Microsoft 365 Copilot Planning

The objective of the PoC approach is to rapidly and safely evaluate the value received from the implementation of Microsoft 365 Copilot, identifying what works, understand the end user value Copilot brings, and inform future iterations. The technical and end user groups should learn alongside each other to both groups build their necessary skillsets.

Key Objectives

• Validate the functionality and value of Copilot
• Independently manage and optimize Copilot post-PoC
• Ensure minimal disruption to current workflows
• Establish a feedback loop to iterate on Copilot configurations

Strategy

• Fast-tracked Implementation: Focus on a quick, iterative approach to implement the PoC, emphasizing learning, adaptation, and security
• Collaborative Learning: The end user and technical teams should be involved throughout the process to build expertise and confidence
• MVP Strategy: Implement “just-enough” file, document, and site availability to validate value without over-investing in initial setup, ensuring quick wins along with adaptability and security

Major Steps Involved

The implementation of Microsoft 365 Copilot is executed through a series of structured steps to ensure a smooth and effective rollout. Initially, it’s best to conduct an assessment of the existing Microsoft 365 environment and confirm the initial rollout groups.

Following this, prepare the necessary infrastructure by assigning Copilot licenses, cleaning and organizing data at an MVP level, and configuring security settings. The deployment phase will see Copilot integrated into the core productivity apps, with initial
training provided to early adopters and trainers. Throughout the process, monitor usage and gather feedback to iterate and
optimize future configurations.

Step 1:  Pre-Implementation Assessment

• Review Current Systems:
  Assess the existing Microsoft 365 environment, including license eligibility, data quality, EntraID readiness and Graph API utilization
  
  
• Confirm Initial Pilot Group:
  Create a clear communication plan that sets the right expectations with an end user group of no more than 20
  
  

Step 2: Infrastructure Preparation

• Security Configuration:

  Implement security best practices to ensure data protection and prevent oversharing via EntraIDs

• Data Preparation: 
  Clean and organize data at an MVP level, ensuring high quality and relevance for Copilot's suggestions
  
  
• License Assignment:
  Ensure appropriate Copilot licenses are assigned to selected users
  
  

Step 3: Implementation

• Deploy Copilot:
  

  Set up Copilot, integrate it with core productivity apps like Word, Excel, PowerPoint, Outlook, and Teams

• Enable Early Adopters:
  

  Deploy Copilot to PoC group while providing initial training and support to end users and trainers

Step 4: Monitoring and Feedback

• Track Usage and Performance:

  Monitor Copilot usage and gather feedback from early adopters

• Iterate Based on Feedback:
  

  Adjust configurations and workflows based on user feedback to optimize Copilot’s performance and value

Step 5: Training and Handover

• Develop Training Materials:

  Create company specific training resources for broader rollout

• Train-the-Trainer:
  

  Prepare trainers to educate the wider organization on Copilot usage

Initial 100 Days Proof of Concept Plan 

We aim to ensure a successful and smooth rollout of Microsoft 365 Copilot for the client, delivering immediate value and setting the stage for long-term success.

Day 1-10: Planning and Assessment

• Kickoff meeting with technical and executive stakeholders
• Conduct an assessment of the current Microsoft 365 setup
• Confirm early adopter teams and critical use cases

Day 11-30: Infrastructure Preparation

• Perform MVP level data cleanup and file, document, and site organization
• Configure security settings and ensure compliance with best practices
• Set up necessary integrations with Microsoft 365 apps
• Assign Copilot licenses to early adopter teams

Day 31-60: Initial Implementation

• Deploy Copilot early adopter teams
• Provide initial training sessions for early adopters
• Set up monitoring to track usage and gather feedbacks

Day 61-91: Feedback and Iteration

• Collect feedback from early adopters through surveys and interviews
• Analyze usage data to identify areas for improvement
• Adjust configurations and workflows based on feedback
• Create standardized rollout and documentation

Day 92-100: Transition and Handover

• Ensure technical teams are ready to respond to service requests
• Agree to continued rollout support budgeting and identify teams for future onboarding
• Conduct a final review meeting to discuss lessons learned and next steps