23 September 2024

The true impact of Microsoft 365 Copilot

In November 2023 we welcomed Microsoft 365 Copilot into our workspaces, excited by its promise to be our digital wingman, simplifying tasks and boosting productivity.

As we approach its first anniversary, many of us are still impressed by what Copilot can do. Still, we've also learned a few important lessons. It's time to move beyond the initial excitement and explore the realities of working with AI, including the caveats and considerations you should be thinking about. Let's dive into what we've learned so far.

The trust factor - building confidence in your AI assistant

When Copilot was first introduced, the idea of an AI assistant that could manage emails, schedule meetings, and draft documents sounded like a dream come true. And for many, it has been. But as we've grown accustomed to this new digital companion, it's become clear that trust is a two-way street. Trusting Copilot with routine tasks like setting reminders is one thing. However, as it takes on more complex responsibilities, such as drafting emails or preparing presentations, the question of trust becomes more nuanced. How well does Copilot really understand the tone and context needed for different situations? Or your company tone of voice and brand guidelines? And more importantly, how well do you know its capabilities and limitations? Building trust with AI isn't an overnight process. It requires ongoing interaction, training, and, yes, even some mistakes along the way. Over the past months, companies have had to fine-tune their use of Copilot for M365 to align it with their specific needs and values. Regular updates and feedback loops have proven essential to ensure that Copilot reflects the right voice and tone. The takeaway? Don't let Copilot run on autopilot—be proactive in guiding its learning and adapting it to fit your organisation and needs.

The data dilemma - balancing convenience with caution

AI, like Copilot, thrives on data. It's the fuel that powers its intelligence. As we near the one-year mark, we've seen how Copilot can use data from emails, documents and meetings to streamline workflows and provide valuable insights. But with great power comes great responsibility. While it's convenient to have Copilot process all this information, it's also raised important questions about data privacy and security. Who has access to the data Copilot is handling? Is it being stored securely, and does it comply with ever-evolving regulations like GDPR? Data security and ethical considerations have become top priorities. We've seen instances where biases in data have led to unintended consequences, such as poorly phrased communications or overlooked context. It's a reminder that AI is only as good as the data it's fed. Businesses must establish robust AI governance frameworks, ensuring their AI systems operate ethically, legally, and in line with company values. It's not just about protecting data; it's about using it responsibly.

The human touch - maintaining the balance between AI and human skills

There's no denying that Copilot has taken over many of the mundane tasks that used to consume our workdays. But as we've grown more reliant on AI, it's crucial to consider the impact on our human skills and team dynamics. The efficiency gains are clear, but there's also a risk of over-reliance on AI, which can lead to losing essential skills. If Copilot is doing all the heavy lifting—drafting emails, creating reports, analysing data—what happens to our own abilities to perform these tasks? We've seen teams where the use of Copilot has created a divide between those who are 'AI-augmented' and those who aren't, impacting team cohesion and workplace culture. To strike the right balance, fostering an environment where AI enhances, rather than replaces, human skills is vital. Regular training, workshops, and open discussions can help ease the transition, ensuring everyone feels comfortable and capable of working alongside AI. Remember, the goal isn't to have AI take over but to work harmoniously with it. The real magic happens when human intelligence collaborates with artificial intelligence.

The 'why' question: clarifying your purpose for using AI

When Copilot was launched, many organisations jumped on board, eager to embrace the latest technology. But now it’s settled into it’s new role the workplace, it's worth revisiting a fundamental question: Why are you using AI? Are you leveraging AI simply because it's the latest trend, or is it genuinely solving a problem for your organisation? The most effective use of technology is always purpose-driven. We've seen organisations with a clear understanding of their 'why', whether it's to improve efficiency, cut costs, foster innovation, or enhance customer experiences. Those that have been the most successful in integrating Copilot are the ones that know their ‘why’. Before expanding your use of Copilot or any AI, take a moment to reflect on your motivations. Are you looking for a quick fix, or are you committed to a long-term strategy that integrates AI meaningfully into your operations, and needs nurturing and regular input? Your 'why' will ultimately determine your 'how' and shape the success of your AI journey.

Ready for a reality check?

Intrigued but cautious? That's the right mindset to have. Microsoft 365 Copilot has proven to be a powerful tool. Still, it's essential to approach it with a balanced perspective, understanding its capabilities and limitations. In our 'beyond the hype' series, we'll continue exploring the real-world impacts of AI, sharing insights, best practices, and lessons learned. Let's navigate the complexities of AI together and make informed decisions that benefit your organisation and team.

Your bespoke M365 Copilot Workshop

If you're still wondering how to use Copilot best, or want to ensure you're on the right path, our Copilot workshop can help. Designed to evaluate your current use of Copilot, identify areas for improvement, and provide tailored recommendations to maximise your investment. Discover how to optimise your Microsoft 365 Copilot solution with a bespoke Copilot Workshop to ensure your AI strategy aligns with your organisation's goals and values.