With Copilot, a shared understanding is created internally and externally

Background

The client is a large organization dedicated to supporting and serving its members by providing accurate information, ensuring compliance with laws and regulations, and advocating for the prioritization of its members' rights on a daily basis.

The organization relies heavily on data and knowledge, managing thousands of SharePoint and Teams sites containing files, data, and information. Maintaining accuracy and consistency in the information shared internally and externally regarding the organization's interests and stakeholders is crucial, emphasizing the importance of effective knowledge sharing. Consequently, considerable effort is dedicated to research and maintaining accountability within the organization to ensure the correctness and consistency of content across various materials.

Additionally, security is paramount, necessitating the ability to share information while strictly controlling access to authorized individuals within the organization and ensuring compliance with relevant laws and regulations.

Mission

Recognizing the advancements in digital technology and the emergence of AI-driven services, an opportunity was identified to enhance and simplify the processes of information sharing, gathering, and compiling. However, concerns regarding security were also raised; internal information couldn't be freely accessed in open systems, and safeguarding against the dissemination of inaccurate information within the organization was imperative to prevent it from falling into unauthorized hands. Consequently, the decision was made to engage CoreChange to implement Microsoft Copilot 365.

Solution

CoreChange was a reliable partner due to their extensive experience and established frameworks for implementing services like Copilot. Their approach began with a comprehensive feasibility study, followed by the development of an implementation plan that prioritized securing all necessary steps before activating the service. The primary objective was to establish authorization levels and ensure the accuracy of data within the organization's SharePoint, preventing duplication across outdated versions. Additionally, they focused on structuring archiving routines to render data unsearchable when necessary.

Result

Through the successful implementation of Copilot, the customer experienced significant time savings and gained a unified overview of the knowledge and information within the organization. This enhanced efficiency in research efforts, enabled the organization to maintain consistency and accuracy in the information shared both internally and externally.