What are the requirements for Copilot adoption?

21 August 2024

Organisations are increasingly using AI tools like Microsoft Copilot in the workplace, which streamline operations and offers a competitive edge. Copilot automates tasks, provides intelligent recommendations and seamlessly integrates into various business processes, making it a valuable asset. To fully realise its potential, a strategic approach is essential – one that includes robust data management, strong security measures, and comprehensive user education.

Key elements to a successful Copilot adoption

Adopting Microsoft Copilot can transform how your organisation operates. To ensure a smooth transition, it is essential to consider these steps:

Step 1 – Understand Your Business Needs

Before integrating Copilot into your operations, it’s important to evaluate your business needs and assess where it can make the greatest impact. Whether it’s enhancing customer service, optimising project management or improving data analysis, pinpointing the areas that will benefit most is the first step in developing an effective adoption strategy. At Ingentive, we offer ideation workshops where we help you explore your challenges, discuss business goals and offer expert guidance.

 

Step 2 – Manage your data

Data is the foundation that unpins Copilot’s capabilities. For Copilot to function most effectively, it requires access to accurate, well-organised, and relevant data. Implementing effective data management practices such as data governance, quality control, and ensuring accessibility, is crucial for Copilot to provide accurate insights and automation. Poor data management can lead to less accurate outputs, reducing the tool’s effectiveness. We understand the importance of data management, which is why we offer cutting-edge solutions such as Power BI, Microsoft Fabric and Azure to organise, collect, manage, and analyse data.

We have partnered with AvePoint to provide our clients with a security analysis sweep across Microsoft 365, they provide an in-depth risk report, preparing you to take action. We would recommend their Policies and Insights offering to clients looking to cleanse their data before implementing Copilot, to ensure that Copilot is only handling the most relevant and accurate data.

 

Step 3 – Ensure Robust Security

Once your data clean-up is complete, we encourage our clients to analyse the level of security already implemented in their environment. Like any AI-driven tool, integrating Copilot into your business processes brings new security considerations. Copilot processes and analyses large volumes of data, which may be sensitive or confidential. Although Copilot itself is secure, since Microsoft’s solutions remain at the forefront of the latest security advancements, we still encourage our clients to ensure that their organisation has fortified security defences across the board. Without strong security measures in place such as encryption, secure user authentication, and regular security audits, your organisation could be vulnerable to threats. Ensuring data security isn’t only a best practice but a necessity. At Ingentive, we provide robust cloud security solutions such as Microsoft Sentinel, which offer a selection of features including security analytics, advanced threat detection, and real-time monitoring that enhances your cybersecurity.

 

Step 4 – Training and Support

Even the most advanced AI tools are only as effective as their users. Training is essential to ensure your team can fully utilise Copilot’s potential. This involves not only basic usage but also advanced features, best practices for data management, and security protocols. Ongoing support and education keeps your team updated with the latest developments, ensuring Copilot remains a valuable asset rather than becoming an underutilised tool. We offer a selection of webinars and workshops to equip you and your team with hands-on experience and learning opportunities.

In the case that your workforce is needing additional guidance around Copilot, or you hit a roadblock in your Copilot journey, we offer a continuous Managed Service on all our solutions. This service ensures that your workforce remains supported and that your business is able to continue as normal with our ongoing assistance when you need it.

 

Bridging the Knowledge Gap with Ingentive’s Copilot Adoption Workshops

To fully leverage Copilot’s capabilities and maximise your investment, it’s crucial to equip your team with the knowledge and skills they need to use the tool effectively.

We recognise the challenges of adopting new technology. That’s why we offer Microsoft-funded Copilot Adoption Workshops to help organisations navigate AI integration. Our workshops cover everything from data management and security to advanced user training and ongoing support.

These workshops are tailored to meet unique business needs and ensure your teams are fully equipped to leverage the full potential of Copilot. Our experts work closely with your organisation to create a tailored adoption strategy that aligns with your business goals.

 

What you can expect from our workshops:

  • Expert-Led Training: Our workshops offer hands-on training from industry experts who understand both the technical and business aspects of Copilot adoption.
  • Custom Integration Plans: We create tailored implementation plans to ensure Copilot seamlessly fits into your workflows.
  • Security and Compliance Guidance: We ensure your Copilot implementation meets top security standards, safeguarding your data and complying with industry regulations.
  • Ongoing Support and Education: Our commitment extends beyond the workshop, offering continuous support to keep your team ahead of the curve and maximise Copilot’s benefits.

Conclusion:

Adopting Copilot can transform your business, to achieve these benefits it is essential to consider these key factors prior to adoption. Partnering with Ingentive and joining our Microsoft-funded Copilot Adoption Workshops enables your organisation to overcome the challenges of AI integration and close the knowledge gap, optimising your ROI. If you are interested in learning more about how we can guide you through these crucial adoption steps, contact us today!

 

Want to learn more?

We are uniquely placed as a Microsoft FastTrack Ready Partner that are able to diagnose your organisation’s digital processes, using your use cases. From this understanding, we create tailor-made solutions that suit your business needs.

Want to learn more about how Ingentive can help you stay ahead of the curve? Join our workshops and get in touch to learn more about how we can help your business digitally evolve.