IT scenario: Update technology strategy
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
NSAT
IT management costs
Value benefit
Cost savings
Employee experience
Using Copilot to update technology strategy
1. Conduct Research
Research emerging technology and market trends from the web.
Business Chat1
Sample Prompt: Create a summary of the latest trends and technology for “collaboration” and the tools that are be used.
2. Define Strategy
Create a strategy document for how IT initiatives support business goals.
Copilot in Word
Sample Prompt: From this market research [include step 1 prompt as reference], draft a strategy document for how an IT initiative for “collaboration” can support business goals in my organization.
3. Business Alignment
Align stakeholders across the organization on the technology strategy.
Copilot in Outlook
Sample Prompt: Draft a message to ask all stakeholders to review the technology strategy document and leave comments.
4. OKRs
Draft Objectives and Key Results (OKRs) based on the technology strategy document.
Copilot in Viva Goals
Sample Prompt: Create OKRs from a document [Strategy document.docx]
5. Announce
Share the product strategy and OKRs with the organization.
Copilot in Viva Engage
Sample Prompt: Help me write a post to announce the publishing of the technology strategy documentation and OKRs to my organization.
6. Plan
Plan projects, work items, and goals to support the key initiatives in the technology strategy document.
Copilot in Loop
Sample Prompt: Set up a page based on [a loop template] and make it for “work items to support technology strategy.”
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. 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.
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.
