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Microsoft 365 Copilot Smart Start

Prepare Your Organization for AI-Driven Productivity

Start Your Copilot Journey

Start Your Copilot Rollout with a Clear Plan

 

Microsoft 365 Copilot Smart Start helps your organization move from early interest in Copilot to a secure, use-case-driven rollout.

It closes the gap between buying Copilot licenses and actually realizing value—by combining readiness, governance, and business-driven use cases into a single plan.

Be Ready to Reap the Benefits of Microsoft 365 Copilot

Define Copilot use cases that align with your business goals

Ensure Microsoft 365 security, compliance, and governance policies are in place

Fine tune the Microsoft 365 environment —configuration, backups, and licensing

Drive user adoption with a tailored adoption plan and resources

Microsoft 365 Copilot Solution Bundles

Choose a bundle to target specific priorities or bring them together in a Smart Start engagement for a complete, end‑to‑end Copilot rollout.

IGNITE

Set a clear vision for
Copilot success.

Microsoft 365 Copilot
Readiness Workshop

Executive Briefing &
ROI Modeling

AI Usage Policy
Development

SECURE & SCALE

Prepare your Microsoft 365 environment for AI.

Microsoft 365 Copilot
Gap Analysis

Microsoft 365 Data
Risk Review

Microsoft Entra Tenant
Preparation

ADOPT & ACCELERATE

Drive meaningful, long-term change.

Executive Briefing &
ROI Modeling

Copilot Center of
Excellence Deployment

User Adoption &
Training Program

GOVERN & ENABLE

Avoid data, compliance, and operational risks.

Microsoft 365 Copilot Readiness Workshop

Data Risk Review &
AI Usage Policy

Copilot Center of
Excellence Deployment

What’s Included in Microsoft 365 Copilot Smart Start

  • Executive Briefing: Tailored executive walkthrough that clarifies where Copilot creates value, what risks to address, and how to move forward.
  • Readiness Workshop: Define role-based Copilot use cases that connect Copilot capabilities with your organization's goals.
  • Data Risk Review: Review of Microsoft 365 data estate to highlight potential areas of exposure related to sharing, permissions, and data classification.
  • Entra Tenant Prep: Evaluates and prepares your Microsoft 365 environment, ensuring licensing, security, and governance are ready for Copilot rollout.
  • AI Usage Policy: Set expectations for how Copilot should be used responsibly, including regulatory and compliance considerations.
  • Gap Analysis: Identify gaps across data, security, governance, and configuration that must be addressed before Copilot deployment.

Everything You Need for a Secure AI-ready Copilot Deployment

Start Your Copilot Journey
  • Readiness Assessment Report: A complete evaluation of your Microsoft 365 security, governance, and infrastructure.
  • Strategic Recommendations: Actionable insights for optimizing Copilot integration, licensing, and security.
  • Implementation Plan: A step-by-step roadmap for seamless Copilot deployment and adoption.
  • Copilot Governance & Security Framework: Policies and guidelines to ensure compliance and secure operations.
  • Training & Adoption Resources: User guides, best practices, and structured training plans.
  • Post-Implementation Review: Evaluation of Copilot’s performance, adoption success, and areas for further optimization.
Start Your Copilot Journey

Get Microsoft 365 Copilot Up and Running

Seamless deployment and integration of Microsoft 365 Copilot with minimal disruption.

Copilot Deployment & Implementation

We handle licensing, user provisioning, data governance, security configurations, and customizations for a smooth rollout.

User Adoption & Training

A comprehensive training program ensures your team understands how to use Copilot effectively and maximize AI-driven productivity.

Make the Most of Microsoft 365 Copilot - Know If It’s Worth the Investment.

 

Helpful Insights

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Credit union implementing secure Microsoft 365 Copilot with structured AI adoption

Microsoft 365 Copilot FAQs

Why prepare for Microsoft 365 Copilot when I can start using it now?

Achieving the levels of unmatched productivity that Microsoft 365 Copilot promises requires careful coordination between business units, a structured approach to information management, and sound security policies.

Does Microsoft 365 Copilot work ‘out of the box’?

Does Copilot function upon deployment? Yes. Will it work the way you want it to? Probably not.

How your data is classified and stored plays a big role. For example, when you do a query Copilot is going to search all the documents accessible to you. The problem for a lot of organizations is information is shared at will, not classified correctly, or stored in the wrong place. So, Copilot may come back with information that doesn’t belong to you. In addition to sound information management, Microsoft 365 Copilot requires technical configuration and security and governance policies before users can be licensed and use it.

What is the cost of ProArch’s Microsoft 365 Copilot Readiness Assessment?

Depending on your environment and use case, the Microsoft 365 Copilot Readiness Check starts around $15,000.

This does not include the cost of Copilot for Microsoft 365, which is $30 per user per month with an annual commitment and up-front payment ($360 per user). While this may seem like a high cost, the value of your own personal AI is priceless. It is estimated that AI can have a 30%-80% positive impact on performance.

What is the timeline of the Microsoft 365 Copilot Readiness Assessment?

Depending on your requirements and Cloud adoption, the engagement will take 4-6 calendar weeks.

What is Copilot for Microsoft 365?

Copilot for Microsoft 365 is an AI-powered tool that integrates into Microsoft 365 apps and is engineered to streamline productivity, stimulate creativity, and enhance organizational skills.

What does Copilot for Microsoft 365 cost?

Copilot for Microsoft 365 pricing is $360 per user per year. Unlike other Microsoft licensing, Copilot for Microsoft 365 requires an annual commitment and up-front payment. 

While this may seem like a high cost, the value of your own personal AI can’t be bought. Microsoft Copilot (formerly Bing Chat Enterprise) is included at no additional cost.

Do all users need a Microsoft 365 Copilot license?

Only users with business needs should be licensed for Microsoft 365 Copilot. Microsoft Copilot (formerly Bing Chat Enterprise) will be available to all users if allowed by policy. Work with a top Microsoft partner like ProArch to figure out what user groups should use Copilot.

What is the difference between Windows Copilot and Microsoft 365 Copilot?

Windows Copilot, which brings Microsoft's AI expertise to the core of Windows 11, adds a chatbot for the general operating system. In contrast, Microsoft 365 Copilot, which brings AI assistance to Microsoft Word, Excel, PowerPoint, Teams, and beyond and can expose the information in your corporate chats, emails, and office documents.

What are the licensing requirements for Copilot for Microsoft 365?

Microsoft 365 Copilot is available as an add-on to the following SKUs:

  • Microsoft 365 E3 & E5
  • Microsoft 365 Business Standard
  • Microsoft 365 Business Premium
  • Office 365 E3 & E5

Let’s prepare your 365 environment for a successful Copilot rollout

 
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