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Microsoft Copilot for Microsoft 365

Elevate your creativity and productivity with Copilot

Contact our Microsoft team

Microsoft Copilot for Microsoft 365 (Copilot for M365) is the leading generative artificial intelligence (AI) tool to boost business productivity by gathering and analyzing critical information and driving organizational decision making. Copilot is the safest, most powerful AI companion for business users because it enables you to take advantage of your enterprise data (from Teams, Email, OneDrive, SharePoint) that already exists within Microsoft 365 while respecting existing security boundaries.   

RSM’s suite of Copilot for M365 services enables your organization to fully leverage Copilot solutions. We provide support throughout your Copilot for M365 journey, including identifying key use cases, crafting your AI strategy, establishing AI policy and governance frameworks, and developing a support strategy to drive Copilot adoption. With a swift time to value, in a matter of weeks, your employees can start saving time and automating mundane tasks while you work on more transformative opportunities to integrate AI into your business processes and differentiate yourself from competitors.

Prepare

Education

RSM advisors conduct an executive and technical briefing, with insight into how Copilot works and the levels of productivity and efficiency it can inspire.

Art of the possible

We walk you through a day in the life of Copilot, with real-world details into how to operate the solution in the Microsoft AI framework.

Content structure

We identify the data sources that Copilot can and should be connected to within your environment.

Security policy review

To ensure responsible usage of your AI Copilot solution, we conduct a Zero Trust architecture discussion and content risk exposure review.

Center of excellence

Our team creates effective Copilot guidance specifically for your organization, with a sample acceptable use policy and deployment plan.

Adopt

Pilot for Copilot for M365

To test the alignment of Copilot for M365 within your company, we develop a pilot deployment and subsequent remediation plan.  

Training and documentation

To guide how your users leverage Copilot, we create adoption and user enablement templates and conduct instructor-led or on-demand training.

Champion expansion

Establish key stakeholders and Copilot champions within the organization. Define adoption and support strategy.

Full rollout

To conclude your roadmap, our team deploys Copilot for the web, in addition to a rollout for Copilot for M365.  

Optimize

Adoption analysis

Analyze low-usage users, respond with a plan and identify high-usage users to meet with these adopters to discuss value propositions.

Productivity insights

Identify sensitive information and data sources and define data available for Copilot.

Security monitoring

Migrate, consolidate or reorganize data in the Microsoft 365 ecosphere. Use tooling to identify content risk exposure.

Licensing and governance optimization

Create written AI policy and governance structure.

Objectives key results

Establish key stakeholders and Copilot champions within the organization. Define adoption and support strategy. 

Creating a powerful AI approach can be complex and developing the necessary skills within your organization can take time. Regardless of where your organization is in your Copilot maturity, RSM’s Microsoft professionals can jump-start or optimize your digital strategy and provide a critical boost to your AI capabilities.  

A low-risk, high-reward solution

Copilot for M365 journey solutions can unlock a higher level of productivity and efficiency within your organization. As an added benefit, a rebate or partial funding may be available from Microsoft, subject to approval.

Need a more extensive Copilot strategy?

Not seeing the perfect fit for your organization? RSM also has extensive resources to develop tailored Copilot Studio solutions and build AI Agents that align with your needs to enhance business workflows across your enterprise. 

Contact our Microsoft professionals

Complete this form and an RSM representative will be in touch shortly.

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