Digital transformation

Using Copilot? Here's how to increase your chances of success

July 3, 2024 - 3 minutes reading time
Article by René Vlieger

Working with Microsoft Copilot is not simply a matter of flipping a switch. It is a transformative process that requires you to pay attention to details on several fronts. From ensuring data hygiene to driving user adoption and maintaining open lines of communication with stakeholders; each step is critical to success.

The 7 key steps to making Copilot a success

1. Data excellence:

Just as a gardener tends the soil before planting seeds, you must cultivate the data landscape before you can adopt Copilot. For example rigorously cleaning data, correcting inconsistencies and instituting robust data governance measures. After all, Copilot works well only when there is high-quality structured data.

2. Seamless integration with Microsoft 365:

The transition to Microsoft 365 is integral to integration with Copilot. Migrating data to this platform, streamlines workflows and provides a cohesive environment in which Copilot can work effectively. Seamless data migration provides Copilot with access to needed information while improving collaboration and productivity.

3. User-centric approach:

User acceptance is still sometimes overlooked, but it is of utmost importance. Without user buy-in, even the most advanced tools become ineffective. Prioritize user training and support by identifying skill gaps, offering comprehensive training programs and fostering a culture of continuous learning. Enable your users to learn; this ensures widespread adoption and success.

Tracking Copilot statistics provides important insights into effectiveness and helps teams optimize productivity and code quality. By showing usage data and success stories, organizations can drive adoption and tailor support initiatives. Moreover, measuring the impact of Copilot allows organizations to demonstrate ROI, justify the investment and pave the way for future extensions of the tool. By combining data-driven insights and user empowerment, you can unlock Copilot's full potential, driving efficiency and innovation.

4. Transparent communication with stakeholders:

Effective communication is essential for success. From executives to front-line staff, every stakeholder plays a crucial role. Regular updates, transparent discussions and soliciting feedback keep stakeholders informed and engaged. Encouraging engagement ensures alignment with organizational goals and maximizes the impact of Copilot.

5. Establish a solid Microsoft 365 Governance Framework:

Before migrating data to Microsoft 365, it's smart to establish a robust governance framework. Define roles, establish policies for data management and security, and implement compliance mechanisms. A strong foundation will ensure a smooth migration process in line with the organization's goals.

6. Implement data classification:

Integrate data classification seamlessly with the migration process to Microsoft 365. Categorize data based on sensitivity and importance to apply appropriate security measures. This proactive approach improves data protection and minimizes the risk of unauthorized access.

7. Use Microsoft Defender Suite Services:

Use Microsoft Defender Suite services for comprehensive security. These solutions provide advanced threat protection, identity management and email security. Integrating them strengthens defenses and reduces security risks. Also, don't forget Conditional Access, your first line of defense.

When implementing Copilot or migrating to Microsoft 365, conditional access is the cornerstone of security. It allows organizations to control access based on specific conditions, such as user identity, device compliance and location. This means that only authorized users, using trusted devices and compatible applications, can interact with Copilot and sensitive data.

By enforcing these access policies, conditional access acts as one of the most important basic defense mechanisms, protecting against unauthorized use, minimizing security risks and ensuring compliance with legal standards. It is actually the gatekeeper that ensures a secure and seamless transition to Microsoft's transformative technologies.

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