Define a strategy
Collaborate with your team to define objectives and desired outcomes that Microsoft 365 technologies can help you achieve. This could include defining the strategic vision of becoming an AI-powered organization if you plan to adopt Microsoft 365 Copilot. As you begin to outline your business strategy, identify challenges or areas of opportunity to enhance work processes.
Craft a user experience strategy for Microsoft 365 Copilot
A user experience strategy will enable you to quantify the value received from adopting Microsoft 365 Copilot and gives your team a vision and roadmap for success.
- Identify target user personas (ex: HR, Sales, Finance, IT, Marketing)
- Quantify pain points and potential productivity gains
- Define engagement touch points
- Prioritize user feedback methods and issue resolution
- Define success measures and use cases
Documenting your goals for the user experience in your organization will allow you to focus on the needs of the people first and the technology second. This aligns with our people first strategy, which enhances value for your employees, customers, and partners through the strategic use of technology. Start by crafting your own document with Copilot in Microsoft Word. User experience strategy documents are updated bi-annually (every six months) and have a supporting feature/service roadmap to confirm the delivery of the change. Summarized versions of these documents serve as a tool to align stakeholders, gather feedback, and spot opportunities within your organization.
Host a workshop
Conduct a workshop for your team to define strategy and scenarios. Focus on foundational knowledge and insights about Microsoft 365 AI capabilities and identifying AI-ready scenarios.
Example questions to drive the conversation:
- What are some of our organization’s challenges or pain points related to communication and collaboration?
- What are the areas in which our organization would like to improve?
- What are the organization's strategic initiatives or current transformation projects that Microsoft 365 technologies, including AI and Microsoft 365 Copilot, can support?
- What methods of communication and collaboration are typically better received than others?
- What is our current process for drafting, distributing, and sharing information?