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Microsoft x 2toLead Webinar Session 1 - How Employee Communication and Connections Are Changing With Copilot and AI
1. James Wood
Microsoft Digital
Technical Specialist
Tuesday, February 27, 2024 12:00 PM (EST)
SESSION 1 OF 4: MICROSOFT EX & AI
Jamie Cohen-Gronberg
Microsoft Digital
Technical Specialist
Richard Harbridge
2toLead Chief Technology
Officer & Microsoft MVP
3. It is imperative that AI be led and owned by the business. It is too important to be left in
the hands of technologists alone. This is not a linear technology.
4. AI change will be measured in years, not decades or generations. It’s a bigger change and faster.
This Led To:
The Spread Of
Societal Literacy
This Led To:
The Spread Of
Systematic
Management
This Led To:
The Spread Of
Information
Management
This Led To:
The Removal Of
Communication
Barriers
This Led To:
The Removal Of Skill
Barriers & Spread
Of Hyper-
Personalization?
New Work:
Printing
New Work:
Standard Docs
New Work:
eDocs
New Work:
Websites
New Work:
Perspective
New Work:
Apps
This Led To:
The Removal Of
Presence & Access
Barriers
5. AI change will be measured in years, not decades or generations. It’s a bigger change and faster.
This Led To:
The Spread Of
Societal Literacy
This Led To:
The Spread Of
Systematic
Management
This Led To:
The Spread Of
Information
Management
This Led To:
The Removal Of
Communication
Barriers
This Led To:
The Removal Of Skill
Barriers & Spread
Of Hyper-
Personalization?
New Work:
Printing
New Work:
Standard Docs
New Work:
eDocs
New Work:
Websites
New Work:
Perspective
New Work:
Apps
This Led To:
The Removal Of
Presence & Access
Barriers
6. While generative AI technology is here, enterprise AI adoption needs a strategy
AI technology is here
Time to reach 100M users
Enterprise technology adoption is hard. Innovative
companies keep up by engaging employees better
1. Rapid adoption of new technology is mostly led by consumers, it's much harder for the complex enterprise 2
2. Innovative companies avoid the risk of falling behind through adoption strategies that engage employees
3. Microsoft Viva shapes the employee experience and enables your AI adoption and measurement strategy Copilot for
Microsoft 365
state of AI in 2022 - and a half decade in review, McKinsey
7. Solution Area Copilot Availability Blogs Demo Video (Public)
Modern Work
Microsoft Copilot (formerly known as Bing Chat Enterprise) Generally Available LINK LINK
Copilot Pro Generally Available LINK LINK
Microsoft Copilot for Microsoft 365
Generally Available
(No seat minimum required)
LINK
Outlook: LINK
Teams: LINK
PowerPoint: LINK
Copilot in Viva
Copilot in Windows Rolling out in preview LINK LINK
Microsoft Copilot Studio Generally Available LINK LINK
Business Applications
Copilot in Power Apps Public Preview LINK LINK
Copilot in Power Automate Public Preview LINK LINK
Copilot in Power Pages Private Preview LINK LINK
Microsoft Copilot for Sales Generally Available LINK LINK; Guided: LINK
Copilot in Dynamics 365 Sales Generally Available LINK
Microsoft Copilot for Service Generally Available LINK LINK
Copilot in Dynamics 365 Customer Service Generally Available LINK LINK
Copilot in Dynamics 365 Field Service Public Preview LINK; LINK LINK; LINK
Copilot in Dynamics 365 Customer Insights Public Preview LINK LINK; LINK
Copilot in Dynamics 365 Business Central Public Preview LINK LINK
Digital & App Innovation
GitHub Copilot Generally Available LINK LINK
GitHub Copilot X Private Preview LINK LINK
Infrastructure Microsoft Copilot for Azure Public Preview Link
Data & AI
Copilot stack with Azure AI Generally Available LINK LINK
Copilot in Microsoft Fabric Public Preview LINK LINK
Build your own copilot with Azure AI Studio Public Preview LINK LINK
Security Microsoft Copilot for Security Early Access Program LINK
Standalone: LINK;
Embedded: LINK
Last updated 1/31/2024. Use info links provided for latest availability status.
8. Solution Area Copilot Availability Blogs Demo Video (Public)
Modern Work
Microsoft Copilot (formerly known as Bing Chat Enterprise) Generally Available LINK LINK
Copilot Pro Generally Available LINK LINK
Microsoft Copilot for Microsoft 365
Generally Available
(No seat minimum required)
LINK
Outlook: LINK
Teams: LINK
PowerPoint: LINK
Copilot in Viva
Copilot in Windows Rolling out in preview LINK LINK
Microsoft Copilot Studio Generally Available LINK LINK
Business Applications
Copilot in Power Apps Public Preview LINK LINK
Copilot in Power Automate Public Preview LINK LINK
Copilot in Power Pages Private Preview LINK LINK
Microsoft Copilot for Sales Generally Available LINK LINK; Guided: LINK
Copilot in Dynamics 365 Sales Generally Available LINK
Microsoft Copilot for Service Generally Available LINK LINK
Copilot in Dynamics 365 Customer Service Generally Available LINK LINK
Copilot in Dynamics 365 Field Service Public Preview LINK; LINK LINK; LINK
Copilot in Dynamics 365 Customer Insights Public Preview LINK LINK; LINK
Copilot in Dynamics 365 Business Central Public Preview LINK LINK
Digital & App Innovation
GitHub Copilot Generally Available LINK LINK
GitHub Copilot X Private Preview LINK LINK
Infrastructure Microsoft Copilot for Azure Public Preview Link
Data & AI
Copilot stack with Azure AI Generally Available LINK LINK
Copilot in Microsoft Fabric Public Preview LINK LINK
Build your own copilot with Azure AI Studio Public Preview LINK LINK
Security Microsoft Copilot for Security Early Access Program LINK
Standalone: LINK;
Embedded: LINK
Last updated 1/31/2024. Use info links provided for latest availability status.
9. Microsoft Viva
Empower organizations to continuously improve workforce engagement and performance
Viva Goals
Viva Engage
Viva Amplify
Viva Connections
Viva Learning
Viva Glint
Viva Pulse
Viva Insights
Microsoft Copilot for Microsoft 365
Platform and admin services
Copilot in Microsoft Viva, people, answers, skills,
admin experience, common navigation
Privacy and security
Granular feature access controls, inherited
permissions for 3P, differential privacy for insights
Integrations to HCM, CRM, LMS, wellness, and more
Workday, Qualtrics, SAP SuccessFactors,
LinkedIn, Headspace, and more
10. Microsoft Viva
Empower organizations to continuously improve workforce engagement and performance
Viva Goals
Viva Engage
Viva Amplify
Viva Connections
Viva Learning
Viva Glint
Viva Pulse
Viva Insights
Microsoft Copilot for Microsoft 365
Platform and admin services
Copilot in Microsoft Viva, people, answers, skills,
admin experience, common navigation
Privacy and security
Granular feature access controls, inherited
permissions for 3P, differential privacy for insights
Integrations to HCM, CRM, LMS, wellness, and more
Workday, Qualtrics, SAP SuccessFactors,
LinkedIn, Headspace, and more
11. Engage employees across multiple communication
channels and amplify your message
• Employee communities and conversations
• Centralized campaign management
• Pre-built email, page and campaign templates
• Communication analytics and reporting
Viva for
12. Microsoft Viva +
Rolling out
Copilot in
Viva in-app Copilot summarizes,
recommends, creates content, and
simplifies tasks
Accelerate workforce insights
(sentiment, behavioral, collaboration)
Enhance organizational search and knowledge
Support with upskilling and reskilling
Create engaging workforce communications
Equip leaders with conversation starters
Preview December CY23 | GA CY24
Announcing
Copilot for Microsoft 365
Copilot chat works across Viva data
and apps to support employees,
managers and HR leaders
Self-service coaching and experiences
Enriched with Viva data
Pre-configured prompt library
Simplifies tasks across Viva applications
Private Preview early CY24
Announcing
Microsoft Copilot Dashboard
Measure the impact of
Copilot on productivity
and performance with Viva
Understand readiness for potential impact
Assess usage and adoption metrics
Measure how Copilot is transforming
the way people get work done
Preview November CY23
13. Copilot for Microsoft 365 + Viva drive performance
AI-powered assistance to transform the employee experience
Copilot for Microsoft 365 Enhanced with Viva
• Accelerates day-to-day employee productivity
(calendar, inbox, tasks, projects)
• Delivers inline task management (e.g. update
my profile) and information retrieval (e.g.
document review, meeting notes)
• Works alongside you within the Microsoft 365
apps and in a standalone experience to help
you navigate any task
• Generative AI based on your unique prompts
• Boosts employee engagement and
performance (OKRs, learning content, skills)
• Guides employees, managers and HR leaders
through moments that matter like onboarding,
team health or career growth.
• Enables you with deeper insights and
experiences through the Microsoft Viva apps
• Elevated prompt context via pre-configured
prompt library
15. Copilot in Microsoft Viva
Accelerate workforce insights and boost employee engagement with next-generation AI
Copilot in Viva Goals
Create actionable OKRs and scale
end-to-end goal management
Copilot in Viva Engage
Analyze employee commentary and
craft engaging communications
Copilot in Viva Learning
Deliver curated learning and help
employees build new skills
Copilot in Viva Glint
Streamline data analysis and make
informed decisions
Copilot in Viva Insights
Generate personalized reports and
simplify query building process
16. AI is changing communication, but if we
embrace it sooner we will be better off
and so will our organizations.
18. Jacob Morgan in “The Employee Experience Advantage” suggests three environments that support and reinforce each
other. With the shift driven by Hybrid Work, it has pushed greater weight on cultural and technological environments.
The feeling employees
get working for your
organization
The actual spaces in
which employees
work
The tools
employees use to
get their jobs done
19. The way we see digital employee experience at 2toLead is based on 3 primary areas of
investment.
20. Employee communication focuses on the technologies that improve the employee
communication technology experience. Let’s start by exploring the trends around key
technology here.
22. Whether you use Copilot or other industry tools, or whether you embrace copilot soon; the reality is that
these tools can have an immediate and notable impact and are in use by many organizations today.
Accelerate & Optimize Communication
Summarization
Research Assistant
Intelligent Recaps
Tone Awareness & Messaging Style
Writing Support
Writing Suggestions
23. Whether you use Copilot or other industry tools, or whether you embrace copilot soon; the reality is that
these tools can have an immediate and notable impact and are in use by many organizations today.
Accelerate & Optimize Communication
Summarization
Research Assistant
Intelligent Recaps
Tone Awareness & Messaging Style
Writing Support
Writing Suggestions
Testing & psychographic profiles, connecting messaging, amplification opportunities, etc.
24. The results are clear, but the pace is also accelerating. Programming is the most mature of
these 3 sample workloads, but with Copilot we are seeing already significant improvement.
Study 1: Erik Brynjolfsson, Danielle Li, and
Lindsey R. Raymond. Generative AI at
Work.
Study 2: Shakked Noy and Whitney Zhang
(2023): Experimental Evidence on the
Productivity Effects of Generative Artificial
Intelligence.
Study 3: Sida Peng, Eirini Kalliamvakou,
Peter Cihon, and Mert Demirer (2023): The
Impact of AI on Developer Productivity:
Evidence from GitHub Copilot.
25.
26.
27.
28.
29.
30.
31.
32. When combined together humans and I can lead to not just faster and more skilled
generation of communication through collaboration with AI, but better quality results.
33. We accelerate our start, and we get integrated assistance on how to drive from good past great.
34. When combined together humans and AI can lead to not just faster and more skilled
generation of content through collaboration with AI, but better quality results.
35. When combined together humans and AI can create more effective forms of content,
maintain that content more easily, and enable greater reach, access and insight.
36. With AI we can save time understanding and leveraging existing assets (anything to
anything like video here to text).
37. You will love the way we work. Together. ™
How do we communicate more effectively? Especially as we think about the enterprise channels
and employee experience landscape that exists today?
Intranet
•Boosted Until
•Personalization
•Targeting
•Content Mixture
Email
•Newsletters
•Priority Messages
•Personalized
Integration
Social / Engage
•Polls
•Q&A (Bots later)
•Storylines
Teams / Slack
•Targeted Individuals
•Targeted
Channels/Teams
Knowledge Tools
•Search Optimization
•Associated Topics
•“Books” Of Content
•Videos Of Popular
Content
Goals / Learning
•OKR Connection &
Alignment
•Learning Resource
Profiles, Work Modes, Mobile & Digital Excellence
38.
39.
40.
41.
42.
43.
44. Copilot in Answers
Copilot in Answers helps accelerate how people find
knowledge and resources. Copilot helps:
Suggest additional details to improve the clarity of the
question .
Provide answers by recommending existing resources and
potential answers.
Create a summary of the best answer, and overview of the
contributions on threads that have many responses and
replies.
Aggregate information about each knowledge area into a
curated view complete with copy, FAQs, and resources.
Answers is available to Viva suite and Viva Topics customers.
45. Get 10x smarter BEFORE you post the question by adding additional details to it to improve
how easily others can answer it (and improve it’s future value for search).
46. See related questions and answers in case connecting them to this question would help or in case
they answer your question. Analytics and automation can save time before others spend it.
47. When combined well AI can predictively recommend the human, provide the human with
automations that improve the experience and quality.
48.
49.
50.
51.
52.
53.
54.
55. Microsoft Viva Engage Leadership Corner enables us to have an experience that is easy to use,
creates deeper connection, and allows for easier sharing of experiences for leaders.
56. Microsoft Viva Engage Leadership Corner enables us to have an experience that is easy to use,
creates deeper connection, and allows for easier sharing of experiences for leaders.
57. Microsoft Viva Engage Leadership Corner enables us to have an experience that is easy to use,
creates deeper connection, and allows for easier sharing of experiences for leaders.
58. While we can use AI to generate posts, we can also use the leader system in Viva
Engage to publish announcements out to multiple channels as an example.
59. Copilot in Viva Engage
Copilot inspires and assists leaders to connect with
their employees more effectively through predictive
prompts, inclusive communications, and valuable
insights.
Copilot recommends conversation starters based
upon organization campaigns, news from LinkedIn,
and insights from what other teams are talking about.
Generate and refine a post, add details, and choose
the tone of your message.
Get a a summary of replies, trends and sentiment,
including pre-drafted possible responses.
Gain insights from analytics and use AI-generated
drafts to assist in responding.
*Experience may change over time
60. With Viva Amplify we can use the analytics to adapt and measure our messaging, AI to
optimize and accelerate effectiveness and automation to distribute it to multiple channels.
61.
62.
63.
64.
65.
66.
67.
68.
69.
70.
71.
72.
73.
74.
75.
76.
77. Whether you use Copilot or other industry tools, or whether you embrace copilot soon; the reality
is that these tools can have an immediate and notable impact and are in use by many.
Accelerate & Optimize Communication
Summarization
News TL;DR, simplification like ELI5, news digests (summarize multiple news articles), etc.
Research Assistant
Intelligent Recaps
Tone Awareness & Messaging Style
Writing Support
Writing Suggestions
78.
79.
80.
81. Whether you use Copilot or other industry tools, or whether you embrace copilot soon; the reality
is that these tools can have an immediate and notable impact and are in use by many.
Accelerate & Optimize Communication
Summarization
Research Assistant
Extensive data collection & analysis, identify relevant sources, etc.
Intelligent Recaps
Tone Awareness & Messaging Style
Writing Support
Writing Suggestions
82. Tools like Microsoft Clarity can add even more layers of analytics as can many other easy
additions to our core Microsoft 365 tools.
83. Tools like Microsoft Clarity can add even more layers of analytics as can many other easy
additions to our core Microsoft 365 tools.
84. Tools like Microsoft Clarity can add even more layers of analytics as can many other easy
additions to our core Microsoft 365 tools.
85. Tools like Microsoft Clarity can add even more layers of analytics as can many other easy
additions to our core Microsoft 365 tools. We can then use AI with the analytics themselves.
86. Whether you use Copilot or other industry tools, or whether you embrace copilot soon; the reality
is that these tools can have an immediate and notable impact and are in use by many.
Accelerate & Optimize Communication
Summarization
Research Assistant
Intelligent Recaps
Tone Awareness & Messaging Style
Writing Support
Rewrite, optimization, suit channels, audiences, personalization etc.
Writing Suggestions
87. You will love the way we work. Together.
It’s critical to lead and leverage AI in Marketing and Communications otherwise, we won’t be able
to match the demands for volume, variety or velocity in communications and content.
SAVE TIME AND
EFFORT.
AI CAN CREATE IMAGES
FASTER AND EASIER THAN
MANUAL METHODS, SUCH AS
DRAWING, PAINTING, OR
EDITING. YOU JUST NEED TO
PROVIDE A TEXT DESCRIPTION
AND LET THE AI DO THE REST.
ENHANCE
CREATIVITY AND
DIVERSITY.
AI CAN GENERATE IMAGES
THAT ARE ORIGINAL,
REALISTIC, AND DIVERSE,
BASED ON YOUR TEXT INPUT.
YOU CAN EXPLORE DIFFERENT
CONCEPTS, ATTRIBUTES, AND
STYLES THAT YOU MAY NOT
HAVE THOUGHT OF BEFORE.
IMPROVE QUALITY
AND ACCURACY.
AI CAN GENERATE IMAGES
THAT ARE HIGH-RESOLUTION,
DETAILED, AND CONSISTENT
WITH YOUR TEXT INPUT. YOU
CAN ALSO USE AI TO IMPROVE
THE QUALITY OF EXISTING
IMAGES, SUCH AS RESIZING,
ENHANCING, OR INPAINTING
THEM.
CUSTOMIZE AND
PERSONALIZE.
AI CAN GENERATE IMAGES
THAT ARE TAILORED TO YOUR
SPECIFIC NEEDS AND
PREFERENCES. YOU CAN
ADJUST THE PARAMETERS OF
THE AI IMAGE GENERATOR,
SUCH AS THE NUMBER OF
IMAGES, THE IMAGE STYLE, OR
THE IMAGE SIZE.
LEARN AND IMPROVE.
AI CAN GENERATE IMAGES THAT ARE
EDUCATIONAL AND INSTRUCTIVE. YOU
CAN USE AI TO LEARN HOW TO CREATE
IMAGES YOURSELF, BY STUDYING THE
TECHNIQUES, METHODS, AND
PRINCIPLES THAT THE AI USES. YOU CAN
ALSO USE AI TO IMPROVE YOUR OWN
SKILLS, BY COMPARING YOUR IMAGES
WITH THE AI-GENERATED ONES AND
GETTING FEEDBACK
88. You will love the way we work. Together.
Designing the right prompt to get the image you want starts with understanding image
generation prompt engineering. One of the best ways to improve this is to use AI chat itself.
Create a photorealistic image that captures the essence of a social commentary on modern society's
dependency on smartphones.
Setting: A dining area in a restaurant with dim, atmospheric lighting, creating a cozy ambiance. There should
be subtle elements like hanging lights, wooden furniture, and people in the background, but they should be
out of focus to draw attention to the main subjects.
Main Subject: In the forefront, place a stack of smartphones, one on top of the other, forming a tower that
blocks the view of anyone seated on the other side of the table. The tower should be intricately detailed,
showcasing a variety of modern smartphone models. The phones should not display any specific brand or logo,
but they can have recognizable features like cameras, buttons, and ports.
Foreground: Just below the tower of smartphones, on a wooden surface (like the table), incorporate a
message subtly inscribed or etched into the wood. The message should read: "Stay Present. Disconnect to
Connect."
Branding: At the bottom right corner, place a logo or emblem of a fictional lifestyle company (do not use real
brand logos). This branding element should be understated but visible.
Color Palette: Utilize muted, earthy tones such as browns, blacks, and grays, with soft gold or amber highlights
to emanate the warm glow of the restaurant environment.
Overall Theme: The image should resonate with a sense of nostalgia, juxtaposing the traditional setting of a
restaurant space with the modern element of smartphones. The message should be clear: while technology
has its place, there's value in setting it aside to enjoy the present moment.
Then based on that try and learn and build your own…
89. You will love the way we work. Together.
Designing the right prompt to get the image you want starts with understanding image
generation prompt engineering. One of the best ways to improve this is to use AI chat itself.
Create a photorealistic image that captures the essence of a social commentary on modern society's
dependency on smartphones.
Setting: A dining area in a restaurant with dim, atmospheric lighting, creating a cozy ambiance. There should
be subtle elements like hanging lights, wooden furniture, and people in the background, but they should be
out of focus to draw attention to the main subjects.
Main Subject: In the forefront, place a stack of smartphones, one on top of the other, forming a tower that
blocks the view of anyone seated on the other side of the table. The tower should be intricately detailed,
showcasing a variety of modern smartphone models. The phones should not display any specific brand or logo,
but they can have recognizable features like cameras, buttons, and ports.
Foreground: Just below the tower of smartphones, on a wooden surface (like the table), incorporate a
message subtly inscribed or etched into the wood. The message should read: "Stay Present. Disconnect to
Connect."
Branding: At the bottom right corner, place a logo or emblem of a fictional lifestyle company (do not use real
brand logos). This branding element should be understated but visible.
Color Palette: Utilize muted, earthy tones such as browns, blacks, and grays, with soft gold or amber highlights
to emanate the warm glow of the restaurant environment.
Overall Theme: The image should resonate with a sense of nostalgia, juxtaposing the traditional setting of a
restaurant space with the modern element of smartphones. The message should be clear: while technology
has its place, there's value in setting it aside to enjoy the present moment.
Then based on that try and learn and build your own…
90. You will love the way we work. Together.
Sometimes the image you want could come from a different perspective or approach. Consider
how humour or connecting the concept might produce novel results.
91. You will love the way we work. Together.
Sometimes the image you want could come from a different perspective or approach. Consider
how humour or connecting the concept might produce novel results.
HOW DOES IT
WORK?
I HAVE
NO IDEA
92. You will love the way we work. Together.
Sometimes the image you want could come from a different perspective or approach. Consider
how humour or connecting the concept might produce novel results.
AI: Always Innovating | Always Irritating
93. You will love the way we work. Together.
Sometimes the image you want might require you to clarify and trial multiple times or get AI
support to define what you are looking to create.
Create an image of a coffee mug on a table that is
photorealistic and says "Step by Step and Sip by Sip"
The photorealistic image of a coffee
mug on a table should have a robot
in the background. The mug text
"Step by Step & Sip by Sip“ should be
in clear printed font.
Can you recolor the image so that the
background (behind the table) has
more purple in it?
Note: Terms added to your prompt like Close Up, Professional consistently create a more consistent output to theme things together more.
94. You will love the way we work. Together.
With any article of your choice. Find a text heavy page/article and let’s improve it.
Output of steps… Design an image of a vintage-looking file folder with worn
edges. The folder is slightly open, revealing shadowy documents inside. On
the folder's label, inscribe the words "Secret Files of the Comms World".
There should be a hint of anticipation and curiosity.
Comms anonymous: Workplace horror stories to keep you up at night - Ragan Communications
95. You will love the way we work. Together.
With any article of your choice. Find a text heavy page/article and let’s improve it.
“You are a communications specialist who knows how to add images to
make articles more impactful, engaging and effective. Based on the
following article can you generate a photo that would improve the article?”
FOR COMMS &
MARKETING
96. You will love the way we work. Together.
With any article of your choice. Find a text heavy page/article and let’s improve it.
Press Release
Amazing Content
With AI In Minutes
“You are a communications specialist who knows how to add images to
make articles more impactful, engaging and effective. Based on the
following article can you generate a photo that would improve the article?”
97. You will love the way we work. Together.
With any article of your choice. Find a text heavy page/article and let’s improve it.
Create a photorealistic and navy blue and gold color themed image that shows how
AI can help boost creativity would be beneficial. The image could show a person
brainstorming ideas on a whiteboard or notepad, with AI-generated suggestions
appearing alongside their own ideas.
98. Whether you use Copilot or other industry tools, or whether you embrace copilot soon; the reality
is that these tools can have an immediate and notable impact and are in use by many.
Accelerate & Optimize Communication
Summarization
Research Assistant
Intelligent Recaps
Tone Awareness & Messaging Style
Writing Support
Writing Suggestions
99. AI can improve every part of the leader
and employee communications
experience, but it’s easier to start with
your own individual productivity.
101. You will love the way we work. Together. ™
How the roadmap is broken down into categories
Facilitate Governance & Responsibly Empower
Absorb complexity into management, align with policies, simplify compliance, security and performance.
Establish An Effective Foundation
Foundational and important work from strategy to architecture that is necessary for continued digital workplace success.
Migrate & Modernize
Move away from legacy systems into long-term, supported, and more integrated experiences.
Foster Collaboration, Connection & Engagement
Make it easy and efficient for employees to onboard, teams to work together, from anywhere, to gain insights on
what is important and feel included.
Improve Communication, Navigation & Search
Provide more effective ways to communicate, reduce noise, feel informed, engaged and get their core tasks done
with increased efficiency.
102. You will love the way we work. Together. ™
PHASE 1 - Modernize
0-6 months
PHASE 2 – Connect & Integrate
6-12 months
PHASE 3 – Intelligent & Automated
12-24 months
A summary of the initiatives planned over the next 24 months
AI Workplace
Strategy & Roadmap
Modern Navigation
(With Semantic Search)
Connected Copilot
Experiences
Migrate & Develop
AI Content
Establish AI &
Copilot Backlog
AI & Copilot Scenario &
Journey Design
AI Governance
Design & Planning
Viva Engage Premium Pilot
(For Leaders)
Foster Collaboration,
Connection & Engagement
Improve Communication,
Navigation & Search
Migrate
& Modernize
Establish An
Effective Foundation
Facilitate Governance
& Responsibly Empower
AI Amplify Pilot
(For Leaders)
Employee Onboarding
Copilot(s)
Employee Assistant
Copilot Experiences
Copilot Directory
(Release 1)
Copilot Directory
(Release 2)
Viva Pulse Pilot
(For Leaders)
AI Amplify Rolling Pilots
(For Everyone)
Targeted AI Experience &
Search Optimization
Copilot Navigation
& Search Design
Copilot Integration
& Solution Design
AI Content Design &
Migration Planning
Configure &
Improve Security
Automating & Improving Targeted
Processes & Solutions (Release 1)
Viva Topics Pilot
(For Curators)
Bring Knowledge To Users In The Context
Of Their Work (Topics Broader Rollout)
Enhanced Copilot
Insights (Release 1)
Copilot Personalization
(Release 1)
Digital Center Of
Excellence (Release 1)
Digital Center Of
Excellence (Release 2)
Targeted Viva
Learning (Pilot)
Copilot For Microsoft 365 Launch
103. Introduce the capabilities of the Viva Communication and Communities suite, to observe the impact the solution can have on goals to improve
the employee experience by providing solutions that will enhance communications, engagement and productivity.
Weeks 1-2
Define pilot goals
& scenarios
Week 2-3
Pilot Planning
Requirement
Planning
Discovery 3 weeks
Week 4
Viva Suite Config.
Planning
Week 5
Trial Licenses/Roles
Assigned
Design &
Change Management
Deployment
Week 6
Pilot Readiness
Review
Week 7-8
Pilot Support
Week 7
Pilot Begins
Week 9
Post-Pilot
Review
Pilot
Pilot Readiness 3 weeks Launch Support 2 weeks
104. Accelerate your path to Copilot with Microsoft Viva
Copilot Onboarding Copilot Enablement Copilot Adoption & Value Realization
* Use Viva Insights reports and
Microsoft Copilot Dashboard
to identify ideal pilot groups.
Use Viva Pulse to get feedback
and insights before Copilot/AI
roll out to capture productivity
obstacles & create baseline key
metrics.
Create & drive actionable plans
from Viva Insights reports to
remove productivity barriers
and obstacles.
* Use Viva Engage to share
progress, learnings and
activities in communities.
Curate knowledge base
via Topics & Answers
in communities.
* Use Microsoft Copilot
Dashboard powered by Viva
to understand adoption rate,
productivity gains and ROI
for Copilot users
Use Skills in Viva to assess
current readiness and assign *
Viva Learning path on
Generative AI based
on proficiency level.
Use Viva Goals to unite Copilot
users around shared adoption
goals and measure progress.
Use Viva Amplify to run iterative
AI campaigns on Copilot
launch, use cases, trainings
& support for different
user groups.
* Use Viva Learning to deliver
bite-sized trainings on AI,
Copilot and lessons learned
in flow of work.
Use Viva Glint to get feedback ,
insights and user sentiment
after Copilot/ AI roll out
Leverage Viva apps to identify core business scenarios
& pain points to resolve with AI Transformation
Leverage Viva apps to drive AI /Copilot for
Microsoft 365 Adoption and change management
Leverage Viva apps to measure effectiveness,
productivity gains and ROI of AI Adoption
* Seeded Capabilities of app can also be Utilized
105. Supporting Copilot for
Microsoft 365 adoption
with Viva Amplify
Drive engagement with pilot
or general users in the right way
• Maximize audience reach and target users
with education and anticipation messaging.
• Tailor and target communications to specific
distribution channels and groups, e.g. A Viva
Engage Community for learning AI skills
• Publish once to multiple apps and assess
engagement through reports
107. Copilot templates in
Viva Amplify
Seamlessly onboard users onto Copilot
with pre-built content and customizable
templates
Coming March 2024
108. Get started with your Copilot campaigns
Consider Viva
Pulse and Insights
Get qualitative feedback from
Pulse surveys and behavioral
data from Viva Insights to
supplement engagement data
Plan and manage
Plan launch and subsequent
campaigns.
Design and
create content
Create the content
and get approvals
Measure effectiveness
How did users engage
with your content?
Orchestrate
and automate
Decide who will receive and in
which channels
Publish universally
Review and hit send
What is our company vision for AI and
where do Copilot goals fit in (consider
using/sharing Viva Goals for Copilot)
Getting started with Copilot
and training/support
Sharing successful
use cases from others
1 2 3
109. Get ready to soar with
Copilot and Viva Engage!
• Communities: Create Communities for Copilot for Microsoft 365.
Connect with coworkers in communities built around what Copilot
can do.
• Announcements: Keep everyone informed and engaged with
announcements and notifications across web and mobile apps.
• Conversations: Need assistance on features? Post conversations,
questions, polls, and praise in a community or on your storyline.
• Storyline: Post and share with your followers and others that can
learn from your knowledge.
• Leadership Corner: What are leaders doing with Copilot for
Microsoft 365? Get to know your leaders, stay informed, attend their
AMAs (Ask Me Anything), and follow them for updates.
• Answers: A new experience for people to learn from each other by
asking and answering questions. You can even build an FAQ from the
best answers.
• Virtual Events: Host a live video event including Viva Engage
conversations and Q&A before, during, and after a Copilot for
Microsoft 365 event.
110. Automated Copilot
support in Viva
Engage/Answers
Automate answers to employee
questions on how Copilot can best assist
them
Private Preview
111. Get started with your Copilot for Microsoft 365 communities
Realize value
Measure engagement using
conversation insights to
understand the impact and
reach with analytics.
Plan and manage
• Create Copilot user
Communities.
• Rally employees around
Copilot initiatives with
Community collaboration.
Use AI to create
and publish
Use AI-powered features in Viva
Engage Copilot, which assists
employees in creating engaging
and inclusive posts, and AI
suggested topics for Viva Answers.
Search for answers
Use the search bar to quickly
find conversations, people,
communities, and knowledge
across your network for Copilot
for Microsoft 365.
Orchestrate and connect
• Reach Copilot users with interactive
messages that can extend across
Outlook, Microsoft Teams, and
SharePoint and mobile devices.
• Uncover helpful information through
conversations happening across
Copilot users.
Follow champions
Discover and learn more from
Champions and leaders. Follow
people to exchange
knowledge and ideas.
112. Which of the following skills do you think will be most essential for your employees to learn to
evolve with these potential changes? – 2023 Work Trend Index: Annual Report
Illustration by Manuel Bortoletti
113. The benefits are clear, and the data shows that is almost always the driver for communications.
114. With Viva Engage you can help inspire and aid leaders to connect with their employees more
effectively through assistive prompts, inclusive communications, and valuable insights.
115. The reality is we value both of them, and many people struggle to communicate and this helps.
116. AI enables entirely new ways to scale
and support employee experience, but,
at the core, the intent around AI
communication is the same.
117. Wednesday, February 28, 2024 12:00 PM (EST)
How Employee Learning &
Development Is Changing
With Copilot & AI
SESSION 2 OF 4: MICROSOFT EX & AI
WATCH NOW
118. Thursday, February 29, 2024 12:00 PM (EST)
How Employee Workplace
Analytics & Feedback Is
Changing With Copilot & AI
SESSION 3 OF 4: MICROSOFT EX & AI
WATCH NOW
119. Tuesday, March 5, 2024 12:00 PM (EST)
How Employee Performance
& Management Is Changing
With Copilot & AI
SESSION 4 OF 4: MICROSOFT EX & AI
WATCH NOW
120. You will love the way we work. Together. ™
Download our free
80+ page whitepaper
Transform your Employee Experience
at every stage with Microsoft 365
and Microsoft Viva!
Download Today