AI Accelerator – Copilot for Microsoft 365

The key to any successful AI implementation is careful, meticulous preparedness of your data environment, technology infrastructure, and security posture.

AI Accelerator Services

AI Accelerator – Copilot for M365

Readiness Workshop

Readiness Assessments

Readiness Remediation

Deployment

Integrated Custom Copilots

Let our experts guide you on your Copilot for Microsoft 365 journey

Copilot for Microsoft 365 offers an exceptional opportunity for companies to realize powerful workplace productivity gains with AI. But there are also potential risks related to compliance, data privacy, and job disruption. Careful, thoughtful preparation is necessary to both mitigate those risks as well as ensure a successful adoption.

Before rolling out Copilot for Microsoft 365 to employees, organizations need to become AI ready. That’s where CBTS’ AI Accelerator Services comes in with its five critical consulting workflows for a successful Copilot launch:

  • Readiness Workshops.
  • Readiness Assessments.
  • Readiness Remediation.
  • Copilot Deployment.
  • Integrated Custom Copilots.
Realizing ROI on your Copilot for M365 investment

Realizing ROI on your Copilot for M365 investment

Preparing for an AI-driven future

Properly implementing and maximizing adoption of AI solutions is a complex undertaking. Making sense of and extracting value from terabytes or petabytes of data is critical to your organization’s future. In addition, utilizing generative AI to increase efficiency and productivity requires a partner with deep knowledge and experience in enterprises of all sizes.

CBTS has extensive experience implementing large scale Microsoft solutions, including M365, and has the knowledge and experience around data and security best practices to enable your success in the era of AI.

Join the Conversation
Solution Breakdowns with Matt & Rob: 2025 Sneak Peek: Palo Alto Networks' Roadmap Unveiled
November 21, 2024 | 2 P.M.
READINESS WORKSHOP

Get started on your Copilot journey with a Readiness Workshop

This efficient, one-day workshop leads your organization through a series of exercises to determine a high-level path forward for a successful AI implementation.

Topics include:

  • Goals for using AI.
  • Pain points that AI can address.
  • Current capabilities related to AI.
  • Data strategy in place that meets your risk tolerance.
  • Necessary infrastructure and resources for AI.

Deliverable:

  • Preliminary Findings and Results.
READINESS ASSESSMENTS
Deep dive analysis of your IT environment to evaluate AI readiness in critical areas
Building on the high-level preliminary assessment results from the Readiness Workshop, the Readiness Assessment takes a deep dive into your organization’s IT environment and evaluates its readiness for Copilot for M365 in multiple areas. This assessment can take anywhere from two to six weeks to complete.

Areas include:

  • Data protection and restrictions.
  • Data structuring.
  • Secure user access, from anywhere on any device.
  • Secure applications with access to data.

Deliverables:

  • Detailed Readiness Assessment results and suggested remediations.
  • AI Readiness gap analysis report.

Copilot users report significant boosts in productivity

%

said it helped them jump-start the creative process.

Microsoft

%

said it made them more creative.

Microsoft

%

said it helped them generate ideas while writing.

Microsoft

%

said it improved the quality of their work.

Microsoft

READINESS REMEDIATION
Remediation of critical issues identified in gap analysis from readiness assessment
Based on the AI Readiness Gap Report, your organization can turn to the AI experts at CBTS to help remediate any issues before implementing Copilot for M365 into your IT environment. Remediation of issues can take anywhere from two to six weeks to complete.

Examples of issues include:

  • Overexposure of data.
  • Overprivileged and risky users.
  • Device risk.
  • Discovery and control of AI apps.
Deliverable:

  • Detailed Remediation Report.

COPILOT FOR M365 DEPLOYMENT

Expert guidance for a smooth and resilient launch of Copilot for M365 to meet your unique business objectives

Once all issues have been remediated, you can choose to deploy Copilot for M365 yourself or offload the complex work to the experts at CBTS. Deployment may take two to six weeks to complete.

Deployment may include:

  • Pilot launch.
  • Assigning licenses to end users.
  • Adoption and change management training.
  • User training.

Deliverable:

  • Rollout plan and implementation for your organization.
INTEGRATED CUSTOM COPILOTS

Tailoring the deployment and integration with robust tools to enhance your user experience and the impact to your business

Once Copilot has been deployed and employees have been trained on and adopted the technology, take productivity to the next level with integrated custom Copilots. Custom Copilots utilize the robust capabilities of Microsoft Copilot Studio and the Microsoft Power Platform, along with Microsoft Fabric and Azure, to build customized generative AI apps.

Custom Copilots harness natural language processing to interact with enterprise data to enhance and accelerate business processes.

Extend Copilot for Microsoft 365

Enhance and tailor Copilot for Microsoft 365 to fit the unique workflows of your organization.

  • Enhancing knowledge – Integrate enterprise data using Microsoft Graph connectors to enrich Copilot’s knowledge base.
  • Expanding skills – Transform your apps into plugins to boost user productivity in daily tasks and workflows.
  • Improving experience – Combine extra data sources with a declarative Copilot to guide users through workflows and match intents, integrating seamlessly with plugins and connectors.
How it works

Our AI experts will evaluate your existing IT topology and recommend a customized M365 Copilot solution to meet your business, budget, and security needs.

A bespoke Copilot for Microsoft 365 solution from CBTS takes into consideration several dynamic factors such as:

  • Tailored user experience: Configure your enterprise experience with specific workflows and processes that align with how your teams work and communicate.
  • Enhanced productivity: Streamline specific tasks and automate routine processes so employees can focus on more strategic work.
  • Improved data utilization: Accurately leverage approved corporate data for more relevant and context-aware assistance.
  • Increased adoption: Drive employee adoption with design that meets their specific needs and preferences.
  • Security and compliance: Ensure adherence to organization security policies and compliance requirements and maintain data integrity and trust.
  • Innovation: Foster innovation with new ways of working and driving digital transformation initiatives.
  • Integration with existing systems: Facilitate integration with existing systems and applications and create a seamless user experience across your technology stack.

METHODOLOGY

Why CBTS?

CBTS performs a deep dive into your technology environments and, more importantly, your current and future business objectives. Our consultants and engineers work with you to design, build, deploy, and manage solutions that improve operations, speed time to market, and reign in costs.

“Microsoft is at the forefront of enterprise AI adoption, and Copilot for Microsoft 365 represents a significant breakthrough that allows organizations to enhance customer experiences, streamline workflows, and accelerate both content and communication strategies with remarkable efficiency and quality.”

-Brian Quinn, CBTS Senior Vice President – Business & Product Development

Dig deeper

AI Accelerator – Copilot for M365 Overview
Let our experts guide you on your Copilot for M365 journey
Copilot for M365 Quick Success Guide
This guide is designed to take the guesswork out of AI prompts
AI Accelerator – Copilot for M365 Readiness Workshop

Begin your journey to Copilot for M365 with a Readiness Workshop

OUR PARTNERSHIP

CBTS and Microsoft

Copilot for Microsoft 365 offers an exceptional opportunity for companies to realize powerful workplace productivity gains with AI. But there are also potential risks related to compliance, data privacy, and job disruption. Careful, thoughtful preparation is necessary to both mitigate those risks as well as ensure a successful adoption.

Gain a new level of reliability, support, and expertise from a Microsoft Solutions Partner with decades of experience building implementation roadmaps for clients.

Schedule a complimentary 30-minute discussion with a CBTS solution consultant.

Talk to one of our AI experts today to learn how we can help your organization successfully implement Copilot for M365.