Questions About Piloting Microsoft 365 Copilot? Make Velosio’s Assessment Offering Your First Stop

Since Microsoft announced its next-generation AI offering, Microsoft 365 Copilot, in March 2023, the company has been moving at a record speed to expand Copilot’s capabilities throughout the 365 suite. When revolutionary technology — like generative AI — moves this quickly, it can take time for us to catch up and understand the business benefits involved. If you’re ready to explore Microsoft 365 Copilot but unsure where or how to begin, consider our free Copilot assessment service.

How the Microsoft 365 Copilot Assessment Works

A Velosio Copilot assessment will help you maximize the capabilities of Copilot through a strategic, informed approach that fits the way your organization works. Our four-step approach ensures success by matching Copilot’s functionality to your teams and organizational workflows.

1. Pre-Flight Assessment

We’ll assess your current Microsoft 365 Environment and your organization’s skill levels to inform and direct our plans and recommendations. This includes:

• Two one-hour workshops to educate and inform key stakeholders
• A comprehensive review of your current Microsoft 365 environment
• Assessment of your current business needs and staff skill levels

2. Launch Plan

Combining what we’ve learned about your organization with our expertise with Microsoft 365 and AI, we’ll formulate a tailored Microsoft 365 Copilot strategy. The goals of this step are:

• Establish goals and success criteria
• Review current setup and skills analysis
• Identify possible data access issues
• Formulate the desired timeline

3. Prepare to Launch

Final preparations are made, early feedback and results gathered and measured, and any needed updates and adjustments are incorporated. As part of this step, we consider:

• “Prompt Engineering” training
• Microsoft 365 Training plans for employees
• Measured results against the targeted pilot
• Updates to the organizational rollout plan

4. Lift Off

Velosio’s team will guide the adoption of Microsoft 365 Copilot organization wide and ensure your support team is confidently moving forward. Here’s where the magic happens:

• Company-wide rollout of Microsoft 365 Copilot
• Build on lessons learned to achieve successful adoption across the organization
• Technical handoff to your support team

Get Onboard

The integration of Copilot into Microsoft 365 represents a paradigm shift in how workers approach their daily tasks. By leveraging the capabilities of generative AI, routine tasks are streamlined and made more intuitive. With AI assisting in email drafting, data interpretation, document creation, and collaborative communication, employees can now move beyond the minutiae and on to higher-value tasks. Copilot boosts productivity while simultaneously unleashing creativity, unlocking productivity, and up-leveling skills.

Microsoft Copilot is already navigating through Excel, Word, PowerPoint, Outlook, and Teams (in addition to Microsoft Dynamics 365, Sales and Viva Sales, Supply Chain Operations, and Field Service). Ensure your organization is along for the ride by taking part in a free Dynamics 365 Copilot Assessment from Velosio. (Did we mention it’s free?)

How can Copilot affect your company’s workflow and goals? Contact us to learn the benefits of Copilot and how it can impact your company’s workflow for the better.