Readiness and Content ideas/suggestions

Context:Call between Karen Garber, Jose Carlos Vargas Medina, and Jennifer Burdett focused on identifying blockers and opportunities for deploying M365 Copilot. The partner shared their internal efforts to consolidate Microsoft guidance into a usable framework for customer engagements. Feedback:Partner has reviewed multiple fragmented sources (Microsoft portals, YouTube videos, guidance documents) to understand security controls for M365 Copilot.They manually consolidated this into an Excel sheet mapping 37 security controls.Expressed need for a single, centralized repository of guidance to streamline offering development and customer conversations. Challenges:Operational: Lack of unified documentation makes it difficult to build a consistent partner offering.Technical: Customers are unsure which controls are required for Copilot deployment, especially when using E3 vs. E5 licenses.Program Engagement: Difficulty in explaining and positioning IRM and DLP controls due to scattered resources. Program Feedback:Strong recommendation to consolidate Copilot security guidance into a single Microsoft resource.Partner’s feedback was acknowledged by Jennifer Burdett as valuable for internal process improvement.🔹 Proposed Solutions:Microsoft to consider creating a centralized documentation hub for Copilot security controls.Partner to continue identifying customers with stalled Copilot deployments and assess gaps in IRM usage.Follow-up planned with specific customer to understand licensing and deployment blockers.

Feedback was given on the need to better educate Customer Success Managers (CSMs) in Japan about the Voucher Program, as there was only one engagement last fiscal year. The problem is the lack of awareness among CSMs. The impact of not addressing this is low engagement in the program. To measure the impact, Microsoft could track the increase in CSMs’ knowledge and subsequent engagements by region.