{"id":14891,"date":"2024-05-23T08:38:27","date_gmt":"2024-05-23T15:38:27","guid":{"rendered":"https:\/\/www.microsoft.com\/insidetrack\/blog\/?p=14891"},"modified":"2024-05-23T08:38:27","modified_gmt":"2024-05-23T15:38:27","slug":"deploying-copilot-for-microsoft-365-with-the-help-of-you-guessed-it-copilot","status":"publish","type":"post","link":"https:\/\/www.microsoft.com\/insidetrack\/blog\/deploying-copilot-for-microsoft-365-with-the-help-of-you-guessed-it-copilot\/","title":{"rendered":"Deploying Copilot for Microsoft 365 with the help of\u2014you guessed it\u2014Copilot"},"content":{"rendered":"
<\/p>\n
Read our step-by-step guide on deploying Copilot for Microsoft 365 at your company. It\u2019s based on our experience deploying it here at Microsoft:<\/p>\n
Now that we\u2019ve deployed Copilot for Microsoft 365 internally here at Microsoft, it\u2019s helping our employees save time and focus on the things that matter most. But like any new tool, adopting Copilot required careful planning, strategy, and attention to our organization\u2019s needs.<\/p>\n
At Microsoft Digital (MSD), the company\u2019s IT organization, our adoption team worked to ensure we managed, communicated, and analyzed our Copilot rollout to produce the best results for every employee. Fortunately, we had a powerful sidekick in these efforts: Copilot itself.<\/p>\n
This post shares how our MSD adoption team benefited from early access to Copilot by using the tool to support its own deployment. If you\u2019re planning on activating Copilot for your employees, our experience can provide inspiration for how you can launch your organization into a new era of AI assistance.<\/p>\n
Because Copilot is such a new product and novel concept, we’re still testing it out ourselves. Unlike other products like SharePoint, Teams, or Excel that operate as lone repositories or apps, we\u2019re learning what it means to use a tool that permeates multiple apps while drawing from our massive pool of organizational data.<\/p>\n
\u2014 Jenny Goodwin, UX researcher, Microsoft Digital<\/p>\n<\/blockquote>\n
Deploying a new kind of productivity tool<\/strong><\/h2>\n
As the first organization to deploy Copilot for Microsoft 365<\/a>, we had an opportunity to learn firsthand how it could empower employees and enable productivity. We also got the chance to experiment with how it might make our work as an IT organization easier and more insightful.<\/p>\n
\u201cBecause Copilot is such a new product and novel concept, we’re still testing it out ourselves,\u201d says Jenny Goodwin, a UX researcher at MSD. \u201cUnlike other products like SharePoint, Teams, or Excel that operate as lone repositories or apps, we\u2019re learning what it means to use a tool that permeates multiple apps while drawing from our massive pool of organizational data.\u201d<\/p>\n
There are many different disciplines at work on a deployment team, each with its own needs. They include project managers, communications and change management practitioners, and researchers. Copilot has something unique to offer each of them.<\/p>\n
How different adoption disciplines are using Copilot for Microsoft 365<\/h2>\n
\n\n\n<\/div>\n
Project management<\/strong><\/div>\n<\/div>\n\n\n
- Meeting and chat summaries through Copilot in Microsoft Teams<\/li>\n
- Thought-starters, categorization, and task management using Copilot in Whiteboard<\/li>\n<\/ul>\n<\/div>\n<\/div>\n
\n\n<\/div>\n
Communications and change management<\/strong><\/div>\n<\/div>\n\n\n
- Content creation through generative AI composition<\/li>\n
- Content editing and refinement in myriad Microsoft 365 apps<\/li>\n
- Brainstorming, research and data compilation around content creation<\/li>\n
- Multimodal media creation across Microsoft 365 apps<\/li>\n
- Minimizing meeting burdens with recaps created by Copilot in Microsoft Teams<\/li>\n<\/ul>\n<\/div>\n<\/div>\n
\n\n<\/div>\n
Listening and analytics<\/strong><\/div>\n<\/div>\n\n\n
- Research call notetaking and summarization using Copilot in Microsoft Teams<\/li>\n
- Assembling, translating, and collating qualitative data to identify trends and sentiments<\/li>\n
- AI-assisted affinity mapping through Copilot in Whiteboard<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n
Copilot for Microsoft 365 was helpful to our Copilot deployment team across several different professional disciplines.<\/em><\/p>\n
As a senior program manager, Tom Heath uses Copilot to streamline project management for a global team of change managers.<\/figcaption><\/figure>\n Copilot for Microsoft 365 keeps project management on track<\/h2>\n
In large organizations like Microsoft, there are a lot of moving pieces. That makes the project manager role exceptionally complex.<\/p>\n
Tom Heath, a senior program manager leading global adoption efforts for Copilot for Microsoft 365, has to focus on a lot of moving parts to keep deployment on track. He\u2019s responsible for coordinating a global virtual team and ensuring that a widely diverse set of stakeholders heads in the same direction while adapting the deployment to their individual regions.<\/p>\n
Naturally, employees and teams are excited about bringing this new tool into their workstreams, so they want to initiate their adoption workflows as quickly as possible. Part of Heath\u2019s role is to ensure an orderly rollout in the midst of all that excitement.<\/p>\n
On top of these challenges, Copilot as a product is accelerating very quickly, with new features and improvements being released almost every week. Managing adoption for such a fast-moving product requires extra agility.<\/p>\n
\u201cFrom a project manager\u2019s point of view, it\u2019s a productivity driver,\u201d Heath says. \u201cCopilot brings people together more fluidly in Microsoft Teams, helps us catch up on actions and go-dos, and keeps us aligned across all of our different meetings.\u201d<\/p>\n
For example, a big part of Heath\u2019s work is coordinating his virtual team of business program managers in different parts of the world. That involves numerous Teams chats occurring asynchronously across time zones.<\/p>\n
Heath frequently finds himself asking Copilot, \u201cWhat\u2019s been happening in my Teams chats and channels over the last 24 hours?\u201d Copilot efficiently assembles and summarizes any relevant conversations and gives him a foundation for the day\u2019s follow-ups and action items.<\/p>\n
Streamlining asynchronous communication and task management is just one example. Collaboration is also a large part of the role, and Copilot in Whiteboard<\/a> has become a powerful tool for idea casting.<\/p>\n
I can prompt Copilot by saying, \u2018Here are the kinds of information I need, here are the engagements I have internally, and I\u2019d like you to tell me what I need to know about my upcoming week,\u2019 A lot of it is about practicing how to speak to Copilot to get the answers you want.<\/p>\n
\u2014 Tom Heath, senior program manager, Microsoft Digital<\/p>\n<\/blockquote>\n
Heath\u2019s virtual team will frequently kick-start their process by asking for suggestions, then using Copilot\u2019s outputs as thought-starters. From there, they\u2019ll assemble ideas into sticky notes, categorize them into themes, and then translate their results into go-do\u2019s.<\/p>\n
Perfecting the relationship with a digital assistant takes time and practice, but it\u2019s a massive leg up in a task-oriented discipline like project management.<\/p>\n
\u201cI can prompt Copilot by saying, \u2018Here are the kinds of information I need, here are the engagements I have internally, and I\u2019d like you to tell me what I need to know about my upcoming week,\u2019\u201d Heath says. \u201cA lot of it is about practicing how to speak to Copilot to get the information you want.\u201d<\/p>\n
The toughest job is providing the right level of information to excite and educate employees about a new tool without overcommunicating and causing people to disengage. Employees are here to do their work, not just manage communications.<\/p>\n
\u2014 Victoria Martinez, senior content program manager, Microsoft Digital<\/p>\n<\/blockquote>\n
Communicating and managing change with Copilot for Microsoft 365<\/h2>\n
Communications are an essential part of driving adoption forward. A modern approach includes multifaceted user communications that account for diverse employee preferences and where they spend their time, whether that\u2019s email, community calls, or employee engagement platforms.<\/p>\n
Melissa Cafiero and Victoria Martinez led communications for our internal Copilot deployment.<\/figcaption><\/figure>\n \u201cThe toughest job is providing the right level of information to excite and educate employees about a new tool without overcommunicating and causing people to disengage,\u201d says Victoria Martinez, senior content program manager leading internal comms for MSD. \u201cEmployees are here to do their work, not just manage communications.\u201d<\/p>\n
The speed of AI technology and Copilot for Microsoft 365 means communication strategies need to be agile and flexible. Meanwhile, accommodating employees\u2019 preferences means adoption leaders need to craft communications for the channels that meet their needs. That can be a time-consuming task.<\/p>\n
Generative AI represents a quantum leap for communications work. When it came to our internal Copilot deployment, communicators leaned hard into experimenting with prompts.<\/p>\n
The team found it easy to tell Copilot what they needed for any given communication, prompting it with a few key parameters: who\u2019s speaking, what kind of communication they were trying to create, where they planned to post it, the value proposition for the audience, their reader\u2019s persona, the message\u2019s goal, and its context. From there, Copilot could create a series of communications to deploy via email, Microsoft Viva Engage<\/a>, and any other relevant channels, all aligned with the core message.<\/p>\n
As communicators, we often need big chunks of dedicated focus time to think through strategy, build out a communications plan, or create quality content. Summarization features for Copilot in Teams would help me skip three meetings in a day and spend those three hours building out a comms bundle.<\/p>\n
\u2014 Melissa Cafiero, communications and readiness lead, Microsoft Digital<\/p>\n<\/blockquote>\n
With Copilot, communicators also found that they could rapidly accelerate other aspects of their work across everyday productivity apps. For example, when the team was building out documentation about their adoption strategy in Microsoft Word, they discovered that asking Copilot to create a presentation immediately led to a polished Microsoft PowerPoint they could use to outline that strategy internally. What was once a four-hour task had morphed into a two-minute workflow.<\/p>\n
Those time savings aren\u2019t just about speeding up core work. Copilot also minimizes meeting time to free up creative bandwidth.<\/p>\n
\u201cAs communicators, we often need big chunks of dedicated focus time to think through strategy, build out a communications plan, or create quality content,\u201d says Melissa Cafiero, communications and readiness lead for technology and experiences at MSD. \u201cThe Copilot meeting recap feature in Teams would help me skip three meetings in a day and spend those three hours building out a comms bundle.\u201d<\/p>\n
Between logistical time savings and creative support, AI assistance has saved our internal communications team hours of time and expanded their efforts.<\/p>\n
Jenny Goodwin and Sandra Hausfelder conducted user listening and UX research to help guide our Copilot adoption.<\/figcaption><\/figure>\n AI-driven insights for research and analytics<\/h2>\n
Understanding the user experience is a big part of driving adoption. By conducting research and analysis, we determine how to deepen engagement with the tool we\u2019re deploying, provide valuable input for our product teams, and learn valuable lessons for future deployments.<\/p>\n
UX research involves an enormous number of calls and interviews. Before Copilot, our researchers often operated in pairs, with one acting as a moderator and the other as a notetaker. Now, our researchers can rely on an AI-powered notetaker, reducing the need for multiple researchers on the same call. It\u2019s like a digital research assistant with an impeccable memory. Also, having multiple observers and note-takers (i.e., a bigger audience) in a research interview can bias participant responses to be more scripted or guarded. So having fewer people in an interview is advised and beneficial.<\/p>\n
\u201cWhen Copilot in Microsoft Teams came out, I had it start taking care of my notetaking,\u201d Goodwin says. \u201cNow I can just ask my digital assistant direct questions about respondents\u2019 responses, and that content streamlines my workflow and enhances efficiency for analyzing qualitative data.\u201d<\/p>\n
With every project, you have to sift through a lot of employee-generated feedback. By the time you\u2019ve cleaned that up and assembled it into usable data, it can be outdated because of the velocity of change with AI tools.<\/p>\n
\u2014 Sandra Hausfelder, global listening lead, Microsoft Digital<\/p>\n<\/blockquote>\n
Sifting the signal from the noise isn\u2019t easy. Aside from user interviews, a lot of listening happens through surveys and written feedback, which generates vast swaths of text that researchers need to process. To make matters more complicated, that feedback comes in multiple languages from employees all over the world.<\/p>\n
\u201cWith every project, you have to sift through a lot of employee-generated feedback,\u201d says Sandra Hausfelder, global listening lead for Microsoft 365. \u201cBy the time you\u2019ve cleaned that up and assembled it into usable data, it can be outdated because of the velocity of change with AI tools.\u201d<\/p>\n
To deal with this influx of information at speed, our listening team has been experimenting with Copilot workflows that streamline data extraction from written feedback. After they\u2019ve pasted those text inputs into a Microsoft Word document, they can ask Copilot to translate any non-English responses, generate an overview, sort different kinds of feedback into tables, and identify primary themes.<\/p>\n
Our UX researchers use a similar process for affinity mapping using Copilot in Whiteboard. It\u2019s a more visual and collaborative format to meet the needs of UX professionals, but Copilot\u2019s ability to sort information and identify themes or trends remains the same.<\/p>\n
With Copilot automating each of these workflows, the time to insight is accelerating. For our teams that conduct research and analytics work, it means the same number of people can perform faster and more extensive work to keep up with the velocity of change in the age of AI while still providing high-quality insights.<\/p>\n
New technology drives new behaviors<\/h2>\n
Copilot for Microsoft 365 is introducing new ways of doing work across all kinds of business functions, and deployment is no exception. Our MSD adoption team has benefited from being the first on the planet to use this tool in their day-to-day work, and it\u2019s driven powerful results so far.<\/p>\n
It\u2019s changed my mindset, so I\u2019m looking for opportunities in every step of the work I do on a daily basis. Now I\u2019m always thinking about ways Copilot can help me with aspects of my job, and it\u2019s leading to a constant evolution of processes.<\/p>\n
\u2014 Sandra Hausfelder, global listening lead, Microsoft Digital<\/p>\n<\/blockquote>\n
Naturally, Copilot doesn\u2019t replace people. It\u2019s important to apply human instinct and insight to any results created by an AI-driven digital assistant. But our adoption teams are finding more and more ways to enact this new way of working.<\/p>\n
\u201cIt\u2019s changed my mindset, so I\u2019m looking for opportunities in every step of the work I do on a daily basis,\u201d Hausfelder says. \u201cNow I\u2019m always thinking about ways Copilot can help me with aspects of my job, and it\u2019s leading to a constant evolution of processes.\u201d<\/p>\n
That might be the most important lesson our adoption team has learned as they\u2019ve supported our Copilot deployment. Be willing to experiment, try new things, and explore opportunities to improve processes through automation.<\/p>\n
The results will surprise you.<\/p>\n
<\/h2>\n
Here are some tips for getting started with Copilot for Microsoft 365 at your company:<\/p>\n
\n
- Get a basic understanding of where Copilot comes alive in each app, then build skills around prompting to capture that value.<\/li>\n
- Understand how Copilot manages data and documents.<\/li>\n
- Have a dedicated space where people can come together and discuss learnings without risk.<\/li>\n
- Encourage people to try prompts that aren\u2019t work-related to help them get used to Copilot in a low-pressure environment.<\/li>\n
- Suggest that your employees take time to learn about Copilot at launch and in an ongoing way.<\/li>\n
- Use Copilot in Bing as a brainstorming partner to help you get past the blank page. From there, ask it to reframe ideas after they\u2019re more fully formed.<\/li>\n
- Prepare your team for a leap: Copilot takes generative AI beyond just creating text and into true digital assistance, so encourage them to flex those new muscles.<\/li>\n<\/ul>\n
<\/h2>\n
See what\u2019s possible with Copilot for Microsoft 365 today.<\/a><\/p>\n
<\/h2>\n
\n
- Read our guide for deploying Copilot for Microsoft 365<\/a> at your company\u2014it\u2019s based on what we learned deploying the tool internally here at Microsoft.<\/li>\n
- Learn more about deploying Copilot for Microsoft 365 internally at Microsoft.<\/a><\/li>\n
- Explore getting the most out of generative AI at Microsoft with good governance.<\/a><\/li>\n<\/ul>\n
<\/p>\n