Copilot for Microsoft 365 Adoption Accelerator Program - 18 Weeks


This program's primary objective is to help accelerate client adoption of Copilot for Microsoft 365 and setup the client for continued maturity with their usage of Copilot for Microsoft 365.


Copilot for Microsoft 365 is a powerful AI assistant that helps you write better code, documents, emails, and more. It can suggest code snippets, auto-complete sentences, generate content, and provide insights based on your context and goals. However, adopting Copilot for Microsoft 365 can be challenging for many organizations, due to various technical, security, and user readiness issues. That's why Trace3 offers a comprehensive Copilot Adoption Accelerator program that can help you overcome these obstacles and maximize the value of Copilot for Microsoft 365.

Challenge and Solution

Some of the common obstacles to successful Copilot adoption are: • Missing or poorly operationalized security capabilities (Data Security, Data Governance, IAM, etc.) • Lacking vision and strategy on how Copilot is to be used beyond basic use cases • Poor SharePoint Data Management practices • Poor or nonexistent end user readiness & engagement strategy • Missing or poorly operationalized AI Governance program • Lacking a functioning community of practice • Lacking management, optimization & extensibility strategy – plugins, integrations, management and risk • Ineffective end user training results

Trace3's solution is to develop a comprehensive Copilot adoption strategy, execute a pilot program and equip your organization for a successful production release, accelerating time to value, maximizing return on investment, and increasing user satisfaction. Trace3's experts will: • Conduct a current state readiness and data security posture assessment • Establish a Center of Excellence, Champions and Pilot group • Conduct education and envisioning workshops to align capabilities with business needs and develop a user centric adoption strategy • Empower key stakeholders with training, testing and development of artifacts ensuring successful pilot program • Onboard and train the pilot group and provide White Glove support for designated personnel • Provide office hours support for best practices, prompt sharing, and FAQs • Identify success stories and develop value realization story related to increased productivity

Trace3's Approach to Copilot Adoption

Trace3's approach to Copilot adoption consists of three phases: Ready, Set, and Go. Ready: In this phase, Trace3 will assess your current state readiness and data security posture, establish a Copilot Center of Excellence, Champions and Pilot group, conduct education and envisioning workshops, and develop a value realization framework, measurement and reporting plan, engagement & training strategy.

Set: In this phase, Trace3 will onboard, train and test the key stakeholders on Copilot functionality and features, develop onboarding guides, training artifacts, best practices, FAQs, & communication templates, collaborate with key stakeholders to develop necessary policy, standards, process, basic platform configuration & tuning.

Go: In this phase, Trace3 will onboard and train the pilot group, provide White Glove support and office hours, identify success stories and develop value realization story, and provide service usage review, health and support monitoring.

Each phase will take 6 to 8 weeks and will result in the following outputs: •Ready: COE (SP/Teams), Charter & RACI, Workshop materials, Technical & Security improvement plan, Copilot Adoption strategy •Set: Business scenario and use case matrices, COE materials, As built documentation related to technical & security remediation •Go: Service usage & value framework reporting, Refined Copilot Adoption Strategy to include production rollout, Executive Summary of engagement

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