Implementing new tech usually feels like a chore, but with Copilot, the trick is to start small, prove it works, and then let it spread.
Here is a no-nonsense, 3-month plan of attack to get your business up to speed without the usual hair pulling.
Three rules for success
Don’t overcomplicate it: You don’t need a week-long training course. Most people learn best by just “having a go” with a specific task, like writing a boring weekly report.
The “shrapnel” check: Copilot can find any file it has permission to see. Month 1 is vital. Spend an afternoon ensuring your “Confidential” folders are actually private.
Prompts are king: The AI is only as good as the instructions you give it. Instead of saying “Write an email,” tell it “Write a polite email to Mr. Smith explaining why the invoice is 2 days late, using a professional but friendly tone.”
Top tip: Encourage your team to share their “best prompts” in a dedicated Teams channel. If one person finds a way to automate a 2-hour task, everyone should know about it.
What’s next?
Now that you have the plan, the biggest hurdle is usually knowing exactly what to type into the “Ask” box to get a decent result.
Ready to get sorted?
No more faffing with templates or digging through folders. Microsoft Copilot is the shortcut your business has been waiting for. It’s time to stop doing the busy work and start doing the real work.
Find out more
Complete IT Systems’ team of Microsoft experts are on hand to help you get the most from your existing M365 environment, or help you migrate to a new one. Contact us today to discuss your requirements.
