Copilot Value Discovery
The Copilot Value Discovery engagement facilitates discussions on business value through function-specific assessments. It emphasizes AI’s value, identifies impactful transformation scenarios, builds business cases, and creates implementation roadmaps using Microsoft Copilot. Tailored for 300 to 6,000 Microsoft 365 users, it covers Copilot for Microsoft 365, Sales/Service/Finance, Copilot Studio, and Microsoft Viva. Provides general value discovery to optimize the use of Microsoft Copilot across different business aspects.
Requirements: Evaluation and optimization of Copilot’s overall value to enhance business operations.
- Complete an Optimization Assessment to measure technical readiness and determine steps needed to prepare your customer for their AI transformation with Microsoft Copilot.
- Conduct an Art of the Possible session to demonstrate the product capabilities of Microsoft Copilot.
- Identify the customer’s high value use cases that can benefit from Microsoft Copilot.
- Build the business case for implementing Microsoft Copilot in terms of increased revenue, reduced costs, and improved employee wellbeing.
- Develop a roadmap to address gaps found in the optimization assessment and implement the high value use cases.
Copilot Value Discovery ( Role – based )
This initiative is designed to help companies identify and maximize the value of artificial intelligence in specific areas such as sales, customer service, and finance. The process includes assessing the positive impact in terms of increased revenue, reduced costs, and improved employee well-being. Through this engagement, the value of AI is analyzed, high-value transformation scenarios are identified, a business case is built, and a roadmap is developed to implement the appropriate Copilot solutions (for sales, service, finance, and/or Copilot Studio). It is aimed at clients with more than 1,000 Microsoft 365 users who have already participated in a Copilot Value Discovery session, have purchased Copilot for Microsoft 365, and are looking to expand or update their role-based Copilot solutions.
- Complete an Optimization Assessment to measure technical readiness and determine steps needed to prepare your customer for their AI transformation with Microsoft Copilot.
- Conduct an Art of the Possible session to demonstrate the product capabilities of Microsoft Copilot.
- Identify the customer’s high value use cases that can benefit from Microsoft Copilot.
- Build the business case for implementing Microsoft Copilot in terms of increased revenue, reduced costs, and improved employee wellbeing.
- Develop a roadmap to address gaps found in the optimization assessment and implement the high value use cases.
Copilot Studio Value Discovery
Microsoft Copilot Studio allows organizations to customize Copilot for Microsoft 365 or develop their own Copilot experiences. The Copilot Studio Value Discovery is a one-day workshop led by partners to identify key scenarios and assess the value of Copilot Studio. Facilitators introduce Copilot Studio, demonstrate relevant business scenarios, and establish potential KPIs and success metrics. The workshop aims to prioritize scenarios and outline a deployment plan for the solution.
Value discovery focused on exploring Copilot capabilities in functional areas such as Sales, Service, and Finance.
Requirements: Implementation of Copilot Studio and the need for optimization in specific business areas.
- Complete an assessment to verify the customer’s current Low Code, Copilot and AI readiness
- Conduct an envisioning session to introduce Microsoft Copilot Studio, explore scenarios and use cases aligned to customer’s business and showcase and demonstrate capabilities
- Identify the personas and high value use cases that can benefit from Microsoft Copilot Studio
- Build a plan to address gaps found in the readiness assessment and implement the high value use cases.
Copilot Evaluation Accelerator
The Copilot Evaluation Accelerator engagement by Microsoft is designed to help customers quickly assess the benefits of Microsoft Copilot. It focuses on demonstrating proven scenarios that highlight its value, aimed at giving customers confidence to invest in and adopt Copilot. This initiative targets organizations with 1,000 or more Microsoft 365 users, offering evaluations for Copilot across Microsoft 365 and/or specific business functions like Sales, Service, and Finance. Partners are advised to leverage this opportunity during sales processes to accelerate customer decision-making.
Facilitates efficient technology assessments and transitions for medium-sized customers.
Requirements:.Focused implementation and management of medium-sized evaluations.
- Partners must deliver eligible services equal to or greater than the value of the funding for the engagement and must include completion of the following activities:
- Identify business stakeholders, adoption champions, and user cohorts
- Validate scenarios to be evaluated
- Build a champions community then engage and train them on the prioritized scenarios
- Enable users to evaluate prioritized scenarios
- Conduct IT enablement sessions: Copilot Dashboard overview, Copilot Studio and Extensibility
- Build or validate the business case based on feedback provided by champions and users
- Deliver IT and executive completion reports
Copilot Evaluation Accelerator ( Role – based )
It is designed to facilitate a quick and effective evaluation of Microsoft Copilot, focusing on scenarios that clearly demonstrate its value. The goal is to enable clients to quickly understand the benefits and make informed decisions about investing in Copilot. This program is aimed at companies with more than 1,000 Microsoft 365 users who have already participated in a prior evaluation and wish to explore Copilot for Sales, Service, or Finance. Partners should offer this assessment during the sales process to accelerate the client’s purchasing decision.
Partners must deliver eligible services equal to or greater than the value of the funding for the engagement and must include completion of the following activities:
- Identify business stakeholders, adoption champions, and user cohorts
- Validate scenarios to be evaluated
- Build a champions community then engage and train them on the prioritized scenarios
- Enable users to evaluate prioritized scenarios
- Conduct IT enablement sessions: Copilot Dashboard overview, Copilot Studio and Extensibility
- Build or validate the business case based on feedback provided by champions and users
- Deliver IT and executive completion reports
Copilot Adoption Accelerator
The Microsoft Copilot Adoption Accelerator program is designed to assist customers who have purchased 1,000 or more licenses of Microsoft Copilot and have at least 3,000 Microsoft 365 users. This modular program offers services for the implementation and adoption of Copilot, supporting areas such as Microsoft 365, sales, service, finance, and Copilot Studio. Microsoft provides funding as a co-investment to help customers achieve success with Copilot, although it does not cover all costs associated with implementation and adoption.
Helps customers in the implementation and adoption of Microsoft Copilot in scenarios with more than 1,000 Copilot licenses and 3,000 Microsoft 365 users.
Requirements: High volume of Copilot licenses and Microsoft 365 users.
Activity Requirements
- Identify business stakeholders, adoption champions, and user cohorts
- Validate scenarios to be prioritized for initial deployment
- Establish success measures and implement Copilot Dashboard and end user surveys to enable ongoing measurement
- Deploy training, champion programs, and engagement community
- Activate users on prioritized scenarios to drive adoption; Build momentum with success stories and knowledge sharing
- Prepare Microsoft 365 environment for deployment based on steps defined in the Setup Guide
- Ensure appropriate data security controls are in place based on outcomes of Optimization Assessment
- Assign all Microsoft Copilot licenses to users
- Establish service management plan
- [Optional] Build Copilot extensions or custom Copilots to address customer specific scenarios and processes
CSP Adoption Accelerator for Microsoft 365 E3/E5
It is a program designed to help partners partially cover the costs of implementing and adopting at least 300 new Microsoft 365 E3 licenses purchased through CSP. The program is modular, allowing partners to offer services based on client needs and receive compensation up to the approved value. Microsoft’s funding is a co-investment to help clients succeed with Microsoft 365, but it does not cover all costs. Partners must use this co-investment to accelerate the sales process.
Activity Requirements
Partners must deliver services to complete the following required and optional activities, unless the activity is already complete
- Scope of work definition, including business requirement mapping, customer data migration assessment and organize kickoff meeting
- Add 300 users to Entra ID, assign M365 E3 license and implement Identity and Access Management to secure user identities and address overprivileged users and associated risks
- Enroll end user computing devices to Intune, implement Intune device management Build and execute an adoption plan and deliver end user training to customer
- Configure email & app security and deploy Exchange Online, including migration of email and calendar data from on-premises email and/or email hosted with 3rd parties
- Discover and protect data, determine and implement controls
- Deploy Microsoft Teams for at least 300 users
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