Teacher handover

SoftwareOne · Cohort intro

Who the client is, the people in the room, how the course runs and who to contact.

Cohort intro 2:19

Keys: J back 10 s · L forward 10 s · K play or pause
Transcript

1 · Title. This is the cohort intro for SoftwareOne: who they are, the tool they use, and how the course is set up. The class video covers lesson one itself, and the written handover below the video has every detail.

2 · The company. SoftwareOne resells Microsoft and Adobe licences and sells services around them. The course is for the Mexico team. Margins on Microsoft licences are very thin, so they grow through services and cross selling.

3 · How their work runs. Their sales opportunities live in Dynamics, their reports in many Power BI dashboards, presales requests in Planner. The pains they told us about: the CRM is not kept up to date, so the forecast is chased by hand; Microsoft funds expire and are watched by hand; and Microsoft invoices arrive late and hold up their own billing.

4 · Their AI tool. Everyone uses Microsoft 365 Copilot with a licensed work account. Copilot Chat has connectors but no skills; Cowork has skills, and it is approved for this group. So the course teaches skills, and the slides call them habilidades de Copilot, never Cowork.

5 · The people. Thirty nine people are invited, and thirteen had accepted two days before the first class. The profiles so far: account managers and digital sales, legal, finance, operations, facilities and IT. The sponsor is Jorge Linares, Director General of SoftwareOne Mexico. He told us success is three to five people who get motivated to start building agents, not a headcount.

6 · The course. Four live classes in Spanish, on Thursdays at noon Mexico City time, seven in the evening in Italy, each planned for seventy five minutes. Lesson one is Thursday the twelfth of November, lesson two the nineteenth. Each class builds something of theirs: the task matrix, a spreadsheet turned into a presentation, a Notebook, and their own instructions. Pre work on the Academy platform comes before and after each class.

7 · Contacts. Raffaello is your contact for the material, the platform and the participants. At SoftwareOne you will meet Jorge, Fer, and Ana Brito, whom they call Cris. Building agents and automations is a separate add-on, not this course: if someone asks, say you will pass it to us. The same goes for scope, dates and the contract.

Who the client is

SoftwareOne resells Microsoft and Adobe licences and sells services around them. The course is for its team in Mexico. The licence business runs on 3 to 5 year contracts with annual payments. Microsoft margins are very thin, so they grow through services and cross-selling. (Source: our discovery call with Jorge Linares, 9 September 2026.)

How the Mexico team works, from our calls with them (30 October and 5 November):

  • Several lines of business: sales (account managers), product presales, services presales, marketing, finance, HR. Fer (Fer Moctezuma) leads the product line (Microsoft resale); Cris, whose name on the platform is Ana Brito, leads the services line.
  • Their systems: Dynamics (the CRM, for sales opportunities), many Power BI dashboards, Planner for presales requests, and Partner Center for Microsoft incentives.
  • Pains they named: sales people do not keep the CRM up to date, so the forecast and pipeline are followed up by hand; Microsoft funds expire and have to be watched by hand; Microsoft invoices reach the portal only on the 3rd to 5th of the month, which holds up their own billing.

Their AI tool is Microsoft 365 Copilot, on their work accounts with the paid licence. Copilot Chat has connectors (Planner works; Power BI was found through search) but no skills. Copilot Cowork has skills. Cowork is approved for this group, and participants use both Chat and Cowork; so the course teaches skills; the slides say "habilidades de Copilot" and never name "Cowork". Access to the Dynamics CRM from Copilot (D365 Sales) did not work on 9 November. (Sources: calls of 5 and 9 November; Raffaello's decision of 10 November.)

What Jorge wants from the course: not a headcount, but 3 to 5 people who get motivated and start building agents, and a team that stops using AI "like Google". (Sources: our calls with Jorge, 9 September and 23 October 2026.) Fer and Cris's wish to build agents and automations themselves is a separate add-on, not part of this course (decided 4 November). If someone asks about agents, automations or Copilot Studio, say you will pass the question to us.

The people

Read from the Academy platform on 10 November 2026, two days before lesson 1. Numbers will move as people accept their invitations.

What Source
39 people invited; 13 have accepted and filled in their profile Academy database, read 10 November 2026
About 40 people, cross-functional and starting from a basic level; the list came from SoftwareOne Call with Jorge, 1 October; platform setup, 4 November
Three SoftwareOne people are client admins on the platform: Ana Brito, Jorge Linares and Fer Moctezuma Platform setup, 4 November
Of the 13 profiles: account managers and digital sales (5), legal (2, one the legal director), finance (the accounting and reporting manager), operations (a delivery center lead and a team leader), facilities, Sales Excellence, IT support Academy database, read 10 November 2026 (job titles as they typed them)
Jorge Linares is the Director General of SoftwareOne Mexico and the sponsor of the course Discovery call, 9 September
Everyone uses Microsoft 365 Copilot with their work account, licensed. They open it from the Copilot app or in the browser Pre-L1 setup module; call of 30 October

The lesson 1 page has what the first five starting questionnaires say.

How the course runs

The course: AI Literacy Bootcamp, called "Fundamentos de IA" on the platform for SoftwareOne. Four live classes in Spanish, on Thursdays at 12:00 Mexico City time (19:00 in Italy). Each lesson plan uses 75 minutes; the meeting is booked from 12:00 to 13:30. Lesson 1 is Thursday 12 November, lesson 2 Thursday 19 November; we will confirm the dates of lessons 3 and 4. (Sources: Raffaello's calendar; the lesson 1 agenda.)

Lesson Live After, on the platform
1 · ¿Para qué usar la IA? Their task matrix Their first entry, the plan of their main task
2 · La IA como analista y creador Spreadsheet → presentation With their own data, they create a skill
3 · Notebooks y la IA como investigador A Notebook that teaches you; adapting a colleague's work Their main task
4 · Tu IA, a tu medida Their own instructions, the group vote Their course summary

(Source: slide 5 of the lesson 1 deck.)

The pre-work lives on the Academy platform. Before lesson 1 (about 20 minutes): the course agreement, a starting questionnaire, opening Copilot Chat with their work account, and joining the course WhatsApp group. After each class there is a pack that finishes what the class started.

The tool: Microsoft 365 Copilot. Where other cohorts say "Proyectos", this one says "Notebooks". The course teaches principles that work in any tool; say so if someone uses a different one.

«Mi camino con la IA»: each person's page on the platform, where the exercises end up as projects. In lesson 1 it is shown as a mockup: the page is not live on the platform yet, so promise no date.

Contacts

Raffaello (AdapttoAI) is your contact for anything about the material, the platform or the participants. At SoftwareOne: Jorge Linares (Director General, the sponsor), Fer (Fer Moctezuma, product line) and Ana Brito, called Cris (services line), our contacts for Copilot. Fer and Ana Brito are also platform admins. Anything about scope, dates or the contract goes to us, not to them. (Sources: the call notes above; platform setup, 4 November.)

The course WhatsApp group: participants join it in the pre-work. Slide 3 tells anyone missing a setup step that they get help there after the class: agree with Raffaello who answers.