Microsoft 365 Copilot - Value Discovery Workshop

Service Description

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The Copilot Value Discovery Engagement is designed to dive deeper into the productivity, business process and ROI benefits of Microsoft 365 Copilot, and identify high-value scenarios to provide the focus for subsequent adoption activity.

The engagement includes consultation with business stakeholders to understand current processes using Microsoft apps and data, identify pain points and limitations, and envision opportunities for process transformation with Copilot. Includes ROI modelling to estimate current time spent vs potential time savings with Copilot to inform the business case for Microsoft 365 Copilot alongside baseline data to evaluate benefit realisation.

The Copilot Value Discovery Engagement is delivered remotely through a combination of workshop-style sessions, interviews, survey-based data collection and offline data analysis and preparation of findings and recommendations.

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Discovery

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Leadership engagement

Engage with leader/s with responsibility for agreed Value Discovery focus area via 1-hour MS Teams online meeting to explore:

• Priority outcomes for the business department or function
• Drivers of these outcomes (processes, activities, outputs etc)
• Identify and prioritise processes and activities that could potentially be improved using Copilot (focusing on use of Microsoft apps and data)
• Opportunities for reallocating time saved by Copilot
• Estimated impact of time savings, time reallocation and process improvements

Operational engagement

Engage with representative stakeholders involved in delivering the processes identified and prioritised in the leadership engagement step, to explore:

• Current processes, including pain points / limitations
• Where possible, estimate current time spent (per process / day / week)
• Initial high-level ideas for process transformation with Copilot, including out of the box and custom Agents
• Time reallocation opportunities

Via 1.5-hour MS Teams workshop-style session with optional short survey (using MS Forms)

Cost assumptions for ROI model (optional)

Liaise with project team or directly with HR to define salary brackets that can used to estimate ROI figures across different levels (e.g. 3 salary brackets for different role levels)