Unlock Copilot Revenue: Key Services for Microsoft Partners

The buzz around Microsoft Copilot is undeniable. Your clients are asking about it, eager to harness the power of generative AI within their Microsoft 365 environment. As a valued Microsoft Partner specializing in SharePoint, Teams, and M365 governance, you're perfectly positioned to guide them. 

But the real question isn't if Copilot is a big deal, but how you, as a partner, can build a sustainable and profitable business line around it. Simply reselling licenses won't capture the full value. The significant opportunity lies in the crucial services required to make Copilot effective, secure, and truly transformative for your clients.

This post explores actionable strategies for monetizing Copilot and demonstrates how partnering with Orchestry gives you a distinct advantage in delivering these services efficiently and scalably.

The Copilot Opportunity Isn't Just Licensing – It's About Readiness 

Microsoft Copilot works best when it has access to the right information in the right context, governed by the right permissions. Unfortunately, many organizations face challenges that hinder Copilot's effectiveness out-of-the-box: 

• Information Sprawl: Years of accumulated data across SharePoint sites, Teams channels, and OneDrive accounts, often lacking structure or clear ownership.
• Inconsistent Governance: Lack of standardized naming conventions, lifecycle policies, and sensitivity labels.
• Overly Permissive Access: Security gaps that could expose sensitive data via Copilot prompts.
• Poor Adoption Habits: Users working in silos or not leveraging M365 tools to their full potential. 

These challenges represent your monetization opportunity. Clients need expert guidance to prepare their M365 environment for Copilot – and that's where your services come in.

Actionable Strategies: Building Your Copilot Service Offerings

Instead of just focusing on the license, build high-value service packages that address the prerequisites for Copilot success:

Copilot Readiness Assessment

• What: Evaluate the client's current M365 state (governance, security, information architecture, user adoption) against Copilot best practices.
• Deliverable: A detailed report outlining gaps, risks, and a prioritized roadmap for Copilot preparation.
• Monetization: Fixed-fee or time-and-materials consulting engagement. 

M365 Governance & Security Hardening

• What: Implement robust governance policies (naming conventions, lifecycle management, external sharing rules) and tighten security permissions using M365 tools (like Sensitivity Labels, Purview, Entra ID access reviews).
• Deliverable: A well-governed, secure M365 environment ready for Copilot integration. 
• Monetization: Project-based services, potentially combined with ongoing managed governance. 

Information Architecture & Content Cleanup

• What: Help clients restructure SharePoint sites, rationalize Teams, clean up redundant or outdated content, and improve metadata tagging to ensure Copilot accesses relevant, accurate information. 
• Deliverable: A streamlined, organized, and search-friendly M365 information landscape. 
• Monetization: Significant project-based consulting opportunity, often uncovering further M365 optimization needs. 

Copilot Pilot Programs & Phased Rollouts

• What: Design and manage targeted pilot programs for specific departments or use cases. Gather feedback, refine prompts, and develop a strategy for wider organizational rollout. 
• Deliverable: Successful pilot outcomes, documented best practices, and a clear enterprise rollout plan. 
• Monetization: Structured project management and consulting fees. 

User Training & Adoption Programs

• What: Develop and deliver training focused not just on how to use Copilot, but how to use it effectively and responsibly within the context of their work and the governed M365 environment. Promote best practices for prompt engineering and data handling. 
• Deliverable: Trained users, adoption materials, and measurable usage improvements. 
• Monetization: Training packages, adoption workshops, creation of custom learning resources. 

Ongoing Copilot Management & Optimization

• What: Provide managed services to monitor Copilot usage, refine governance policies based on real-world data, manage prompts, and ensure ongoing alignment with business goals.
• Deliverable: Continuous improvement, risk mitigation, and maximized ROI from Copilot.
• Monetization: Recurring revenue through managed service agreements. 

The Orchestry Advantage: Accelerating Your Copilot Monetization 

Delivering the essential readiness, governance, and adoption services for Microsoft Copilot manually across multiple clients presents a significant challenge. It's time-consuming, prone to inconsistency, and difficult to scale profitably. This is where Orchestry transforms from a helpful tool into your strategic advantage. 

Orchestry provides a centralized, intuitive platform designed to simplify and automate the complexities of Microsoft 365 management – precisely the foundational work required for successful and secure Copilot deployment. It equips you to deliver higher-value services more efficiently: 

Comprehensive Workspace Intelligence & Reporting

• Gain instant visibility. Quickly identify ungoverned workspaces, assess security postures, find stale data, and understand usage patterns – crucial data for your assessments and ongoing management.

Intelligent Lifecycle Management

• Tackle information sprawl head-on. Automate policies to archive or delete inactive Teams and Sites, cleaning up the landscape Copilot uses and reducing risk.

Standardized Provisioning

• Build a Copilot-ready foundation from day one. Ensure every new Team, SharePoint Site, and M365 workspace is created using pre-approved, governed templates with consistent naming conventions, metadata, and security settings.

Effective Templating & Directory

• Guide users towards best practices. Offer pre-configured, purpose-driven workspace templates that encourage structured collaboration, making content more discoverable and valuable for Copilot.

Enhanced Adoption Support

• Simplify the user experience. By ensuring consistency and ease of use within M365, Orchestry fosters better adoption habits, which are vital for users getting the most out of Copilot responsibly.

The Best-Kept Secret

The best way to understand Orchestry's impact is to use it. That's why we offer partners a free, 28-day trial license with the complete feature set. This isn't a limited demo; it's the full Orchestry platform ready for you to deploy. 

Crucially, this trial is the ideal tool to kickstart your Copilot monetization strategy, particularly for the initial, high-value Copilot Readiness Assessment. You can leverage the trial license during client engagements to:

1. Perform Rapid Assessments: Use Orchestry’s Workspace Intelligence to quickly scan the client's environment, identifying governance gaps, permission issues, and potential risks before Copilot is widely deployed.
2. Identify Stale Data for Cleanup: Pinpoint inactive or obsolete Teams and Sites that clutter the information landscape and could lead to irrelevant or outdated Copilot results. This forms a clear scope for your cleanup services.
3. Evaluate and Harden Security: Analyze workspace configurations and permissions to identify areas needing immediate attention, forming the basis of your security hardening recommendations. 

Using the full-featured trial for these initial service phases allows you to demonstrate immediate value to your clients and experience firsthand how Orchestry dramatically streamlines the essential tasks underpinning all your Copilot service offerings.

Become the Go-To Partner for Copilot Success

Microsoft Copilot is more than just a feature; it's a catalyst for change in how organizations work. By focusing on the essential readiness and governance services, you can move beyond simple license sales and build a thriving, profitable practice around this transformative technology. 

Partnering with Orchestry equips you with the tools to deliver these services effectively, efficiently, and at scale. You help your clients unlock the true potential of Copilot while building significant, sustainable revenue streams for your own business.

Ready to turn Copilot hype into tangible revenue for your partner practice?

• Learn more about the Orchestry Partner Program
• Request a personalized demo for Partners
• Contact our Partner Team