Introduction
Implementing Microsoft 365 Copilot can be a game-changer for businesses. But making the most of this AI-powered assistant doesn’t happen automatically. If you’re wondering how to get ready for Microsoft 365 Copilot, there are crucial steps you need to take, ensuring that Copilot integrates seamlessly into your workflows while enhancing productivity across the board. This preparation can be daunting – after all, we’re talking about transforming how your business operates at its core. Luckily, you don’t have to do it alone.
Understanding how to get ready for Microsoft 365 Copilot starts with preparing your employees. Without proper training, teams may underuse it or struggle to understand how it fits into their existing workflows. But here’s the catch: general training isn’t enough. Different teams have different needs, and training must be tailored to specific roles.
Develop Role-Specific Use Cases
Each department will interact with Copilot in unique ways. Whether it’s drafting documents automatically for HR or generating data insights for marketing, someone needs to work with each team to map out where Copilot will add the most value.
Championing Early Adopters
Identifying key employees to lead the charge can make a huge difference in adoption rates. These early adopters will help guide their teams through the process, but they’ll need ongoing support to succeed.
2. Organising Your Data for AI Efficiency
Copilot relies on well-structured, accessible data. If your content is disorganised, filled with outdated files, or scattered across poorly structured systems, Copilot’s effectiveness will be severely limited. Ensuring your digital environment is prepared requires much more than a quick cleanup.
Data Clean-Up and Organisation
Are you prepared to go through every folder in SharePoint and OneDrive to clear out redundant or outdated content? Probably not. But this is essential for Copilot to function properly. ROT (redundant, outdated, and trivial) content will result in inaccurate responses from Copilot.
Metadata and Taxonomy Setup
Structuring your content with logical tags and categories ensures that Copilot retrieves the right information at the right time. This might sound straightforward, but getting it right can be a big undertaking.
It’s one thing to know your data needs organising – quite another to actually do it. This is where having experts on hand to manage the process becomes invaluable. We can audit, clean, and restructure your data for optimal AI performance, so you don’t have to worry about it. Get in touch if you want to find out more about how we can get your business Copilot ready.
3. Securing Sensitive Data and Permissions
Copilot’s access to your company’s data can be incredibly powerful, but with that comes the responsibility of ensuring sensitive information is secure. Permissions must be set, access reviewed, and security protocols tightened – especially for remote or external users.
Regular Access Reviews
How often do you review who has access to sensitive documents or data? If it’s not regularly audited, there’s a good chance overexposed assets are creating security risks. Without frequent reviews, Copilot might surface confidential information to the wrong people.
Security Protocols and Multifactor Authentication (MFA)
Beyond access, protecting sensitive sites with MFA and conditional access policies adds a layer of security that’s crucial in today’s remote-working world. But implementing this requires not only technical know-how but ongoing oversight.
These are not tasks to delegate to your already busy IT team. Managing permissions, access controls, and implementing advanced security measures is something that should be left to specialists. By trusting us to handle this, you can rest assured that your data will be safe – and that Copilot will only retrieve what’s meant to be seen.
4. Tailored Training for Ongoing Success
Understanding how to get ready for Microsoft 365 Copilot doesn’t stop with the initial rollout. Employees need ongoing support as they adapt to Copilot’s capabilities. But organising continuous, department-specific training is a significant commitment—and your teams need more than a quick demo to get the most out of it.
Hands-On Training
Beyond the basics, each department requires practical training that aligns with their daily tasks. This isn’t something generic—you need a plan that walks employees through using Copilot within their unique workflows, whether it’s for finance, marketing, or operations.
Regular Feedback and Optimisation
As your team becomes more comfortable with Copilot, their needs will evolve. Regular feedback sessions allow us to adjust the tool’s implementation and uncover new use cases, ensuring Copilot continues to add value as your business grows.
Do you have the time and resources to plan, execute, and refine this level of training? We can develop and manage the entire process, ensuring that every team gets the training they need to thrive with Copilot.
5. Ongoing Optimisation and Expansion
Once Copilot is set up, that’s just the beginning. To fully capitalise on its capabilities, you’ll need to monitor its performance, refine its usage, and explore additional ways it can benefit your business.
Monitor and Optimise
Copilot’s usage reports provide insights into which teams are making the most of the tool – and where improvements can be made. But interpreting these reports and turning them into actionable strategies is time-consuming. That’s where we come in.
Expand Use Cases
Once your teams are comfortable, there’s no reason to limit Copilot’s role. We can help you identify new areas where AI can drive efficiency, from customer service to project management.
Customisation
If your business has specific needs, we can customise Copilot Studio plugins to tailor the experience further, ensuring Copilot works precisely how you need it to.
Why leave these opportunities untapped? By partnering with us, you’ll have experts on hand to continuously optimise your Copilot experience and identify new ways to leverage its power.
Ready to Get Started?
The path to understanding how to get ready for Microsoft 365 Copilot can seem overwhelming, but with the right support, it doesn’t have to be. Whether it’s managing data clean-up, securing sensitive information, or delivering ongoing training, we’re here to help every step of the way.
By working with us, you’re not just implementing a tool—you’re transforming the way your business operates, with experts ensuring everything runs smoothly from day one. Get in touch with us today and let’s get started on unlocking the full potential of Microsoft 365 Copilot for your organisation.
About Us
Emerge Digital is a technology and digital innovation company and Managed Services Provider (MSP) dedicated to igniting tech-powered growth for SMEs.
We know that whether your business is scaling rapidly or looking to reclaim industry leadership, sustainable growth requires more than just keeping the lights on – it demands innovation.
Our solutions – including outsourced IT support, cyber security, cloud infrastructure, and advanced technologies like AI and automation – are tailored to your specific needs. We help you not only meet today’s challenges but also lead tomorrow’s trends. Partner with Emerge Digital to transform your growth potential into lasting success.
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