El camino correcto para la adopción de la IA_Header

Unlock Success: Your Ultimate Guide to AI Adoption Excellence

As many of you may already know, Artificial Intelligence is not something that suddenly appeared in 2022; but, it has been a process dating back to 1950 (perhaps even earlier) and has, through tireless research, reached our present day:

El camino correcto para la adopción de la IA_Punto partida

This is a brief overview of the evolution of AI. Now we have Generative AI on our hands, which, as expected, has its detailed evolution. I recommend this article: “History of the Generative AI“, for those who wish to delve further into the evolution.

Upon examining the graph, it becomes evident that a pivotal date relevant to our discussion emerges: 2022.

The emergence of ChatGPT was that year, and that marked a turning point. We were given a “new toy” in which we saw many possibilities and about which we had created many expectations. To the extent that even in 2023, Gartner positioned Generative Artificial Intelligence at the apex of its Hype Cycle. Indicating that there are very high expectations and a lot of attention surrounding Generative AI, which suggests a very high interest in its potential applications and capabilities:

El camino correcto para la adopción de la IA_Ciclo de Hype

The right path for AI adoption

One of these potential applications has become a reality since 2022, and that is none other than Microsoft CoPilot, one of Microsoft’s AI applications.

Throughout last year, we have not stopped receiving information about what would come, what it would do, how it would do it, etc. But we couldn’t “touch” much. This changed on November 1, 2023, when Microsoft CoPilot was opened to the public as an Addon, specifically for companies using a minimum of 300 licenses per tenant of:

  • Microsoft 365 E3/E5/A3 for faculty/A5 for faculty 
  • Office 365 A3 for faculty/A5 for faculty/E3/E5 
  • Microsoft 365 Business Standard/Business Premium 

The definitive change came last January 15, 2024—when CoPilot began to be available for companies of any size.

It’s the key moment. The moment of truth. The moment to go from the promises of 2023 to tangible proof in 2024.

But (yes, there’s a “but”), we have to be aware of how to implement CoPilot in our organization. It’s not enough to buy it and assign it to users. It is recommended to take into account these steps that we will analyze below to ensure a successful adoption of AI in our company.

What have those companies, “early adopters” of copilot, learned? and what recommendations Microsoft give us for this implementation.

The fact is that these large organizations that have already experienced the benefits of adopting Generative AI are seeing tangible results:

  • 70% of Microsoft CoPilot users claim that, after using it for 3 months, they are more productive.
  • 68% claim to have improved the quality of their work.
  • The most efficient users claim to have saved more than 10 hours per month.

But these benefits do not come from installing and starting to use CoPilot as we understand the installation and use of an application up to now. They only come when companies take proactive, programmatic actions when rolling out the tool within their organization. It’s not just “flipping a switch”; it requires a unique rollout strategy and constant and deliberate adoption guidance.

Let’s review 5 points to consider when rolling out CoPilot:

  1. Organize our information
  2. Let’s roll out with objectives in mind
  3. Let’s identify the “key users” who will lead the way
  4. Let’s prioritize skills
  5. Let’s encourage new work habits

Organize our information 

The magic of Copilot lies in its ability to reason about all the data and content in our organization. This allows it to provide personalized, relevant, and actionable answers. It automatically inherits existing data and security permissions in Microsoft 365. So it is essential to have solid content management practices and data governance before implementing it.

  • When was the last time we conducted a data audit? If we want a future where we can maximize the value of artificial intelligence, we must strengthen our internal infrastructure.
  • Are all your confidential files correctly labelled? Let’s make sure our data is properly labelled so that only those who should have access to a file can see it.
El camino correcto para la adopción de la IA_organizar informacion

Let’s roll out with objectives in mind

I will not stop insisting that we must roll out consciously. “Install and use” is not enough.

To maximize return on investment in artificial intelligence (AI), it is essential to ensure that the first people to have access are those who will get the most value. We can apply this 3-step approach with CoPilot:

  1. Provide the technology to entire teams within a specific business function, such as customer service or sales. This way, they can share knowledge and learn from each other, multiplying the impact of the technology.
  2. Allocate the remaining licenses to a variety of roles and levels. From senior leaders to IT administrators and project managers. It is recommended that the majority of licenses be assigned to non-executive employees.
  3. Define clear objectives on how each team will use the new technology. Like “reducing ticket volume” in customer service. 

This way we cover the entire spectrum of the most common use cases.

Let’s identify the “Key Users” who will lead the way: “the Champions” 

Advocates for artificial intelligence (AI) are internal “influencers”. They show exactly how Copilot can help in their daily work and excite others to try it. Let’s ask managers to identify an advanced user on their team. So that they can be a representative and empower them to lead internal training. Like a “Copilot 101 session for sellers”, and create quick video demos that can be organically disseminated throughout the company.

Another way to start is to assign your internal “champions” the task of recording short social media-style videos about their favourite ways to use AI in their work. And share them with your team through regular emails or in Microsoft Teams.

Let’s prioritize skills

Without continuous training, artificial intelligence (AI) will not make a big difference in our final results.

That is why it is vital to create and maintain virtual spaces for people to share tips, ask questions, and find resources. Organizations should encourage people to share their most powerful AI prompts with their teams.

An example is A.J. Brush, a human-computer interaction researcher and Associate Group Manager at Microsoft, who keeps an updated list of her favourites received from her colleagues. She encourages us to visit the CoPilot Lab to see these lists of most helpful Prompts.

El camino correcto para la adopción de la IA_Key Users

Let’s encourage new work habits 

To build an organization driven by artificial intelligence, leaders must help their teams adopt new mindsets and habits. Before starting any project, document, email, or presentation, ask yourself: how can AI help me with this task?

Effectively working with AI requires thinking and acting like a manager: delegating, exercising good judgment, and applying subject matter expertise. We will also have to relearn how to search.

According to a global survey by Microsoft of 18,100 people:

  • They spend 27% of their time searching for information.
  • Compared to 24% creating, 24% communicating, or 25% consuming it.

AI relieves this burden by scanning our entire universe of data: emails, meetings, chats, documents, and more, as well as the web, to find what you’re looking for.

Conclusion: It’s not all smooth sailing in AI adoption

We can ignore the “lessons learned” from the Early adopters and launch CoPilot as if it were a switch. But that won’t bring us value.

Artificial intelligence can transform our organization, but only if we adopt it with intention and strategy. Although there is no one-size-fits-all approach, these tips can help guide leaders who want to get the most out of their AI adoption investment.

How do I know what level of AI adoption my organization is at?

In this Microsoft Worklab quiz: How Do You AI? (microsoft.com), we can see what our approach to Generative AI says about us through 12 multiple-choice questions.

El camino correcto para la adopción de la IA_grado de adopción

If you’re ready for digital transformation and want to integrate AI into your organization, contact us for more information. Visit to learn more about our AI consulting services and how we can help you achieve your goals. We’re here to help you every step of the way!

Do you think this article was written by a person or generated by CoPilot? 😊

Oriol Fernandez – Product Owner at Itequia