This article is contributed. See the original author and article here.
Welcome back to Grow Your Business with Microsoft 365 Copilot, your monthly resource for actionable insights to harness the power of AI at small and medium sized businesses.
In today’s fast-paced small business environment, staying competitive means embracing innovative solutions that drive efficiency and growth. Microsoft 365 Copilot is designed to meet these needs, offering businesses a powerful tool to enhance productivity and streamline operations. Many small and medium-sized businesses (SMBs) face challenges in managing their digital presence, customer interactions, and internal processes. These hurdles can impede growth and limit the ability to respond swiftly to market changes.
We spoke with John T. Battaglia from The Judge Group, a mid-sized global professional services firm specializing in business technology consulting, learning, staffing, and offshore solutions. Established in 1970, the company has grown into an international leader in their industry. With over 30 locations across the United States, Canada, and India, The Judge Group partners with some of the most prominent companies in the world, including over 60 of the Fortune 100. After encountering significant challenges with employees using their own AI tools, The Judge Group made a strategic decision to transition to Microsoft 365 Copilot for its security features, unmatched efficiency, and AI-driven insights. Since adopting Copilot, The Judge Group has become power users, fully integrating the tool into their daily operations.
In the following sections, we will explore some of the specific challenges The Judge Group faced and how Microsoft 365 Copilot helped them achieve better outcomes.
Managing complex projects with AI
One of the pain points The Judge Group faced was managing complex projects across multiple stakeholders. They often found it challenging to keep everyone on the same page and ensure timely completion of tasks. Copilot helped provide insights and simplified workflows to streamline project management. For example, during a presentation to a nonprofit company’s board, Copilot was used to gather key details of the meeting with ease such as generating real-time summaries, tracking action items, and providing instant access to relevant documents using Microsoft Teams with simple prompts. This technology superpower impressed the board, who initially thought Copilot’s capabilities were more similar to those of its competitors. They were amazed by the added bonus of AI-driven insights, which helped prioritize tasks and allocate resources more efficiently—far exceeding expectations.
GIF showing how you can easily prompt Copilot to provide meeting insights
Security and Compliance
The Judge Group experienced notable challenges early on in their AI journey, particularly in the areas of data security and compliance. Employees independently opted to use their own AI tools leading to substantial security concerns, especially for the legal team. The previous tool posed significant risks to sensitive information, making it challenging for The Judge Group to ensure their data was protected and adhering to the strict guidelines and regulations they have in place to safeguard their operations and instill confidence in their stakeholders.
“We realized that [employees independently opting to use their own AI tools] was a massive scare for our legal team. That’s when we decided to go on this AI journey with Copilot to protect our information and improve our processes.”
Switching to Microsoft 365 Copilot provided enhanced security features and compliance management. Not only did Microsoft 365 Copilot adopt established data privacy and security policies and configurations, but their compliance approach also ensured that all AI capabilities were developed, deployed, and evaluated in a compliant and ethical manner. This comprehensive strategy not only safeguarded their operations but also provided peace of mind across the organization.
Decisive steps were also taken to enhance their data security and privacy settings in SharePoint to mitigate “oversharing.” They implemented SharePoint Advanced Management (SAM), to further simplify governing and protecting SharePoint data. This allowed them to control access to specific areas of their site or documents when collaborating with vendors, clients, or customers outside their organization. They emphasized the importance of knowing who they were sharing with, determining if the recipients could re-share the content, and whether they needed to protect the content to prevent re-use or re-sharing.
Management, Adoption, and Training
Another challenge was ensuring compliance with responsible AI policies. To address this, they adopted a phased rollout approach for Copilot, starting with a pilot group and gradually expanding while providing targeted training and support. This strategy ensured that all team members adhered to the guidelines, improving the organization’s workflow and productivity. The phased rollout allowed The Judge Group to identify and address any compliance issues early on, ensuring a smooth implementation of Copilot.
The rollout consisted of several training initiatives, including role-specific training sessions tailored to the unique responsibilities and workflows of different teams within the organization. This approach ensured that each team member received relevant and practical training that directly applied to their daily tasks and served as a collaborative space where team members could share their experiences, best practices, and learn from one another. The emphasis on social learning within teams helped accelerate the learning curve and adoption rate, creating a supportive environment that encouraged continuous improvement.
In the pilot phase, The Judge Group prioritized roles such as project managers, IT administrators, and customer service representatives. Each role faced unique challenges and required specific training to ensure success. Project managers focused on using Copilot for task management and resource allocation, while IT administrators concentrated on compliance and security aspects. Customer service representatives received training in leveraging Copilot for customer interactions and support.
The key takeaways were the importance of making the training relevant to the role, continuous support, and fostering a culture of collaboration and learning.
Approach to Adoption
The Judge Group meticulously crafted a strategic adoption plan, with fun engaging campaign materials. They equipped the adoption team with all the necessary skills including “Train the Trainer” sessions to ensure they could effectively support the campaign for a successful launch.
Executive sponsors and champions were also actively engaged and trained within priority persona groups. Consistent and active communication was maintained across these groups to keep everyone informed and energized. By capturing and tracking adoption and utilization metrics for campaign target users, The Judge Group was then able to measure the impact of the adoption campaign using the Copilot Dashboard to help make informed data-driven decisions for optimization. The Copilot Dashboard was used to track various adoption metrics, such as “Total actions taken,” “Copilot assisted hours,” “Total actions count,” “Total active Copilot users,” and “meetings summarized by Copilot.” This allowed The Judge Group to monitor the progress and impact of their AI initiatives effectively.
The ongoing training series serve as a collaborative place where team members could share their experiences, best practices, and learn from one another. This emphasis on social learning within teams accelerated the learning curve and adoption rate, fostering a supportive environment that encouraged continuous improvement.
Tip: To further support SMBs, the Microsoft Copilot Success Kit can help set companies up for success from day one—providing all the resources needed to guide customers through deployment and adoption.
Join us next month for another inspiring story on how Copilot is driving growth and creating opportunities for small to mid-sized businesses. Have you experienced growth with Microsoft 365 Copilot? We’d love to hear your story! Comment below to express your interest, and a team member will reach out to you.
Don’t miss out on the opportunity to transform your business with Microsoft 365 Copilot. Learn more about how Copilot can help you achieve your goals, sign up for a trial, or contact our team for a personalized demo.
Try out some of the ways The Judge Group used Microsoft 365 Copilot
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Here’s the latest news on how Microsoft 365 Copilot can accelerate your business
Just announced, a new Forrester Total Economic Impact (TEI) study was just published, examining the impact
September was an epic month for Copilot with the Wave Two announcement made by Satya Nadella and Jared Spataro. Here is a rundown of additional features announced for every SMB not covered in last month’s blog:
Expanded Copilot Academy Access: Microsoft Copilot Academy is now available to all users with a Microsoft 365 Copilot license, enabling them to upskill their Copilot proficiency without needing a paid Viva license.
New Admin and Management Capabilities: Expanded controls for managing the availability of Copilot in Teams meetings have been introduced. IT admins and meeting organizers can now select an ‘Off’ value for Copilot, providing more flexibility in managing Copilot usage.
Copilot in Word Enhancements: On blank documents, Copilot in Word will now provide one-click examples of prompts that quickly help users get started on a new document. This feature is rolling out in October for desktop and Mac.
Copilot User Enablement Toolkit: To help users quickly realize the full benefit of Microsoft 365 Copilot, a new toolkit has been developed. It includes communication templates and resources designed to inspire better Copilot engagement, with role-specific prompt examples and use cases.
Self-Service Purchase: Did you know that over 80% of information workers in small and medium-sized businesses already bring their own AI tools to work? Microsoft 365 Copilot can now be purchased directly by users who have a Microsoft 365 Business Basic, Standard, or Premium license. If you’d like to purchase Microsoft 365 Copilot for yourself to use at work, click “Add Copilot to your Microsoft plan” on the Copilot for Microsoft 365 or Compare All Microsoft 365 Plans product pages.
Meet the team
The monthly series, Grow Your Business with Copilot for Microsoft 365, is brought to you by the SMB Copilot marketing team at Microsoft. From entrepreneurs to coffee connoisseurs, they work passionately behind the scenes, sharing the magic of Copilot products with small and medium businesses everywhere. Always ready with a smile, a helping hand, and a clever campaign, they’re passionate about helping YOUR business grow!
Microsoft SMB Copilot Product Marketing Team From left to right: An image of the SMB Copilot team at Microsoft, with Angela Byers, Mariana Prudencio, Elif Algedik, Kayla Patterson, Briana Taylor, and Gabe Ho.
About the blog
Welcome to “Grow Your Business with Microsoft 365 Copilot,” where we aim to inspire and delight you with insights and stories on how AI is changing the game for business. This monthly series is designed to empower small and mid-sized businesses to harness the power of AI at work. Each month, we feature scenarios where an SMB is using AI to transform, scale, and grow.
This article is contributed. See the original author and article here.
In the realm of software development, code signing certificates play a pivotal role in ensuring the authenticity and integrity of code. For individual developers, obtaining these certificates involves a rigorous identity validation process. This blog explores the challenges individual developers face and how Trusted Signing can streamline the code signing process, with a focus on how its individual validation process contributes to this efficiency.
Challenges faced by Individual Developers in Code Signing
Individual developers often face unique challenges when it comes to code signing. Here are some key issues:
Identity Validation process: This includes challenges such as obtaining the necessary documentation, undergoing lengthy verification processes, and dealing with differing requirements from various CAs.
Private Key Theft or Misuse: Private keys are crucial for the code signing process and must be protected at all times. If these keys are stolen, attackers can use the compromised certificates to sign malware, distributing harmful software under a verified publisher name. It is expensive for individual developers to invest in the infrastructure and operations required to manage and store the keys.
Complexity and Cost: The process of obtaining and managing code signing certificates can be complex and expensive, especially for individual developers and small teams. This complexity can lead to incomplete signing or not signing at all.
Integration with DevOps: Code signing needs to be integrated with DevOps processes, tool chains, and automation workflows. Ensuring that access to private keys is easy, seamless, and secure is a significant challenge.
Code Integrity and Security: While code signing ensures the integrity of software, it does not guarantee that the signed code is free from vulnerabilities. Hackers can exploit unregulated access to code signing systems to get malicious code signed and distributed.
What is the Trusted Signing service?
Trusted Signing is a comprehensive code signing service supported by a Microsoft-managed certification authority. The identity validation process is designed to be robust. Certificates are issued from Microsoft-managed CAs and are subsequently protected and serviced by providing seamless integration with leading developer toolsets. This eliminates the need for individual developers to invest in additional infrastructure and operations.
The Importance of Identity Validation
Identity validation is crucial for securing code signing certificates. It ensures that the individual requesting the certificate is indeed who they claim to be, thereby preventing malicious actors from distributing harmful code under the guise of legitimate software. This process builds trust among users and stakeholders, as they can be confident that the signed code is authentic and has not been tampered with.
Process for Identity Validation with Trusted Signing
Trusted Signing utilizes Microsoft Entra Verified ID (VID) for identity validation of individual developers. This process ensures that developers receive a VID, which is accessible through the Authenticator app, offering enhanced security, a streamlined process, and seamless integration with Microsoft Entra.
The verification process involves the following steps:
Submission of Government-Issued Photo ID: The first requirement is to provide a legible copy of a currently valid government-issued photo ID. This document must include the same name and address as on the certificate order.
Biometric/selfie check: Along with the photo ID, applicants need to submit a selfie. This step ensures that the person in the ID matches the individual applying for the certificate.
Additional Verification Steps: If the address is missing on the government issued ID card, then additional documents will be required to verify the address of the applicant.
This is how a successfully procured VID would appear in Azure portal.
Best Practices for a Smooth Validation Process
To ensure a smooth and successful identity validation process, individual developers should adhere to the following best practices:
Accurate Documentation: Ensure that all submitted documents are accurate and up-to-date and follow the guidelines.
Stay Informed: Keep abreast of any changes in the validation requirements or processes of the CA you are working with.
Costs of using Trusted Signing service
Trusted Signing offers two pricing tiers starting at $9.99/month and you can pick the tiers based on your usage. Both tiers are designed to provide optimal cost efficiency and cater to various signing needs. You can find the pricing details here. The costs for identity validation, certificate lifecycle management, storing the keys securely, and signing are all included in a single SKU, ensuring accessibility and predictable expenses.
Conclusion
Identity validation is a critical step for individual developers seeking code signing certificates. By understanding the process, preparing in advance, and following best practices, developers can successfully navigate the validation process and secure their code signing certificates with Trusted Signing. This not only enhances the security of their software but also builds trust with users and stakeholders.
This article is contributed. See the original author and article here.
Combining SCM Pricing Management with Commerce and Retail Discounts
In today’s competitive market, businesses need to leverage every possible advantage to stay ahead. Pricing is one of the most powerful tools at their disposal. Enter Unified Pricing Management, an innovative solution that merges attribute-based pricing with advanced Supply Chain Management (SCM) pricing management and comprehensive commerce and retail discount solutions.
The Need for Unified Pricing Management
Companies across industries face numerous challenges when it comes to pricing management. Traditional pricing methods often fall short in addressing the complexities of modern commerce, where factors such as customer segmentation, product attributes, market demand, and competitive actions all influence pricing decisions. The Unified Pricing Management solution addresses these challenges by providing a holistic and integrated framework that empowers businesses to make informed and strategic pricing decisions.
What is Unified Pricing Management?
Unified Pricing Management is a sophisticated attribute-based pricing solution designed to transform the way businesses approach pricing strategies. By considering a myriad of attributes and integrating data from SCM and other sources, this solution allows businesses to set more accurate, competitive prices that enhance profitability and customer satisfaction.
The Power of Attribute-Based Pricing
At the heart of Unified Pricing Management lies attribute-based pricing. This approach takes into account various attributes, such as product characteristics, customer demographics, and purchasing behaviors, to tailor pricing strategies that resonate better with the market. The ability to customize prices based on specific attributes ensures that businesses can meet diverse customer needs while maximizing revenue.
Converging SCM Pricing Management with Commerce and Retail Discounts
Unified Pricing Management supports SCM pricing management, enabling businesses to harness the full potential of their supply chain data. This convergence allows for more informed pricing decisions, ensuring that prices reflect real-time supply chain dynamics. The result is a more responsive and agile pricing strategy that can adapt to changing market conditions.
In addition to SCM pricing management, Unified Pricing Management also incorporates commerce and retail discount capabilities. This means that businesses can manage discounts more efficiently, ensuring consistency across all promotional efforts. The unified platform streamlines discount management, making it easier to implement and track various discount strategies.
Unified Pricing data model
Unified Pricing Management introduces the concept of price trees, which are essential for structuring pricing models. These price trees support multiple versions, allowing businesses to maintain and compare different pricing strategies over time. This capability ensures that businesses can continuously optimize their pricing approaches to achieve the best possible outcomes.
Activating and Utilizing Price Groups for Pricing Calculations
A crucial element of Unified Pricing Management is the concept of price groups. This common concept exists in both SCM pricing management and commerce and retail solutions. In Finance and Operations, as well as POS machines, price groups can be associated with channels, loyalty programs, affiliations, and attributes from sales order headers. They can also be defined as an attribute within the header attribute group, providing even greater flexibility in pricing strategies.
Set Up Price Groups: Define price groups based on relevant criteria such as customer segments, or geographical regions. This initial setup is critical as it lays the foundation for your pricing strategy.
Assign Price Rules: Assign specific pricing rules to each price group. These rules can include base prices, margin components, and discounts. This ensures that each segment is priced according to its unique characteristics and market conditions.
Apply Price Groups to Sales Orders and POS: When creating or modifying sales orders, apply the relevant price group to ensure that the correct pricing rules are used. This step is essential for maintaining consistency and accuracy in your pricing.
Monitor and Adjust: Use the unified pricing management system to monitor the performance of your pricing strategy. Make adjustments as needed based on real-time data and analytics to ensure that your pricing remains competitive and profitable.
Conclusion
Unified Pricing Management represents a significant advancement in the field of pricing management. By combining attribute-based pricing, convergent SCM pricing management, and comprehensive commerce and retail discount capabilities, it provides businesses with a powerful tool to navigate the complexities of modern pricing. The enablement of price groups and the flexibility to use single and multiple price trees further enhance its adaptability and effectiveness.
In an era where pricing can make or break a business, Unified Pricing Management offers a strategic advantage that can drive profitability, customer satisfaction, and long-term success. Embrace this innovative solution and unlock the full potential of your pricing strategies.
This article is contributed. See the original author and article here.
As a small or medium-sized business (SMB) leader, you’ve likely heard a lot about generative AI and how it’s transforming businesses of all sizes. To better understand how AI is helping businesses grow and compete, Microsoft commissioned Forrester Consulting to study the potential return on investment (ROI) of Microsoft 365 Copilot for SMBs.
This article is contributed. See the original author and article here.
In email marketing, tracking metrics has been the key to understanding and improving campaign effectiveness. For years, one of the most reliable metrics has been the open rate, but as the digital landscape evolves, so do the challenges of accurately measuring this essential statistic. In this article, we’ll explore why open rates are becoming less reliable and how you can adapt.
The open rate and the challenges of modern email clients
Traditionally, the open rate—the percentage of recipients who open an email—has been a fundamental metric in email marketing. This metric has been invaluable for marketers, helping them gauge the success of their campaigns and make data-driven decisions.
Email opens are tracked using tracking pixels, tiny 1×1-pixel images embedded in the email content. When the recipient opens the email, the pixel loads from a remote server, sending data back to the sender. However, the reliability of open rates is increasingly under threat due to privacy concerns and changes in how email clients handle images. Here’s why open rates are becoming less dependable:
Image blocking: Many email clients now block image loading by default. Recipients can open the email and consume its content without loading images. Such opens aren’t counted, resulting in a lower-than-actual open rate being reported. Image blocking is even more prevalent now because of mobile devices that automatically block image loading for privacy, speed, and conserving data usage. This means that a significant portion of your audience might be missed in the open rate calculation.
Preview panes: Some email clients allow users to preview an email without actually opening it. In these cases, the open rate may register false positives, counting emails as opened when they were merely previewed.
Privacy concerns: To protect user privacy, email clients and webmail services are increasingly blocking tracking pixels, making it harder to track open rates accurately.
Apple privacy changes: Apple devices that run iOS 15 automatically open all emails, which can result in an inflated open rate.
The future of email metrics is a dual approach
So, what’s the way forward for email marketers like you who rely on open rates to measure engagement and success? It’s essential to employ a dual approach: improving how to measure engagement and applying strategies to improve engagement itself. Here’s how you can adapt.
Measure engagement more effectively
Engagement metrics in Dynamics 365 Customer Insights – Journeys offer a more complete picture than open rates alone.
Diversify engagement metrics: Instead of relying solely on open rates, evaluate other indicators such as click-through rates, conversion rates, and ROI. These metrics offer a more comprehensive view of your email marketing performance.
Implement email authentication: Email authentication protocols like DMARC, SPF, and DKIM improve email deliverability and enhance your sender reputation, indirectly affecting engagement rates.
Use alternative metrics: Consider using alternative metrics like measuring conversion attribution through unique coupon codes or UTM parameters. These tools can help track the direct impact of your emails beyond the open rate.
Strategies for improving engagement
Personalization and segmentation: Tailoring your email content to individual recipients’ preferences and behaviors can drive higher engagement. By segmenting your audience and sending personalized content, you can increase the chances of your emails being opened and acted on.
Expand your messaging channels: SMS has a 98% open rate. Start taking advantage of the SMS channel today!
Test your content: Testing and refining content allows you to continuously improve email performance by identifying what resonates best with your audience using real data. Evaluating device data analytics, such as OS, browser, and device type, along with click heatmap analytics provides deeper insights into how recipients interact with your emails. Using this information, you can optimize design and content for the best user experience across all devices, boosting overall effectiveness and engagement.
Analytics by device type in Dynamics 365 Customer Insights – Journeys can help you optimize design and content for a more engaging experience across all devices.
Use your own data: Rely on first-party data such as transactions and in-store visits that can be collected using a customer data platform like Dynamics 365 Customer Insights – Data.
While email opens as a metric is not going away, it’s certainly less reliable. Dynamics 365 Customer Insights already provides an entire suite of capabilities for you to easily tackle challenges like this, and continues to invest in finding solutions that align with the evolving privacy landscape. Together, we’ll navigate these changes and continue to deliver successful email marketing campaigns, maintaining your connection with your audience while respecting their privacy in this new era of digital marketing.
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