62K+
Professionals Trained
1.5K
Users Migrated to the Cloud
240+
Hires Onboarded Faster
40%
Less Expert Review Time
25%
Faster Assessment Production
11K+
Users Reached via Video
400
Live Event Attendees
TEDx
Global Speaking Stage

Client Engagements

Case study →

Global Technology Manufacturer:
Custom Copilot AI Agents

The Challenge

A Fortune 200 enterprise tech leader needed director-level and regional management leaders to move beyond generic chatbot prompting into building functional, production-ready AI agents inside Microsoft 365 Copilot.

The Approach

Dynamic Skilling delivered an intensive 3.5-hour onsite workshop where participants built custom agents directly on their own devices in their live corporate tenant.

The Result

Teams built 3 custom AI agents live (Inbox Summarizer, Playbook Q&A, Forecasting), earning a 5/5 facilitator rapport score and positioning a wider enablement rollout for 100+ team members.

Case study →

National Healthcare Advocacy Association:
Organization-Wide Claude AI Adoption

The Challenge

A national healthcare advocacy association representing cell and gene therapy innovators needed to standardize AI research, document consolidation, and executive writing across its entire 30-person staff without data hygiene risks.

The Approach

Dynamic Skilling designed a two-part engagement combining an all-hands onsite workshop with targeted remote deep-dives on Claude's native design capabilities.

The Result

Upskilled 100% of staff across the organization, mastering automated slide outlining and branded presentation design for executive leadership.

Case study →

Multifamily Real Estate Firm:
C-Suite M365 Collaboration

The Challenge

A premier multifamily real estate investment and management firm had deployed Microsoft 365, but C-suite project updates were fragmented across buried email threads and local file shares.

The Approach

Dynamic Skilling conducted two 3-hour hands-on sessions in a single day tailored exclusively for 10 C-suite executives, including the CEO and CIO.

The Result

Unified executive communication into modern Teams and SharePoint hubs, eliminating document version conflicts across live property acquisition pipelines.

Case study →

Regional Health System:
Enterprise M365 Administration Bootcamp

The Challenge

A regional health system required deep administrative competence across Microsoft 365 for its IT engineers to satisfy strict healthcare compliance and data privacy regulations.

The Approach

Dynamic Skilling authored a 5-day remote bootcamp with 5 dedicated virtual machines focusing on Tenant Configuration, Zero Trust, and Data Lifecycle.

The Result

Engineers completed intensive hands-on labs, validating Conditional Access policies and automated data retention schedules ready for production deployment.

Case study →

Government Aviation Unit:
Wing-Scale SharePoint Cloud Migration

The Challenge

A defense aviation unit needed to migrate 1,400 to 1,500 personnel from legacy on-premises SharePoint 2016 to SharePoint Online without disrupting daily operations.

The Approach

Dynamic Skilling rebuilt the curriculum mid-delivery during a 3-day onsite session for 17-18 IT leaders, architecting 9 new modules across 4 migration phases.

The Result

Delivered a modern information architecture and permission taxonomy ready for wing deployment, earning unanimous praise from leadership for the customized pivot.

Case study →

Global Manufacturing Leader:
Executive AI Strategy & Adoption

The Challenge

Senior leadership of a global manufacturing firm needed an executive framework to evaluate AI capabilities, understand data risks, and steer change management without hype.

The Approach

Dynamic Skilling delivered a full-day remote workshop for 25+ senior executives from across global sites including the CEO, featuring 30 strategic slides and an 11-page workbook.

The Result

The executive team aligned on enterprise prompting standards and practical use cases, concluding with the CEO establishing cross-divisional AI adoption priorities.

Founder Track Record

Rich S.

Standardizing Customer Engagement
for 62,000+ Global Professionals

The Challenge

A Fortune 500 client needed to standardize customer engagement practices for 62,000+ customer-facing professionals globally, but lacked a unified rollout mechanism and consistent adoption tracking to keep methodology execution aligned across regions and roles.

The Approach

Rich S. designed and authored the client's foundational training experience, reaching full mastery of a brand-new authoring platform in just 3 weeks to accelerate launch.

The Result

The program became the enterprise-wide standard for customer engagement, reaching full completion for 62,000+ professionals and establishing the foundation for multiple follow-on programs.

Rich S.

Accelerating Time-to-Productivity for 240+ New Hires

The Challenge

A large security organization had inconsistent onboarding for new hires — no clear milestones, scattered resources, and no way to measure time-to-productivity across the first 120 days.

The Approach

Rich S. designed a milestone-driven onboarding program with role capability demonstrations, giving new hires and managers a consistent way to validate readiness at every checkpoint.

The Result

Time-to-productivity dropped by roughly 20% across 240+ new hires, with improved satisfaction scores from both new hires and their managers.

Errol E.

TEDxWilmington: A Cloud Full of Memories

The Challenge

Cloud storage is usually pitched as a tech feature. The challenge was reframing it as something people actually care about: protecting the memories of the people they love.

The Approach

Errol E. developed and delivered an original TEDx talk combining technology education with personal storytelling, drawing on 7 core skills spanning public speaking, storytelling, and digital preservation.

The Result

The talk landed on one of the world's most recognized public speaking platforms, turning a technical topic into something a general audience genuinely connected with.

Errol E.

The 4 O's: Organizing Your Digital World

The Challenge

A live audience needed a way to learn OneDrive, OneNote, Office Lens, and Outlook without the session collapsing into 4 disconnected product demos.

The Approach

Errol E. created the "4 O's" framework, translating four separate productivity tools into one connected system, and delivered it live in Arizona to approximately 400 attendees.

The Result

Attendees left with one simple, memorable framework instead of four separate tools to juggle.