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Ensuring Microsoft 365 Copilot Success with the Right Use Cases - Case Study

By Citrin Cooperman's Digital Services Practice .

Client: Domestic apparel manufacturer and distributor 

Client's Goals: Enhance efficiency by leveraging AI through Microsoft 365 Copilot

Our Team's Role: Design and implement a successful pilot program that instills confidence and lays the foundation for a seamless rollout to the broader organization 


Apparel companies face numerous challenges that can be addressed through greater efficiency. This is particularly true for marketing and order processing teams. Tasks such as creating content, targeting the right audiences, processing orders, and managing inventory become significantly more streamlined with the integration of artificial intelligence (AI), especially when powered by Microsoft 365 Copilot (M365 Copilot). Identifying the right use cases and leveraging them for system design, testing, and proof of concept can transform operations across the organization. Comprehensive testing shifts the go-live conversation from apprehension to excitement, fostering confidence that M365 Copilot will empower teams as effectively as demonstrated during testing. 

Challenges

  • Identifying the most effective AI tools to improve sales and marketing efficiency in a rapidly evolving platform.
  • Launching a pilot program that gathers meaningful insights while staying within budget.
  • Create training programs based on real-world scenarios to fully prepare the team to maximize the benefits of Copilot.

Results

  • Invest time in developing comprehensive use cases for both the pilot phase and future organizational phases to ensure success.
  • Conduct thorough testing of prompts for M365 Copilot and its integrations within apps.
  • Focused on process design, change management, and testing with consideration of staff availability and budget

Key Benefits

  • Copilot became the second most-used app in the organization, following Outlook, and is improving output quality across Word, PowerPoint, Outlook, and Teams.
  • During the 28-day pilot, it facilitated the creation of 30+ documents, five presentations, and five summaries from documents and meetings.
  • Copilot adoption continues to grow, with use cases expanding across the organization.

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