Insights View Recording: Copilot 201: From Adoption to Enablement

View Recording: Copilot 201: From Adoption to Enablement

Copilot 201: From Adoption to Enablement

Getting Copilot into users’ hands is easy. Getting it into their daily workflow is where the real work begins.

This 200-level session is built for champions, IT leaders, and enablement teams tasked with driving adoption beyond the pilot phase. You’ll learn practical strategies to increase usage, uncover high-impact use cases by role, measure what adoption actually looks like, and avoid the common pitfalls that turn Copilot into shelfware.

Whether you’re launching Copilot across the organization or trying to boost engagement after rollout, you’ll leave with actionable ideas you can apply immediately.



Most organizations did not arrive at AI with a strategy. They arrived with a handful of licenses. Fifty seats out of a thousand, handed to IT, to one person in finance, to whoever asked first. Eighteen months later the invoice is still arriving and the usage dashboard is still flat. The problem is not the technology. It is that turning on a license was mistaken for an adoption plan.

Left alone, this compounds. The pilot never ends, because the pilot never produced results worth expanding. Experienced people who already know how to write a nested formula or format a deck have no reason to absorb a learning curve, so they do not. Leaders are asked to justify the spend in hard hours saved, a number that is genuinely difficult to produce, and the conversation stalls. Meanwhile the tool itself has changed substantially in the last six months, and the organization’s opinion of it has not.

Levi Wolff and Derek Steckel at Concurrency, follow their Copilot 101 session with a conversational, unscripted hour built entirely from questions customers actually submitted. They cover why licenses go unused, what has genuinely improved in Copilot recently, the biggest mistakes organizations make, how leaders should be modeling the tool themselves, how to scale past a stalled pilot, how to choose between Copilot Basic, Copilot Premium, Copilot Studio, Copilot Cowork, and Foundry, and how to think about ROI without resorting to invented numbers.

Rather than demonstrating features in isolation, this session works through the adoption problem as it actually presents itself inside a company. Attendees learn how to identify high-value users from the Copilot usage dashboard, how to build use cases out of existing SOPs and month-end processes, how to share working prompts as links across a team, when a personal agent is sufficient and when a request genuinely requires Copilot Studio, how to avoid the uniform look that AI-generated output tends to carry, and why the honest case for Copilot rests on better outputs rather than recovered hours.

The key takeaway is clear:

Copilot returns value in proportion to the effort put into directing it. The organizations seeing results are the ones that treat the first output as a starting point, not a finished product, and that align specific use cases to specific business goals rather than waiting for adoption to happen on its own.

Organizations that act on this stop defending a line item and start compounding a capability. They move from a stalled pilot to a documented set of repeatable use cases, from scattered individual experimentation to shared prompts and agents, and from a vague ROI argument to concrete evidence of work that is measurably better than it was.

WHAT YOU’LL LEARN

Why Licenses Sit Unused

  • Why assigning licenses without direction produces no adoption, regardless of how visible Copilot is across Microsoft apps
  • Why experienced Excel, Word, and Outlook users have the least incentive to change and require the most deliberate support
  • How pilots become never-ending loops when results are weak and expansion is therefore never justified

What Has Actually Changed Recently

  • How Copilot now edits directly inside Excel, Word, and PowerPoint rather than returning text to paste
  • How plain-language instructions translate into nested formulas and data analysis in Excel
  • Why PowerPoint generation moved from unusable to genuinely effective, with the change landing around May

Branding and the Sameness of AI

  • How the Brand Kit applies organizational fonts and colors to a generated deck
  • How to point PowerPoint at a SharePoint site or folder holding the brand deck when no Brand Kit is configured
  • Why spending a few minutes reworking headings and formatting is what moves output from good to great

How Leaders Should Model the Tool

  • Why adoption follows leadership credibility, and why visible, thoughtful executive use changes behavior
  • How to share real personal use cases in an all-company meeting or newsletter rather than reposting generic examples
  • How to use Copilot as an honest challenger of assumptions when seniority discourages pushback

Executive Preparation and Thought Partnership

  • How to upload a deck, have Copilot ask audience-style questions one at a time, and grade the responses on defined criteria
  • How Work IQ surfaces documents and Teams conversations that contradict a stated answer
  • How to surface a third option when a team is deadlocked between two

Building the Use Case Inventory

  • How to mine existing SOPs, month-end tasks, and project kickoff checklists for candidate use cases
  • How to use the Copilot prompt gallery to find role-specific and industry-specific starting points
  • Why documenting approved prompts and required file attachments is what makes a use case repeatable

Scaling Past the Pilot

  • How to read the Copilot usage dashboard to find high-value targets, such as a finance team with low Excel usage
  • How to share a working prompt as a link that opens directly in another person’s Copilot, grounded in their own access
  • Why starting with individual agents naturally leads to department-level and organization-level thinking

Choosing the Right Copilot Path

  • How Copilot Basic, grounded only in web content, differs from Copilot Premium with Work IQ
  • Why personal agents built in Agent Builder carry no consumption cost, while Copilot Studio adds over a thousand connectors and the ability to take actions
  • How Copilot Cowork works on a consumption basis, how to check cost with a slash cost command, and how to set individual, team, and company limits

FREQUENTLY ASKED QUESTIONS

Is this session technical or business-focused?

Both. The session moves between specific product mechanics, such as where the Brand Kit button sits and how to copy a prompt as a link, and business-level questions about licensing strategy, adoption sequencing, and how to build a defensible ROI case.

Who should attend?

IT and workplace leaders responsible for Copilot rollouts, executives deciding whether to expand licensing, department leads whose teams are not using the seats they have, and individual users who tried Copilot earlier and concluded it was not useful.

Do I need experience with Microsoft 365 Copilot?

Some familiarity helps. The session assumes attendees have seen the paid version and follows the earlier Copilot 101 session, though the discussion of Copilot Basic, Copilot Premium, Studio, Cowork, and Foundry starts from first principles.

What is Work IQ?

Work IQ is the capability in the paid Copilot license that grounds responses in the Microsoft content a person already has access to, including meeting transcripts, Teams messages, SharePoint files, OneDrive locations, and Power BI. Copilot Basic lacks it and is grounded only in web content.

Why does Copilot adoption matter right now?

The speakers note repeatedly that the tool has changed quickly and that judgments formed a year ago are out of date. Organizations still operating on a stalled pilot are paying for capability they are not receiving, while the gap between deliberate adopters and passive ones continues to widen.

What is the most important takeaway from this session?

That Copilot is a co-pilot rather than an autopilot. The human stays in the loop, the first output is a draft, and value comes from directing the tool deliberately against real business processes.

ABOUT THE SPEAKERS

Levi Wolff works with organizations on how to position, fund, and expand their Microsoft AI investments. His focus in this session is adoption strategy, licensing decisions, and how to build an ROI argument that rests on business outcomes rather than hours saved.

Derek Steckel delivers Copilot training and enablement engagements with customer organizations. His focus in this session is practical application: Copilot inside Excel, Word, and PowerPoint, agent creation, prompt sharing, and turning existing SOPs into documented use cases.

TRANSCRIPT

Transcription Collapsed

0:0:7.123 –> 0:0:31.3 Panthers Conference Room everyone, and welcome to our Copilot 201 session. I think, you know, with the speed of AI and Copilot, we have to almost timestamp this, right? It’s 11 o’clock Central, it’s the middle of September. So if you’re watching this a month from now, everything could have changed. But hey, we’re really excited to have you all. Hopefully you all join in. And Derek and I did the 101, now we’re doing the 201. 0:0:31.323 –> 0:0:49.563 Panthers Conference Room And a fun fact, we’re founding members of the Concurrency Baseball team. We are, really what we’re playing on. Yeah. But no, that’s just kind of a cool example of what AI can do. You know, I’ve been in, we’re here in Milwaukee, Wisconsin. So hometown team, the Brewers, they’re looking pretty good. It’s about to be playoff season and just thought like, 0:0:49.843 –> 0:1:8.723 Panthers Conference Room Hey, let’s have a little fun with some AI, right? Let’s throw it together, put our baseball cards on there. But it’s also a way for you to connect with us. So we love hearing from everyone, kind of transitions to what we’re going to talk about today, and we’ll show the agenda slide in a second. But a lot of these questions were live. 0:1:8.803 –> 0:1:28.203 Panthers Conference Room questions that people submitted. So we’ve taken all the questions and topics that people have been asking, a lot of our engagements with customers on what we’re doing, what we’re not doing, what we can do, and kind of formulated everything there for you today. So again, maybe to formally introduce ourselves, my name is Levi Wolff. 0:1:28.523 –> 0:1:48.603 Panthers Conference Room My name is Derek Steckel. And we’re excited to dive into this with you. So can we go to slide two? There we go. Okay. Today’s agenda. Walk us through the agenda today, Derek. Yeah, so we have a bunch of different topics that we want to kind of just walk through. We encourage everyone to ask any questions throughout as well. We’ll try to mix them in where possible. 0:1:49.3 –> 0:2:11.243 Panthers Conference Room We want to start with kind of that age-old question. You know, we have these licenses, you know, we pay for 20, 50, 100 plus users, but we don’t really see them using it. Why is that? We want to drill into that a little bit more. Yeah. Copilot used to suck. Is that what you have here? The big one, yeah. I heard Copilot sucks. Yeah, it did used to suck, but we would argue it doesn’t anymore, so we want to talk to somebody in there, yeah. 0:2:11.643 –> 0:2:33.963 Panthers Conference Room Biggest mistake organizations make, at least from our opinion, when it comes to Copilot Adoption, AI usage, things start from the top, right? How should leaders be thinking about Copilot? How can you potentially use it as well? What should every organization do first? And what are those things you should be thinking through from the start when you get on your AI adoption journey? Scale and usage across organizations. So sure, maybe you started with power users. Maybe you had 0:2:34.603 –> 0:2:54.363 Panthers Conference Room target department that you started with, how can you actually repeat that success or gain traction throughout the organization? Choosing the right Copilot path too, there are a ton of different tools out there, not just AI, but when we talk specifically about Microsoft, there’s a free version of Copilot, there’s Copilot Basic, there’s Copilot Premium. 0:2:54.603 –> 0:3:13.283 Panthers Conference Room You may get these through, you know, E7 licenses. You may get them through just paying the standard $30 per user per month. But in addition to that, there’s Copilot Studio, there’s Foundry. You know, what do these different tools mean and what do we talk about when we have certain users, different paths that we want to connect them to a specific tool? 0:3:14.203 –> 0:3:32.603 Panthers Conference Room At the end, we’ll talk about how we think of ROI when it comes to Copilot and the value that we recommend organizations get, and throughout, especially at the end, we’ll try to mix in Q&A where possible. Yeah, so that’s our agenda. You’re not going to see a lot more slides from us. So actually, the slides are going to come down. 0:3:33.3 –> 0:3:56.283 Panthers Conference Room We’re just going to have a conversation. We’ll walk through 5 to 10 minutes from each topic, and definitely we encourage participation. So if we see a chat come in, we’ll try to answer it as we go. But that being said, let’s dive in. So #1 on our list right here, we hear this a lot. You know, why aren’t people using their Copilot licenses? You do that pretty well, Derek. 0:3:56.523 –> 0:4:20.923 Panthers Conference Room It’s not a small investment. If you’re paying for this, you want to make sure that it’s being used. And the most frustrating thing could be, hey, we see this, you know, $1,000, this $2,000, whatever it is going out the door. What’s going on? So when you hear that, like, what’s your gut reaction? What’s going on? Yeah, just because you turn on Copilot licenses doesn’t mean that people are going 0:4:21.43 –> 0:4:40.163 Panthers Conference Room to magically start using something. Just because Copilot is everywhere in every single Microsoft app, people aren’t going to be like, oh, wow, that’s awesome. Let me go try this out. Let me do all these really cool things with it. People don’t know where to start. They don’t know how to use the tool. So if you’re expecting them to do that. 0:4:40.363 –> 0:5:1.963 Panthers Conference Room I don’t really think you’re going to achieve your goals there. Think about it this way. You may have someone that is always in Excel analyzing data. They’re really good at writing complex Excel formulas. They’re really good at just modifying different pivot tables or different charts in there. They’ve done that for 5, 10, 15, 20 years plus in certains. 0:5:2.43 –> 0:5:24.163 Panthers Conference Room scenarios. Why would they go to a tool like Copilot if they know how to do it? Well, yeah, Copilot is going to cause them to have to learn about AI more, how to actually prompt the tool, how to get the results that they want, the different intricacies and the different ways to use a tool like Copilot in Excel. You can edit things, you can, there’s a plan feature now, you know, what do all of these things mean? 0:5:24.443 –> 0:5:46.443 Panthers Conference Room There’s that learning curve where they may just say, I know how to do it. I’ve been doing it for a while. Why change my mind on that? And that’s the same for Outlook emails, preparing for meetings, summarizing documents. The list goes on and on there. Yeah, Jason, thanks for the comment. Crawl, walk, run. And you know, let me paint a picture and I would be willing to bet some of you, you’re going to resonate with this. So 0:5:46.763 –> 0:6:6.123 Panthers Conference Room Let’s say it’s a year ago, 18 months ago, you’ve got 1000 Microsoft licenses. Microsoft came to you and said, hey, add 50 of this new Copilot seat that we have, right? And you said, yeah, that sounds good. 50 out of 1000, that’s a small percentage. Let’s do it. We got 50 licenses. Who do they go to? I don’t know. 0:6:6.363 –> 0:6:27.163 Panthers Conference Room IT can have 20. This one guy over here can have one. This lady over here can have one. You just gave him out, right? That was a year ago. That was 18 months ago. And now you’re looking at it and you did the maybe the crawl part, but now how do we go back and walk and run? So when we look at like lessons assignments and we look at those things, 0:6:27.803 –> 0:6:46.363 Panthers Conference Room Is there another way people could think about that, taking those 50 or 100 licenses and doing something with them? Yeah, I mean, one of the, this kind of gets into a big mistake that organizations make, Levi, and that is that there’s these different pilots that will start out, you know, and they might have that 15 people, 30 people that were saying, hey, 0:6:46.523 –> 0:7:5.243 Panthers Conference Room We’re not going to give everyone a Copilot license because it’s an expense. We want to make sure that we’re testing the tool, people are getting value out of it, they’re using it in the right and correct ways. And that’s a trap in a lot of ways because you have this never-ending loop of, hey, yeah, we’re still in this pilot phase. 0:7:5.563 –> 0:7:24.843 Panthers Conference Room People don’t necessarily know what they’re doing with the license. They just feel trapped in that phase where you can’t roll it out any further because you haven’t gotten as good results in that current pilot phase. So you have to really define that and add different use cases, enable people to be able to share things effectively. 0:7:25.843 –> 0:7:49.843 Panthers Conference Room Whether it’s on a department basis or just starting with different power users, how can you enable them to know what use cases are going to benefit their job, to be able to give them more time back in their day, accelerate a very manual task? You have to be able to show them that in a pilot scenario, instead of just enabling a handful of licenses and hoping that people are just going to gravitate to them and say, oh yeah, I know exactly how to use them. 0:7:49.923 –> 0:8:11.83 Panthers Conference Room use this. These are the five, 10 things that just because I am spending a ton of time using Copilot, I was able to figure out on my own. No, you have to help them. There is a lot of hand holding that goes into that. Yeah, I think Copilot is really one of those learn by doing things. And Derek and I, we live and breathe it. We just are in this every day. 0:8:11.243 –> 0:8:33.723 Panthers Conference Room But when we talk to departments or teams of people, we tell them the best ideas are going to come from you, right? So our goal is inspiration, right? We want to show you five or six things that get you thinking, that get you started, but we know that you’re going to find the best use case for you because you know your business, you know your day-to-day, you know your job. 0:8:34.83 –> 0:8:57.883 Panthers Conference Room And so I think think about it that way is like if people are feeling stuck, how to get them unstuck. Show them some real examples, right? Not some pre-canned things, not some out-of-the-box stuff. Show them some real examples and then encourage them to use it. You kind of say like what, once a day at least to start? Yeah, I think a really good habit for folks to get into, especially as they’re getting started with using a tool like Copilot. 0:8:57.963 –> 0:9:17.123 Panthers Conference Room Is challenging them to spend 5 minutes or so, once a day, try using Copilot for a net new task that you haven’t used the tool for before, or maybe use it a year ago when maybe the tool wasn’t as great, and trying again. I’m not here to say that Copilot can do every single thing. 0:9:17.203 –> 0:9:39.963 Panthers Conference Room perfectly for you. I don’t think Copilot can do that. I don’t think AI in general can do that. I can’t right now. I don’t think it will ever be able to do that, frankly. But what I do like to challenge people is it can do a lot more things better for you than you might currently imagine. Getting you from step A to step D a lot quicker so you can take it. 0:9:40.203 –> 0:9:59.3 Panthers Conference Room Be that human in the loop and apply your creativity to a certain task. Copilot is really good at those manual things, and you won’t realize that until you actually spend time trying those net new tasks. Yeah, you said a couple of good phrases, and this is going to be a collection of all the best phrases, right? 0:9:59.243 –> 0:10:17.723 Panthers Conference Room Human in the loop, so important, right? Copilot, just the whole naming convention of it is, it’s not the pilot, right? It’s not autopilot, it’s copilot. It’s copilot to you as a human. And that’s like change management, right? Because you are going to change how you do things. You are going to change your day. And you hit on this. 0:10:18.443 –> 0:10:38.123 Panthers Conference Room Something was bad six months ago, 12 months ago. It’s changed now. So that’s the whole premise of our next agenda item is there was a point in time where Copilot was not useful, right? You can use more colorful language than that. You can be strong and you can say Microsoft was behind the race, whatever you want to say, but we will admit it. All of us have used it. 0:10:38.243 –> 0:10:57.283 Panthers Conference Room There was a time where it wasn’t super useful, and that’s changing. So that’s too generic. What are some specifics? What has changed? What has made it better? Yeah, one of the biggest areas that Levi and I get a ton of value out of when it comes to Copilot is being able to edit things across the Microsoft ecosystem. 0:10:57.483 –> 0:11:19.83 Panthers Conference Room So if you are someone that is very heavy in Excel, like I mentioned previously, there are tools in there where instead of Copilot kind of giving me a formula that I can then just paste into a cell and then apply it there, it’s able to do that for me. I can tell Copilot in plain language, these are the formulas or these are the calculations that I want to be able to do. 0:11:19.323 –> 0:11:41.83 Panthers Conference Room nested if and for statements, etc. in Copilot can take my plain language, put that into Excel and help me analyze that data. It’s really good in Microsoft Word. If I have a longer document and I want to have an executive summary there, if I want to turn a lot of text into maybe a well-formatted table, 0:11:41.323 –> 0:12:4.403 Panthers Conference Room and summarize it well, it can do that directly in the Word document. So now I don’t have to be waiting in the side panel in Word and then just copy and paste it, figure out how to format it. Another really cool one is when it comes to PowerPoint. Everyone around concurrency here will tell you that I was never that great at putting things in the concurrency brand. 0:12:4.843 –> 0:12:25.3 Panthers Conference Room Well, Copilot makes it a lot easier for me, where there are standard tools called the Brand Kit. Even if you don’t have that set up, you can point PowerPoint to the SharePoint site or folder that you have your brand deck stored, and Copilot can automatically update a presentation to be able to be in that brand format. 0:12:25.43 –> 0:12:45.403 Panthers Conference Room which includes your preferred fonts, your preferred colors, etc. It’s all there for you, which is really exciting. Yeah. There’s a comment in from Robert, kind of a two-parter, and this is going to weave through a lot of what we’re seeing. First off, you addressed the whole non-paid Copilot option, and we were going to talk about that. 0:12:45.443 –> 0:13:4.843 Panthers Conference Room just so we’re on the same terminology that Copilot Chat or the Copilot Basic, Copilot Free versus the paid version. And obviously some of these features like Copilot in the apps, which is what we think is really powerful, Copilot in the apps being Excel, PowerPoint, Word, that’s part of the paid version, right? So there’s a little bit of that difference. 0:13:5.323 –> 0:13:24.43 Panthers Conference Room I guess we are assuming that people on this webinar have some familiarity with the paid version. But your second part of your question is, well, how do we justify the costs, right? And that’s what I think goes back to where we started this. Most organizations that we work with have gotten at least some approval 0:13:24.123 –> 0:13:43.443 Panthers Conference Room to get some licenses, right? It’s pretty rare that you want to have any. So really think about if it’s 10, if it’s 20, if it’s 50, whatever number that is, you know, how can you show success from those licenses to get that expanded? How can you get people clamoring for it that they’re asking for it? Yeah. 0:13:43.563 –> 0:14:3.563 Panthers Conference Room And, you know, to cut to the chase at the end, if you’re trying to do that from ROI and like very specific numbers, it’s very hard to show these hard numbers. You can talk about savings, you can talk about benefits, but I guess I would just encourage you that really focus on giving those limited number of licenses you have. 0:14:3.963 –> 0:14:23.643 Panthers Conference Room making those so useful that people are like, I can’t imagine working without it. That’s what happened to me. I was like, I can’t imagine working without it. I am going to fight for it. So I’d encourage you to do that. So yeah, I think just go back to go back to like PowerPoint though, Derek, for example, like PowerPoint in the spring, 0:14:23.683 –> 0:14:43.763 Panthers Conference Room wasn’t there, right? It just wasn’t there. And people then, that pushed them to Claudio, that pushed them to other tools, third party tools. And it’s definitely there now, but I think even it’s worth explaining, like when we say it’s there, it’s got the capabilities, how do we do that? You do go PowerPoint direct, you go Copilot, like how do you get to? 0:14:44.123 –> 0:15:5.323 Panthers Conference Room the cool things in PowerPoint. Yeah, so there are multiple tools to be able to do that. There is, if you go, if you open up PowerPoint right now and you have the Microsoft 365 Copilot Premium license, you’ll see at the top there, it’s a section that just says, describe the presentation that you want to be able to create. And that’s Copilot in disguise. Whatever you put in there and enter it. 0:15:5.403 –> 0:15:25.83 Panthers Conference Room with any associated files, that’s going to launch PowerPoint and the Copilot on the right hand side, it’s going to start creating your presentation there. And that works fairly well. That on the right hand side is always available too. If you have different presentations that you’re working through and you’re like, oh crap, like this isn’t in my brand, I’d really like to update it here. 0:15:25.403 –> 0:15:44.883 Panthers Conference Room Or maybe you just want to modify a slide. Maybe you want to get rid of all of those M-dashes in there. Maybe there’s something wrong with the footer that you want to realign it a little bit. Those are all things that within that sidebar panel of Copilot, you can update there. In addition to doing it directly in PowerPoint, there is the PowerPoint. 0:15:45.3 –> 0:16:4.43 Panthers Conference Room agent, which has gotten really good lately. If you would have asked me about a year or so ago about this, I would have just said, oh, like those are just easy ways to click into PowerPoint or be able to show you the different presentations that you have actually gotten or used PowerPoint for. This agent is really cool now where you can. 0:16:4.603 –> 0:16:24.443 Panthers Conference Room include different topics that you want to present on, maybe an outline that you’ve done previously, and you can add that to the PowerPoint agent. And what it’s going to be able to do is understand where you’re coming from. It’s going to ask you a handful of questions, the theme, topics that you want it to hone in on, how long you want the slide deck to be, 0:16:24.763 –> 0:16:43.403 Panthers Conference Room is it what audience is it for? Is it for an executive audience? Is it just for all end users, the whole department, etc.? And then it’s going to go ahead and get creating your PowerPoint deck based off those configurations and what you included for Copilot there. Yeah, and I see a lot of chats coming in. So there’s a comment about… 0:16:43.563 –> 0:17:5.3 Panthers Conference Room you know, different LLMs. I think really where I put that is model selection, which is, you know, Microsoft is the harness, right? They’ve got their own models, but you can use other models. And that’s a really cool thing to be able to switch. Actually relevant in PowerPoint too, because you’ve got specific PowerPoint models and things in there. There’s some comments on maybe tips or trials and things like that. 0:17:5.603 –> 0:17:25.563 Panthers Conference Room Another comment about PowerPoint and the limitations. Again, I would say go back to it. We’ve found that every time I’ve seen a limitation, we’ve been able to figure it out, maybe over time the improvements Microsoft makes. Also, maybe the way you’re interacting with it, right? So there’s definitely different ways to get there. If you have… 0:17:25.723 –> 0:17:44.483 Panthers Conference Room PowerPoint open and you have Copilot on the side that works pretty well. PowerPoint agent, a lot of different things. So there’s some good chat there, good things. Yeah, just to double down on that, Levi, you know, we’ve been doing these trainings for over a year now, partnering with different organizations. And what I used to say in these trainings about PowerPoint, 0:17:44.763 –> 0:18:5.323 Panthers Conference Room is do not use it to create PowerPoint decks. Feel free to use it for outlines, I think it’s good at that. But if you ask it for a PowerPoint deck, it is going to be pretty garbage, frankly. It used to be just kind of black and white slides. Then they got a little better with certain visualizations, but it still wasn’t there. Ever since, I want to say it was May or so. 0:18:5.563 –> 0:18:29.483 Panthers Conference Room it’s gotten really good at being able to put it in your branding to be able to actually show really cool visualizations there. So if you haven’t tried it recently, I would definitely double down on saying, make it a point. And set up the brand kit, right? So it doesn’t do that without your organization setting up the brand kit. And you’ll notice that because there’s a brand button on the top and it says brand kit and it’ll pull it all in. 0:18:30.203 –> 0:18:53.803 Panthers Conference Room Wow, this latest comment, you struck a chord with me, okay? One thing my colleagues and I have experienced is that products have a certain look. Yes, I call this the sameness of AI. None of us want that, right? We don’t want the things to look the same. So I’ll start with you. How do you avoid the sameness of AI? We all know the look. That’s a great comment. There’s a look, and we don’t want that look. 0:18:53.923 –> 0:19:15.243 Panthers Conference Room Yeah, the biggest way that probably people see this is the different Word documents that you may see where it’s just the kind of the blue headings and then under there is the just the regular text and it’s kind of in similar formats. It’s very wordy at times. That is definitely an issue. And one of the things that Levi and I recommend to organizations is, you know, that’s how you go from. 0:19:15.323 –> 0:19:37.803 Panthers Conference Room good to great is modifying that and putting it in your own format. Yep. Copilot is really good at aggregating the information for you, putting it in a nice format, taking your ideas, maybe putting a spin on it, and then getting you to a further point where, again, you can put that human judgment and creativity, that human in the loop there. But where you can go from good to great is saying, you know what? 0:19:37.963 –> 0:19:58.83 Panthers Conference Room I don’t want this to look like every other document that I’ve gotten from Copilot. I’m going to spend a handful of minutes it’s going to take me to change the headings to maybe be a different color or a different look. Just change the look and feel to not feel as AI generated. Yes. Because at the end of the day, even though these tools help us a lot, 0:19:58.283 –> 0:20:17.803 Panthers Conference Room you’re still responsible for what you put out there. So a lot of people say, okay, the content looks good, the content’s there. I agree with everything. Let me just go ahead and send it off. Where you can go from good to great is saying, you know what, I want this to look and feel like me too. I’m going to go the extra mile and make it look a little differently. 0:20:18.363 –> 0:20:36.963 Panthers Conference Room And again, I cannot stress enough the brand kit. If you’re in PowerPoint, the brand kit helps with this because it takes it from the stock standard AI look into your brand’s look. But like Derek said, right, this is not a finished product. So if you take the first thing you get back from any AI tool, 0:20:37.43 –> 0:20:56.243 Panthers Conference Room Copilot or not, and you submit that as your finished product, yeah, it’s gonna look the same, and that’s not good, right? We’re not gonna ever advocate for that, and you know, time savings, we talked about that. If you did save an hour or two hours of time, like use some of that time to make it better, right? Go back in there and… 0:20:56.363 –> 0:21:15.683 Panthers Conference Room You can still use AI to do the second pass at it to the third pass at it. You can, like Derek was saying, talk to Copilot, tell it what you don’t like about it. Describe that look, ask it to be different. So I would push you all to not be content with that. Like we hear the feedback, we see that, don’t be content with that. Don’t put up with just. 0:21:15.843 –> 0:21:34.923 Panthers Conference Room the first output coming out of AI, right? Go the extra mile to make it a little bit different. One of our colleagues said something to me a few months ago that stuck with me, and he had a big presentation to create, and I was like, oh, he definitely used, not that I could see it from the actual presentation, but that I just knew that. 0:21:35.43 –> 0:21:56.163 Panthers Conference Room Copilot could have assisted in there. So at the end of him creating the presentation, when I was reviewing it, I was like, hey, this looks really good. Like, how long did you spend on this? Like, did Copilot save you any time or effort on it? And he said, it took me the same amount of time that it would have taken me without Copilot. But the reason for that was because Copilot got me so far along. 0:21:56.323 –> 0:22:16.3 Panthers Conference Room that I was able to spend the time on what matters the most, refining the content that needed to be refined, making it look really good, because Copilot saved him a handful of hours already. So he could apply some of that time back to making it even better. So it got him even further along than it would have taken him without the tool. 0:22:16.123 –> 0:22:39.43 Panthers Conference Room Yeah, and think about that when building the business case, right? Because I don’t think you should just say, oh, Copilot saved us 10 hours on this, and that’s straight time savings, and that’s the ROI. That’s not the ROI. The ROI is the better output, right? So just assume that that time is absorbed back into their work, but if the output is better, that’s what you need to be caring about. And output. 0:22:39.123 –> 0:22:59.563 Panthers Conference Room could be Excel, it could be Word, it could be PowerPoint, it could be something else, right? But we’re just giving a couple of examples. So think about the output. Let’s go to, you know, big mistakes organizations make. We touched on that a little bit. Let’s talk about leaders, because I think the first thing that pops in my mind is like, okay, if you’re a leader and you throw… 0:22:59.763 –> 0:23:24.363 Panthers Conference Room one of these AI generated PowerPoints out there, you’re not going to be able to speak to that. So I’m just thinking, how should a leader, not just PowerPoint, but how should leaders be thinking about this? Yeah, I mean, it really starts from the top in that people are going to buy into ideas and things that they can believe in. If they have that trusted leader, if they know that they are utilizing these tools in the right way, 0:23:24.803 –> 0:23:44.3 Panthers Conference Room they’re gonna go, oh wow, I see the power of that. I understand how this can accelerate my growth at the company and what I’m doing. If you’re a leader that pronounces Claude as Clode, for example, stuff like that, all jokes aside, is going to turn people off from actually utilizing the tool and believing that. 0:23:44.243 –> 0:24:2.643 Panthers Conference Room they had the confidence in you to talk through AI, to use AI to set that strategy for the company. So if you can start by saying, okay, sitting down, how can I use AI in a thoughtful and meaningful way to accelerate different ideas that we have here to make myself more efficient? 0:24:3.3 –> 0:24:24.563 Panthers Conference Room And maybe how can I talk about that at an all-company meeting or maybe a newsletter, just something that you send out at a company level. I say, here are a handful of thoughtful ways that I have used AI. They’re not necessarily things that you can, that I just kind of copy and pasted from LinkedIn or something else that I saw. This is how I’m actually using it meaningfully at the organization to drive value. 0:24:24.803 –> 0:24:44.603 Panthers Conference Room that’s going to get users bought in more and more, and that’s going to make them want to use the tool more too. Yeah, I’ll give you a quick leadership example. So you could be a leader of any team, and you have an Excel that contains data in it, and that is refreshed every week, and you’re presenting on that to your team. 0:24:45.843 –> 0:25:4.643 Panthers Conference Room You could pull that up in Excel and show them. You could, I don’t know, create some pivot tables. You could actually even use Copilot in Excel to represent that data. Or you could, hmm, Copilot is really good at HTMLs. Could I put this Excel kind of static document that’s not pretty? 0:25:4.803 –> 0:25:25.123 Panthers Conference Room straight into an HTML, that’s just a quick snapshot for my team to review. And maybe that’s an easy way to say, how is AI changing your workflow? It’s maybe even not saving you time, but it’s giving your team a better representation of what you were trying to show. You were trying to paint a picture. 0:25:25.403 –> 0:25:45.363 Panthers Conference Room with words and numbers that can just be done visually. And so that’s the type of thing I would encourage leaders to think about. It’s like, wow, that’s helping my team because they’re seeing something in a different way. And I’m now giving them all the ideas to do their work differently. Because again, think about why you’re paying for an AI tool. 0:25:45.843 –> 0:26:4.643 Panthers Conference Room I don’t think it’s for, you know, some hours saved that are going back to the business. It’s for better outputs, right? You’re trying to do something better. Maybe it’s faster, maybe it’s more efficient, maybe it just looks better, but that’s what you’re gearing towards. So that was something I thought of. I mean, what are… 0:26:5.203 –> 0:26:23.643 Panthers Conference Room One of the things we do is like one-on-one executive training. What are other things that come out of that where an executive is like, oh man, that really changed the way I do things? Yeah, one of my favorite examples to showcase is if you’re an executive that has a presentation upcoming, you have this deck that you’re really proud of. 0:26:23.843 –> 0:26:44.643 Panthers Conference Room But you are trying to figure out, okay, how is this message going to land? How could I potentially prep for it? And what I typically say to leaders is, you know, the higher and higher up you get on the food chain, there’s going to be less and less people that want to disagree or push back on your ideas. They want to be in your good graces, right? They’re not going to challenge you as much. Well, 0:26:44.723 –> 0:27:4.3 Panthers Conference Room Copilot, even though it’s been in the news recently about how some of these AI tools are very patronizing, if you prompt it to not do that and kind of challenge you on certain ideas, assumptions that you’re making, it’s going to be fairly honest with you. So what I like to showcase to executives is if you have a presentation upcoming, upload that. 0:27:4.43 –> 0:27:23.3 Panthers Conference Room deck to Copilot, ask it to understand the deck 1st and then one at a time ask you a question to prep you as maybe what an audience member might ask and have it grade you based off of a handful of things. So at the end of the prompt say grade after I respond grade me on. 0:27:23.83 –> 0:27:42.843 Panthers Conference Room these three things, and it’s going to do that. It’s going to ask you that question, you can respond, and then it’ll be fairly honest with you. It’ll say, hey, I’m giving you a three out of five on the tone here, but honestly, I’m giving you a one out of five on your preparedness on this answer, because I was able to, using Work IQ, 0:27:43.43 –> 0:28:5.763 Panthers Conference Room find a document that you have recently looked at or something that you said over Teams that actually contradicts this. So you weren’t necessarily right with the content that you provided in your answer. So that’s a really good one. Just going back holistically, though, is challenging different assumptions that you’ve made or different decisions that you’re planning to make as a CEO, CFO, CIO, et cetera. 0:28:6.723 –> 0:28:25.43 Panthers Conference Room There might be different information that Copilot can pull from whether it’s in your organization or across the internet of challenging your assumptions. You may think you have a great idea, and it may be a very good idea, but you might not be thinking of a certain facet that, wow, we should actually consider this before we go down this path. 0:28:25.283 –> 0:28:44.323 Panthers Conference Room before we sign up with this vendor, before we start working through this technology, offering this new product item. Same thing, not just with assumptions, but also with you’re stuck between two ideas. You have people divided. Half the team wants to go down one path, the other wants to go down a second path. You think you have those two ideas. 0:28:44.363 –> 0:29:3.923 Panthers Conference Room That’s all it is. It’s got to be one of those two. But if there’s a third idea that you’re not necessarily thinking about, can you utilize a tool like Copilot to challenge that and give you some additional brainstorming options? You might not take every single one of them. Some of them might not be good. Some of them you might have already thought through. But are there a handful where Copilot accelerates your thinking a little bit more? 0:29:4.163 –> 0:29:23.363 Panthers Conference Room Yeah, that’s great. And if you, I mean, if you can’t tell already, we’re very passionate about this topic. And you know, we started it by saying, you know, AI changes so fast. It’s all timely. And this is the middle of September. And you made a comment that made me think of like, you know, we listen to a lot of podcasts, current events, things like that. 0:29:23.603 –> 0:29:46.243 Panthers Conference Room There was just the All In podcast, if anyone has heard of that one. They had a bunch of tech leaders on, they had a summit and they had Satya Nadella, the CEO of Microsoft on there. And they were grilling him about AI and plans. And they even said like exactly what we said in our second thing. It wasn’t very good a year ago, right? So I mean, that’s a widely known thing and it’s just changed so fast. And I think we keep talking about that. 0:29:46.563 –> 0:30:8.83 Panthers Conference Room There’s a comment in there about, I’ll summarize the comment from Robert, is like, hey, you might have to do something eight times to get it the way you want it. You might have to be super specific on your instructions and on your detail. Yeah, absolutely, right? We’re all agreeing with that. And that’s a good comment to remember. We’re not saying this is a one shot silver bullet, right? 0:30:8.403 –> 0:30:31.643 Panthers Conference Room If you’re approaching Copilot or any AI tool as a one-shot silver bullet, that’s not going to work, right? As a leader, as any role in the organization. But if you’re working with it and saying, ah, that was almost there, but I wanted this instead. Oh, this was actually what I was looking for. This is what I’m trying to represent. And also using that thought leadership, that back and forth, the Q&A, the stuff that Derek was just talking about, 0:30:31.923 –> 0:30:50.643 Panthers Conference Room That’s where you’re going to see some really cool things. So I think it’s a relevant comment there. Yeah, it gets back to just like not just taking a Word document that Copilot gives you, and this is good to go, this is good to send off. If you get a response back from Copilot after saying one thing to it, it’s probably not going to be good enough. I’ve been… 0:30:50.843 –> 0:31:10.883 Panthers Conference Room A big advocate of the dictation feature in Copilot, where when I have a different idea, I’m working through something, I click that dictation button and I just start talking to Copilot for a handful of minutes, just a huge brain dump, and I’m like, organize this, put it into a cohesive summary, maybe I’m writing a proposal for a client. 0:31:11.203 –> 0:31:30.403 Panthers Conference Room Maybe I am creating a deck that I’m going to be presenting to different folks. You know, here are all my thoughts. I’ve been on a project for a year and a half. I’ve been talking to this client for a handful of times. There’s all this information in my head that might not work IQ might not be able to pick up because it’s in my head directly. Can I just do a huge brain dump to Copilot? 0:31:30.563 –> 0:31:49.803 Panthers Conference Room and have it aggregate those thoughts for me. And then that’s not the end, all be all. Then I’m going back and forth. I’m reading over the response. I’m like, okay, you have this and this right, but these two things are wrong. Here’s how I want to think through those. Here’s how I want to change it. The more information and context you can provide to Copilot, in general, the better response you’re going to get. 0:31:49.923 –> 0:32:9.403 Panthers Conference Room Yeah, you can, I mean, I would say the voice feature, you know, you can tell it, don’t change my words, right? Like use what I’m telling you. And I would say the number one tip I could give to anyone off the street, use Copilot in the apps. That’s just this hidden gem sitting there, Excel, PowerPoint, Word. The #2 tip I would give. 0:32:9.603 –> 0:32:30.323 Panthers Conference Room is use the voice dictation, like Derek said, use the back and forth with it. And you know, on that whole voice topic, you can even set up Copilot to like know your voice, especially when it comes to writing style. I think there’s a comment on there there. It’s like, you can have instructions. There’s a lot of different ways to do it. You can set it up as a skill file, as a memory, as preference, whatever, but. 0:32:30.483 –> 0:32:49.83 Panthers Conference Room You can have it remember your voice. And I think when it comes to writing, that’s important because you want to keep your voice. And so like, there’s a lot of different tips and ways to do that. Let’s talk about the next thing we were going to, you know, where should every organization start? What should every organization do first? So we’ve talked a lot. 0:32:49.443 –> 0:33:8.403 Panthers Conference Room about the challenges. It used to be bad, now it’s better, right? I’m stuck at different places. So what should organizations do first? Yeah, I recommend thinking through different processes and tasks that each department or different groups of users are going to be able to potentially utilize Copilot for. 0:33:8.723 –> 0:33:33.323 Panthers Conference Room Again, not just turning on those licenses, but how can we recommend things to start using Copilot for immediately? The power in a lot of ways is in those apps. So it can be maybe on the easier side for a finance team to start utilizing a tool like Copilot because they might be in Excel spreadsheets A lot. But for maybe organizations that have a bigger HR presence, let’s say, or a bigger sales presence. 0:33:33.523 –> 0:33:56.323 Panthers Conference Room it might not be as easy to point them to the right direction there. So how can you start working with them to understand different ideas? There’s a few different approaches to that. There’s the Copilot prompt gallery. So if you go to Copilot, it’s under the message Copilot section. There’s those three dots there. That has a ton of different prompts from Microsoft. 0:33:56.403 –> 0:34:19.483 Panthers Conference Room from various types of roles and types of organizations out there in various industries that you can look and say, okay, I’m in the manufacturing industry. I’m in, I work in HR at this manufacturing industry. What prompts could I potentially utilize Copilot for? That’s a good place to start. Also, when you have these different groups that you are rolling out Copilot to, 0:34:19.923 –> 0:34:38.563 Panthers Conference Room enabling them to be able to thoughtfully share this type of information. So Copilot makes it really easy to share different prompts that people are getting a lot of value out of. If you submit a prompt to Copilot, you let it run, it completes, and then you hover over that initial prompt, you should see a little link icon. 0:34:38.883 –> 0:34:58.883 Panthers Conference Room And what that is, is it allows you to copy that exact prompt as a link. You can send it to people over Teams. You can put it in a newsletter in Outlook. And when someone clicks that link, it launches them directly to Copilot and has that prompt, whether how long it is, doesn’t matter, plugged into Copilot. 0:34:58.963 –> 0:35:22.443 Panthers Conference Room where all they have to do is click on the Submit button. It’s going to run based off of their work IQ and what they have access to. I really hope a lot of you are, we’re painting this picture of where to click. I hope you’re clicking it on your own, right? You don’t have to look at us the whole time. Do this as we do it. If not that, try to picture what we’re talking about. We’re trying to really help you very specifically where to navigate. 0:35:22.883 –> 0:35:47.283 Panthers Conference Room A couple of good comments in there. Mike had a great comment about how he’s using it as chief of staff. That’s awesome. That’s great. Thanks for sharing. Sean had a comment about trying it in the car, right? And again, I would go to like, if you haven’t used the voice feature, use that. You will actually be shocked at how good it is at knowing when you’re talking, when you’re not talking, when to interrupt. You know, I always joke, like, I feel like I’m talking to one of my kids. It’s like, 0:35:47.323 –> 0:36:11.443 Panthers Conference Room I’m like scolding it, you know, like, don’t say that, don’t do this, but it’s so fun. It’s so cool. A little scary, but really cool. So there’s a lot of great comments in there. And just, I love that people are interacting here, using that daily. That’s great. I want to tackle a buzzword that we have in there. And you know, these, why are buzzwords buzzwords? Well, because they’re relevant, but people broadly apply them, right? So use cases, okay? 0:36:12.3 –> 0:36:32.363 Panthers Conference Room Help me tackle, let’s unpack use cases. We’re telling you our advice is focus on use cases. What does that mean? So unpack that. Yeah, I mean, think about different manual processes or different SOPs that you might have out there for your employees. There might be a manual process that has to be done at the end of the month. 0:36:32.643 –> 0:36:51.363 Panthers Conference Room There might just be some task when you look at a 15-page SOP that every time a project is kicked off, these few things have to happen. An e-mail has to be sent to leadership. We need to set up a Teams channel with this sort of information and pull those files there. Okay, great. 0:36:51.563 –> 0:37:12.883 Panthers Conference Room Let’s look at all of those different tasks and think, wait, can Copilot do any of them either for us or enhance it for us, where it’s taking some of the work off of our plate, it’s simplifying some of that work so that we can go ahead and progress a lot further a lot quicker. And when you evaluate those manual tasks, those SOPs that you have out there, 0:37:13.203 –> 0:37:34.403 Panthers Conference Room actually documenting and saying, hey, this is how we’re going to, this is how we’re going to recommend employees use it moving forward. So especially when you’re onboarding new employees, there’s kind of on a yearly basis, maybe you have a process where you review those SOPs, those tasks, just to install, hey, these are still the baseline expectations here. Employees know that this is how I should be using it. 0:37:34.643 –> 0:37:54.403 Panthers Conference Room And if it’s a standardized prompt that you have that someone has filled out, it works really well as long as you fill it, you make the specific file attached there, because everyone’s going to have maybe a specific file for a given task. Then make sure that that’s documented so people know that it exists, they know that this process can be enhanced. The knowledge is key here. 0:37:54.483 –> 0:38:13.763 Panthers Conference Room making sure that people know what they can do with the tool and where it applies to their day-to-day work. Yep. Just a quick time check. We’re 40 minutes into an hour. I just really thank all of you for your active participation. I mean, Robert, Sean, Michael, Darren, like all the great comments. Please keep that up. That keeps us going. We’ve got 0:38:14.243 –> 0:38:33.683 Panthers Conference Room A couple good items to hit on. Something that is maybe a preview to where we’re going to end is with ROI, aligning to business goals. So you kind of made a comment of like, find the use cases and align them to business goals. When I hear you say that, I’m already thinking, yes, that is the magic sauce to taking this ROI vague thing. 0:38:33.763 –> 0:38:52.483 Panthers Conference Room out of the, you know, just answering the ROI thing by going back to business goals. So how do companies do that? How do they, you know, what do you mean by aligned to business goal? Yeah, I mean, every company is going to be different based off of the type of industry that you’re in or what your day-to-day work is for your various employees. 0:38:52.643 –> 0:39:16.643 Panthers Conference Room So it’s never going to be a one-to-one here. What good place to start, and it’s not the end-all, be-all, is going to that Copilot usage dashboard, right, and saying, okay, who has access here, who is utilizing the tool, who isn’t, and who can we potentially target here? If there are certain facets or different folks on that dashboard that have access to it, 0:39:16.843 –> 0:39:35.683 Panthers Conference Room where you’re seeing that they aren’t using it as much as you would think. Maybe they’re on your finance team and you’re like, wow, like they do so much in Excel, how are they not using it there? Those are going to be the right employees to target. So you can start working with them maybe more in a hands-on fashion, maybe you’re offering like some dedicated training in a group for a one-on-one. 0:39:36.3 –> 0:39:54.843 Panthers Conference Room 201 course for that specific industry, that’s going to help them accelerate there, knowing which employees are going to be your high value targets. And then maybe you turn them into power users or you have certain power users at the organization that you’re at that you can say, okay, we’re going to now target this department. 0:39:55.123 –> 0:40:14.723 Panthers Conference Room or we’re going to show the art of the possible to these handful of employees so that they can start working through those tasks. Again, whether it is a month-end task, maybe you are kicking off a project at the company and there’s a lot that goes into that. Maybe on the HR team, we’re talking about the onboarding process. 0:40:14.963 –> 0:40:33.843 Panthers Conference Room Maybe we’re on our events team where we are booking different conference rooms and kind of planning logistics for events. How can we break those into bite-sized chunks that we could potentially say, hey, this seems like something that could be good to use Copilot for. Let’s try it out and then documenting it from there. Yep. So 2 comments. 0:40:34.3 –> 0:40:54.803 Panthers Conference Room in the chat. One is the survey. We would love for you to fill that out. Fun fact, Eric, they’re going to pay us double if they fill out the survey. Really? Yeah, yeah. Please fill that out. We’d really appreciate it. Yeah, double of zero. It’s great. Triple maybe, actually. Yeah, if we could get like 10 or 20 surveys, that would be awesome. So I just plug, I see 45 of you still on here, like. 0:40:54.883 –> 0:41:16.603 Panthers Conference Room Please fill that out. You can multitask. I’m confident you can do that. I also see a comment about cowork. Ooh, you struck another chord with me there, Sean. Another cowork thing. Let’s put cowork in the category of choosing the right Copilot path, and we’ll get there in just maybe 3 minutes, 4 minutes. Before we get to that, so I will come back to that, is just scaling, right? We’ve kind of promised you we’d talk about. 0:41:17.283 –> 0:41:35.363 Panthers Conference Room If you’re going from 100 to 200, you need a scale, right? So how do we scale? And I’ll read through the notes, because we’ve hit on some of this. You tell me what we haven’t hit on. Dashboards, prompt sharing, reusable prompts, agents, SOP documentation, knowledge capture. I think agents we have to talk about. 0:41:35.883 –> 0:41:54.723 Panthers Conference Room When I talk through with organizations, when they’re on their journey, how to enable folks, I like saying, let’s start with the individual, because that’s truly where it starts with. What are those different tasks that might be on their plate? Or what are those day-to-day pieces that they are really bogged down with? 0:41:55.43 –> 0:42:13.603 Panthers Conference Room Can we start with that and getting them in a daily fashion, defaulting to, hey, we’re going to try Copilot for this, just for one new task A day. Some will stick, some won’t. What that inherently involves is we’re going to think about, hey, we do this consistently. It’s not just a one-off where we’re going to have a prompt. 0:42:13.763 –> 0:42:35.603 Panthers Conference Room every time we run this, it is a actual every week, every month, sometimes every day, we have to do something. So is that a possibility for a personal agent within Microsoft 365 Copilot? Yep. Or is there an opportunity to create an agent to be a knowledge source, to maybe build it on top of a SharePoint site? 0:42:35.843 –> 0:42:55.163 Panthers Conference Room where we store a lot of different transcripts, documentation, that it’d be easier for an agent to summarize based off a query instead of me scouring the different transcripts, the different PDFs that are on there to try to find the information that I want. Once you have people that create those individual agents, that inherently gets into thinking, 0:42:55.283 –> 0:43:14.443 Panthers Conference Room Oh, it’d be cool if my department had access to this. Wait, Sally from HR would really enjoy using this. I think it could benefit her. Wait, this might be a good idea for the entire organization. That gets in that bigger picture thinking, right? Just that from starting with the individual, moving along to this is where we want to target for the. 0:43:14.523 –> 0:43:34.3 Panthers Conference Room whole organization. Can we talk about that journey? That’s really how I like to frame it. Start with the individual. That’s inherently going to bring along that bigger picture thinking for an organization. Yeah, when we say agents here, if you have a paid Copilot license, you have the ability to create agents for free. There’s no consumption cost through Agent Builder and M365. 0:43:34.403 –> 0:43:54.883 Panthers Conference Room And really think about those agents, like Derek said, as your 0.5 version, right? They’re personal productivity agents. They’re going to help you personally. What can they prove out that would help the team, that would help other people, so that you can have that idea going into something that might be built in an enterprise fashion that would have some consumption. So really, 0:43:55.123 –> 0:44:13.683 Panthers Conference Room think about how you can step up with those agents there. When I think about agents too, Derek, I think about when companies ask us to come in and say, hey, we’re stuck, help facilitate some of this for us, we usually give them a couple different options. And one of the routes is, do you want to go department by department? 0:44:13.923 –> 0:44:32.843 Panthers Conference Room Do you want us to come in, interview your HR team, find some really killer use cases for HR, and walk them through that? And that’s a really good approach. Another approach is, do you want to go basic, intermediate, advanced? Do you want to go 101, 201, 301? And so talk through, like, I think that fits really well with what we’re talking about. 0:44:33.43 –> 0:44:52.643 Panthers Conference Room How does that look and like where do we get to agents? Is that a one-on-one topic? Like where does that hit? Definitely not a one-on-one topic. So one-on-one typically we think about is just like, okay, this is AI, this is Copilot. Here are a handful of use cases that based off of the people that we have in the room, or maybe just get very general. 0:44:53.123 –> 0:45:13.843 Panthers Conference Room your industry, these are the use cases that we think could be a really good starting point, relevant starting point for you all. And then we’re going to maybe show a handful of advanced use cases, but from there, that’s kind of 101. 201 and 301, you could make the argument either way of what fits into each. The 2 options are going to be Copilot in the apps. 0:45:14.83 –> 0:45:35.443 Panthers Conference Room and agents. Levi and I are big proponents of Copilot in the apps and like using it as your thought partner too. So just enabling work IQ more, having that mindset of saying, hey, we need to make things cloud enabled. We need to give folks access to the right information. We need to start transcribing a lot of our conversations that information isn’t wasted. 0:45:35.683 –> 0:45:54.323 Panthers Conference Room in a tool like Copilot could potentially pick it up when the right people have access to it and bring it into various outputs of Copilot. That is kind of a 301 course. That is using it as your thought partner, using it within the apps, figuring out very specific ways to use it. Some people think agents is more 301. 0:45:54.483 –> 0:46:13.763 Panthers Conference Room It can be, but it also it can play into 201, especially when you get into tools like the researcher agent, the analyst agent, and a few other ones that Microsoft has out-of-the-box, showing the art of the possible when it comes to those, as well as beginning to create your own personal agents again within Microsoft 365 Copilot. 0:46:14.3 –> 0:46:35.283 Panthers Conference Room We’ll get into Copilot Studio in a sec. That’s where that 201-301 brings into play. Yep. And you touched on something there, like with the transcripts. It could be changing behavior, right? That could be part of what you’re educating people on. It’s like, hey, in order to benefit from Copilot, what do I need to record? What do I need to transcribe? What do I need to upload? 0:46:35.443 –> 0:46:55.283 Panthers Conference Room to the cloud so it has access to because if I’m saving something on my desktop that’s not uploaded to OneDrive, whatever, Copilot can’t see that. So changing a little bit of that behavior. The comments, again, thank you so much, Vincent, Randall, Adrian. I love them. They’re coming in. Copilot Studio is one of the comments which we’ll go to. 0:46:55.443 –> 0:47:14.83 Panthers Conference Room Randall just had a shout out to him. He just did one of the things we said and he said it worked awesome. That’s great. Let’s touch on Copilot Studio now. So we’ll hit on Cowork, Chat, Studio, everything with the topic of what’s the right path. We’ll save agents for a second. Just first off. 0:47:14.203 –> 0:47:33.523 Panthers Conference Room What’s the right path for Copilot? Give us the chat paid breakdown and then let’s go agents. Yeah, so if we’re talking about just the free version of the version of Copilot that you get, maybe like the E5 license versus just the Copilot Premium license, we talk about those Copilot Basic versus Copilot Premium. 0:47:33.843 –> 0:47:54.683 Panthers Conference Room So Copilot Basic is going to be where all of your information is only grounded in web content. So what do I mean by that? If anyone has the Copilot chat version, that basic license, go to Copilot and type in, what’s on my calendar for today? I would expect that with that Copilot Basic license, it’s going to say something along the lines of, 0:47:54.763 –> 0:48:16.883 Panthers Conference Room I don’t have access to your calendar because it’s only grounded in that web content. One of the main benefits that the premium license brings is the concept of work IQ. So anything that you have access to within the Microsoft ecosystem, think about meeting transcripts, think about Teams messages, different files that might be on a SharePoint site, or… 0:48:17.123 –> 0:48:36.563 Panthers Conference Room A OneDrive location, all of that and more, you know, Power BI is fairly, yeah, it was really cool when they added it too. That’s all fair game for Copilot to potentially bring into the output of your conversation without having to ask for it, so that’s what we think about in terms of Copilot Basic versus Copilot Premium license. 0:48:36.963 –> 0:49:0.963 Panthers Conference Room And then with the Copilot Premium license, you also have the opportunity to use Copilot Cowork. Yep. Copilot Cowork is consumption-based. It is very powerful, but further more complex tasks where you want more of an enhanced thought partner, I would say, where maybe you want even enhanced visualizations or a document there, you want to be able to do multiple things like… 0:49:1.603 –> 0:49:26.443 Panthers Conference Room schedule a couple meetings for me and walk me through that, create a first draft of a certain topic or brief that we want to walk through. You can feel those things though, and it’ll work on those tasks one by one. Again, the downside to it is that it’s consumption-based. So if you do a forward slash cost after you say something to Cowork, it’s going to be able to tell you how, hey, this was a $5 ask. It’s going to say it in tokens, but you can convert it to dollars. 0:49:26.523 –> 0:49:46.763 Panthers Conference Room Well, everything that we’ve talked about within Copilot, so everything that’s in that chat window, and then the things through the apps, as well as those agents that you create with that premium license, that’s all included in that monthly charge. Yep, I’m just gonna give a quick 30-second cowork addition to that. It is extra charge. I would encourage you to… 0:49:46.843 –> 0:50:6.963 Panthers Conference Room play around with it, right? You can set limits. There was a question on is it tracked separately? Yes, you can see how it’s tracked separately. You can set individual limits. You can set team limits. You can set company limits. So maybe pick a small limit, 10 or $15, and let people play with it. See what they come up with. I think that’s the key to all of this, right? You’re not going to know until they start playing around with it. 0:50:7.763 –> 0:50:27.443 Panthers Conference Room To breeze through agents a little bit, and you can double click on any of this if you want, we talked about personal productivity agents through the regular Copilot paid license, no consumption charge. We hinted at you could flip that over to Copilot Studio, you could do more, possibly generate some consumption, but flush it out. And then we kind of talked about you could go the Foundry route. 0:50:27.763 –> 0:50:49.83 Panthers Conference Room maybe fully custom, maybe full dev, and build agents that way. And there’s consumption throughout everything. Is there anything you want to double click on from that? Yeah, I’ll give a specific example. So like a personal productivity agent, one of the use cases I like to show is, let’s say that I’m going into a new client meeting. I haven’t met them before. I frankly don’t really know much about them. 0:50:49.483 –> 0:51:12.403 Panthers Conference Room What I could originally do with Copilot, and can still do, is I could say, hey, I’m meeting with Company X. I want to know when they were founded, where they’re headquartered, what industry they’re in, are they public or private? You know, it’s a handful of things there. And Copilot could come back with information for me. Now, I’m not just having a one-off meeting with a new client. It happens fairly regularly. 0:51:12.643 –> 0:51:32.963 Panthers Conference Room So I don’t want to have to go to Copilot every time and say, hey, these are the questions that I have, type it all out, here’s the client. I can create my own agent within Microsoft 365 Copilot to be able to have a knowledge source of every time Derek says a company name, you will return with answers to these five questions. 0:51:33.203 –> 0:51:52.403 Panthers Conference Room So now I can go to my agent and I can type Company X, and it’s gonna return the answers to those five questions. That’s the agents when it comes to Microsoft 365 Copilot. When we talk about Copilot Studio, there are, I wanna say, over 1000 connectors right now. I mean, there is a ton that you can do in Copilot Studio, and that… 0:51:52.523 –> 0:52:11.443 Panthers Conference Room Low-code environment, you can connect to the Microsoft tools, but also things like ServiceNow, Salesforce, a lot of those third-party tools that you might use, and you can also take actions within them. So, with the personal productivity agents of like those five questions I just answered, I couldn’t say a Copilot. 0:52:11.523 –> 0:52:31.403 Panthers Conference Room this is great, can you send me an e-mail with this information? Or I couldn’t say, hey, with those five questions, can you go ahead and save that as a Word document to this SharePoint site? It can’t take those actions for you. That’s where Copilot Studio comes in, where you can actually do things like write a file to SharePoint. 0:52:31.683 –> 0:52:55.163 Panthers Conference Room You can send off an e-mail to yourself, for example. When we talk about who should have access to those things, really only maybe your top power users in IT are the ones that get in the conversation of utilizing Copilot Studio. Most folks, most business users should just be fine using Agent Builder within Microsoft 365 Copilot, primarily just for the power that. 0:52:55.283 –> 0:53:16.643 Panthers Conference Room Copilot Studio is able to create. Yep. Can we throw the last slide on there, Paige, the call to action slide while we’re talking through the last five minutes? And thank you, Robert, Craig, additional questions, comments. We love that. I just want to make sure we hit on ROI before we close this out as we get that slide coming up. You know. 0:53:16.723 –> 0:53:35.923 Panthers Conference Room I’ve said it a couple of times already, and hopefully you get my opinion of it is that if you’re looking at ROI straight from the hours saved, that’s not going to build the case that you want. You really have to go back and look at the outcomes, the business value. You can prove some of it with the stats that we’ve talked about. 0:53:36.123 –> 0:53:58.523 Panthers Conference Room But you have to look at some of those things. What are, you know, what are your other one, two max tips, Derek, on really talking about the value and the ROI here? Yeah, we, when it comes to Microsoft 365 Copilot, I completely agree with Levi, where if you’re trying to say, you know, I’m paying $30 per user per month for these licenses, what is the ROI here? 0:53:58.843 –> 0:54:19.923 Panthers Conference Room Some of the things that we’ve worked with organizations through is like, okay, are we seeing an increase in usage here? Are we seeing more people that are communicating their outcomes to people, saying, hey, we had this manual process, took me an hour, now it took me 5 minutes. All you have to do is use this prompt or the stage and that created. That’s powerful in a lot of ways. That’s worth the investment. 0:54:20.83 –> 0:54:41.363 Panthers Conference Room But if you’re expecting to say, hey, we pay $30 per month for Levi and we are getting 4x ROI on him for using that, that’s really hard and challenging to do. There’s certain assumptions that you can make, but overall it is challenging to do. Where it gets into more of the, hey, this is actual ROI here. 0:54:41.763 –> 0:55:2.483 Panthers Conference Room That’s when we talk about Copilot Studio and Foundry, those custom agents where we can say, hey, this is going to be an actual assistant for a team or a department. It’s going to help them accelerate things like cash receipts. It’s going to be able to help respond to emails, update a database, something that would have taken someone maybe longer to do. 0:55:2.723 –> 0:55:23.243 Panthers Conference Room now that this is actually handling maybe some collection method now, which is really cool. It’s actually updating things a lot quicker to get customers the information that they need a lot faster. So maybe that they can make more transactions. They can be salespeople can be able to sell more because they don’t have to go through as manual over process anymore. 0:55:23.523 –> 0:55:46.3 Panthers Conference Room When you update processes like that, that’s what gets into Copilot Studio, that’s what gets into Foundry, those custom solutions there. Yeah. Let’s close it out with the call to action. I know we’ve got a couple of things to talk about there if we can get the slide going. Again, thanks for all the comments. Robert, there were some questions on connectors, capabilities, limits, different things. 0:55:46.163 –> 0:56:6.403 Panthers Conference Room We can try to address some of those in an e-mail. I mean, some of it’s hard to do off the top of our head like this, but thanks for asking that. Thanks everyone for contributing there. Really, you know, number one, if you fill out that survey, that helps us. Like we said, we get a bump in pay, not really, but helps our baseball team. 0:56:6.643 –> 0:56:26.683 Panthers Conference Room Not really, but fill that out. That helps us, really. We do want the feedback. And some of these other things, like what we’ve talked about, we’ve given you some ideas, but if you want to do a session on some of these things, if you want to see how we would build the agenda, how we would customize things for you, how we would approach it, how we would come on site and do all of those things, we’ve got a lot of that there, right? 0:56:26.763 –> 0:56:51.403 Panthers Conference Room whether it’s from the very top with one-on-one executive coaching, whether it’s just the envisioning, whether it’s to your teams, you know, all the way down, any version of Copilot, the co-work conversation, all of that stuff, you know, we can do that there. I don’t know, any closing thoughts to wrap this up? We have been doing this for a while now and refining what we’re offering, just getting better at things, et cetera. We feel like we 0:56:51.403 –> 0:57:7.683 Panthers Conference Room We have a lot of this nailed down, just talking to different organizations, using our own expertise at concurrency. So we’d be more than willing to help anyone that is interested and we’d love to talk more. Yeah, we enjoy talking about this if you can’t already tell. So definitely hit us up. Well, thank you, everyone. Have a great rest of your day. Thank you.