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M365 Copilot Preparation & Planning

The M365 Copilot Preparation & Planning engagement assists organisations in evaluating the readiness of their Microsoft 365 services to utilise Copilot’s capabilities to improve efficiency, collaboration, and productivity across the workplace.

Key benefits of M365 Copilot Preparation & Planning

Microsoft 365 Copilot has the potential to supercharge your organisation. In order to achieve the best results, it is essential to put strong foundations in place and do thorough testing with appropriate users. This engagement combines data from your environment with context from your teams, to give you confidence and a clear set of steps towards realising all of the benefits that are waiting for you.

Kickstarts AI Adoption

Helps organisations at the beginning of their AI journey to plan and initiate Microsoft 365 Copilot implementation effectively.

Supports Proof of Concept

Offers structured guidance for organisations moving towards an M365 Copilot proof of concept, setting a solid foundation for pilot success.

Technical Deployment Readiness

Prepares teams for the technical rollout of M365 Copilot, covering key areas such as data governance, security, compliance, and management.

Provides Practical Recommendations

Delivers impactful advice and best practices to streamline the transition from assessment to implementation.

Maximises M365 Value

Enables organisations to unlock greater productivity and extract more business value from their existing Microsoft 365 investments using secure, compliant GenAI tools.

Drives User Engagement

Helps build bespoke use case plans tailored to specific personas, inspiring user adoption and driving early engagement with M365 Copilot.

Gartner insights

Did you know...

0 %

of users were found to save up to 14 minutes per day through automating time consuming, routine tasks with Copilot

Insights from Gartner: Top 10 Insights From the 2023 Microsoft 365 Survey

Who is our M365 Copilot Preparation & Planning service a great fit for?

Are you looking to realise the benefits of M365 Copilot adoption?

We need to be certain that we have the correct licensing and security foundations to adopt Copilot

Perfect! Our engagement will provide clarity on your readiness by collecting fact based information from your M365 environment as a first step.

We want to test M365 Copilot before rolling it out

No problem! Our team will work with you to understand the needs of your users, and identify the perfect group for a proof of concept.

We are a partner with clients running M365 and considering Copilot

Perfect! We'd love to work alongside you to bring our skills, experience and team of experts to help your clients on their M365 Copilot journey

Like what you see?

Speak with the team to discuss how we can support your optimisation journey!

How does an assessment work?

Our M365 Copilot Preparation & Planning service is a one-time engagement, taking around 4 weeks in total, designed to get you ready to embrace this new technology. Speak to our team to learn more.

Initial Conversation

We will have an introduction call to learn more about your needs, show you the power of our services and demonstrate appropriate tooling.

Share Pre-requisites

The pre-requisites for tool deployment will be shared with you in preparation to get started.

Tool deployment

We will share with you a proposal for the service, usually incorporating the findings from our 'Health Check'.

Data Analysis

Time for us to discuss the proposal and hear your thoughts and feedback to make sure we can get the service right for you.

Workshops

We will host two workshops with you which go through the journey from understanding the zero trust framework, discussing the data, identifying the apporpiate candidates and creating pilot.

Deploying Copilot

With the data you have gathered and knowledge built, you should now be able to independently go ahead and deploy Copilot among the environment.

Why Choose Us?

Our team has delivered numerous M365 Copilot Preparation & Planning engagements with clients from a wide range of industries. Our unique blend of combining fact-based information from your environment with input from your people, means a complete output that is tailored to your organisation.