Getting Copilot Right

Why Preparation Is the Key to Success

Artificial intelligence is reshaping the way we work at a pace few expected. Microsoft 365 Copilot is at the heart of this transformation – and yet, it comes with challenges. To truly benefit from Copilot, organizations must first understand their own data landscape, governance structures, and internal processes.

“In my work as a Microsoft MVP for Modern Work & Copilot, I’ve seen the same pattern time and again: turning Copilot on is easy – preparing your organization for it is not. The real success factor lies in organizational, technical, and compliance readiness. That’s what determines whether Copilot becomes a trusted productivity partner – or a source of uncertainty.”

Anastasios Ntaflos
Microsoft MVP for M365 and Microsoft Copilot
Business Area Lead Modern Workplace, evoila Group

Real-World Example: Security and Governance as the Foundation

A large financial institution we recently worked with wanted to pilot Microsoft 365 Copilot within a single department. During the initial analysis, we discovered that sensitive client data stored in SharePoint and Teams was accessible across departments.

Without proper governance, Copilot could have surfaced this information in user prompts or summaries – a major data protection risk.

As part of our readiness assessment, we reviewed data classifications, access permissions, and information flows. Based on those insights, we defined secure pilot areas where Copilot could be safely deployed. The result: a controlled rollout, clear governance responsibilities, and increased trust in the technology across teams.

This case underlines one key point – security and governance are not optional. They’re the foundation for any successful Copilot deployment.

Our Solution: Microsoft 365 Copilot Readiness Workshop

To help organizations prepare effectively, we developed the Microsoft 365 Copilot Readiness Workshop, now officially available in the Microsoft Marketplace.

This three-day assessment is designed to ensure your organization is ready for a secure and productive Copilot rollout. Together, we analyze your technical and organizational prerequisites, review compliance and governance frameworks, and identify practical use cases for your business functions.

Workshop Agenda:
Day 1: Validate licenses, integrations, data flows, and governance structures
Day 2: Deep dive into Copilot functionality, architecture, security, and data protection
Day 3: Develop tailored business use cases, rollout roadmap, and change management approach

Key Deliverables:

• Comprehensive Copilot Readiness Assessment
• Detailed action plan for rollout and adoption
• Governance and compliance recommendations
• Individual business use cases for Copilot deployment

Conclusion on Copilot

Copilot is not something you simply “switch on.” It’s a transformation in how people work, collaborate, and make decisions. Those who prepare thoroughly set the stage for a new era of productivity – one that is secure, responsible, and built on trust.

You can learn more and access the full workshop details directly in the Microsoft Marketplace:
Microsoft 365 Copilot Readiness Workshop (evoila)