Microsoft Copilot deployment

Microsoft Copilot Setup for UK Businesses

Get Copilot deployed properly: licensing guidance, permissions setup, governance policies, SharePoint structure, and adoption training. We ensure your team gets value from day one while keeping data secure and compliant.

Key Takeaways

  • Proper permissions and governance prevent data leakage and compliance issues
  • A structured SharePoint/Teams environment delivers better Copilot results
  • Adoption training is critical—most teams need 2-4 weeks of support
  • Typical setup cost: £4k-£12k depending on team size and complexity

Who It's For

Microsoft Copilot setup is ideal for UK businesses already using Microsoft 365 who want to:

  • Reduce time spent on emails, document drafting, and information search
  • Improve team productivity without adding headcount or complex new software
  • Deploy AI safely with proper permissions, audit trails, and GDPR compliance
  • Get adoption right the first time with structured training and support

Best suited for teams of 10-200 staff with Microsoft 365 E3/E5 licenses or considering an upgrade. Works across all sectors: professional services, construction, logistics, healthcare, and retail.

What You'll Get

Readiness Assessment

Review current M365 setup, licensing, and data structure

Licensing Guidance

Right-size Copilot licenses and optimize costs

Permissions Setup

Configure SharePoint/Teams permissions to prevent data leakage

Governance Policies

Define acceptable use, data boundaries, and compliance rules

SharePoint Cleanup

Organize document libraries and metadata for better AI results

Rollout Plan

Phased deployment strategy with pilot group and full rollout

Training Program

Workshops, quick-start guides, and ongoing support materials

Measurement Framework

Track adoption, usage patterns, and productivity gains

Common Use Cases

Draft client proposals and reports 5x faster
Summarize long email threads and Teams meetings instantly
Find answers in company documents without manual searching
Generate first-draft responses to common enquiries
Analyze Excel data and create charts with natural language
Schedule and coordinate meetings across teams automatically
Create presentation decks from existing content
Turn meeting notes into action items and follow-ups
Translate documents and emails for international teams
Standardize formatting and branding across documents
Extract insights from SharePoint document libraries
Automate routine admin tasks like expense categorization

Our Approach

Copilot implementation workflow
  1. 1

    Discovery & Readiness

    Audit your current M365 environment, review permissions, assess data structure, and identify quick wins. Typically 3-5 days.

  2. 2

    Pilot Setup

    Configure Copilot for a small group (5-15 people), set governance policies, provide targeted training, and gather feedback. 1-2 weeks.

  3. 3

    Full Rollout

    Expand to the entire organization with proper onboarding, documentation, and support channels in place. 2-4 weeks.

  4. 4

    Adoption & Optimization

    Monitor usage, provide ongoing training, refine permissions, and expand use cases based on team feedback. Ongoing.

Security & Governance

Copilot respects Microsoft 365 permissions—it can only access data the user already has access to. Our job is to ensure those permissions are set up correctly and governance policies prevent misuse.

  • Permission Audits

    Review and fix overshared SharePoint sites, Teams channels, and shared mailboxes.

  • Data Loss Prevention

    Configure DLP policies to prevent sensitive data from being summarized or shared via Copilot.

  • Acceptable Use Policy

    Define what Copilot can and cannot be used for, with clear examples and enforcement.

  • Audit Logging

    Enable Microsoft Purview audit logs to track Copilot queries and data access patterns.

  • GDPR Compliance

    Ensure data residency, consent, and retention policies align with UK data protection requirements.

What It Costs

Microsoft Copilot setup costs vary based on team size, current M365 structure, and governance requirements. Here's a typical breakdown:

Small Teams (10-30 users)

£4k-£7k: Readiness, pilot setup, basic governance, and training.

Mid-Size Teams (30-100 users)

£8k-£15k: Full rollout, advanced governance, phased deployment, ongoing support.

Larger Organizations (100+ users)

£15k+: Enterprise governance, multi-department rollout, custom training, dedicated support.

What affects the cost: Current SharePoint structure, number of departments, compliance requirements, training needs, and whether you want ongoing optimization support.

Microsoft licensing costs are separate: Copilot for Microsoft 365 is £24-£30/user/month (requires E3/E5 license). We help you optimize the number of licenses needed.

Frequently Asked Questions

Ready to Deploy Microsoft Copilot?

Get a tailored cost estimate and rollout plan for your business. We'll assess your setup and recommend the best approach.