Rolling out Microsoft 365 Copilot successfully goes beyond implementation. To see real results with Copilot adoption, you need a structured approach—one that prioritizes high-impact use cases, hands-on training, and ongoing improvements. People need clear guidance, practical training, and steady support.
In our recent webinar, James Spignardo, Strategic Solutions Consultant, and Greg Dodge, Strategic Solutions Architect, shared ProArch’s journey with Microsoft 365 Copilot, the use cases we created and steps to get the team on-board.
Read on for ProArch’s structured approach to help you ensure Copilot adoption delivers real business value.
There is a lot to consider when deciding if Microsoft 365 Copilot is right for your business and how you’ll approach adoption. At ProArch, integrating Copilot made business sense for us because:
We went through our own Copilot journey, which happened in a little over a year. We use Microsoft 365, we're 100% in the cloud. All of our stuff is set up to use modern technology, the right security, and compliance.
The first step to successful Microsoft 365 Copilot adoption is designating an AI champion and/or AI working group. Someone needs to take ownership and drive the initiative forward for it to work. They need to understand the value, encourage usage, and gather feedback.
Once you have an owner in place, you’re ready to go through these adoption steps:
Not every team will benefit from Copilot in the same way. Don’t start with everyone in your organization. Start with the roles that deal with a lot of communication and writing—where Copilot can provide the most immediate value.
At ProArch, the first groups to use Copilot were:
Before introducing Copilot, our internal Adoption Working Group worked with managers and employees to pinpoint where people were spending too much time on repetitive tasks.
Some of the biggest challenges we found included:
Copilot wasn’t introduced just because it was available—it was introduced where it could make a real difference.
Once the main challenges were identified, ProArch focused on specific ways to use Copilot that would show clear, measurable improvements.
Some of the first success stories came from:
Starting small allowed ProArch to measure early wins and refine how Copilot was used before expanding further.
Your first success stories will come from teams who spend time writing, summarizing, or responding to information.
We ran hands-on training sessions, but training wasn’t a one-time thing. Based on feedback, we adjusted how Copilot was introduced and provided ongoing tips to help people use it in ways that actually saved our time instead of adding extra steps.
How ProArch quantifies Copilot’s value:
Our results?
These numbers weren’t the goal—they were the result of an approach that focused on practical, everyday improvements.
Beyond adoption, the next step is enhancing Copilot’s capabilities through deeper integrations and automation. This includes building or sourcing connectors to integrate Copilot with CRM and ticketing systems, ensuring more grounded and context-aware responses.
Additionally, organizations can develop Copilot Agents to automate repetitive workflows and introduce narrow AI for industry-specific efficiencies. Finally, leveraging Copilot Pages can enhance team collaboration by embedding AI-driven insights into shared workspaces.
Change is hard, but it’s worth it". "Copilot has the potential to transform workplaces, but success hinges on embracing a culture of continuous improvement.
With AI and generative AI rapidly evolving, you need a strategy to maximize Copilot’s impact. That’s where we come in. ProArch, a top Microsoft Partner, can help organizations like yours seamlessly integrate and optimize Microsoft 365 Copilot for real business outcomes.
Ready to take the next step? Reach out.