Copilot Readiness
Jumpstart Your A.I. Enhanced Workplace With Microsoft Copilot.
Let Us Help You Get Started On The Right Pathway For Success.
What is a Copilot?
68%
said Copilot improved the quality of their work
70%
said Copilot made them more productive
77%
said they wouldn’t want to give up Copilot
Your AI assistant for work
Supercharge your productivity across all departments and teams.
Copilot allows teams to leverage generative AI to speed up communications, admin and repeatable functions. Like having an assistant always at hand 24/7.
Amplify creativity, think faster and do more.
Don’t start with an empty page – leverage Copilot to start to generate content based off your own company resources. Getting proposals, contracts and other documents generated instantly is an amazing starting point. Leverage other Copilot tools to convert documents to presentations and back again.
Remain in control, securely access company data in a controlled environment.
Because Copilot is locked to your own Microsoft tenant, the data it pulls information from remains only in organisation, unlike ChatGPT or other similar tools that use your data to drive the model for all users globally, so you can rest easy that your data is safe.
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With Copilot in Teams, stay organised and on top of all your chats, meetings and calls.
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 | With Copilot in Outlook, stay on top of your inbox, manage meeting follow-ups, and create impactful communication in a fraction of the time.
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 | With Copilot in Excel, analyze, comprehend, and visualise data with ease.
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 | With Copilot in Word, transform writing with efficiency and creativity.
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Do it right with Custom365
Copilot isn’t a “turn it on and go” solution.
A successful implementation follows 6 key steps outlined below. Missing these steps can lead to overexposure to sensitive company data, underprepared users with lack of knowledge and skills to make the most of the tool, costly time wasted if not total project failure.
Below we outline the 6 steps and how the Custom365 team can support you every step of the way.
Vision & Value
Lets start with a Copilot Discovery Workshop with your team. We can show you how Copilot works, data security and exposure.
We’ll discuss what Copilot opportunities you may have, tailored to the roles and use cases relevant to you.
We’ll run a persona mapping exercise to ensure the most effective rollout plan is in place for your team and users.
Goal mapping and measure, to ensure that your investment in Copilot is worthwhile.
Assess & Prepare
During this phase we’ll look at your technical readiness.
Data Governance Evaluation – Copilot leverages the data that a user already has access to, but very often data is over exposed and users actually have access to more than they should. Lets review your permissions, sharing and exposure.
License Review – Ensure you have the right licenses to leverage the Copilot technologies and what opportunities you have to extend copilot with additional functions.
Prepare an Implementation Plan – who, when, how are we going to put together to roll this out. A pilot group is the best pathway forward, to limit the risk and control the learning curve.
Pilot & Enable
Roll out to your early adopters, how are they going to prepare for their AI transformation?
Activate and Empower your early adopters with training and prompt education.
How Copilot fits them in their role and document the value that can be leverage for wider adoption.
Measure against your goals.
Adopt & Impact
Start to look at wider adoption, starting with the highest impact opportunities.
Train in hour Copilot Champions to provide peer to peer guidance and support the wider rollout across the organisation. We are here to support those Champions.
Extend & Optimise
Identify opportunities for expansion and further optimisation of your user experiences.
Look for opportunities to draw further benefit from Copilot, building custom extensions, integrate into 3rd party data sources etc.
Govern & Observe
Monitor and report on utilisation and identify areas of improvement, success or concern, and we’ll provide recommendations of a pathway forward.
Undertake usage surveys and team interviews.
Continue to measure against your goals and objectives.
Continue to manage and maintain your data governance to ensure your exposure risk is in check.
Ready to Talk?
Book a time with me, so we can talk about what you are looking to achieve and how we can help you.
