Prepare a useful first draft
Draft documents and presentations from approved content, then let your team review the details and sharpen the final result.
MICROSOFT 365 COPILOT · ROLLOUT & CONSULTING
Microsoft 365 Copilot.
Useful in everyday work.
Give your team a practical start with Copilot in Microsoft 365. We review licences and permissions, choose suitable tasks and guide a pilot with training. Together, we assess where Copilot helps and how to take the next step.
30 minutes · Free · No obligation
EXAMPLE: PREPARING A MEETING
Start from approved content
Prepare a first draft
Review and use the result
Start with work your team already does.
Follow up on meetings
Summarise a meeting and identify its tasks, so your team can check responsibilities and move the work forward.
Understand your data
Explore questions about Excel data and check the findings with the people who understand the numbers and their context.
Make knowledge easier to find
Help employees find answers in approved content and evaluate where a focused Q&A agent would support their daily work.
AN ILLUSTRATIVE PILOT
Try it on one recurring meeting.
A small team uses Copilot to prepare meeting notes and follow-up tasks. Participants review the results against the original discussion. Together, we compare quality and effort with their usual process before deciding whether wider adoption would help. This illustrates our approach; it is not a customer result.
Pilot: meeting follow-up
- Check whether the summary reflects the discussion.
- Review tasks, responsibilities and open questions.
- Compare the effort with your usual follow-up.
Review licences, access permissions and recording requirements before the pilot. Your team remains responsible for the final content.
Copilot Chat, Microsoft 365 Copilot or your own agent?
Copilot Chat
A starting point for general questions. Available capabilities and data access depend on licences and connected sources.
Microsoft 365 Copilot
The offering on this page: a licensed assistant within Microsoft 365, supported by a review of permissions and a focused pilot.
Your own agents
Agent Builder for focused knowledge questions; Copilot Studio when the task needs further actions and connected systems.
Prepare. Try. Decide.
Check the starting point
We review existing licences, permissions and suitable tasks. You receive a proposal that separates our work from Microsoft licence costs.
Pilot and train
A small group works on agreed tasks with clear safeguards. Practical training helps your team review and use the results.
Decide and expand
We evaluate quality, effort and feedback together. You decide where to extend adoption and what support your team needs.
Common questions
Microsoft 365 Copilot is a paid add-on to an eligible Microsoft 365 base licence. We walk you through the licence costs transparently in the free 30-minute intro call — together with a licence check of your existing environment. For the rollout you then receive a written fixed-price quote.
Copilot is tied to an eligible Microsoft 365 base licence; which of your licences qualify is something we verify in the licence check. For SMEs we recommend Microsoft 365 Business Premium as the base — the only Business plan with Intune device management and Microsoft Defender for Business.
No. The free Microsoft Copilot chat does not know your company data. Microsoft 365 Copilot is a paid add-on, tied to an eligible Microsoft 365 licence and grounded in your tenant data — which is why it delivers relevant answers in Outlook, Word, Excel, PowerPoint and Teams in the first place.
Copilot only shows each user content they already have access to — it does not bypass permissions. The real risk is existing oversharing in SharePoint, such as content shared incorrectly over the years. That is exactly what we clean up with SharePoint Advanced Management and Microsoft Purview before Copilot goes live.
No. Microsoft contractually commits in the Product Terms and the DPA that prompts and outputs are not used to train the foundation models. Processing happens within the Microsoft 365 service boundary in the EU data boundary; Microsoft also operates Swiss datacenter regions. Enabling Claude models in Copilot on top is a separate data-residency decision — one we map out before the switch is flipped.
The risk can be reduced, but not argued away. Copilot draws on your permitted content — human review and approval still belong in the process, especially for content that leaves the company. In the role-based training we practise exactly that: reviewing results instead of adopting them blindly. In the pilot we measure against a baseline where Copilot really helps.
LET'S LOOK AT YOUR PROCESS
What would you like to simplify?
We discuss your starting point and the next useful step. 30 minutes, free and without obligation.
Milan Pincar
Managing Partner