Microsoft Scenario Library Information Technology Onboard and train new users

Available with: Microsoft 365 Copilot

Information Technology scenario: Onboard and train new users

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Scenario

Speed time to productivity through planning and content.

1. Adoption Plan

Write a proposal with an adoption plan of a new product for the organization.

Word icon

Copilot in Word

Sample Prompt: Write a proposal to my leadership with a request for them to approve the proposed adoption plan for “Viva Engage.”

Try in Copilot Lab: Summarize decision-maker info

Request sign-offs from leadership on adoption plan.

Outlook icon

Copilot in Outlook

Sample Prompt: Draft an email to request sign-off for the “Viva Engage” Adoption Plan.

Consider required compliance tasks when rolling out a new product.

Microsoft Loop icon

Copilot in Loop

Sample Prompt: Create a list of general compliance tasks to do when rolling out a new product.

Try in Copilot Lab: Create a list

Help users onboard to a product with a list of suggested hero scenarios, best practices, and prompts.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Sample Prompt: Create a list of hero scenarios and suggested prompts for “HR” professionals my organization to use Copilot in “Viva Engage.”

Create a FAQ list about a product so users can leverage these learnings.

Word icon

Copilot in Word

Sample Prompt: Create a set of FAQs about “Viva Engage” that an end user who is new to using “Viva Engage” would find helpful.

Try in Copilot Lab: Create an FAQ document

Suggest a list of training materials to users for them to upskill on a new product that is recommended or assigned to users in Viva learning.

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Copilot in Viva Learning

Sample Prompt: Create a learning collection about “Viva Engage.”

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve budget variance

Keep your budgets on track by improving employee and process efficiency.
Create internal feedback loop to identify cost saving areas:
  • Draft employee surveys focused on the value of resources utilized and ideas for cost savings
  • Analyze surveys to gain valuable insights into what makes employees happy or areas that need improvement within the organization

How Microsoft Copilot can help improve app usage rates

Create great onboarding experiences and collect and analyze feedback to improve user experiences
Create onboarding materials:
  • Use Copilot to draft training guides
  • Use Copilot to enhance employee handbooks
  • Generate news and announcements

How Microsoft Copilot can help improve the product adoption rate

Create great onboarding experiences and collect and analyze feedback to improve user experiences.
Create onboarding materials:
  • Use Copilot to draft training guides
  • Use Copilot to enhance employee handbooks
  • Generate news and announcements

How Microsoft Copilot can help improve NPS

Real-time AI assistance for faster issue resolution allows agents to focus on delivering high-quality service.
Incorporate feedback:
  • Rapidly analyze customer feedback
  • Quickly create recommendations
  • Swiftly update scripts and processes
  • Create communications to socialize the changes

How Microsoft Copilot can help reduce costs

Use the time savings gained from Copilot to bring activities in-house and reduce reliance on external resources.
Create internal feedback loop to identify cost saving areas:
  • Draft employee surveys focused value of resources utilized and ideas for cost savings
  • Analyze surveys to gain valuable insights into what makes employees happy or areas that need improvement within the organization

How Microsoft Copilot can help optimize service outage response

Copilot helps you work to get your services back up and running and maximize user satisfaction.
Respond to user complaint or inquiry:
  • Respond quickly to inbound emails
  • Access customer records for improved support
  • Gets answer fast by searching internal sites and documents

How Microsoft Copilot can help reduce average support ticket resolution time

Microsoft Copilot enhances customer support by integrating AI assistance into self-service and service desk workflows.
Increase support communications and follow up efficiency:
  • Have Copilot assist with emails inbound and outbound emails
  • Draft email comms and announcements with Copilot
  • Generate meeting notes and follow up items

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.