Getting Started with Copilot for Microsoft 365 / Post-Implementation Advisory Service

Our Advisory service for Copilot 365 offers periodic guidance to ensure your continued success in adopting and maximizing the benefits of Copilot. We concentrate on planning, goal monitoring, and developing customized strategies tailored to your specific needs. This service can be integrated with our workshops, fostering a synergistic collaborative effort to enhance your organization’s capabilities.

The advisory service consists of a minimum of three meetings held monthly following the implementation of Copilot. During these sessions, we will focus on providing continuous support, ensuring that your organization is effectively utilizing the tools and strategies developed during the initial phases. Each meeting will allow us to assess progress, address any challenges, and refine our approach, ensuring that you remain on track toward your goals for Copilot adoption. This structured cadence fosters a collaborative environment where we can adapt strategies to meet your evolving needs and maximize the benefits of the Copilot platform.

AGENDA

• Meeting 1: Initial Assessment and Goal Setting: Evaluate current adoption status and set clear goals for Copilot utilization.
• Meeting 2: Strategy Development: Create customized strategies and action plans to achieve set goals, focusing on integration with existing processes.
• Meeting 3: Progress Review and Adjustments: Review progress, monitor results, and adjust strategies as needed for ongoing success.

DELIVERABLES

• Advisory Report: Comprehensive documentation of goals, strategies, and recommended actions for Copilot adoption.
• Action Plan: A detailed plan outlining specific steps and timelines for implementation and monitoring.
• Progress Review: A summary of findings from the initial assessment, including adjustments to strategies based on progress reviews.