This past week,  AIIM, the Association for Intelligent Information Management, published a post on Microsoft 365 Copilot for Information Managers titled “Preparing Your Organization for Microsoft Copilot Success:  8 Essential Steps for Information Professionals”.

As we have discovered within our customer organizations, there is a strong interest in utilizing AI technologies like Microsoft 365 Copilot. Yet rarely is it being rolled out at scale. Why? One reason could be the cost of licenses combined with lack of identified use cases but more often it is because the organization does not feel ready to invite the type of enhanced search and potential results Copilot  will expose. As a speaker at the recent AIIM Conference said, “AI technologies amplify the good and the bad in your information management practices, especially around security and compliance” and the exposure leaves leadership feeling vulnerable and ultimately, delaying the adoption of a tool that will help information workers be more productive.

In this AIIM post from May 1, 2025, Tori Miller, CIP, outlines 8 actionable steps that information managers can take to prepare the organization for Microsoft 365 Copilot.

These include:

  1. Securing tenant settings
  2. Cleaning up unused content
  3. Reducing oversharing
  4. Setting access boundaries
  5. Configuring security
  6. Managing insider risks
  7. Establishing governance
  8. Providing user training

We recommend you read the full post to understand these steps further.

Preparing Your Organization for Microsoft Copilot Success: 8 Essential Steps for Information Professionals.

Are you ready for Copilot?

If you find yourself at the early stages of your AI journey or have lingering concerns about just how ready your environment is for Microsoft 365 Copilot, you are not alone. As Microsoft Solutions Partners, we can help you improve your readiness for Copilot and other AI tools by ensuring that your unstructured content (documents, video files, etc.) is in Microsoft 365 and SharePoint Online, well structured, validated and secured. Contact us to start the discussion!

Compass365, a Microsoft Solutions Partner, delivers SharePoint, Microsoft Teams and Power Platform solutions that help IT and business leaders improve the way their organizations operate and their employees work.