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Microsoft 365 Copilot Adoption Accelerator

Citrin Cooperman Advisors

Unlock the potential of Microsoft 365 Copilot with our tailored plan, featuring scenario-driven deployment, comprehensive training, and user engagement for faster ROI and improved productivity.

Overview: Our Microsoft 365 Copilot Adoption Accelerator is designed to facilitate the seamless and successful adoption of Microsoft 365 Copilot into your organization. Through a comprehensive approach that prioritizes key scenarios and addresses your organization's unique needs, we help you unlock immediate value from your investment in AI-powered Copilot. This accelerator includes a structured program aimed at building organizational readiness and ensuring an optimized adoption strategy. Our team of experienced Change Managers will work closely with your business and key stakeholders to craft an actionable plan, tailored to meet your specific business objectives. We create an adoption roadmap that not only includes technical deployment but also emphasizes Adoption and Change Management (ACM) through communication, end-user training, and feedback loops, all of which drive faster ROI.

Pre-requisite: We recommend starting with the Microsoft 365 Copilot Workshop, which helps define baseline Copilot Adoption scenarios and readiness. Visit {Appsource Link} for more information.

Program Phases:

  • Assess and Plan: Identify Microsoft 365 usage, pinpoint pain areas, and align teams for Microsoft 365 Copilot readiness.
  • Engage Pilots and Early Adopters: Launch a pilot group to refine the plan, resolve issues, and build internal champions.
  • Train and Manage Change: Deliver targeted end-user training and communication to prepare teams for Copilot adoption.
  • Implement and Rollout: Deploy Microsoft 365 Copilot across the organization, ensuring smooth technical execution and user engagement.
  • Manage and Optimize: Continuously monitor, refine, and optimize Copilot usage for ongoing improvements.

Program Deliverables:

  • Customized Adoption Strategy Plan: A tailored adoption plan based on your organization's specific business objectives, Copilot Adoption scenarios, and readiness for Microsoft 365 Copilot.
  • Governance Structure: Establishment of the “Copilot Air Traffic Control Center,” which includes key business stakeholders, an Executive Sponsor, and a governance committee to oversee the entire rollout process.
  • Pilot Program and Champion Network: Creation of a “Copilot Flight Crew” pilot group of early adopters, complete with end-user training materials and support, to foster internal champions and drive user engagement across departments.
  • Training and Enablement Plan: A comprehensive communication and end-user training schedule, including sessions for both IT and business users, focusing on maximizing Copilot's features and value.
  • Key Business Scenario Identification: A list of high-priority Copilot Adoption scenarios and use cases where Microsoft 365 Copilot can deliver the most impact, along with recommendations on how to best implement these scenarios.
  • Prompt Library: We provide a prompt library to help users get the most out of Copilot's AI capabilities, increasing productivity across departments.
  • Prompt Engineer Support: Expert guidance from a Prompt Engineer to assist in creating and customizing AI-driven prompts tailored to your specific business needs.
  • Feedback Loop and Continuous Improvement: An ongoing feedback mechanism to gather insights from users and adjust the adoption strategy as needed to ensure continuous optimization of Copilot within the organization.
  • Implementation and Ongoing Support: We’ll provide you with support during and after the rollout, ensuring that challenges are addressed, and the adoption process remains on track to deliver measurable results. We’ll deliver IT and executive completion reports as project milestones are completed.

Key Benefits:

  • Faster Return on Investment (ROI): Our comprehensive approach allows for quicker and more effective adoption of Microsoft 365 Copilot, enabling your organization to see tangible benefits from your investment sooner.
  • Tailored Adoption Strategy: Each plan is customized to meet your organization's unique needs, ensuring that business objectives are met and that the solution is deployed in a way that maximizes value.
  • Increased User Engagement: By involving end users early in the process and empowering them through structured communication and end-user training, we ensure that Copilot adoption is smooth and enthusiasm is built from the ground up.
  • Streamlined Business Processes: Through Copilot Adoption scenarios, we focus on using Copilot to address your most critical business challenges, helping you increase efficiency and make better decisions across departments

Begin Your Copilot Journey: Ready to accelerate your Microsoft 365 Copilot adoption? Contact us to schedule a consultation and start building your custom adoption strategy.

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