Three things are called “Copilot” — only one works on your data
Before you buy licences, the distinction is worth making. We draw it in every intro call.
The free Microsoft Copilot chat
Does not know your company data. Handy for general questions — unsuitable for work on your own content.
Microsoft 365 Copilot
The paid add-on, tied to an eligible Microsoft 365 base 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. That is what this page is about.
Your own agents
Business users build knowledge and Q&A agents with Agent Builder directly in Copilot — included in the Copilot licence. For real workflows, the path continues to Copilot Studio.
Four tasks Copilot takes off your team's plate
Start with a few prioritised use cases per team — not with “AI for everyone”. In the pilot we measure the time gained per use case.
Drafts in Word and PowerPoint
Copilot drafts documents and presentations based on your own permitted content — your team reviews, sharpens and approves.
Meetings with tasks instead of notes
Teams meetings get summarised — including the tasks that come out of them. Follow-up in minutes, not in the evening.
Analyse Excel data
Copilot analyses Excel data and supports the evaluation — without every analysis landing on one person's desk.
First Q&A agents of your own
With Agent Builder, business users build knowledge and Q&A agents themselves, without IT — included in the Copilot licence.
Why “buy the licence and switch it on” is not enough
Copilot shows each user exactly what they already have access to — it does not bypass permissions. The real risk is permission sprawl that has grown in SharePoint over years, not the AI itself. And without rules and real training, the investment fizzles out after three weeks of curiosity.
Licence check before you buy
Microsoft 365 Copilot requires an eligible M365 base licence. We check your existing base and walk you through the licence costs transparently in the intro call — before you decide.
Clean-up before switch-on
With SharePoint Advanced Management — included in the Copilot licence — we uncover and fix oversharing: “Everyone except external users”, broken inheritance, anonymous sharing links.
Governance with Microsoft Purview
Classification and protection via DLP and sensitivity labels — so Copilot respects your rules instead of bypassing them.
Role-based prompt training
Hands-on training per function with real use cases — so the licence gets used instead of paid for and forgotten.
Measured impact, not gut feeling
A few measurable tasks as a baseline, usage analysis in the pilot — and an honest recommendation where Copilot is not the right tool.
Data-boundary advice for Switzerland
Data in the EU data boundary, prompts and outputs contractually excluded from model training. And enabling Claude models in Copilot is a data-residency decision — we map it out before the switch is flipped.
Three steps to a Copilot that actually gets used
From licence check to a measured pilot — we put the exact plan in writing in the intro call.
Intro call (30 min, free)
We prioritise the use cases with the fastest payoff, check your M365 base licences and walk you through the Copilot licence costs transparently. You then receive a written fixed-price quote for the rollout.
Readiness, rollout & training
Permissions clean-up with SharePoint Advanced Management, governance with Purview, activation in your tenant — cleanly separated from the free Copilot chat — and role-based prompt training per team.
Measure, operate & extend
In a controlled pilot we measure the time gained per use case. On request we keep supporting Copilot afterwards — and extend it: from Agent Builder to Copilot Studio agents.
Copilot is the entry point — agents are the build-out
Microsoft's Work Trend Index describes companies with intelligence on tap, where people and AI agents work as one team, as Frontier Firms — a research framework, not a certification. A properly rolled-out Copilot is the first step on that path.
After that, Microsoft's own rule of thumb applies: start in Agent Builder, move to Copilot Studio once you need real workflows. We guide Swiss SMEs along exactly this path — we typically take one clearly scoped workflow into controlled production in 4–8 weeks, with evaluation and human approval.
The Microsoft AI stack explained
Agent Builder, Copilot Studio, AI Builder and Foundry — which tool fits when, and what data residency means in Switzerland.
Copilot Studio consulting
When Q&A is no longer enough: agents grounded in your data, with response policies and human escalation.
The AI workflow for SMEs
One workflow, clearly scoped, with evaluation and human sign-off — typically live in 4–8 weeks.
Microsoft 365 for your SME
Copilot needs an eligible M365 base. Licences, setup and managed service — from one provider.
Common questions about rolling out Copilot
Your Copilot roadmap — before you buy licences.
In 30 minutes you know which use cases pay off first, whether your licences qualify as the base — and what the rollout costs. In writing, no obligation.