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AI & Copilot

Microsoft Copilot Deployment Playbook

By Errin O'Connor, Founder & Chief AI Architect, EPC Group

Enterprise guide to AI-powered productivity

A comprehensive playbook for deploying Microsoft 365 Copilot across your enterprise. From licensing and prerequisites to adoption strategies and ROI measurement, this guide covers everything you need for successful Copilot deployment.

45 pages
2-3 hours
January 2026
12,345 downloads
PDF Document
4.8 MB
EO
Errin O'Connor
Founder & Chief AI Architect

Microsoft Press bestselling author with enterprise consulting experience since 1997.

What's Inside

  • Copilot readiness assessment checklist
  • Data governance requirements
  • Pilot program template
  • Use case library by role
  • Prompt engineering best practices
  • ROI calculation framework
  • Change management playbook
  • Training curriculum outline

Table of Contents

1Understanding Microsoft 365 Copilot
Pages 1-8
2Licensing & Prerequisites
Pages 9-14
3Data Readiness Assessment
Pages 15-22
4Security & Governance
Pages 23-30
5Pilot Planning & Execution
Pages 31-38
6Adoption & Change Management
Pages 39-43
7ROI Measurement
Pages 44-45

Preview

Microsoft 365 Copilot represents a paradigm shift in how knowledge workers interact with information and complete tasks. By embedding AI assistance directly into familiar Microsoft applications, Copilot promises significant productivity gains—but realizing this potential requires thoughtful planning and execution. This playbook is designed for enterprise organizations planning to deploy Copilot to thousands of users. We'll cover the critical success factors including data readiness, security considerations, pilot design, and adoption strategies...

Who Should Read This

  • IT Directors and CIOs
  • Microsoft 365 Administrators
  • Change Management Leaders
  • Digital Workplace Teams
  • AI/ML Program Managers

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