Microsoft 365 Copilot Adoption Package

Everything your small- or medium-sized business needs to maximize your return in one clear, fixed-price, package

Getting the best return-on-investment from Microsoft 365 Copilot requires a lot more than just purchasing some licenses.

It is a tool that can be transformational, but the key to getting the biggest impact is in transforming how you work and upskilling to become great human pilots of Copilot’s AI.

The Bright Ideas Agency Microsoft 365 Copilot Adoption Package provides all the most common consulting and training services needed by small- and medium-sized businesses first adopting Copilot for Microsoft 365 packaged together for one affordable fixed per-user price.

“The workshop covered everything we wanted along with lots that we needed but hadn’t even thought of like using AI responsibly.”

Microsoft 365 Copilot adoption consulting customer feedback response

What’s included?

Positional Technical Assessment

Is everything in your tenant set up correctly to get the best from Microsoft 365 Copilot? Is your data prepared to keep everything secure? Do you have the right apps in the right places? There are lots of considerations when first deploying this new tool. We will work with you to collect the right information to conduct an assessment and advise you any necessary changes or nice-to-have additions that can help you get the most from your investment in Copilot.

Executive One-on-One Coaching

Best practice adoption guidance from Microsoft highlights the importance of dedicated coaching for executives. Each of your executive leaders will receive two one-hour dedicated one-on-one coaching sessions for Microsoft 365 Copilot, reviewing key features and answering any questions.

Pre-Flight Workshop

Getting your flight crew ready for Copilot is an essential step to maximize the benefit of adoption. This workshop for those with leadership responsibilities for the adoption project, those involved with supervising your end users, and champions or power users will help you understand how knowledge workers learn to be great human pilots of their Copilot.

End-user Training

Our four-module Microsoft 365 Copilot training gives all your end users the knowledge and skills they need to maximize your return from Microsoft 365 Copilot investment in a safe and responsible way. Not only will this training demo features from each of the key Microsoft 365 apps where Copilot is integrated, but also look at other vital topics around AI use in business including AI ethics, data security, and responsible usage.

Community of Best Practice

Communication and end-user engagement are essential components of effective Microsoft 365 Copilot adoption. We will help you establish your Community of Best Practice with a communications plan, template emails, instructions for setting up a dedicated Copilot Adoption group in Teams, and building a prompt library so you can share what works across your organization.

Coordination Meetings

Throughout the process of your adoption project we will meet with your adoption lead every week to review progress, answer any questions, and offer additional support that might be necessary to ensure a smooth and successful process.

BONUS 2 Copilot Agents Onboarding

Get an additional workshop on Copilot Agents for your technical team and/or AI power users to get the scoop on refining AI interactions and automating processes using Copilot agents.

BONUS 1 Monthly Open Office Hours

For 6 months following the conclusion of your Adoption Package project all your licensed Microsoft 365 Copilot will be invited to participate in monthly Office Hours with Bright Ideas Agency where they can get questions answered and participate in group coaching on Copilot and other related issues.

Top Microsoft 365 Copilot power users can save a day or more of time each month and are 37% more likely to have received AI-focused training.

Microsoft 2024 Work Trend Index

Why do you need this?

Getting the best from Microsoft 365 Copilot requires a lot more than just buying some licenses. Learning how to use Copilot requires a different approach than most technology, it requires engagement from the top down and from the bottom up, and ensuring you are using AI safely and responsibly demands new knowledge and skills.

The impact of Copilot can be transformational. According to Microsoft's research, in March the top 5 percent of those using Copilot in Teams saved around 8 hours by using the meeting summarization feature. That's just one feature in one app saving an entire workday in a single month.

But creating those Copilot power users takes effort. 61% of Copilot power users are in organizations where they've seen engagement on AI from the CEO. They are also 37% more likely to be in organizations where resources have been dedicated to Copilot training.

Leading the roll out of a new tool like Copilot in a small- or medium-sized business can be daunting. And even if you know you need help, what that help should look like, where to get it, and how much it might cost can be big challenges.

Our new Microsoft 365 Copilot Adoption Package puts together all the services you need to boost your Copilot adoption project and does so with a clear fixed per user price. You get technical assistance, leadership education, end-user training, one-on-one coaching for your executives, and help building out a communications framework to ensure you succeed in the long term.

There's limited capacity for these types of projects, so if you need help with your Microsoft 365 Copilot adoption, don't delay, get in touch today so we can help you realize your potential with AI.

Get to know your consultant

Nick DeCourcy is the owner of Bright Ideas Agency. He is a consultant who specializes in digital transformation for small- and medium-sized businesses who has been awarded the prestigious status of Microsoft MVP (Most Valuable Professional) for Microsoft 365 Copilot.

He is a leading voice on the positive impact AI technology can have for smaller businesses, is the author of Who’s in the Copilot’s Seat? a book dedicated to small business AI adoption, and is a content creator with more than 1,000,000 views focused on Microsoft’s AI technologies. He has helped businesses around the world with AI adoption and digital transformation, leading inspiring projects to get the best from this technology, ethically and safely.

Prior to his current work, Nick spent nearly 20 years in operations leadership roles across a variety of different organizations. He has a diverse experience in everything from food service to construction project management, and leading teams in organizations from 5 employees to more than 5,000. This extensive experience helps him connect with his customers, their businesses, and what you need to be successful with technology.

“I now understand far better how Copilot [for Microsoft 365] can help me throughout my day.”

Digital Transformation Coaching customer feedback response

Pricing

$429/user

All services are included in one affordable and easily understandable price depending only on the number of Microsoft 365 Copilot licensed users that are part of the Adoption Program.

Minimum 10 users per program and other terms apply. Need 50 or more users? Reach out to discuss options.

“Knowing I have [Bright Ideas Agency’s] support to implement these tools in the right way provides a lot of reassurance.”

Next Steps

Let’s connect for a free, no obligation, 15-minute exploratory call so you can be sure this is the right solution for what you’re trying to achieve.

From there, when you move forward, we will plan out the delivery timeline of your project. Most adoption projects will be able to begin within one month from booking and an average delivery window is 2-3 months to completion.

 FAQs

  • This offering packages together the most common adoption support small and medium sized businesses need to start finding success with Microsoft 365 Copilot. Depending on your current level of Microsoft 365 adoption, your tenant security posture, or your management of your data, the planning for these services and Positional Technical Assessment may lead to recommendations for additional work to be undertaken. Where this is the case Bright Ideas Agency can provide you with pricing to deliver those services or to work with your in-house IT team or external IT services provider to remediate any necessary changes.

  • Outside of ensuring the right technical foundations that get recommended are put into place, the most important aspect from your team is engagement and participation.

    Effective adoption of Copilot requires top-down AND bottom-up engagement, and for users to be given the flexibility to experiment with the technology.

  • Depending on availability and your ability to schedule the necessary sessions within your business this program can be completed in 2-3 months from initial engagement.

  • Yes, but the pricing for the program would be significantly different than shown here and the delivery timelines to plan the engagement are likely to be longer. Options for in-person and hybrid delivery can be provided. Reach out to let us know what you’re looking for.

  • Bright Ideas Agency has experience of working with businesses based across four continents and operating in multiple time zones. Our normal scheduling allows us to provide live virtual training in time zones from UTC+3 through to Pacific time in the US, but we can make accommodations outside of this.

  • For most businesses with common requirements, everything you need is included.

    You may only nominate up to 10% of total end users you’ve bought the package for as executives for one-on-one coaching. If you need more of your team to receive one-on-one training, we are happy to accommodate this, but it will normally be at additional cost to you.

    We plan for end-user training group sizes of around 10-16 and will work with you to get the right cohort breakdown. If you require substantially smaller groups (leading to more training deliveries) or you need significant changes to the training program, we can work with you to facilitate this but it may result in extra cost to you.

    Scheduling changes, cancellation, or other delays will be accommodated as far as is practical but depending on the notice given and business impact may result in additional charges.

    As part of your client onboarding a full set of terms and conditions for our services will be shared with you.

  • When you decide to move forward we will issue you an agreement and down payment invoice for the engagement. 40% of the total fee is paid up front. 30% needs to be paid by the agreed start date of the project. And the final 30% must be paid by 15 days following the final invoice being issued at the end of the engagement. Payment can be made using credit cards or bank transfer.

  • Your registered team members will receive regular communications from Bright Ideas Agency inviting them to register questions for and sign up for the office hours sessions. We aim to offer a range of options to satisfy the working patterns and time zone requirements of the clients we are working with. The office hours sessions are open to all eligible Bright Ideas Agency clients on a first-come basis and require pre-registration. During the sessions participants can ask questions, but should ensure not to share proprietary or confidential information as sessions may be shared with other organizations. If you prefer private sessions, these can be arranged for an additional fee.

  • We work both with specialist IT services providers and in-house IT teams when providing technical assistant on Microsoft 365 Copilot adoption. Many IT services companies are not specialists in these new tools and through your relationship with Bright Ideas Agency we will share our knowledge on these technologies with your provider so they can continue to support you in the long term.

  • Bright Ideas Agency is able to provide fully bespoke coaching, training, and project consulting services. If you don’t see exactly what you need, reach out to get a custom package put together than meets your requirements.