IT scenario: Update technology strategy

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Available with: Microsoft 365 Copilot Scenario level:
Buy

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.

Microsoft Copilot icon

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.

Word icon

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.

Outlook icon

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.

Viva Goals icon

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.​

Viva Engage icon

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.

Microsoft Loop icon

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 company-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.