ARTIFICIAL INTELLIGENCE

Adoption of Microsoft 365 Copilot
for Business

As a Microsoft Certified Partner with more than 25 years of experience, we help companies adopt Microsoft 365 Copilot to improve individual productivity, enabling employees to work more efficiently on their day-to-day tasks.

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Adoption of Microsoft 365 Copilot

How Copilot Helps You Maximize Individual Productivity

The advent of artificial intelligence has completely transformed the way in which people work, collaborate and make decisions.

Microsoft 365 Copilot offers an AI assistant built into M365 apps (Word, Excel, Outlook, Teams, PowerPoint…),, capable of summarizing information, generate content, draw conclusions from data, and automate everyday tasks.

In an environment where there is pressure to be more agile, productive, and competitive is constantly increasing, thethe adoption of Microsoft 365 Copilot penables organizations to boost individual efficiency, improve the quality of work, and move toward a smarter, innovation-focused operating model.

Would you like to first understand how Copilot works in each Microsoft 365 app? Discover what Copilot does in Teams, Outlook, Word, Excel, and more >

The Challenges Companies Face Before Adopting Copilot for Microsoft 365

Lack of data readiness, security, and governance

Many organizations still do not have their data properly structured, governed, or protected. Without a solid data strategy, Copilot may access duplicate, outdated, or unclassified information.

Incorporating AI as a Tool in the Workplace

AI enhances capabilities, but if not properly supported, it can lead to confusion, resistance to change, or low adoption rates. Employees need training and confidence to leverage the value that Copilot brings to their daily work.

Identify the most useful use cases

Implementing Copilot without identifying the right processes can lead to superficial use of the tool. Prioritizing which tasks and workflows generate the greatest impact is essential to ensuring a rapid and sustained ROI.

How We Help You Adopt Microsoft 365 Copilot Safely and Responsibly

Copilot Discovery Workshop

We provide a clear view of generative AI and its strategic importance, helping you make more informed decisions on how to effectively embed it into your employees’ day-to-day work to boost productivity.

Information Architecture and Governance Definition

We help you structure information in Microsoft 365 to prevent silos and create a single source of truth, enabling Copilot to deliver real value in your teams’ day-to-day work.

Copilot Readiness Assessment

We analyze the architecture, governance, and protection of information across your Microsoft 365 environment, identify configurations and risks, and define an action plan to ensure a secure and effective rollout of Copilot for Microsoft 365.

Copilot Deployment and Adoption Pilot

We guide you through deploying Copilot to a selected group of users to identify best practices and the optimal configuration for effective, secure adoption of generative AI, tailored to your needs and user profiles.

Key Benefits of Copilot for Microsoft 365

Data Consulting

Immediate increase in productivity: Copilot speeds up everyday tasks such as drafting emails, summarizing meetings, organizing documents, creating presentations, or searching for information within Microsoft 365.

More accurate decisions and actionable insights in an instant: Copilot acts as an AI assistant that helps you with automated analysis, insights generated in seconds, and greater capacity to process large volumes of data.

Secure Adoption Within the Microsoft Ecosystem: Because it is integrated into Microsoft 365, Copilot leverages the security, privacy, and compliance layers of Entra ID, Purview, and Defender, ensuring responsible and secure use of AI.

Success Story:
How This Company Adopted Microsoft Copilot

“We realized that true change wasn’t just about technology, but about people. That’s why we’re driving the adoption of Copilot as a way to empower them and accelerate value across the entire organization.”

Toni García, Global CIO of Neuraxpharm.

“A partner like Softeng is essential because it has deep expertise in Microsoft technology and, moreover, handles everything from solution design to deployment, operation, and adoption—which is crucial today.”

Paco Salcedo
President of Microsoft Spain

Microsoft's official designation logo - Paco Salcedo, President of Microsoft Spain, visits Softeng following the company's acceptance into the Microsoft Intelligent Security Association (MISA) program.

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    Frequently Asked Questions
    about Microsoft 365 Copilot:

    What does a company need to do to prepare before adopting Copilot?

    Copilot requires a properly configured Microsoft 365 environment: classified data, well-defined permissions, protected identities, and clear information governance.

    It’s also important to have active security policies and tools such as Entra ID, Purview , and Defender properly configured.

    What risks typically arise when using AI without governance or oversight?

    Without a well-managed environment, Copilot could access and display sensitive information to unauthorized individuals, exacerbate security breaches, or generate content based on outdated data.

    How can Microsoft 365 Copilot improve team productivity?

    Copilot automates tasks such as summarizing meetings, drafting emails, generating documents, analyzing data, and preparing presentations.

    This significantly reduces the time spent on manual tasks and increases employees’ ability to focus on activities of greater strategic value.

    Which areas of the company benefit most from using Copilot?

    Departments such as operations, sales, marketing, finance, human resources, customer service, and IT can streamline processes, improve decision-making, and work more efficiently.

    In general, any role that uses Microsoft 365 (Word, Excel, Outlook, Teams, PowerPoint) reaps direct benefits.

    How does Softeng help companies adopt Microsoft 365 Copilot?

    Softeng performs a comprehensive assessment of the Microsoft 365 environment, identifies risks and areas for improvement, optimizes security, and classifies information to ensure the secure use of Copilot.

    Inaddition, we define priority use cases, train teams, support adoption, and use our Softeng Max® Platform to monitor the security and evolution of the environment, ensuring an effective, secure implementation that is aligned with business objectives.

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