KPMG Copilot for Microsoft 365 Realization


KPMG firms can support your organization in realizing the value of Copilot for Microsoft 365, tailored to specific personas and scenarios.

KPMG firms can assist your organization in realizing the value of Copilot for Microsoft 365, tailored to specific personas and scenarios. From readiness assessments to deployment and adoption, KPMG professionals support you through various steps of the process – from a small pilot to a global enterprise-wide implementation. We can take you beyond technology to address the legal, privacy, and security of Copilot for Microsoft 365 to help create sustainable success.

Implementing Copilot requires more than simply pushing a button. Building on the longstanding alliance with Microsoft, KPMG firms assist clients in implementing Copilot, carefully considering various aspects to enhance its potential. The Copilot for Microsoft 365 implementation framework acts as a guide to support the workforce in adopting generative AI.

Business value and realization
KPMG professionals can assist in constructing a compelling business case for Copilot by evaluating the Return on Investment (ROI) based on KPMG models that leverage Copilot for Microsoft 365 and can suggest a corresponding implementation roadmap. To achieve your organization’s ROI targets, KPMG professionals also help in establishing key performance indicators (KPIs) to measure success along the way, including:

  • Defining personas and use cases for your organization.
  • Assessing the strategic value of Copilot for Microsoft 365 for your business goals and challenges.
  • Evaluating the return on investment (ROI) leveraging proven models.

Readiness and rollout
KPMG professionals can gauge and calibrate necessary licensing levels and network requisites as well as assess data governance and security aspects to facilitate the Copilot for Microsoft 365 integration. Steps involve:

  • Assessing the required licensing and subscription for Copilot for Microsoft 365.
  • Assessing the current state of data governance and identifying the gaps and risks.
  • Conducting a privacy and security assessment to ensure compliance and protection.

Data and governance
Data governance is a key factor for the successful use of generative AI in the workplace. Implementing leading practices helps ensure sound content management and permissions adherence, safeguarding data integrity and regulatory compliance. Additional factors to consider include:

  • Assessing data security and current governance processes leveraged within the organization.
  • Preparing data to be utilized by Copilot for Microsoft 365 and identifying oversharing.
  • Optimizing search functionalities (e.g. semantic index).

Extend data and functionality
Once successfully onboarded, a thorough assessment needs to be done related to data sets not connected to Copilot out of the box. This requires an assessment of data repositories and a detailed data integration strategy leveraging connectors and plugins. Additional functionality can be provided through Microsoft Copilot Studio to create net new Copilots for dedicated use cases by:

  • Assessing the use cases and scenarios for extending the data.
  • Building a data integration roadmap to help prioritize and plan the integration projects.
  • Defining the integration methods and tools, such as plugins, graph connectors, etc.

Organizational transition
Change management is a key differentiator of successful Copilot for Microsoft 365 implementation projects. KPMG professionals use behavioral science to create a tailored strategy to make sure Copilot users are equipped and empowered to gain value from Copilot – both for themselves and for their organization. This can be realized through:

  • Providing user training and support for Copilot prompt engineering.
  • Raising user awareness related to responsible artificial intelligence, a principle that aims to ensure the ethical use of AI.
  • Empowering the individual to manage and control the data quality and security.

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