Microsoft 365 Copilot
Use Microsoft Copilot strategically in your company – with clear fields of application and your own agents
Microsoft 365 Copilot brings AI to where people work every day – in emails, documents and meetings. The potential is huge but remains untapped without a strategic framework. It needs to be clear where Copilot really provides support – and how it fits sensibly into existing processes.
We support companies in making precisely this difference. With structured packages, practical formats and a focus on real fields of application. Because: Copilot helps to process information faster, create content more efficiently and automate repetitive tasks – directly in Outlook, Word, Teams and Excel. With your own agents, processes can be controlled even more specifically – tailored to internal processes, systems and data.
IPI is a certified
“To really benefit from AI, you need the right use cases that are designed and implemented together.”
Magnus Rode, Copilot expert
Microsoft 365 Copilot in use – fields of application for everyday work
Copilot provides support where people work every day – in meetings, emails, documents and projects. Without additional tools, directly in the Microsoft 365 environment. We help companies to make targeted use of this added value – with real fields of application that make everyday work easier.
Communication
Clarity after the meeting – directly in Microsoft Teams, Outlook or OneNote:
Copilot automatically recognizes tasks, decisions and to-dos from meetings – directly in Microsoft Teams, Outlook or OneNote. It creates structured summaries including context, speakers and next steps. This is particularly helpful for hybrid teams and managers that meet frequently.
Knowledge
Answers instead of searches – directly in Word, Teams, SharePoint or Outlook:
Information is often available but difficult to access. Instead of time-consuming searches, Copilot provides viable answers – context-based from Outlook, Teams, SharePoint and OneDrive. This reduces queries on a day-to-day basis and increases the quality of information in departments and projects.
Projects
Effortless project status – directly in Teams, Word and Excel:
Many projects fail because of a lack of overview rather than a lack of ideas. Copilot evaluates existing content in Word, Excel and Teams, recognizes open issues, documents decisions and automatically creates status reports.
Reports & Presentations
Fast reports – directly in PowerPoint, Excel and Word:
Whether it’s a report, strategy deck or customer template: Copilot creates initial drafts for presentations from existing data, emails and texts – with a clear structure and visual suggestions. This means that well-founded templates are created much faster, especially in management and sales.
Successfully introducing Microsoft 365 Copilot – our portfolio for your success
Microsoft 365 Copilot does not unfold its benefits automatically. We support companies with a structured introduction that takes equal account of technology, organization and people. We offer different formats depending on the level of maturity and objectives – everything tried and tested, customizable and clearly focused.
Free introduction to Microsoft Copilot – structured, compact, eligible
The offer is free for eligible companies – IPI is an official Microsoft partner in the Jumpstart program.
What to expect:
As part of the Jumpstart workshop, we will work together to develop a sound understanding of Microsoft 365 Copilot, analyze initial application possibilities in your company and outline a strategic direction for the introduction. The workshop is aimed at organizations that want to experience Copilot in practice and take a structured approach to getting started.
Typical content:
Introduction to Microsoft Copilot: overview of functions and potential applications
Identification of use cases: Analysis of business processes to determine suitable areas of application
Technical preparation: evaluation of the IT infrastructure and data situation
Change management: Strategies for introduction and incorporation in the organization
Pilot projects: Validation of specific use cases as part of a proof of concept
Aim of the workshop:
Create understanding, recognize potential, define first steps
Would you like to take part? Please contact us and we will check whether your company is eligible
Compact introduction to Copilot and AI – well-founded, practical, license-free
For companies that want to orient themselves with the use of Microsoft 365 Copilot and AI applications as part of their digital strategy. The workshop provides a structured overview of Copilot functions and application scenarios in the Microsoft 365 context. The aim is to assess the realistic potential and make an initial strategic classification with a focus on specific areas of application and productivity gains.
Contents (sample agenda)
Overview of Microsoft Copilot & AI in Microsoft 365
Live demo of central functions
SharePoint Premium, Viva Suite, Copilot Studio, AI Chatbot
Discussion of real application possibilities
Q&A with our experts
Advantages
No prior knowledge or Copilot licenses required
Compact introduction with high practical relevance
Orientation and inspiration for the next steps
Aim of the workshop:
Create understanding, identify potential, develop initial strategy.
Your roadmap for the productive use of Copilot – well-founded, tried and tested, customized
For companies with approx. 1,000 employees or more that want to introduce Microsoft Copilot in a targeted manner and scale it company wide.
Microsoft 365 Copilot brings AI directly into your employees’ daily applications – from Word and Excel to Outlook and Teams. You need a plan to ensure that the deployment will be a success: specific use cases, technological requirements and proper organizational preparation. Ready4Copilot provides the framework for this – structured, practical and tailored to your environment.
Service modules at a glance:
Orientation meeting:
Clarify objectives and framework, evaluate application potential, initial classification by our experts.Copilot workshop with live demo:
functions and application scenarios presented in compact form – live in your environment or as a demo.Use case workshop:
Develop concrete use cases together with the target group – methodically sound and practical.Readiness assessment:
Analysis of use cases, data situation, infrastructure and data protection – with assessment of the copilot maturity level (incl. partners: atarax, Valuze).Management presentation:
All results prepared in a structured manner – with clear recommendations for piloting or rollout.
Goal:
A clear, practical roadmap for the productive use of Copilot – well-founded, comprehensible and tailored to your company.
Workshop series for IT and process professionals
Would you like to develop your own Copilot agents or drive automation in your company? In our practical workshop series, we impart in-depth know-how about Microsoft Copilot Studio – directly applicable, together with your team.
What to expect:
- 10 compact workshops with on-the-job training
- Introduction to Copilot Studio and the world of low-code agents
- Identification of relevant use cases in your specialist areas
- Development of a functional prototype directly in your company context
- Know-how transfer from our experienced experts – for your sustainable further development
Goal:
A productive, customized Copilot Agent – plus the knowledge to continue developing independently.
Arrange a free initial consultation now – and lay the foundation for your agent strategy.
Own Copilot Agents: automate tasks, make knowledge usable
Copilot Studio extends the capabilities of Microsoft 365 Copilot beyond the standard functions. Companies can use it to develop their own agents that adapt to internal data, processes and requirements – directly in the work context, without separate tools.
In contrast to general assistance functions, these agents react to the language, structures and systems of the respective company. They provide targeted relief, pick up on existing processes and support productive work.
Possible fields of application – three practical examples:
HR Agent
Answering standard questions automatically
A specialized agent relieves HR departments of recurring queries - for example about leaves, benefits or guidelines. It answers routine questions based on internal specifications, provides relevant forms and can trigger processes automatically.
IT Agent
Provide help before a ticket is created
A co-pilot agent for IT answers common support queries directly in the chat - for example about passwords, access or tools. If necessary, it automatically creates a ticket with all the relevant information.
Project or department agent
Make relevant knowledge available
A specialized agent provides expert knowledge - for example in project chats or on team pages. It provides context-related information on processes, specifications or key figures and accesses internal content such as SharePoint, wikis or FAQs.