Business case
Copilot business case
A solid business case rests on data, not promises. We help you measure the time Copilot saves and turn it into a decision document leadership trusts.
Answer
How do you ground the Copilot business case?
You ground the value of Microsoft Copilot with data instead of promises: a baseline of the time email, reporting and searching cost now, followed by a pilot of six to eight weeks.
The core KPIs are active users, actions per app and perceived time saved per role group, objective from the Copilot dashboard and complemented by pulse surveys. Expect eight to twelve weeks from baseline to a grounded scale-up decision, with a decision point per phase.
The decision document
What you actually get
After the pilot there is one decision document for the steering group: the measured time saved per role group, set against the baseline, backed by usage data from the Copilot dashboard.
It also holds our advice — scale up, adjust or stop — including what that asks of training and licences. So leadership decides on numbers, not on our word.
3
decision points: after the baseline, during the pilot and at the scale-up decision
In four phases
How you build the business case
From an honest starting point to a scale-up decision that rests on numbers.
- 01
Baseline
We record how much time email, reporting and searching cost now per role group.
- 02
Pilot
A mixed group uses Copilot for six to eight weeks on their own daily work.
- 03
Usage data
The Copilot dashboard shows active users and actions per app, objective and repeatable.
- 04
Pulse surveys
Short measurements capture the perceived time saved and friction that numbers do not show.
- 05
Scale-up decision
The steering group weighs the data and decides whether, and how fast, the rollout continues.
What you get
A case leadership trusts
Time saved grounded
Hours saved per task, set against an honest baseline instead of an assumption.
KPIs that hold up
Active users, actions per app and perceived time saved, broken down per role group.
Data from the dashboard
Objective usage data from the Copilot dashboard, repeatable to measure over time.
Experience from surveys
Short pulse measurements capture the time saved that the numbers do not yet show.
Counted independently
No stake in licence numbers, so the outcome is a decision document, not a sales pitch.
Decision point per phase
Continue, adjust or stop: each phase ends with a testable decision.
Our stance
A business case that cannot fail convinces no one.
Precisely because we count honestly — even when the time saved disappoints — the outcome becomes a decision document leadership dares to build on.
FAQ
Frequently asked questions
How do you measure the ROI of Copilot?
You measure the ROI of Copilot by setting the time saved per task against the cost of adoption and licences. Start with a baseline: how many hours do email, reporting and searching cost now? After the pilot, compare that with usage data from the Copilot dashboard and the perceived time saved from pulse surveys. The outcome is a grounded estimate, not an assumption.
Which KPIs do you use for a Copilot business case?
The core KPIs are active users, actions per app and perceived time saved per role group. The Copilot dashboard delivers the first two objectively; pulse surveys capture the experience. Add quality signals such as faster turnaround or less rework, so the case reaches beyond saved minutes alone.
How long until a business case is complete?
Expect eight to twelve weeks from baseline to a scale-up decision. The first weeks go to recording the starting point and selecting the pilot group. After that the pilot runs six to eight weeks, so usage gets enough time to settle in and the data gains meaning.
Which data do you need to ground the case?
You combine two sources: hard usage data from the Copilot dashboard and soft signals from short pulse surveys. The dashboard shows who actively uses Copilot and in which apps; the surveys capture the perceived time saved and the friction. Together they form a picture that is both numerical and recognisable to leadership.
Is this advice independent of Microsoft?
Yes. We are an independent training and advisory party and have no stake in the number of licences you buy. Our business case counts honestly: if the time saved does not justify a rollout, we say so. That makes the outcome usable as a decision document rather than a sales pitch.
What if the pilot disappoints?
A disappointing pilot is also an outcome that saves money. Often it is not Copilot but use cases that do not fit or permissions that get in the way. We analyse the usage data, adjust the approach and decide together whether a second round makes sense or scaling up is still too early.
Who do you involve in the scale-up decision?
The scale-up decision belongs to a small steering group with IT, a business representative and a budget holder. They weigh the measured time saved against the effort and set the pace of the rollout. We deliver the decision document with data and advice; the choice stays with you.
Ready to ground the business case?
Book a free call. We look at your starting point, sketch a pilot and decide which KPIs fit your organisation.