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Services Microsoft Copilot Training and Consulting
Microsoft Copilot is an incredible tool, but you can’t just turn it on and reap the benefits. Our consultants work with you to lay a firm foundation in security, data governance, and training—so your team gets the most out of Copilot.
Services Microsoft Copilot Training and Consulting
Microsoft Copilot is an incredible tool, but you can’t just turn it on and reap the benefits. Our consultants work with you to lay a firm foundation in security, data governance, and training—so your team gets the most out of Copilot.
To get the most out of Copilot, you need to lay a strong foundation in several areas.
What if you could get expert consulting and training—not only to prepare for Copilot, but to launch and integrate it into your business?
How do you get from your current state to your bright future with Microsoft Copilot? Our fast-track program, Road to Copilot, provides the framework, the expertise, and the training you need. Working with our experienced engineers and instructors, you get:
Why wait to get started?
Alternatives like ChatGPT can expose confidential data from input prompts to any user on the internet. Copilot will never reveal your confidential data to users outside your organization.
ChatGPT works with public data, but Copilot works deeply with data from M365. Your team gets answers informed by your organization’s internal information, as allowed by permissions.
Copilot can find files in SharePoint and OneDrive, summarize emails and Teams chats, and much more. It works alongside you like the personal assistant you’ve always needed.
The sky’s the limit. Here are a few sample use cases.
Getting overwhelmed with multiple email threads? Ask Copilot to summarize the last few emails from your boss. You can even ask Copilot to rank them in order of importance based on its analysis of the contents.
Wondering if your work is really aligned with your job description? Ask Copilot to review a week of meetings and place them in categories that reflect how your time is divided. You can even ask Copilot to provide a short description of each category—plus a percentage of time spent there.
It’s tough to follow complex projects with many moving pieces. Luckily, you can ask Copilot to help. The tool can analyze the relevant documents, any Teams conversations, and even a transcript of a meeting to provide a set of recommended next steps.
Even seasoned finance professionals get headaches when analyzing complex datasets. With the right prompts, Copilot can analyze all relevant financial documents and produce the output you’re looking for. It’s a game-changer in the world of finance and accounting.
No one conducts business in a vacuum. And while user surveys are a crucial part of continuous improvement, it’s tough to pull out the key insights—especially if the survey contains a written component. Copilot can help by summarizing survey data, highlighting the dominant trends, and pulling out crucial nuggets of information that are easy to overlook.
How’s your sales performance in different regions or customer segments? What impact have new offerings or marketing campaigns had on these segments? If you have the raw data, Copilot can make sense of it with the right prompt, giving you powerful strategic insight to inform your next decision.
Stumped on the name of that new product? Not sure what to call your new employee program? Copilot can generate creative ideas based on simple prompts. This helps you move past roadblocks, keep projects on track, and communicate value effectively.
The more complex the email (or report, or executive summary, or…), the more difficult it is to get started. Ask Copilot to create a draft for you with a detailed prompt. If the draft needs work, simply ask Copilot to revise to make it clearer, shorter, longer, or whatever you need.
Did the thread get lost as the team went down various rabbit holes? Rather than wading through a transcript of wasted time, ask Copilot to summarize the meeting for you. With the signal separated from the noise, you’re ready to take the next step in the project.
Did you know Copilot can translate written content from English to another language? This powerful feature can help you build stronger relationships as business becomes increasingly global.
1. Copilot readiness assessment
What’s the state of your data footprint and security today? Our assessment determines your current state and uncovers the necessary action items to prepare the way for Copilot.
2. Foundational security implementation
Appropriate permission structures, data loss prevention policies, and MFA (multi-factor authentication) are essential foundations for Copilot. We implement these first to prepare the way.
3. Copilot implementation and integration
Once we’ve laid the proper foundation, it’s time to implement Copilot. We implement and configure the tool, integrate it into your systems, and train your team on how leverage it effectively.
Ready to lay out your Road to Copilot?
Most organizations aren’t ready to get the most out of Microsoft Copilot. They may have various “sleeper issues” that will affect the security and effectiveness of a Copilot implementation. Typical issues include:
The answer is to assess your readiness for Copilot—then develop a plan to pave the way.
Our assessment process offers several benefits that you can’t get any other way.
Here at Corsica Technologies, our process is to conduct a comprehensive yet lightweight review of your organization’s environment, focusing on your data footprint and existing security measures. This assessment evaluates the level of effort required to implement Copilot effectively and securely, ensuring that sensitive data is accessible only to those requiring access.
Our team of Copilot consultants will perform an in-depth analysis of your current IT infrastructure and data management practices. We will assess existing security controls, including permissions, Data Loss Prevention (DLP) policies, and Multi-Factor Authentication (MFA). The engagement will culminate in a detailed Readiness Report outlining the readiness of your environment for Copilot implementation, along with recommendations for next steps.
Here’s the basic scope of work:
The many applications of Copilot are not necessarily obvious to the first-time user. Even the most tech-savvy team member will benefit from training.
Yet there’s no such thing as a “one size fits all” approach to training. A good program will go over generic use cases as well as those that are specific to your team’s daily work. The goal is to equip your team to get the most out of Copilot in the context of their unique challenges and needs.
We’ve seen companies launch Copilot without proper internal training. While it’s possible to approach Copilot this way, doing so leaves a lot of value on the table. The right training program ensures your team is prepared to leverage the power of Copilot within your integrated Microsoft environment. This helps you maximize the value of your Copilot licenses.
Absolutely!
Our approachable training methodology makes it easy for your team to get the most out of Microsoft Copilot. Our goal is to turn your users into Copilot experts while keeping the training lightweight, informative, and fun.
Our Copilot training covers these three main areas.
To get the most out of Copilot, your team needs to be trained on what it can do. We cover all the major features of Copilot—plus how to apply them in different systems and use cases.
Garbage in, garbage out is a common phrase in the IT industry—and Copilot is no exception to this rule. For the AI tool to provide value, it needs a solid foundation in terms of data. Our Copilot readiness services will get your data into good shape for the implementation, but data management doesn’t end on Day 1. Your team needs to know how to structure and manage data continually to keep getting the most out of Copilot. Our training provides everything you need to know in this area.
It’s one thing to use Microsoft Copilot. But what can the tool’s insights tell you? This portion of our training focuses on interpreting Copilot’s output and applying it to common operational challenges. Your team will learn how to analyze emails and Teams chats, document summaries, and more—plus the actionable takeaways that they can use from such analyses.
Our training packages are flexible. You can enroll select users from your organization or your entire department or team. It all depends on who’s getting access to Copilot—and who would benefit most from that training.
Copilot is Microsoft’s powerful generative AI solution. It’s the successor to Cortana, which was retired in the Spring of 2023. Copilot is an LLM (large language model) AI system that can analyze data and produce written outputs. It’s deeply integrated into the Microsoft toolkit and has numerous potential applications for organizations that adopt it.
While Copilot and ChatGPT are both LLMs (large language models), the similarity ends there. The two AI solutions query different datasets. ChatGPT uses the internet as its dataset, while Copilot returns answers that are stored within your organization’s internal documents, emails, spreadsheets, and so on.
ChatGPT also presents cybersecurity concerns that aren’t present with Copilot. A consultant can help you unpack all the nuances and what they mean for your organization. Learn more here: Microsoft Copilot vs. ChatGPT.
Very few organizations are prepared to launch Copilot successfully on their own. The tool works best with proper data governance and security structures in place. In terms of security and user permissions, you want to make sure you have your house in order before launching Copilot, as the tool can return information from any document to which a user has access—whether they should have that access or not. (Note that your team may not even realize how many documents they can access under your current permission structure.)
But good Copilot consulting doesn’t stop with security and permissions. Copilot has so many use cases, you want someone to partner with you, understand your businesses unique challenges, and configure Copilot effectively to help you utilize it proficiently. This type of consulting requires expertise and familiarity with both Microsoft 365 and Copilot.
Last of all, a consultant can help provide the training your team needs. Copilot can do so many incredible things, you really want to equip your team for success with comprehensive training.
The first step is a Microsoft Copilot Readiness Assessment. This is an audit of your relevant systems and data by expert Copilot consultants. This assessment will capture the state of your data landscape, user permissions, and cybersecurity today as it relates to Copilot. With proper interpretation from your consultants, the assessment will also provide the action items to get your organization ready for Copilot.
Some consultants may provide the recommendations alone. Here at Corsica Technologies, we also implement the recommendations—then implement Copilot. We can get you from your current state to your desired state with our Road to Copilot offering.
Technically, no. Anyone with access to Copilot can pull it up and start playing around with it.
But it’s far more efficient to train your users on Copilot—particularly as it applies to your organization and your unique processes and challenges. If you’re going to spend $300+/year per user, you’ll get more out of your investment by maximizing your team’s practical abilities with the tool. This is yet another area where consulting can help you get the most out of Copilot. A good consultancy will include tailored training that connects the power of Copilot to your unique use cases.
Contact us today to see how Corsica’s Copilot Consulting Services can solve your challenges.
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