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Copilot: Beyond Technology

The integration of generative artificial intelligence into work environments is no longer a futuristic project—it is now a strategic reality. Yet, there is still a significant gap between simply deploying Copilot and actually realizing true business value from it.

Too often, Copilot is rolled out by distributing licenses to everyone, only to realize eight months later that almost no one is using it on a daily basis. The diagnosis is simple: teams haven’t been supported, no change in habits has been encouraged, and as a result, Copilot is seen as “just another IT tool” rather than a driver of productivity and transformation.

Copilot adoption doesn’t fail because of technology. It fails because the human change it requires is underestimated.

Meaghan Platt

Meaghan Platt

Specialist, Sales and Adoption, GenAI Solutions

Copilot is not just another tool to master—it fundamentally changes the way work gets done. It’s not used like a traditional software; instead, you collaborate with it. To achieve this, employees need to gradually adopt a new workflow. For example:

• Start your day by asking Copilot for a summary of your priorities.
• Have Copilot draft the first version of an email or a presentation.
• Ask Copilot to synthesize documents or internal conversations.
• Let Copilot analyze data and suggest possible courses of action.

Without structured support to encourage new ways of thinking, employees do not change their habits. They keep doing things the old way, and the investment remains underutilized.

The fundamental Mistake is Believing that Adoption is Automatic

Many organizations deploy Copilot just like any other traditional software. They purchase licenses, activate them in Microsoft 365, and announce the news internally by providing a few training videos. And then, nothing happens. Usage doesn’t take off.

It’s not Copilot that transforms the organization. It’s the teams who learn how to use it.

Meaghan Platt

Meaghan Platt

Specialist, Sales and Adoption, GenAI Solutions

Fundamentally, Copilot requires a change in behavior driven by a new approach to seeking information.

The Three Phases of Successful Adoption

For an organization to quickly and sustainably derive value from Copilot, structured support is essential. This is exactly the purpose of the Microsoft-funded Envisioning and Proof of Concept workshops delivered by Copilot experts, such as those at ITI.

Phase 1 → Context Analysis and Understanding

Before any training takes place, the organization must understand where its data is located, how its teams actually collaborate, which processes are repetitive, costly, or slow, and which departments have the most to gain.

This phase includes reviewing digital maturity, identifying the top-priority use cases, selecting the initial pilot teams, and preparing the internal communication plan. For a deeper dive into these topics, check out our previously published article Taking Flight with Copilot.

Without this alignment, training sessions become generic and will have no impact.

Phase 2 → Workshops and Development of a Concrete Use Case

You can’t just demonstrate Copilot; you have to use it with the organization’s actual documents, data, and processes. Only real, practical applications—nothing more, nothing less. To do this, you develop a proof of concept based on a typical strategic use case. For example: preparing meeting summaries, analyzing contracts, recruiting, and so on.

Next, you prepare an adoption plan by department that provides users with clear instructions for how to proceed. The goal of these workshops is to prove the value in everyday work—not just in a simple presentation.

Phase 3 → Coaching and Scaling Up

This is where true transformation happens—through strategic support from managers, delivered via hands-on simulation sessions where participants are encouraged to ask Copilot anything, in any way. This approach helps users get comfortable and develop best practices for crafting effective prompts.

By tracking how usage evolves and measuring operational gains, you’ll quickly see the benefits that make it clear there’s no going back to old habits and outdated ways of working. This phase also sets the stage for the next step: automation.

Deploy Your Copilot Agents and Automate for Additional Gains

Once teams are comfortable with Copilot, the organization can take things further by deploying agents capable of automating complex tasks. For example, an agent that responds to frequently asked questions before opening a support ticket. This could also be an agent that sorts and filters hundreds of resumés based on specific criteria. For more examples of real-world applications, you can check out our case studies.

These automations do not require heavy software development. They are based on existing data, business rules, and procedures. Copilot thus becomes a personal assistant, a team assistant, and an intelligent automation tool.

The value of Copilot only becomes apparent when its use becomes second nature. Without adoption, the investment remains invisible.

Meaghan Platt

Meaghan Platt

Specialist, Sales and Adoption, GenAI Solutions

Success won’t come from the number of licenses purchased. It will come from the ability to instill new work habits, supported by a thoughtful adoption plan and a gradual approach. Those who invest in ongoing support gain a clear advantage, while those who simply activate the tool risk missing out on true transformation.

Key Takeaways

  • Don’t mistake deployment for adoption
  • Train employees to change the way they work
  • Start small but concrete, focusing on real use cases
  • Protect and govern data upfront to build trust
  • Support managers, as their behavior will set the example for their teams
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