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Five steps for a successful Copilot rollout

Written by Lancom Technology, August 2024

Copilot is Microsoft’s powerful AI tool that has potential to transform your business through enhanced productivity. However, a successful rollout is essential to streamline the implementation process and see results as soon as possible. That's why Microsoft has put together a guide on how you can prepare to rollout Copilot across your organisation.

 

1. Get your data house in order

Copilot adheres to the user's existing access rights, so a review of content management policies is essential. If you don't have security permissions or policies in place, Copilot can access your entire Microsoft suite to gather the necessary information for that user.  By ensuring your team follows security best practices, you can prevent irrelevant data from being used or unauthorised access to private information.

2.  Define use cases

Define the use cases for business functions, teams and individuals so you know who to roll it out to first. For example, project management teams will likely use a lot of the collaborative features such as Loop and Whiteboard. Meanwhile, marketers might find the 'Draft by Copilot' feature on Word helpful for creating content. Everyone will likely use Copilot differently, so having a roll out plan ensures that teams understand how they can best leverage Copilot to assist them. 

3. Identify your Copilot champions

To effectively introduce Copilot, start by identifying key individuals who can best communicate its benefits. These champions will play a crucial role in generating excitement and encouraging adoption among users, making it easier for them to integrate Copilot into their daily workflows. By leveraging their influence, you can ensure a smoother transition and greater overall engagement.

4. Make a skilling plan

As Copilot continues to evolve, it is crucial to ensure that ongoing training is provided. This will not only enhance their proficiency with Copilot but also boost its adoption, productivity, and overall user satisfaction. By staying updated with the latest features and best practices, users can fully leverage Copilot’s capabilities, leading to more efficiency and a more rewarding experience. We have created a guide on how to prompt Copilot to get accurate results. Microsoft also has a prompt training course to enhance you or your team's skills. 

5. Build new work habits

To fully leverage Copilot's potential, it’s crucial to integrate it into your daily routine until it becomes a natural habit. By doing so, Copilot seamlessly becomes an extension of your team, driving your business forward with efficiency and innovation.

 

Copilot is revolutionising the business world globally and it’s clear that Copilot is here to stay. If you’re interested in discovering how to integrate this powerful tool into your business, reach out to us today.

About Lancom Technology

We’re a leading IT company serving Australia and New Zealand by specialising in providing software development, cloud services, managed services and data & insights to help businesses succeed by doing more with less.

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