Building a Business Case for Copilot for Microsoft 365 – A Game-Changer for Business Efficiency This blog post was authored by Corey Harrison - Managing Director, Microsoft Solutions and Antonio Maio - Managing Director, Microsoft on Protiviti's technology insights blog.With the rapid rise in artificial intelligence (AI) tools, companies are updating technologies and processes as quickly as budgets allow. Industries are transforming rapidly as the drivers for economic growth are evolving. AI is fueling innovation while simultaneously altering the way we interact with, and harness the power of, machines. Natural language processing and large language models within generative AI solutions are changing the dynamics of communication and problem-solving. The good news amid this rapid change is that, with the introduction of Microsoft Copilot, regular end users can now use a SaaS-based AI solution to complement the existing collaboration and productivity tools they use every day. Topics IT Management, Applications and Transformation Technology Enablement AI-based solution with Microsoft data protectionMany organisations are already exploring the potential and developing use cases for Copilot for Microsoft 365, introduced in November 2023. In a recent webinar we conducted, most participants (64 percent) indicated they are in the investigative phase, seeking to understand Copilot’s offerings, while 34 percent have already embraced this innovative solution. For companies already using Microsoft 365 services, the integration of Copilot into Microsoft 365 Apps serves as a straightforward pathway to unlock the capabilities of AI. Copilot for Microsoft 365 is an AI-powered productivity tool that uses large language models (LLMs) and integrates data with the Microsoft Graph and Microsoft 365 services. It works alongside popular Microsoft 365 apps such as Word, Excel, PowerPoint, Outlook, Teams and more. Microsoft 365 Copilot provides real-time intelligent assistance, enabling users to enhance their creativity, productivity, and skills.While Microsoft has developed a number of Copilot types, Copilot for Microsoft 365 stands out by leveraging integration across most Microsoft 365 applications, tapping into the content stored within the organisation’s tenant. Emphasising the paramount importance of security and data protection — a primary consideration for technology leaders introducing new solutions — is the assurance that data is safeguarded by existing Microsoft protections inherent in the Microsoft 365 solution. Copilot further empowers users to optimise the use of both internal and external data, by respecting existing permissions and role-based access controls on data within Microsoft 365 and enabling customisable plugins with Copilot to facilitate quick access to relevant external information.Just how successful can an organisation expect to become? In a Work Trend Index study conducted among 31,000 early Copilot adopters in 31 countries, 70 percent of users found they were more productive, with a higher quality of work. Image Building the business caseWhen considering the investment into any new technology, smart IT leaders know to build a solid business case to present both benefits and potential challenges of that new tech. With Copilot for Microsoft 365, there are licensing costs, but there is more to consider to ensure that the organisation is prepared and secure before adopting the new technology. Consider the time required to pilot the new investment and the time required to deliver a return on investment with adoption, training and support.We like to summarise Copilot’s ROI into these three key benefits that will form the foundation of a business case:Employee productivity and performanceBuild, summarise, analyse better and fasterEmployee skill enhancementsImprove sales leads, understand budgets and finances more completelySharing enterprise knowledgeIt is important to note there is no single Copilot feature that will “sell” this solution. Rather, it is the combination of many capabilities Copilot provides across the many Microsoft 365 applications that will significantly improve productivity across a day, week, a month or longer, enhancing productivity across every department and every employee level.These are a few of the possible use cases to consider:Creating new contentPrioritising emailsIdentifying and analysing threats or reverse engineering malwareCreating new code or comments based on codeAnalysing Excel data, identifying trendsSummarising a document, email thread or meeting notesDeveloping readable, engaging messagingCreating meeting recaps and action items from recordingsOvercoming blank page syndrome, and getting started fasterThen, consider the roles, activities, savings and business benefits that can be realised with Copilot.Copilot is particularly effective for roles that analyse or handle volumes of information or data every day.This can range from executives to technical analysts, to customer service or compliance teams.Repetitive or labor-intensive tasks can be simplified through summarisation and data analysis. Whether preparing for customer meetings and building presentation materials, researching and analysing detailed reports or volumes of content, or overcoming “blank page syndrome” when starting to build content, Copilot can provide prompts, full presentations and relevant detailed responses to save time and stress.Why it matters: The savings portion of the business case is critical for passing executive and board scrutiny.The case should consider savings on existing activities, along with how the organisation can grow to do more or expand into other workSenior leaders or sales teams can, for example, prepare for customer meetings more quickly, focusing on the most relevant dataCompliance teams can review more controls and summarise content on regulatory updates more efficientlyCustomer service, financial and technical teams can use Copilot to provide more personalised customer experiences, summarise complex requirements and reduce errors in their workAll of this leads to bottom line business benefits, such as:Improved efficiency, accuracy and productivityIncreased revenue potentialImproved risk mitigationIncreased competitive advantageEnvision, advise, implementThe final, critical piece of the business case should be considering how the organisation will carry out best practices for mitigating risks to successfully carry out governance controls with the introduction of Copilot.As mentioned, Copilot respects the permissions and role-based access controls already applied to your content. Yet, we still see organisations that do not have those types of controls effectively in place. It is important to clean up the Microsoft 365 environment and implement strong information governance controls in general to mitigate the risks of overexposure of sensitive data.We recommend the following best practices to mitigate risks:Assess and remediate how permissions and data access are managed in Microsoft 365Establish a framework for information architecture, permissions management and retentionClassify and protect data with a solution like Microsoft Purview Information Protection and Data Loss PreventionDevelop mandatory training to help users understand best practices for storing, sharing and collaborating in Microsoft 365Finally, we recommend developing a strong Copilot for Microsoft 365 adoption program, including how to interact with Copilot, what makes a good prompt and how to best validate all responses provided by Copilot before they are actioned. Microsoft offers an excellent Copilot adoption guide that provides communication and adoption tools, along with prompt engineering guidance that most organisations need to effectively use this tool. Refer to https://adoption.microsoft.com/copilot for more information on the Microsoft Copilot Adoption Guide.As a Microsoft AI Cloud Solutions Partner and a member of the Copilot Jumpstart Program, Protiviti is uniquely qualified to help organisations get started with Copilot for Microsoft 365. In partnership with Microsoft, we developed the Copilot for Microsoft 365 Blueprint, a program to jumpstart the path toward digital transformation and enhanced productivity. To learn more and get started, click here.Overall, Copilot for Microsoft 365 is a powerful tool that can help organisations improve productivity, enhance skills and share knowledge more effectively. With its AI-powered capabilities and seamless integration with the Microsoft 365 suite, Copilot is a game-changing tool for organisations looking to improve efficiency and competitiveness.To learn more about Copilot for Microsoft 365 or our other Microsoft solutions, contact us. Find out more about our solutions: Microsoft Consulting Solutions Protiviti is a Managed, Microsoft Cloud Solutions Partner with proficiency in all 6 designations: Modern Work, Security, Data and AI, Infrastructure, Digital and Application Innovation and Business Applications. Leadership Michael Pang Michael is a managing director with over 20 years’ experience. He is the IT consulting practice leader for Protiviti Hong Kong and Mainland China. His experience covers cybersecurity, data privacy protection, IT strategy, IT organisation transformation, IT risk, post ... Learn More Franklin Yeung Franklin is a director with over 22 years’ experience in IT consulting, audit, and system implementation. He has experience in assisting organisations with IT/IS security, strategy, governance, risk management, internal controls, business continuity management, system ... Learn More Featured insights BLOGS Improving Financial Services’ Efficiency with Copilot for Microsoft 365 In an era of rapid technological advancement, businesses are increasingly turning to artificial intelligence (AI) to enhance productivity, streamline processes and improve decision-making. One such tool making waves in the financial services sector... BLOGS Unlocking Agile Insights: Building Automated Burndown Charts with Microsoft DevOps Analytics View and Power BI In the fast-paced world of software development, staying ahead of the curve requires more than just coding prowess. Agile methodologies have emerged to provide a structured framework for teams to navigate the ever-changing landscape. BLOGS Building an Accessibility Culture with Copilot for Microsoft 365 Organisations across the U.S. recognise the criticality of accessibility for both consumers and employees. This concern dates to the early 2000s, when several well-known brands were targeted by lawsuits that ultimately changed how e-commerce works.... BLOGS Cloud synergy: Microsoft Azure and its relationship to Microsoft 365 As organisations increasingly embrace cloud-based technologies to enhance productivity and efficiency, understanding the dynamic relationship between Microsoft Azure and Microsoft 365 becomes crucial for maximising their potential. With the power of... BLOGS Microsoft SharePoint Premium simplifies content management and governance Content management involves the creation, organisation, storage and distribution of digital content within an organisation, ranging from documents and images to videos and web pages. One of the biggest problems businesses face with content management... BLOGS 9 common errors to avoid while implementing security in Microsoft Dynamics 365 Finance and Operations Microsoft Dynamics 365 Finance and Operations (D365FO) is a comprehensive ERP solution that empowers businesses to optimise financial management and operational efficiency. With its integrated approach, powerful analytics, scalability and continuous... BLOGS Navigating the GenAI course with Microsoft Copilot Generative artificial intelligence (GenAI) is a hot topic these days, and not just in the IT world. The statistics indicate off-the-charts interest in GenAI’s capabilities, with AI spending predicted to more than double to $300 billion by 2026.... BLOGS Azure DevOps: 3 tips to organise work items using standard functionality To effectively manage software development projects, it’s crucial to organise work items efficiently. Proper organisation not only boosts productivity but also enhances collaboration among team members. Microsoft Azure DevOps (ADO) is a powerful... BLOGS Capabilities, limitations of Microsoft’s native SoD tool Segregation of duties (SoD) is a well-known term among auditors and anyone who has ever been audited. SoD is the understanding that no user should have access to two conflicting business functions that would allow a user to commit fraud or error (e.g... BLOGS Creating Read-Only Roles for Microsoft Dynamics 365 Finance and Supply Chain Management This blog post was authored by Sarah Guthrie - Senior Consultant, Enterprise Application Solutions on Protiviti's technology insights blog. In today’s fast-paced business landscape, organisations rely heavily on robust enterprise resource planning... BLOGS Migrating Security from Microsoft Dynamics 365 Finance and Supply Chain Management Microsoft Dynamics 365 Finance and Supply Chain Management (D365 F&SCM) publishes security changes with new code releases. These changes are automatically applied to out-of-the-box security roles, duties and privileges when the code is upgraded... Button Button Featured client stories Global Hospitality Company Achieves Efficiencies with Microsoft and Nintex A global hospitality company needed to transition their highly manual process for RFPs to one that was more automated. The need to update their processes was driven by the changes required to address the Covid-19 pandemic, which created a dynamic... Global Retailer Goes Digital: Revitalising Store Operations and Enhancing Community Commitment Protiviti leveraged Microsoft Power BI to help this client transform its operational analytics. We built a user interface that generates analytics every 15 minutes and is easy to use with little training required. From staffing and sales targets to... Intelligent Document Retrieval System, Powered by Responsible AI, Helps Reduce Air Pollution This company is a leader in the supply of after-sale services to the world’s engine and compressor markets and is trusted by nuclear power plants, the U.S. military and both public and private electricity generators around the globe. With the EPA’s... Global Health Services Company Modernises Data and Applications with Microsoft A global health services company needed to execute on its corporate promise to deliver affordability and convenience to its patients. However, the company discovered that there was a disconnect between that promise and intended delivery. Further... Manufacturer Optimises Supply Chain Analytics With Azure Machine Learning Global Manufacturer optimises supply chain analytics with Microsoft Azure Machine Learning significantly improving its ability to adapt to rapid changes in both processes and cost analyses. Button Button