Microsoft Copilot your staff use, on data they are allowed to see
We fix file permissions before anything is switched on, pilot with a real group of users, then build agents for your highest-volume work. A person reviews agent output before it reaches a customer.
Free, 30 minutes, with a senior consultant. We check whether your Microsoft 365 permissions are ready for Copilot, and you leave with a recommended first phase, usually a pilot group, or a clear reason to wait.
When a Copilot rollout stops at the license purchase
Microsoft 365 Copilot disappoints when permissions are loose and no one plans adoption or owns the return.
Licensed staff who stop using Copilot
Copilot arrives in Word, Excel, PowerPoint, Outlook and Teams, and usage flattens within months. Without prompts and training for each role, people get a generic answer twice and stop, while you keep paying per seat.
Copilot surfaces files permissions should hide
Copilot reads whatever a user can open. After years of SharePoint and OneDrive oversharing, it can summarize salary spreadsheets, board decks and unreleased pricing for the wrong people, and one such incident can end the rollout.
Plausible output that is wrong
A meeting recap credits a commitment to the wrong person, or a financial summary invents a figure. Without review and grounding on approved sources, a single bad document undoes months of trust.
No agents built
Teams use Copilot as autocomplete and never build Copilot Studio agents for high-volume work such as triaging a support inbox or assembling weekly reports, while the license keeps renewing each month.
What we configure in Microsoft Copilot
Word assistance
Draft, rewrite and summarize documents as you write.
Excel assistance
Analyze data, build formulas and spot trends from a prompt.
PowerPoint assistance
Turn a document or a prompt into a first-draft deck.
Teams assistance
Summaries of the chats and channels you missed.
Meeting assistance
Notes, actions and answers during the meeting.
Email assistance
Draft, triage and summarize Outlook mail. You decide what gets sent.
Data analysis
Ask questions of your data and get answers grounded in your own sources.
Permissions, pilot, then agents
A small pilot group shows whether your data is ready and whether timed tasks get faster before more people get a license.
- 01
Readiness and data security assessment
We audit SharePoint, OneDrive and Teams permissions, find oversharing and map sensitive data. You get a go/no-go decision and a remediation list before anyone writes a prompt.
- 02
Governance and guardrails
We configure Purview sensitivity labels, restrict oversharing, set Entra access boundaries and write the policy for what a person must review.
- 03
Pilot group and training
A representative group goes live with prompt libraries for their roles and hands-on training in Word, Excel, PowerPoint, Outlook and Teams. We track usage against a baseline to measure value.
- 04
Custom agents in Copilot Studio
We build agents for your highest-volume work, grounded on approved sources and set to escalate to a person, and test their accuracy before release.
- 05
Scaled rollout, then launch stabilization and handover
Copilot reaches the rest of the organization in waves. Each wave starts only when the previous group passes the adoption and security review, with internal champions and an updated prompt library. Then we report time saved, adoption and open risks against the pilot baseline, retire what underperforms and hand over a governance runbook your team can run.
How we keep the rollout safe
Security assessed before go-live
We enable Copilot only after oversharing is fixed and Purview labels are in place.
The consultant who audits access builds the agents
The senior consultant who runs the permissions audit also configures the pilot and builds the agents, so what they learned about your sites and files carries into every wave. A dedicated project manager keeps the waves on schedule.
Review points set by policy
Every agent and workflow we ship has a review and escalation point before output reaches a customer.
Waves that depend on review
Each wave starts only after the last one passes review, so you never commit to a year-long rollout up front.
Three ways into Copilot
Discovery sprint
A permissions and oversharing audit, a data security review, an adoption-fit analysis and a costed rollout plan that ends in a go or no-go decision. It runs one to two weeks for a fixed fee, which we credit against the pilot if you go ahead.
Pilot rollout
Guardrails configured and a pilot group live with role-specific prompts. You see usage and time saved before deciding on a wider rollout.
Custom agent build
Copilot Studio agents for your highest-volume workflows, grounded on approved sources with escalation to a person. Best added once the pilot shows people use Copilot.
Questions buyers ask
Is our data safe if we turn on Copilot?
Copilot shows people only what they can already open, so the risk sits in your existing permissions. The discovery sprint finds overshared sites and files, and we fix them before anyone gets access.
Which Copilot license do we need?
It depends on the role. Copilot Chat comes with Microsoft 365 business plans, and Microsoft 365 Copilot is a paid add-on per user. If you run Business Central or Dynamics 365 Sales, the Copilot features inside them come with those licenses, and agents that act on their own draw on Copilot Credits. We map who needs which before you buy.
How do we measure whether Copilot pays off?
We time two or three tasks before the pilot, such as drafting replies or summarizing meetings, then time them again with the pilot group before rolling out further.