Microsoft Copilot can be a genuine productivity multiplier — or an expensive way to surface documents nobody should have been able to see. Preparation is everything.
1. Clean up permissions
Copilot respects existing permissions, which means oversharing becomes visible instantly. Audit SharePoint and Teams sharing before rollout.
2. Apply sensitivity labels
Microsoft Purview labels ensure confidential content is handled appropriately in Copilot responses.
3. Right-size licensing
Start with a pilot group of power users, measure outcomes and expand deliberately.
4. Train for prompts and judgment
Short training sessions on effective prompting and verification pay for themselves within weeks.
Olatech offers a Copilot readiness assessment that covers all four areas and produces a phased adoption plan.
