Preparing, Piloting & Paths to Success with Microsoft Copilot

Preparing, Piloting
& Paths To Success
With Microsoft
Copilot
Thursday, November 16, 2023 6:00 PM (EST)

My Twitter is @RHarbridge, I’m super friendly & proud to work at @2toLead.
Richard Harbridge
2toLead Chief
Technology Officer &
Microsoft MVP
Speaker & Author
Super Friendly

Agenda
Preparing For AI & Copilots
Piloting AI & Copilots
Paths To Success With AI & Copilots

Navigating this major change
Success With AI & Copilots

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.
The Executive Discussion

AI Is A Major Transformative Technology For Employee Experience
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

While generative AI developments are the most important today, overall, we are seeing continual
adjustments in predictions for when human or greater than human performance will be achievable.
Innovations In AI Are Continuing
Economic potential of generative AI | McKinsey
With Generative AI predictions
shifted by decades.

We now see a much greater opportunity for near term automation of higher education level impact
and more decision making and collaboration impact potential.
AI’s Recent Innovation Impact Accelerated Automation Potential
Economic potential of generative AI | McKinsey

Share of jobs in the U.S. over time have shifted with each major technological innovation.
32%
~1%
1916
2021
Share of U.S. Jobs: Families Living on Farms
32%
8%
1910
2021
Share of U.S. Jobs: Manufacturing

Share of jobs in the U.S. over time have shifted with each major technological innovation.
3%
29%
1910
2015
Share of U.S. Jobs: “Other” Professional Services
+ Consider Educational Services: From 3.5% to 9.7%

AI Is Not Going To Take Your Job
People who know how to use AI effectively are going to take your job.

It’s All About Working Better Together
Not against each other, not instead of each other, but together.

It’s All About Working Better Together
Not against each other, not instead of each other, but together.
5x more financial value
out of AI with a focus
on collaboration than
companies who use AI
to only replace people.

Success With AI In Communications Is About Collaborating With AI
For every one automation opportunity inside an organization there are 10+ more AI collaboration
opportunities. Collaboration with AI can be hard, but with the help of others it can be easier.
:

AI Is About Using Computed Data (Analytics) To Automate
When we collaborate with AI what it really means is how can we automate around the human
capability so that the human remains valuable and can do more and at a higher quality level.

AI Today Is Both Exhilarating & Terrifying
The stakes in early days with AI are lower. So it’s important to embrace and learn sooner.
Image Source: Thomas Friedman, 2017

AI is changing employee experience, but
if we embrace it sooner, and focus on
collaborating with AI we will be better
off and so will our organizations.

Prepare the Pilot Plan

Understanding AI & Copilots

Employee communication focuses on the technologies that improve the employee communication
technology experience. The change AI is driving is accelerating significantly in communications.
Employee Communication Experience: AI Technology Tomorrow

Employee Communication Is Benefiting From AI
Whether you use GPT 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

Whether you use GPT 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.
Summarization
Research Assistant
Intelligent Recaps
Writing Support
Writing Suggestions
Testing & psychographic profiles, connecting messaging, amplification opportunities, etc.

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.

It’s Not About More Content, But Better Content
We accelerate our start, and we get integrated assistance on how to drive from good past great.

Whether you use GPT 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.
Summarization
News TL;DR, simplification like ELI5, news digests (summarize multiple news articles), etc.
Research Assistant
Intelligent Recaps
Writing Support
Writing Suggestions

While waiting for Microsoft copilot organizations can take advantage of these technologies today
using custom header controls and more in SharePoint with some simple code.
Summarization For Pages Or Multiple Pages
sp-dev-fx-webparts/samples/react-openai-summarise-
page-content at main · pnp/sp-dev-fx-webparts · GitHub

How We Work With Content Is Changing
With AI we can save time understanding and leveraging existing assets (anything to
anything like video here to text).

Summarization
Research Assistant
Extensive data collection & analysis, identify relevant sources, etc.
Intelligent Recaps
Writing Support
Writing Suggestions

How We Work With Customers Is Changing
Helping agents provide a better customer experience with the support of AI.

Analytics For Leaders
Tools like Microsoft Clarity can add even more layers of analytics as can many other easy
additions to our core Microsoft 365 tools.

Success With AI & Analytics Is About Collaborating With AI
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.

Summarization
Research Assistant
Intelligent Recaps
Getting a sense of how people feel, acting as an agent for feedback & insight, etc.
Writing Support
Writing Suggestions

It can be used before, during and after to improve how we communicate. Providing us insights,
skills and the ability to listen, react and understand better as employees or communicators.

AI Doesn’t Just Give You Skills, It Can Also Hyper Personalize
Meaning over time what you generate with it and use it for will be more differentiated.

Writing Suggestions
Recommended topics, starter content, best practices adaptation, etc.
Summarization
Research Assistant
Intelligent Recaps
Writing Support

The collaboration can support navigation challenges and understanding gaps not just help
with the creation and distribution of communication.

Summarization
Research Assistant
Intelligent Recaps
Writing Support
Writing Suggestions

You will love the way we work. Together.
How We Engage & Personalize Messaging & Experiences Is Changing
AI can be used to generate media whether it be images or video, and even avatars with
increasing accuracy, believability, and effectiveness.
By 2025, AI avatars leveraging text-to-video using generative AI technology will support 70% of digital and
marketing communications from less than 5% in 2022. - ChatGPT Urgency for Advancing Generative AI (gartner)

We are only at the start of AI editing; it will make video far more accessible to far more people. If
you can create near real time video responses think of how that changes digital social spaces.
AI Is Making Video Editing More Accessible & Faster

With built in tooling it’s also easier to express more of yourself with easy editing (soon to be AI
assisted) as you engage in “video conversation threads”.
How We Engage & Connect Is Changing

Employee communication focuses on the technologies that improve the employee communication
technology experience. The entire experience in both consumption and contribution will change.
Employee Communication Experience: AI Technology Tomorrow

Employee collaboration focuses on the technologies that improve the employee collaboration
experiences. Will the majority of our employee collaboration activity shift to collaborating with AI?
Employee Collaboration Experience: AI Technology Tomorrow

Employee Collaboration Experiences Are Benefiting From AI
Accelerate & Optimize Collaboration
Empower Access To Skills
Research Assistant
Feedback & Recap
Intelligent Connection

Research Assistant
Feedback & Recap
Amplify ideation, ideas to improve your contributions, differing perspectives etc.

In essence the whole is greater than the sum of it’s parts. This is because other people’s capabilities
amplify our own and together, we deliver higher quality and better results when we collaborate.
Before Collaboration Might Have Been 1 + 1 = 3

AI Is Making Collaboration Easier & More Valuable
The collaboration can range from ideation suggestions to sense making and summarization.

It’s YOUR copilot or assistant. You can use it to augment how you engage in the meeting.
AI Accelerates Collaboration Before, During & After Meetings

The way AI works is it gives each person their own contextualized and personalized collaborator,
one that has access to an incredible number of skills, information, and processing capability.
Collaboration With AI & Each Other Leads To Exponential Value

AI can also collate notes as an active participant, visualize and summarize ideas and more.
Collaboration With AI & Teams Leads To Exponential Value

AI can also collate notes as an active participant, visualize and summarize ideas and more.

1 + 1 = 3
AI x (1 x AI + 1 x AI) = Exponential Value
The way AI works is it gives each person their own contextualized and personalized collaborator,
one that has access to an incredible number of skills, information, and processing capability.

More importantly this shifts collaboration and meetings to higher value as the low value ones are
often offset by using AI itself. Many meetings are only people transacting skills – those low value
meetings are displaced over time and replaced by collaboration with AI.
Collaboration & Meetings Shift (Less Low Value & More High Value)

Research Assistant
Feedback & Recap
Connecting answers, relating content, helping contextualize applicable resources, etc.

How Does Copilot & AI Help?
help inspire and aid leaders to connect with their employees more effectively through assistive prompts, inclusive
communications, and valuable insights.

Success With AI & Q&A Is About Collaborating With AI
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).

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.

When combined well AI can predictively recommend the human, provide the human with
automations that improve the experience and quality.

Collaborating with AI will be part of all employee collaboration and will indirectly or directly effect
all employee collaboration experiences.
Employee Collaboration Experience: AI Technology Tomorrow

Employee management focuses on the technologies that improve employee management
experiences. AI will change the way we manage ourselves, our work, our teams and our orgs.
Employee Management Experience: AI Technology Tomorrow

Employee Management Experiences Are Benefiting From AI
Accelerate & Optimize Management
Research Assistant
Feedback & Recap

Research Assistant
Feedback & Recap
Improve visibility, advance alignment, provide relevant and actionable insights, etc.

Sometimes it might be as simple as how you get started and caught up.
AI Can Help Us Manage Ourselves & Our Work Better

Whether that be key learning opportunities, opportunities to connect with your peers or reports or
much more based on established interests, skills, direct or indirect signals and more.
AI Can Accelerate Processes & Save Leadership Time

How We Work In Systems Is Changing
From data entry to publishing to your systems, sites and stores AI can streamline key steps.

Provide recommendations based on behavioral, sociological and psychological guidance, etc.
Research Assistant
Feedback & Recap

While Viva Learning provides the ability for employees to share, recommend, discover and connect
their learning in places they already work – it’s taken even further when AI assists the process.
Viva Learning Helps Connect Learning

How We Work With Applications Is Changing
Don’t just start faster with documents, accelerate solving problems with Power Apps.

Research Assistant
Empower managers and leaders to more rapidly explore and understand insights and actions, etc.
Feedback & Recap

How We Work With Suppliers Is Changing
Example: Dynamic and pro-active communication to address supply chains risks.

AI Can Empower Action On Analytics & Insights Around Processes
Tools like process mining and task mining can help analyze existing processes.

AI Can Empower Action On Analytics & Insights Around Processes
Copilot and AI can help analyze processes to help with automation improvements…

How We Work With Customers Is Changing
We can use AI to help us reason over customer data sets and make data led decisions.

Research Assistant
Feedback & Recap
Help individuals connect with people at the right times, escalate opportunities for support, etc.

Example: Instead of the org defining a job description if employees created ones for themselves
how might that help you assist them in navigating their career journey? What about skill mapping?
AI Can Make New Scenarios Possible

Whether that be key learning opportunities, opportunities to connect with your peers or reports or
much more based on established interests, skills, direct or indirect signals and more.
AI Can Recommend & Help Employees Reflect

Some areas like how AI helps us manage signals (direct and indirect), data, and more is clear, but
how it effects how we manage our own work, teams, employees or our orgs is still developing.
Employee Management Experience: AI Technology Tomorrow

The way we see digital employee experience at 2toLead is based on 3 primary areas of investment.
The next 5 years may see more change in EX due to AI than the last 50 years.
The Employee Experience Environments

AI can improve every part of the leader
and employee communications
experience, but it’s easier to start with
your own personal productivity.

Reviewing Technical Readiness

Prepare & Optimize Your Data
Label and tag files, consolidate multiple versions, and clean out redundant,
outdated and trivial content
Establish Copilot & AI Committees
Going beyond establishing responsible AI policies this group will help
steer, review and understand how AI should and is transforming the
organization.
Establish Copilot & AI Centers Of Excellence
Training, support, best practices, standards, guidelines, use cases, feedback
and more need to be shared and gathered together to support Copilot
success and accelerate adoption.

Content & Data Drives Copilot | Optimizing Pays Dividends
Even if not using Copilot these can help with search and existing productivity scenarios.
Prepare & Optimize Your Data
• Label content, rename with descriptive
names, and tag files*
• Consolidate multiple versions
• Clean out redundant, outdated and
trivial content
1
Validate & Improve Security
• Test search to confirm users can access
data appropriate for their roles
• Conduct access reviews for sites,
documents, emails and other content
(especially content shared via links)*
2
* SharePoint Premium and other capabilities can help here.

The Copilot Dashboard helps through readiness, adoption, and measurement.
Feedback & Data Help Drive Better Targeting

If you are using Purview and labelling strategies those will be supported OOTB with Copilot.
Classify & Protect Data With AI

Communication compliance, eDiscovery and of course lifecycle can all be driven as normal.
Copilot OOTB Supports Compliance, Lifecycle & eDiscovery

AI can accelerate the need for better
security, compliance, and privacy
posture while also helping with the
prioritization of legacy system
modernization.

Piloting & Technology Adoption

Piloting Microsoft Copilot Never Ends
It’s critical to understand that while a pilot may be successful rolling pilot support for Copilot will
continue to be needed as it’s evolving and changing so rapidly.

This Is An Exponential Change Not A Linear One
Keep in mind that pilot best practices for Copilot aren’t proven at scale as we are ALL learning. Be
sure to understand by listening, collaborating with others (MSFT, Partners, Customers & Communities).

Microsoft Resource Spotlight: Microsoft Copilot Adoption Center
An growing collection (with continual updates) for especially end user material around Copilot.

What Are The Skills We Need To Think About?
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

How Will We Pro-Actively Support New AI Skills?
While capabilities like Copilot Labs will help us with prompt ideas and more, we have to take the
lead on establishing champion communities and help manage this significant change.

The distribution of collaborative work is often extremely lopsided. In most cases, 20% to 35% of
value-added collaborations come from only 3% to 5% of employees.
The Few Over the Many?

Copilot insights including readiness will be a core part of the admin center experiences as well.
Feedback & Data Help Drive Better Targeting

Piloting & Plugins

Think of plugins as a bridge. This could be a bridge between data from the internet and
data a company keeps private or a bridge between a copilot and a back-end system.
Copilot Plugins & Studio Bring To Bear 1100+ Connectors

This Plugin allows users to request custom analyses from their internal AI models for proprietary insights.

Sometimes it might be as advanced as finding and actioning next steps across multiple apps.

AI has been a part of many
organizations modern employee
experience strategy, but not every
organization has learned how to
leverage it well.

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.
The Results So Far…
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.

Based on initial surveys of 297 users in Copilot for Microsoft 365 early access program
here is what we have learned…
Survey questions: 'Please indicate your
level of agreement with the following
statements. Using Copilot...;' 'To what
extent do you agree with the following
statements about your experience using
Copilot in Word/Outlook/M365 Chat
specifically? Using Copilot …'

Based on initial surveys of 297 users in Copilot for Microsoft 365 early access program
here is what we have learned…
Survey question: If your organization
offered you the choice between a
monthly/bi-weekly/weekly free lunch
and having access to Copilot, which
would you choose? (Monthly free
lunch estimated $10/month, bi-
weekly free lunch estimated
$20/month, weekly free lunch
estimated $40/month)

Quantitative findings show Copilot increasing speed on tasks like writing, summarizing a
meeting, and searching for information.

In a survey, Microsoft’s own sales team reported on key benefits. Here’s what they said:
Survey questions: 'Thinking of your
experience using Sales Copilot so far,
please indicate your level of
agreement or disagreement with the
following statements;' 'Think about
how long it takes you to complete
tasks with Sales Copilot (e.g.,
summarizing sales meetings,
capturing the main points of an
email or thread, etc) and how long it
takes you to complete the same tasks
without Sales Copilot;' 'How much
time do you save per week by using
Sales Copilot?'

Think of plugins as a bridge. This could be a bridge between public data from the internet
and data a company keeps private or a bridge between a website and a back-end system.
Progress Is Accelerating With Plugins (ChatGPT has 1000+)…

Grounding AI In Organizational Data Makes A Difference
By leveraging your data we improve the quality of the prompt, and the quality of the response
while doing responsible AI checks, security, compliance, privacy review and command generation.

It’s Relatively Safe To Assume Positive Intent In Organizations
The benefits are clear, and the data shows that is almost always the driver for communications.

How Does Copilot & AI Help?
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.

Which Card Do You Value More?
The reality is we value both of them, and many people struggle to communicate and this helps.

AI enables entirely new ways to scale
and support employee experience, but,
at the core, the intent around AI
communication, collaboration and
management is the same.

Let’s connect and find ways to do more and work together.
Message me on LinkedIn or email Richard@2toLead.com
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2toLead Chief Technology
Officer & Microsoft MVP
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You will love the way we work. Together. ™
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Preparing, Piloting & Paths to Success with Microsoft Copilot

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