How to Prepare Your Team for Copilot and Other AI Tools

Support for IT Leaders Planning a Secure and Scalable Rollout

AI tools like Microsoft Copilot are changing how businesses operate. But without preparation, companies risk underusing these tools or introducing compliance and data security risks. As a managed IT services provider, Louisville Geek helps IT leaders deploy AI tools confidently and responsibly. Here’s how to prepare your workforce and Microsoft 365 environment to fully benefit from Copilot and other AI-powered solutions.

Start With a Clear AI Strategy

Before introducing Copilot to your team, define what success looks like. AI is not just a convenience. It is a new way of working.

Whether your goal is to streamline communication, improve content creation, or reduce time spent on administrative tasks, your rollout should be aligned to a measurable business case. Getting alignment from department heads and project stakeholders before rollout begins creates momentum at the user level.

Audit and Prepare Your Microsoft 365 Environment

Copilot pulls data from your organization’s Microsoft 365 apps—Teams, OneDrive, Outlook, and SharePoint. If your data environment is cluttered or insecure, Copilot won’t deliver reliable or valuable results.

Common risks include:

• Shadow IT: Employees using AI tools without IT visibility or approval
• Poor permission structures: Users being blocked from accessing critical information
• Data quality issues: Inaccurate, outdated, or siloed content

Louisville Geek performs full Microsoft 365 audits to uncover and address these issues.

Our team helps:

• Eliminate shadow IT
• Correct permission inconsistencies
• Improve data integrity
• Strengthen your security posture

Equip Your Team with Targeted AI Training

Adoption lags when employees don’t know how to use new tools or don’t understand their value. That’s why we offer CLIP Training (Continuous Learning and Implementation Program), a platform that delivers ongoing training and adoption support, including:

• Hands-on lessons for Microsoft Copilot
• Department-specific AI use cases
• Guidance on data privacy, compliance, and acceptable use
• Reporting dashboards to track training progress and engagement

CLIP Training gives your team the confidence to apply AI tools in real-world scenarios, reducing friction during rollout and minimizing help desk impact.

Identify and Empower AI Champions

Early adopters can make or break AI adoption across your organization. Select a small group of tech-savvy employees to serve as internal AI Champions who:

• Test pilot use cases
• Document helpful workflows
• Share success stories with peers

Louisville Geek helps identify and support champions who understand your culture and can drive cross-department impact.

Put Guardrails in Place for Safe and Responsible AI Use

Security, compliance, and user governance must be central to any AI rollout. We work with IT teams to design clear policies for Microsoft Copilot use, including:

• Role-based access to AI tools
• Sensitivity labeling and data protection
• Acceptable use guidelines and documentation
• Integration with existing compliance frameworks

This allows you to enable innovation without compromising control.

Collect Feedback and Monitor AI Adoption

Deployment isn’t the finish line. It’s the starting point for continuous improvement. After rollout, track how users interact with Copilot and other AI tools:

• Who are the power users?
• What features are being underused?
• Where is more training or support needed?

Louisville Geek provides visibility into usage trends and helps refine your AI roadmap with real-time data and reporting.

Partner with Louisville Geek for Your AI Rollout

AI tools like Microsoft Copilot are only as effective as the planning and support behind them. At Louisville Geek, we specialize in helping IT leaders roll out AI solutions securely and strategically. From Microsoft 365 audits and Copilot configuration to end-user training and compliance planning, we offer a turnkey approach to AI adoption.

Ready to Deploy Copilot the Right Way?

Let’s build a rollout strategy that aligns with your goals, safeguards your data, and empowers your people. Contact Louisville Geek to start your AI and automation journey.