Copilot in Excel and SharePoint. Data analysed. Insights surfaced.
Configure Copilot to analyse spreadsheet data, generate formulas, and surface insights from SharePoint documents without manual searching. Deployed with your data classification policies in place.
Every Excel and SharePoint capability, properly governed.
We configure Copilot across Excel and SharePoint with the data classification policies and permissions your organisation requires.
Spreadsheet Data Analysis
Ask Copilot to analyse Excel data, identify trends, and surface anomalies without writing a single formula. Results explained in plain English.
Formula Generation
Describe what you need in plain language and Copilot generates the correct Excel formula. Reduces errors and speeds up complex spreadsheet work.
SharePoint Document Search
Ask questions across your SharePoint document libraries and receive precise answers with source references. No more manual searching through folders.
Data Visualisation Suggestions
Copilot recommends the most appropriate chart types for your data and generates them automatically. Consistent, professional outputs every time.
Document Summarisation
Summarise long SharePoint documents, policy files, and reports into key points. Useful for onboarding, compliance reviews, and knowledge management.
Data Classification Compliance
Copilot respects your sensitivity labels and data classification policies. We configure these before deployment to prevent inappropriate data surfacing.
A structured deployment. Zero disruption.
SharePoint Permissions Audit
We audit your SharePoint site permissions, identify overly permissive sites, and tighten access controls before Copilot is enabled.
Sensitivity Label Configuration
Microsoft Purview sensitivity labels are applied to Excel files and SharePoint documents to ensure Copilot only surfaces appropriately classified content.
Excel Template Review
We review your key Excel workbooks and configure Copilot to understand your data structures, naming conventions, and reporting requirements.
Pilot Deployment
Copilot rolled out to data-heavy teams first. We gather feedback on analysis quality and formula accuracy before wider rollout.
Data Team Training
Practical workshops covering data analysis prompts, formula generation, and SharePoint search techniques for finance, operations, and analyst teams.
Adoption and Quality Monitoring
Monthly reporting on Excel and SharePoint Copilot usage, formula accuracy rates, and time saved on data analysis tasks.
Copilot in Excel and SharePoint for UK businesses.
Finance Team
A 200-person manufacturing company needed to reduce time spent on monthly management accounts and variance analysis across 15 cost centres.
Copilot in Excel reduced monthly reporting preparation time by 40%. Variance analysis that took 3 hours now takes under 45 minutes.
Operations Department
A logistics firm had 8 years of operational data in SharePoint but staff could not find relevant documents without knowing exact file names.
Copilot in SharePoint enabled natural language search across 50,000 documents. Document retrieval time reduced from 15 minutes to under 60 seconds.
Business Intelligence Team
A retail group needed to standardise reporting across 12 regional managers who each maintained their own Excel formats and formula conventions.
Copilot used to generate standardised formulas and charts across all regional workbooks. Reporting consistency improved significantly.
Ready to configure Copilot in Excel and SharePoint?
Book a free Copilot readiness review. We will audit your SharePoint permissions, review your data classification maturity, and give you a clear deployment plan with realistic timelines and costs.