7 Steps to Optimize Microsoft 365 Copilot Deployment

Despite the proliferation of AI in today’s work environments, at least 30% of generative AI projects will be discontinued after their proofs of concept by the end of 2025. Without proper data preparation, governance, and a clear strategy for AI deployment and training, organizations will continue to face challenges getting tangible value from their investment in tools like Microsoft 365 Copilot. 

For executive management to make informed decisions and maximize their investments in Microsoft 365 Copilot, organizations must first ensure that they have relevant, high-caliber data, security guardrails, and granular training for their employees to leverage AI for productivity gains.  

Our checklist provides seven vital strategies that guide organizations toward a long-term, scalable deployment of Microsoft 365 Copilot. 

7 Steps for Optimizing Microsoft 365 Copilot Deployment: 

• Improve data quality for enhanced Copilot outcomes

• Build, maintain, and automate data guardrails

• Strategically scale license assignment

• Understand user activity

• Promote best practices

• Provide employee upskilling on Microsoft 365 Copilot

• Keep executive leadership well-informed