Move Faster Without Changing How You Work
Because Copilot operates inside Microsoft 365, employees can apply AI assistance directly within the flow of their day.
With Copilot, teams can:
- Draft, edit, and summarize documents and presentations
- Analyze data and uncover insights in Excel
- Summarize meetings and conversations in Teams
- Create and refine emails and communications in Outlook
CBIZ helps organizations identify where these capabilities make the most sense based on real roles, workflows, and business needs.
CBIZ AI Services
Discover how CBIZ AI Services can help your business empower your people with AI technology, training, and guidance to achieve growth, faster.
From Activation to Value
Many organizations start their Copilot journey by asking how to enable it. Better results come from asking where it should be used and why.
CBIZ helps clients move beyond activation by understanding your current AI maturity, identifying the highest‑impact opportunities for Copilot use, and aligning Copilot capabilities to business goals and outcomes.
This approach helps ensure Copilot delivers value that is practical, relevant, and sustainable.
Microsoft Copilot Enablement Services
Just four steps stand between your team and a brave new world defined by cutting-edge capabilities:
We help organizations understand their current AI maturity and evaluate their Microsoft 365 environment to determine where Copilot can deliver the greatest value.
CBIZ works with stakeholders to identify practical Copilot use cases based on business needs, roles, and workflows.
We help clients align Copilot deployment with existing security controls, governance practices, and internal policies.
CBIZ supports leaders and users with guidance that helps employees understand how Copilot fits into their everyday work and how to use it effectively.
The CBIZ Approach
CBIZ employs a business‑first approach to Microsoft Copilot that balances productivity gains with governance, security, and risk considerations.
Our approach emphasizes:
- Clear alignment between Copilot use cases and business priorities;
- Appropriate data access and information governance;
- Security and compliance considerations that support responsible AI use; and
- Guidance that helps Copilot adoption stick over time.
This foundation helps organizations achieve better results and use Copilot with confidence.
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