Beyond the Basics of Microsoft Copilot: The Future of SMBs Tech

By: Pawel Pikul

In the ever-evolving digital landscape, small businesses are turning to tools like Microsoft Copilot, not just as enhancements but as essential components of their operational framework. Copilot, infused with AI, promises to be a dynamic team player, evolving alongside your business needs.

Microsoft Copilot: Your AI Ally
Copilot is a versatile AI suite, deeply integrated with Microsoft 365. It’s a network of smart modules adept in areas like data analysis in Excel and content creation in PowerPoint. Copilot’s operation is anchored in Microsoft Graph, linking user identities and permissions, ensuring a secure experience. It dynamically learns from user interactions but is designed to respect data privacy by not retaining information post-session.

Strategic Rollout: Setting Up for Success
Integration begins with a thorough Security Review, ensuring your digital space is as secure as your physical one. The Installation and Implementation phase involves the review and configuration of user permissions, which are based on Microsoft Graph, following deployment of Copilot to a pilot test group to refine its functionality. Training then takes a dual approach: intensive administrative training for managing permissions and broader virtual training for general users, enhancing overall productivity.

Harnessing Data: Copilot’s Unique Edge
Copilot stands out for its ability to utilize the wealth of data within Microsoft Graph. It aligns with team roles and responsibilities, acting as a smart assistant, uncovering insights and opportunities, and aiding informed decision-making.

Cost Consideration: Investment and Prerequisites
Implementing Copilot currently requires $360 per user annual investment plus specific Microsoft licenses (Microsoft 365/Office 365 E3/E5, Microsoft 365Small Business Standard or Premium). I believe this is more than just a cost, I look at this as an investment in a smarter, more agile way of working, offering substantial productivity dividends.

Navigating Ethical Turbulence
Integrating Copilot brings its own set of challenges, particularly in digital ethics and privacy. Issues like consent for recorded meetings and ethical use of voice data necessitate clear policies and understanding. This calls for a responsible adoption strategy, balancing innovation with data management integrity. This is something I am passionate about doing correctly and ensuring the Vertilocity team is well-versed in how best to navigate these concerns. By adopting Copilot in a phased manner, businesses can embrace new solutions while maintaining data and privacy integrity.

The Future of Workplaces with Copilot
AI advancements with tools like Chat GPT and now Microsoft Copilot are transforming workplaces. For example, Copilot can analyze recorded meetings, summarize key points, and create comprehensive PowerPoint presentations. These advancements will reduce or remove altogether the need to take minutes during a meeting or even to have to meet with someone who missed a meeting to review. Copilot’s transcription feature will provide the minutes and meeting review needed, freeing employees to focus on the strategic aspects of their meeting, instead of the administrative requirements.

A New Era with Copilot
I envision Microsoft Copilot as more than a technological upgrade; it’s almost like a versatile team member focused solely on enhancing your business operations. With the correct setup and training, Copilot promises to elevate productivity, by turning complex tasks into streamlined processes. At Vertilocity, we’re committed to ensuring Copilot is seamlessly integrated into our clients’ operations, supporting their growth in an AI-enhanced business world.

Interested to see how Microsoft Copilot can transform your business? Contact us at to chart a course towards a smarter, more efficient workplace together.