Copilot Delivery Framework
A proven 5-phase methodology for secure, successful Microsoft 365 Copilot deployment.
Target Success Metrics
95%
Pilot user satisfaction
80%
Active usage rate
60%
Time saved on tasks
0
Data exposure incidents
Delivery Phases
Discovery & Assessment
Deep-dive analysis of your Microsoft 365 environment, security posture, and organizational readiness.
Key Deliverables
- Tenant health assessment report
- Permission sprawl analysis
- Data classification audit
- Risk exposure scorecard
- Executive readiness briefing
Activities
- Stakeholder interviews with IT, Security, and Legal
- Microsoft 365 tenant configuration review
- SharePoint/OneDrive permissions audit
- Sensitivity label gap analysis
- Compliance requirement mapping
Remediation & Hardening
Address critical security gaps and implement governance controls before enabling Copilot.
Key Deliverables
- Remediation implementation plan
- Permission cleanup documentation
- DLP policy configurations
- Sensitivity label framework
- Security baseline checklist
Activities
- Oversharing remediation
- Permission inheritance repair
- Sensitivity label deployment
- DLP policy implementation
- External sharing policy hardening
Pilot Deployment
Controlled rollout to select user groups with monitoring and feedback collection.
Key Deliverables
- Pilot group selection criteria
- Training materials and guides
- Usage monitoring dashboard
- Feedback collection framework
- Issue escalation process
Activities
- Pilot user identification and onboarding
- Role-based training sessions
- Copilot configuration and enablement
- Usage pattern monitoring
- Weekly feedback collection
Enterprise Rollout
Phased expansion to the broader organization with change management support.
Key Deliverables
- Phased rollout schedule
- Department-specific training
- Champions network program
- Self-service resources
- Support escalation procedures
Activities
- Wave-based user enablement
- Department champions training
- Town halls and Q&A sessions
- Help desk team preparation
- Adoption metrics tracking
Optimization & Governance
Continuous improvement of Copilot usage, governance policies, and ROI measurement.
Key Deliverables
- Monthly usage analytics reports
- ROI measurement framework
- Governance policy updates
- Best practices documentation
- Quarterly executive reviews
Activities
- Usage pattern analysis and optimization
- Policy refinement based on learnings
- New feature evaluation and adoption
- User feedback integration
- Executive ROI reporting
Ready to Start Your Copilot Journey?
Our delivery framework has helped enterprises deploy Copilot securely and successfully.
Schedule Discovery Call