Modern Workplace
Microsoft 365 Copilot
Fix your permissions before you switch it on, then make sure the licences get used. Valto prepares organisations for Microsoft 365 Copilot and then makes it stick. We assess data, permissions and governance before deployment, because Copilot surfaces whatever your access rights allow. Then we handle rollout, training and measurement, so the licences you pay for are used by the people who benefit rather than quietly abandoned after a fortnight.
Trusted by organisations like yours
Unlock more value from Microsoft 365
Most employees spend a significant amount of time searching for information, summarising meetings, creating content and managing repetitive administrative tasks. Copilot reduces that effort by putting AI inside Outlook, Teams, Word, Excel and PowerPoint. Two things determine whether it works. The first is what Copilot can reach: it respects the permissions already in place, which means any historical oversharing becomes visible fast, and usually to the person best placed to be alarmed by it. The second is whether people change how they work. Copilot licences are expensive and easy to abandon, and a licence nobody uses costs the same as one that transforms someone's week. Valto handles both. We assess permissions, data and governance before deployment, then run the rollout, training and measurement that decides whether adoption holds. Where you already own licences, we start by finding out who is actually using them.
What can Valto deliver?
Copilot readiness assessment
Review permissions, oversharing, sensitivity labels, SharePoint and Teams hygiene and data governance, so you know what Copilot would expose before anyone switches it on.
Permissions and oversharing remediation
Fix what the assessment finds. Tighten site and file access, retire orphaned content, and put labelling and controls in place so the estate stays clean.
Licence planning and pilot design
Decide which roles get Copilot first, based on where the time actually goes, and design a pilot with a measure of success agreed before it starts.
Deployment and configuration
Technical rollout, licensing, tenant configuration and the governance settings that determine what Copilot can and cannot do.
Adoption and training
Role-specific training using your documents and your processes, because generic Copilot training produces enthusiasm rather than habit.
Usage review and value measurement
Establish who is using Copilot, how, and what it is returning, then reallocate licences away from people who are not using them.
Our Microsoft 365 Copilot services
Prepare your organisation for AI
We assess security, permissions, governance, data readiness and Microsoft 365 maturity to ensure Copilot is deployed on solid foundations. You receive a written assessment: what Copilot would currently be able to surface, where permissions need attention, what needs fixing first, and whether you are ready to proceed. Where you are not, we say so and set out the work.
Hear from our experts
Watch: Copilot Cowork explained
Rather than acting like a traditional chatbot, Cowork is designed to execute tasks on your behalf. From drafting emails and creating documents to coordinating multi-step workflows across Teams, Outlook, and SharePoint, this is a glimpse into the future of AI at work.
Hear from our experts
Quick watch: Why is finding a document still so hard?
How much time does your team waste searching for files, chasing the latest version of a document, or interrupting colleagues for information? In this quick video, Felix explains why finding information remains one of the biggest hidden productivity drains in many organisations, and how Microsoft Copilot can help employees get answers from the right documents, faster.
Where Copilot earns its licence
Copilot delivers very different value depending on the job. These are the roles where we most often see it justify the cost, and what changes for them.
Managers and team leads
Meeting catch-up and summarisation, drafting updates, and getting to the point of a long thread without reading all of it.
Sales and client-facing teams
Preparing for calls from previous correspondence, drafting follow-ups, and pulling together proposal content from existing material.
Finance and operations
Analysing and summarising data in Excel, drafting recurring reporting commentary, and interrogating documents rather than reading them.
HR and internal comms
Drafting policies and announcements, summarising feedback, and producing the same message in several formats.
Bid, tender and proposal teams
Assembling responses from previous submissions and existing documentation, which is one of the clearest returns we see.
Anyone in a document-heavy role
Finding the right version, understanding what changed, and getting an answer without asking a colleague.
Common Copilot challenges we solve
Expertise for the reasons Copilot stalls
Many organisations are excited about Copilot but struggle to understand where it will deliver value, how to prepare data and permissions, or how to encourage meaningful adoption. Common challenges include:
- Over-permissioned content, where Copilot surfaces documents people could technically always reach but had never found
- SharePoint and Teams permissions that have never been audited
- Sensitivity labelling either absent or applied inconsistently
- Licences bought broadly, then used by a fraction of the people holding them
- No policy on what employees may put into AI tools
Turn Copilot capability into business value
Copilot is a per-user licence with a real cost attached, so the question is not what it can do but where it repays that cost. Our specialists target it at the roles and tasks where the return is observable.
We're one of the UK's few Microsoft partners to hold all Microsoft Solution Partner designation badges, across all Solution Partner designation pathways. For our clients, that means access to specialists who understand both AI and Microsoft 365. Whether you're assessing readiness, deploying Copilot or driving long-term adoption, we help organisations create measurable value through practical, secure and responsible AI adoption.
Why organisations choose Valto
Connected, across Microsoft
Copilot is only as good as the estate underneath it
Copilot reads your Microsoft 365 environment as it is. Duplicated documents, unowned SharePoint sites, inconsistent labelling and permissions that were set years ago all shape what it returns, and it presents the results with the same confidence either way. Valto brings together expertise across Microsoft 365, SharePoint, Teams, security and identity, Power Platform, Dynamics 365 and Microsoft Fabric. That lets our specialists fix what Copilot depends on as well as deploying Copilot, and to recognise when the useful work is tidying your content estate rather than buying more licences. By combining AI with trusted business information, processes and collaboration tools, Copilot helps employees access knowledge faster and work more effectively across the organisation.
How we deliver Microsoft 365 Copilot projects
Our five-step process is clear and transparent from start to finish. From assessing whether your environment is ready, through to deploying, embedding and measuring Copilot across your organisation.
1Discovery
Readiness & opportunities
We assess your Microsoft 365 environment, permissions, data landscape and business objectives to identify where Copilot can create value and what needs attention first.
2Strategy
The right adoption approach
Together we define use cases, licence allocation, success measures and governance requirements that support long-term adoption.
3Deployment
Secure AI-enabled productivity
We support technical deployment, licensing, governance and rollout planning, including any permissions remediation identified during assessment.
4Adoption
Empower your users
Training, communications and enablement activities help users understand how to work effectively with Copilot, delivered by role.
5Optimisation
Keep ahead
As usage evolves, we help identify opportunities, improve governance, review licence utilisation and maximise return on investment.
Case study · Auger
Valto modernises Auger's Microsoft 365 environment to support remote working
Valto worked with Auger to migrate their legacy Exchange 365 environment to a modern solution utilising SharePoint Online, ISO management, Teams, OneDrive, InTune & Azure.
- Improved collaboration
- Increased employee engagement
- Tightened security
The team driving you forward
“In Valto we have found Microsoft Experts that not only understand how to configure and deploy 365 in a seamless and frictionless manner but know how to train and engage a user base to ensure the deployment is a success.”
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20 July 2026Questions, answered plainly
Practical answers on what Copilot would expose, what it costs, who should get it first, and how to tell whether it is working.
FREE COPILOT READINESS ASSESSMENT
Ready to unlock the value of AI within Microsoft 365?
Whether you're assessing readiness, exploring use cases or planning a full rollout, our specialists can help identify the right next step.
Copilot specialists
Speak directly with consultants who help organisations deploy and adopt Microsoft 365 Copilot successfully.
Practical advice
Clear recommendations focused on productivity, governance and measurable business outcomes.
Readiness first
We establish what Copilot would currently expose, and what it would actually be worth to you, before you commit to licences.