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Microsoft 365 Copilot may be easy to demonstrate, but determining whether it is a worthwhile business investment requires more than tracking licenses and usage. Steve Corey explains how to evaluate Copilot through role-specific use cases, before-and-after process measurements, data readiness, security controls, ongoing support, and documented business outcomes.

Topics Covered

• Why polished AI demonstrations do not prove value
• The difference between access, adoption, activity, and outcomes
• Measuring processes before and after introducing AI
• Converting saved time into additional business capacity
• Overshared content and broad Microsoft 365 permissions
• Assigning licenses according to job roles and tasks
• The importance of task frequency in ROI calculations
• Ongoing user support and champions programs
• Documenting evidence before expanding a rollout
• Search, meeting follow-ups, document drafting, and agents as use cases

Key Takeaways

• A Copilot rollout should begin with business processes and measurable outcomes.
• Usage percentages should not be treated as proof that work has improved.
• Saved time creates value only when the reclaimed capacity is put to productive use.
• Permissions and sensitive-content controls should be addressed as part of readiness.
• License allocation should reflect a role’s genuine opportunities to benefit.
• Before-and-after evidence supports future licensing and expansion decisions.

Chapters

00:00 A Business-Focused Copilot Briefing
00:49 The Investment Question
02:02 What Determines Copilot Value
02:54 Meet Steve Corey
03:53 More Than a Software Purchase
05:16 Transform and Measure Processes
06:39 What Happens to Saved Time?
08:20 Access, Adoption, and Outcomes
10:27 Returning Time to the Business
11:39 The Oversharing Risk
14:27 Matching Licenses to Job Roles
15:53 Cost and Task Frequency
17:02 Ongoing Support and New Features
19:09 A Fiscally Responsible Approach
20:26 Documenting Measurable Outcomes
22:09 Practical Copilot Use Cases
23:32 Proving the Before and After
24:54 Closing and Future Episodes

⌚ Book your free on 1 on 1 call with me to discuss your business challenges and how AI can help 👉 https://go.stevecorey.com/copilotbriefing

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