to solve. People had more meetings than ever, couldn't possibly attend them all, and the ones they did attend needed to be worth their time. In other words, no more "this could have been an email."
Top Productivity Disruptors
Most → Least Disruptive
- 1Having inefficient meetings
- 2Lacking clear goals
- 3Having too many meetings
- 4Feeling uninspired
- 5Not easily finding the information I need
That strategy came to life through a portfolio of AI experiences designed to solve three of the biggest challenges of modern work:
Turn meetings into momentum
Catch up faster
Collaborate across languages
Customer challenge 01
Turn meetings into momentum
Facilitator
An AI teammate that helps teams stay focused, capture ideas, and move work forward together
Launch Challenge
Shift customer understanding from one-to-one AI assistants to AI that collaborates with an entire team.
Approach
I reframed Facilitator from a personal assistant to a shared teammate that helped groups align, make decisions, and leave meetings with clear next steps. Customer feedback helped shape the story throughout the launch.
Impact
Became a widely adopted Microsoft 365 Copilot agent
Copilot in Teams Meetings
Your personal AI companion for every meeting
Launch Challenge
Help customers embrace AI in meetings with confidence.
Approach
As AI adoption grew, I led the customer trust strategy for AI in meetings, partnering across engineering, legal, and IT to address enterprise concerns around transcription, governance, and data handling.
Featured work
Impact
Drove tens of millions in recurring revenue
Customer challenge 02
Catch up quickly on meetings you missed
Intelligent meeting recap
Catch up on meetings in minutes with AI-powered recaps and action items
Launch Challenge
Differentiate Copilot as AI meeting summaries became table stakes
Approach
I built the story around three differentiators: a deeply integrated Microsoft 365 experience, a more personalized way to revisit meetings, and AI that helped people move from recap to action. Instead of competing on summaries, we competed on the complete post-meeting experience.
Impact
Became the suite's most used feature
Customer challenge 03
Collaborate naturally across languages
Live Translated Captions
Follow every conversation in your preferred language
Launch Challenge
Transition a widely adopted AI feature to a premium offering without losing customer trust.
Approach
I led the response to the licensing transition, aligning cross-functional teams around a single customer strategy. As new issues emerged, I established an escalation process based on customer impact to keep teams aligned and sellers equipped for difficult conversations. After launch, I turned those learnings into a repeatable playbook that became the foundation for future product and licensing changes.
Impact
Created a smoother customer transition and a playbook for future licensing changes
Interpreter in Teams
Collaborate naturally across languages with real-time speech translation
Launch Challenge
Refine the business model to remove adoption barriers.
Approach
After launch, I used product telemetry, customer interviews, and field feedback to identify where our pricing, packaging, and usage model created friction. I partnered across product, engineering, finance, and sales to continuously refine the commercialization strategy based on how customers actually used the product.
Impact
Improved adoption by aligning the business model with real customer behavior