Copilot Executive Checklist

Plan for Success: Copilot Executive Checklist

According to Gartner, 72% of Copilot projects fail because of problems with integration. A badly designed Copilot project can lead to poor quality results, abandoned projects, and low user adoption.

Thrive’s advisory teams does dozens of Copilot projects a year, so we have seen and worked through the common issues around data, integration and security that trip up IT teams (and business leaders).

A well-designed information architecture is the foundation for getting real value from Microsoft 365 Copilot. When content is well organized, consistently tagged with metadata, and secured with proper access controls, Copilot can retrieve accurate information quickly and generate reliable insights. When it isn’t, Copilot returns incomplete or inaccurate responses, workflows stall, and security and compliance risks grow.

Thrive’s Copilot Executive Checklist covers:

• Key elements of data architecture
• Basic data governance
• Challenges with search
• Common security pitfalls

Download our executive checklist and start scoping your Copilot launch project.