Why Copilot is the safest way to start with AI
Many staff are already using free AI tools and pasting company information into them. Microsoft 365 Copilot is a safer alternative: it runs inside your own secure Microsoft 365 environment, respects your existing user permissions, and your business data is not used to train public AI models. With the right setup, it gives your team the productivity of AI while keeping your information protected.
Our Microsoft 365 Copilot menu
Pick the help you need: from a one-off readiness check to a full managed rollout. Most clients start with a Readiness Assessment, then move through preparation, deployment, training and ongoing support.
1. Assess: is your business Copilot-ready?
Copilot Readiness Assessment
A structured review of your Microsoft 365 environment, licensing, data and security to confirm you're ready for Copilot and to flag anything to fix first.
Licensing review
We confirm which Microsoft 365 plan you're on and recommend the right Copilot licences for the staff who'll benefit most.
Data and permissions audit
We check for oversharing – files and sites staff can see but shouldn't – so Copilot only surfaces what each person is allowed to access.
AI use and risk review
A quick look at how AI is already being used in your business (including free tools) and where the risks are.
2. Prepare: get your data and security right
Microsoft 365 data clean-up
Tidying and right-sizing access across SharePoint, OneDrive and Teams so Copilot returns accurate, appropriate results.
Permissions and access hardening
Reviewing and tightening user access, multi-factor authentication and identity settings before Copilot goes live.
Sensitivity labels and data classification
Setting up labels so confidential information is marked and protected when Copilot is in use.
Governance and acceptable-use policy
A plain-English AI policy and guardrails so staff know what is and isn't OK.
3. Deploy: turn Copilot on, the right way
Licence provisioning and setup
We assign and configure Copilot licences and enable the right features in your tenant.
Pilot rollout
Start with a small group of users to prove the value and iron out any issues before a wider rollout.
Full deployment
A staged rollout to the rest of your team, with support at each step.
4. Enable and train: help your people get value
Staff onboarding and training
Practical sessions on how to use Copilot well, including how to write good prompts.
Role-based workshops
Targeted use-case sessions for teams like admin, sales, finance or operations.
Champions program
We help you nominate and upskill internal Copilot champions to support their colleagues.
Prompt library and quick guides
A starter set of prompts and cheat-sheets tailored to how your business works.
5. Optimise: keep getting more out of it
Adoption monitoring and reporting
We track usage and report on where Copilot is saving time and where there's room to grow.
Ongoing tuning and new use-cases
Regular check-ins to roll out new use-cases as your team gets more confident.
Security and compliance reviews
Periodic reviews to keep your Copilot setup secure and compliant as things change.
Helpdesk support
Your team can call us with Copilot questions, just like the rest of your IT.
Ready to put AI to work safely?
Book a Copilot Discovery Session. We'll review your setup, identify risks, and map out where Copilot will deliver the most value in your business.
Frequently asked questions
Do we need a specific Microsoft 365 plan for Copilot?
Most businesses need an eligible Microsoft 365 Business or Enterprise plan plus a Copilot licence for each user. We'll confirm exactly what you need as part of the readiness assessment.
Is our business data safe with Copilot?
Yes, when it's set up correctly. Copilot works inside your secure Microsoft 365 environment, follows your existing permissions, and your data isn't used to train public AI models. Our data and permissions work makes sure it only sees what it should.
How long does it take to roll out?
It depends on the size of your team and how much data clean-up is needed. A pilot can often be running within a couple of weeks.
Which staff should get Copilot first?
Usually the people who spend the most time in email, documents, meetings and spreadsheets. We help you choose the pilot group that will show value fastest.
