Conduct health service reviews

  • 2 minutes

A service health review (SHR) is a meeting that is conducted to discuss the usage, health, quality, and performance of a given service. A "service" is a collection of technical capabilities that deliver a specific business outcome. Leadership, technical, user enablement teams, and business stakeholders contribute to a monthly SHR to:

  • Gain insight from the AI transformation journey progress.
  • Identify risks, issues, and potential mitigations.
  • Identify opportunities for expansion and further optimization.
  • Highlight success stories.

The components in the following image represent the areas of focus during the service review. This monthly review can be quite formal in large organizations or virtual in smaller companies. This process is critical to the overall success of the transformation and realizing business value.

Infographic of the components discussed during a service health review.

The following information describes ideas and strategies for fostering long-term engagement and increasing the adoption of Microsoft 365 Copilot within your organization.

Increase adoption over time with ongoing activities:
  • Create a Viva Engage community or Teams channel to advocate Microsoft 365 Copilot, sharing tips, best practices, success stories, and updates on new features to create buzz and interest.
  • Share success stories showing how people are using Copilot in innovative and impactful ways.
  • Periodically host additional engagement events like town hall meetings or lunch & learns to drive end user engagement.
  • Organize engaging challenges, such as mini hackathons that inspire employees to brainstorm innovative uses for Copilot and add some competitive flair through gamification by offering prizes or incentives.
Remember these proven strategies when driving deeper engagement:
  • Reward people for changing their work behaviors – cultural evolution is critical to adoption.
  • Define examples and patterns employees can relate to.
  • Provide training to help employees get the most value from the new tools.
  • Continue to find your Champions - advocates for change within the business - including executives, managers, and admins.
  • Use Hubs for information aggregation, consistency, and enabling collaboration across larger groups.