Softcat
Microsoft 365 Copilot for Softcat's own staff
Softcat grew Microsoft 365 Copilot from ten licences to about 1,500 users, with 85% using it regularly
Problem
Softcat wanted to know whether Copilot could save staff time on sales admin, meeting summaries and reviews without exposing sensitive data.
Approach
Softcat began in October 2023 with ten licences to test data governance. It tightened access to SharePoint and Teams sites with its security team, then expanded to more than 70 users within a week. It later rolled Copilot out across the company. Staff watched a training video and read the AI policy before getting a licence, and teams ran prompt-writing sessions and shared prompts in a library.
Results
Takeaway
Softcat checked data access first, then widened use in steps, with training as a condition for a licence.
Categories
- Industry
- Technology and telecom
- Business function
- Internal work and knowledge managementMarketing and sales
- Innovation type
- Process innovation
- AI technology
- Generative AI
- Adoption
- Off-the-shelf tool or platform
- Evidence
- Vendor case study
Sources
Source summaries
Microsoft's customer story on Softcat's rollout of Microsoft 365 Copilot, from ten licences in October 2023 to the whole company. It gives regular-use, sales admin and RFP time figures, some of which are staff estimates.
Full details are in the original sources.