Join the AI Revolution

AI (Artificial Intelligence) is the defining technology of our times. It’s augmenting human ingenuity and helping us solve some of society’s most pressing challenges.

Satya Nadella, CEO of Microsoft

70%

said they were more productive

29%

faster overall in a series of tasks (searching, writing and summarizing)

4X

faster catching up on a missed meeting

77%

said they didn't want to give it up

*CoPilot deployments

The flexibility of AI systems contributes to the confusion created within businesses as to the best AI strategy to harness its capabilities with many simply “turning it on” or worse, having no controls over how staff are using it (and they will be using it!)

The best AI strategy is delivered in phases, with each stage delivering value and providing feedback into the implementation of the next phase of delivery. A successful AI strategy is never-ending, but it is a cycle of continuous improvement.

The approach Wavex takes helps clients avoid many of the pitfalls in deploying these new technologies.

Our approach includes the following steps

Organisation Readiness / Workshop

Evaluate your current Microsoft 365 (M365) environment to ensure compatibility with M365 CoPilot. This includes checking that your tenant is on a supported version and that necessary subscriptions (e.g., M365 CoPilot licenses) are available.

Review data governance policies, as CoPilot relies on Microsoft Graph to access organisational data like emails, files, and chats. Ensure data in SharePoint is well-organised, irrelevant data is archived, and permissions are appropriately set to avoid oversharing risks.

Configuration / Licenses

Purchase the required M365 CoPilot licenses for users who will access CoPilot Chat. These are typically add-ons to existing M365 plans (e.g., Business Premium, E3, or E5).

Define test groups (those individuals who can run through a set of scenarios and provide feedback)

Configuration CoPilot for use by test group.

Set Up Security and Compliance Controls

Recommended, but not essential, leverage Microsoft Purview to apply sensitivity labels and data loss prevention (DLP) policies to protect sensitive information accessed by CoPilot.

Configure enterprise data protection (EDP) settings, which are enabled by default for Entra account users, to ensure data privacy and compliance with organisational standards.

Decide whether to allow web grounding (access to Bing search) and manage it via admin controls if needed.

Test and Pilot Deployment

Conduct a pilot with a small group of users to test functionality, gather feedback, and identify potential issues (e.g., data access errors, performance lags, or erroneous answers).

Verify that CoPilot Chat integrates correctly with Teams, Outlook, and the Microsoft 365 app and that it meets user expectations for tasks like summarising emails, answering questions, or drafting content.

Train Users and Drive Adoption

Provide training sessions or resources (e.g., Microsoft’s CoPilot Success Kit) to educate users on how to use CoPilot effectively, including crafting good prompts.

Highlight key use cases like catching up on chats, drafting messages, or accessing work data to encourage adoption. The focus here is to slowly change behaviours so staff actively leverage the value of these tools within their workflows.

Monitor and Optimise

Use analytics to track usage and performance.

Collect user feedback to refine the deployment and address any concerns.

Adjust configurations as needed, such as expanding licenses, expanding learning sources, or tweaking permissions based on pilot results.

70%

29%

4X

77%

Organisation Readiness / Workshop

Configuration / Licenses

Set Up Security and Compliance Controls

Test and Pilot Deployment

Train Users and Drive Adoption

Monitor and Optimise

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“>How can I help you today?” – making the most of AI within your organisation

The steps we take to help you get the most from AI