Kimberly West

Microsoft 365 Copilot trainer and instructional designer with 20+ years of Microsoft technology experience and a long record of designing and delivering live technology training for enterprise audiences. Most recently delivered 100+ live virtual Copilot sessions to 2,000+ employees at global enterprises including Toyota, Conagra, and Air Products, with audiences as large as 850 and a 98% participant approval rating. Teaches advanced Excel, including Power Query, and builds beginner-to-advanced Copilot curricula covering Copilot fundamentals, prompting, the Researcher agent, and Copilot in Excel, Word, PowerPoint, Outlook, and Teams, along with the instructor guides, labs, job aids, and handouts learners keep using after the workshop ends.

A SharePoint and Microsoft 365 architecture background means Copilot is taught with a working understanding of the OneDrive, SharePoint, and permissions layer that shapes what Copilot can see and return.

Former Microsoft Technical

Evangelist who trained 1,500+ Microsoft partners across 12 U.S. cities.

Microsoft 365 Copilot Trainer | AI and Microsoft 365 Learning Strategist - CHANGING SOCIAL - Remote

(2026-04 - 2026-09)

• Delivered 100+ live virtual Microsoft 365 Copilot sessions to 2,000+ employees at enterprises with workforces over 10,000, including manufacturers Toyota, Conagra, and Air Products, earning a 98% participant approval rating.
• Taught beginner through advanced Copilot instruction covering Copilot fundamentals, prompt engineering, Microsoft 365 Copilot Chat, and Copilot in Excel, Word, PowerPoint, Outlook, Teams, and Loop.
• Facilitated live virtual sessions in Microsoft Teams, Webex, and Zoom for audiences of up to 850 participants across international locations, adjusting pacing, terminology, and examples for varied roles, skill levels, and business functions.
• Designed and continuously updated courseware, including instructor guides, participant materials, demonstrations, exercises, labs, job aids, and role-based scenarios, revising content as Microsoft released new Copilot capabilities.
• Built advanced sessions on Copilot Studio agent creation and agentic workflows, teaching participants to apply Copilot to real research, analysis, and decision-making tasks rather than feature tours.
• Partnered with client learning teams, IT leaders, and subject matter experts to align content and sequencing with each organization's Copilot deployment and adoption goals.

Founder and Principal Consultant | AI and Microsoft 365 Training - MAGNUM OPUS CONSULTING - Atlanta, GA

(2015-01)

• Delivered 200+ live classes over the past four years on Microsoft 365, Copilot, Copilot agents, and applied AI to a 1,000+ member community of business owners and professionals.
• Teaches advanced Microsoft Excel, including PivotTables, complex formulas, large-dataset analysis, and Power Query, and pairs it with Copilot in Excel for natural-language analysis and visualization.
• Hosts The AI Clinic, a recurring live office hours and Q&A series where past cohort participants bring real work problems after formal programs end, reinforced by monthly sessions and weekly follow-up emails.
• Designed and taught the Atlanta Business League Digital Mastery Program in partnership with Comcast, a ten-session cohort curriculum with student workbooks, instructor guides, slide decks, and facilitator scripts for every session; 30 participants in Cohort 1, 52 in Cohort 2, and a waitlist over 100.
• Developed and facilitated the Claude Masterclass, a 12-module full-day applied AI workshop with 78 participants and a 90% completion rate.
• Runs program operations with Excel-based trackers built on data validation, Copilot Studio tracking agents, and Outlook and Teams meeting series administration.

Senior SharePoint Engineer - BANK OF AMERICA (Contract) - Atlanta, GA (Hybrid)

(2024-03 - 2026-03)

• Led a multi-phase migration from SharePoint 2016 to SharePoint Subscription Edition and SharePoint Online inside a FINRA-regulated environment.
• Authored 40+ design documents, SOPs, runbooks, and governance plans, working alongside architects and architecture review boards on design decisions and risk recommendations.

Microsoft 365 Subject Matter Expert and Integration Project Manager - DELTA DENTAL OF CALIFORNIA (Remote Contract) - Remote

(2021-11 - 2022-12)

• Led an enterprise Microsoft 365 adoption program, coordinating across Workplace Technology, Communications, and Training teams.
• Designed Power BI dashboards and data pipelines that surfaced operational metrics for executive stakeholders.

Technical Project Manager and Microsoft 365 Solution Architect - MAUSER PACKAGING (Remote Contract) - Remote

(2021-06 - 2021-11)

• Managed an enterprise Microsoft 365 migration for a global packaging manufacturer with zero data loss and on-time deployment, including onsite user training and support.

Microsoft 365 Trainer, SME, and Project Manager - GWINNETT COUNTY GOVERNMENT (Remote Contract) - Lawrenceville, GA

(2020-03 - 2021-01)

• Created the courseware and delivered hands-on training for 5,500 employees in the county-wide move to SharePoint Online and Microsoft 365.

Instructional Design PM | Learning Transformation Strategist | SharePoint Team Lead - METROPOLITAN ATLANTA RAPID TRANSIT AUTHORITY (MARTA) - Atlanta, GA

(2004-01 - 2013-12)

• Created MARTA University and trained the entire staff during the rollout of new laptops and operating systems.
• Designed a 60-person technical skills development program and a 50-trainer train-the-trainer program built on adult learning frameworks.
• Led SharePoint implementations for 4,000+ employees across 25+ locations; SharePoint workflow automation saved $200,000+ annually.

Technical Evangelist, Microsoft Across America (MSAM) - MICROSOFT CORPORATION - United States

(2003-04 - 2004-01)

• Toured 12 U.S. cities training 1,500+ Microsoft partners on emerging Microsoft technology.

Technology Consultant - Centers for Disease Control and Prevention

(2020-01 - 2020-12)

Deployed Microsoft Teams and SharePoint sites for COVID-19 first responders and built real-time Power Automate and PowerApps dashboards.

SharePoint Program Lead - ShredIt / Stericycle

(2015-01 - 2019-12)

Led SharePoint Online migrations for 20,000+ global users with zero data loss.

SharePoint Architect and Technical Project Manager - Axiall, Autocam, AGL Resources

SharePoint architecture and technical project management.

Microsoft Consultant - DataPoint Solutions

Microsoft consulting for Department of Defense clients.

Healthcare Technology Advisor - Meditology Services

Healthcare technology advisory.

Certificate - Designing and Building AI Products and Services - Massachusetts Institute of Technology (MIT) (2023-01)