Microsoft Copilot Case Study: Transforming Efficiency and Productivity with Copilot - International Insurance Provider

Case Study

Learning solution:
Copilot

Industry:
Insurance

Company Profile

STL partnered with an international insurance provider to implement a comprehensive Copilot adoption programme (initially for 150 people, before wider roll-out to 800+ people). The goal was to enhance efficiency and productivity across the organisation through strategic Copilot training courses and seamless integration of Copilot into daily business processes.

Business Requirement

The primary objectives of the Copilot adoption programme were:

• Integrate AI into daily tasks across all levels and departments.

• Develop a clear vision for rolling out Copilot to all staff.

• Train employees to use Copilot efficiently through hands-on instructor led training.

Solution

The Copilot adoption programme involved several key steps:

1. Assessment and Planning: A questionnaire was distributed to employees to gauge their current use of AI, familiarity with its capabilities, and concerns. This allowed STL to tailor the Copilot training courses to their specific needs.

2. Explain Sessions: A 3-hour Copilot face to face and online training session was conducted with department heads and key personnel to address their concerns and prepare them to lead the rollout.

3. Consultation Phase: Delegates from the Explain sessions created a robust rollout plan and shared their insights, enabling STL to tailor subsequent Copilot training programmes to the business's needs.

4. Engage Sessions: Several 2-hour Copilot face to face and online training sessions were held with the majority of the staff, providing a comprehensive overview of Copilot and its integration with the Office Suite.

5. Future Learning: STL maintained an open channel with the company to address ongoing needs and create advanced Copilot training courses as required.

Challenges

During the implementation, STL faced several challenges:

• Mixed Ability Groups and Use Cases: Copilot training sessions were crafted to be inclusive and adaptable, catering to different departments and skill levels.

• Resistance to Change: Targeted communication and in-person sessions helped employees understand the tangible benefits of Copilot, ensuring a smooth transition.

• Data Management: The IT department developed a rollout plan for migrating files to SharePoint, which was incorporated into subsequent Copilot training programmes.

• Data Security Concerns: Collaboration with the IT department ensured consistent messaging on data security, emphasising Copilot's advanced security features.

Benefits

The Copilot adoption programme yielded significant positive outcomes:

• Increased Confidence: Employees felt assured in using Copilot and understood its benefits.

• Understanding of Copilot Integration: Practical examples of Copilot's integration with the Office Suite enhanced control over its usage.

• Productivity and Efficiency Gains: Faster data analysis and report generation improved decision-making processes.Less time spent searching for data and more structured, relevant summaries whether it be meeting notes or Outlook and Teams chats.

• Successful Rollout: The structured Copilot training programme allowed for a smooth and effective implementation of Copilot.

Conclusion

The successful implementation of the Copilot adoption programme demonstrates the transformative power of AI in enhancing efficiency, productivity, and customer engagement. By embracing Copilot, the company has positioned itself as a forward-thinking organisation, increasing it’s competitiveness by boosting the usage of AI across it’s workforce. STL are excited to continue this learning journey with the customer and deploying Microsoft Copilot training to the wider group over the remainder of the year.

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