Preparing For Copilot
Copilot Preparation
Copilot Preparation
Maximise your Microsoft 365 potential with Copilot—boost productivity, upskill employees, and fuel innovation. But success requires more than just deployment. Preparing data, strengthening security, streamlining workflows and staff training are key to unlocking Copilot’s full value and driving continuous improvement.
Achieve Copilot Success
Prepare Data
To achieve optimal results from Copilot for Microsoft 365 it’s crucial to ensure that your data is high-quality and well-organised.
Secure Data
Copilot can access information from anywhere it has permission. It’s essential to control access to ensure you data is secure.
Optimise Operations
Elevate your data management practices and implement and enforce governance controls to ensure sustainable AI success.
Employee Training
Provide staff with the necessary training to fully leverage Copilot’s capabilities, ensuring they use AI responsibly and efficiently.
Data Preparation
To prepare data the following needs to occur:
- Understand the data you have and how it’s currently organised
- Remove any ROT (Redundant, Obsolete and Trivial) data to enhance Copilot's efficiency in generating accurate insights
- Apply metadata, labels, and tags to classify your data and make it more searchable, discoverable, and manageable for better AI results
Securing Data
Data security is key to protecting information and maximising Copilot’s performance. Here's what’s needed:
- Run a risk assessment to help to identify sensitive and over-shared data, for example Personally Identifiable Information or financial data
- Ensure Copilot is excluded from sites containing confidential information the whole organisation shouldn’t see
- Review and update your security policies regularly, while continually monitoring user activity, permissions, and access controls
Optimising Operations
As Copilot changes the way we work, managing workspaces and data will become more complex. Here's what's required:
- Establish a framework to manage Copilot’s content access, clearly defining ownership, responsibilities and a regular review process
- Manage content lifecycle, keeping data only as long as necessary to ensure Copilot is trained with high-quality and relevant data
- Ensure content owners regularly review permissions, membership, and access controls to keep content relevant and secure
Employee Training
To maximise Copilot’s capabilities and minimise risk your staff need the right skills and knowledge. Here's three key tips:
- Equip your team with practical skills to seamlessly integrate Copilot into daily workflows.
- Educate staff on data privacy, security, and ethical AI practices to ensure compliance and reduce risks.
- Foster a culture of innovation by encouraging employees to explore Copilot’s features and share best practices.
How We Can Help
- Determine how best to store your documents with our proven Information Architecture
- Migrate and/or clean up your data with automated tools
- Fix and enforce security controls with Policies & Insights
- Automate a comprehensive governance strategy with Cloud Governance
- Take your information management to the next level with Cloud Records
- Train your staff to get maximum benefit from Microsoft 365 and Copilot
What our clients say
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