Capita
Capita, a leader in tech and AI adoption, partnered with CPS to migrate from Project Online to Planner, enhancing governance, reporting and building a future-ready, AI-enabled PPM platform.
Published 10/04/2026
Author: Rachel Haines

Artificial Intelligence is rapidly transforming how organisations work, communicate, and make decisions. One of the most powerful tools enabling this transformation is Microsoft Copilot.
Microsoft Copilot brings AI directly into the tools people use every day, helping employees work faster, automate routine tasks, and unlock insights from business data.
But what exactly is Microsoft Copilot, and how can it support organisations looking to improve productivity and efficiency?
In this guide, we’ll explain:
Microsoft Copilot is an AI-powered assistant embedded across Microsoft technologies, designed to help users complete tasks, analyse information, and generate content using natural language.
Built on large language models (LLMs) and integrated with Microsoft’s cloud services, Copilot connects to business data within Microsoft 365 and other enterprise systems to deliver contextual support.
Rather than replacing existing applications, Copilot enhances the tools people already use, including:
This means employees can ask Copilot to help write documents, analyse spreadsheets, summarise meetings, draft emails, or retrieve information — all within the applications they already use.
Microsoft 365 Copilot integrates AI directly into Microsoft productivity tools.
Instead of starting from a blank page or manually analysing data, users can ask Copilot to assist with tasks such as:
For example, a project manager could ask:
“Create a project update based on last week’s Teams meeting notes.”
Copilot can automatically pull together information and generate a structured summary.
This capability helps organisations:
Copilot Chat provides a conversational AI experience where users can ask questions, generate ideas, summarise content, or research information.
Think of it as an enterprise-ready AI assistant, capable of helping employees:
Copilot Chat can also integrate with organisational data when used within Microsoft environments, providing more relevant responses based on company context.
Copilot in Microsoft Edge brings AI assistance directly into the web browsing experience.
Users can interact with Copilot while researching or reviewing online content to:
For teams that regularly conduct research, policy analysis, or market reviews, Copilot in Edge can significantly reduce the time required to process large volumes of information.
Microsoft Copilot is designed to improve productivity, efficiency, and knowledge access across organisations.
Some key benefits include:
Increased Productivity
Copilot automates repetitive tasks such as:
This allows employees to focus on strategic or creative work.
Faster Decision Making
Copilot can analyse data and summarise information quickly, helping leaders and teams make decisions based on real-time insights.
Knowledge Accessibility
Many organisations struggle with information being spread across emails, documents, and systems.
Copilot helps employees locate and summarise information quickly, making organisational knowledge easier to access.
Improved Collaboration
By summarising meetings, generating notes, and highlighting action points, Copilot helps teams stay aligned and informed.
A common concern when adopting AI is data security and governance.
Microsoft Copilot is built on Microsoft’s enterprise-grade security framework and respects the same permissions, compliance policies, and identity controls already configured within Microsoft 365.
Key security features include:
This ensures organisations can adopt AI while maintaining strong control over their data.
While Copilot can deliver significant productivity gains, successful adoption requires preparation.
Organisations should consider:
Without the right preparation, organisations may struggle to unlock the full potential of AI tools.
Microsoft Copilot represents a major step forward in how organisations use AI to support employees and improve productivity.
By embedding AI directly into everyday tools, Copilot helps teams work smarter, reduce manual effort, and access information more easily.
However, to fully realise the benefits, organisations need a clear adoption strategy, strong governance, and expert guidance.
At CPS, we help organisations:
Whether you’re exploring AI for the first time or looking to scale Copilot across your organisation, expert support can help ensure your investment delivers real value.
At CPS, we introduce Copilot and Copilot Agents in a way that builds trust from day one. Our approach blends governance‑by‑design, responsible AI, and real adoption support so every capability has clear ownership, the right controls, and a meaningful purpose. With transparency, strong guardrails, and human‑centred change baked in, we help public and regulated organisations scale AI quickly, confidently, and credibly. Without compromising safety, compliance, or culture.