PwC and Microsoft Copilot for Microsoft 365

Transform your business with AI-driven efficiency

A modern work environment — one that enables connectivity and productivity in the workforce — relies on technology to help people do their jobs better. But to help increase technology’s potential, organizations should adapt. Communication, information management and ways of working are constantly changing, and building a modern workplace requires solutions rooted in secure, innovative technology.

PwC powers the development of modern work by helping organizations activate the dynamic capabilities of Microsoft Copilot for Microsoft 365. Copilot for Microsoft 365 can search, create, summarize and automate in the Microsoft 365 office suite, reinventing work with consistent, intelligent digital support. It uses AI to help unify and analyze data, improve efficiency and find new opportunities for seamless workplace experiences across applications and devices. PwC helps organizations of various sizes successfully and securely implement Copilot for Microsoft 365. Our industry-leading experience with the Microsoft technology stack, change management, data protection and responsible AI helps drive tangible impact — and redefines the future of work with Copilot.

Transform your workforce operations

Amid rapid technological changes, organizations are striving to enhance and empower their workforce to sustain competitiveness in the digital era, while also establishing security, effective data management, and responsible AI practices. To stay competitive, their employees typically need to acquire new skills rapidly while also grappling with decentralized data, complex information systems and inefficient workflows that hinder progress. Copilot for Microsoft 365 can give the workforce the necessary tools to help build momentum, enabling everyone to effectively engage with technology at scale.

Copilot for Microsoft 365 can revolutionize workplace communications and help boost productivity by summarizing documents, creating content and automating tasks. It can deliver instant results and streamline workflows, allowing employees to make informed decisions and effectively transform business operations.

Leading with Copilot integration

As one of the largest global users of Copilot for Microsoft 365, PwC has advanced modern work across our business. With the integration of Copilot into our daily operations, we can leverage its capabilities to help drive innovation and increase productivity. By empowering our IT teams and leadership, we've developed stronger governance and improved user experiences. Copilot’s intelligent search and analytical features allow us to gain valuable insights from our connected data, demonstrating its potential to other organizations. As advisory board members for Copilot, we share the latest advancements in this AI-powered technology. Our industry-leading experience with Copilot for Microsoft 365 can help organizations future-proof their workforce across industries.

The PwC and Microsoft approach

Collaborate with our workforce transformation teams to help address core business challenges and change problem-solving strategies.

Communicate the value to the stakeholders in your organization, helping to establish widespread understanding and buy-in.

Identify and address key considerations for implementing Copilot, including security, data privacy, compliance, governance and Responsible AI.

Tailor a change-management and adoption plan to your specific business needs, aligning with your goals for data migration and security.

Enable departments such as sales, marketing, legal, finance and R&D to leverage the holistic potential of Copilot for Microsoft 365.

Achieve a secure Copilot integration

Implementing Copilot for Microsoft 365 requires governance, updated policies and training to help establish responsible and secure use. Organizations should create or revise AI-specific policies and train users to help identify and mitigate potential risks. These measures are often crucial for maintaining data integrity, security and the quality of Copilot prompts and outputs.

PwC can help organizations prepare for deploy, monitor, and integrate Copilot for Microsoft 365 by using security solutions such as Microsoft’s Purview, Entra and Defender. We can help identify and secure sensitive data by applying essential security controls to govern access to what needs to be protected. By leveraging our experience in securely launching and operating Copilot for Microsoft 365, your organization can confidently adopt Copilot, manage its data and use AI responsibly.

As part of a secure Copilot for Microsoft 365 integration strategy, PwC supports the use of Microsoft Purview to help create data protection and the responsible use of Copilot’s AI. Purview offers tools such as Purview for Audit and Purview for Communications Compliance to help monitor AI usage and detect risks, track user prompts, apply security controls to AI outputs and manage sensitive information. Features such as Purview AI Hub and enhanced data-loss prevention can strengthen an organization’s ability to secure and manage AI interactions. PwC further supports your AI journey with guidance on policies, change management and training to create the secure use of Copilot in today's modern workplace.

PwC and Microsoft by the numbers

Case study: changing the future of work on a global scale

A multinational food and beverage company needed to get more value from its communications, IT and finance processes and save time in completing and managing core functions. With Copilot and the industry-leading knowledge of PwC, this organization found new possibilities in Microsoft 365; AI enabled greater collaboration and team engagement, translation of meeting notes into other languages and content creation, with an hour of daily time savings in key areas.

Contact us

Cy Coons

Cloud & Digital Partner, PwC US

Jason Massoglia

Cloud & Digital Partner, PwC US

Suzanne George

Cloud & Digital, Product Innovation Principal, PwC US

Vimal Navis Ponnian Varuvel

Cyber, Risk & Regulatory, Principal, PwC US

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