Altum Strategy Group: Our Copilot Implementation and Rollout Case Study

Situation

The Altum Crew depends on data and insights to inform decisions and recommendations driving solutions for client challenges. The datasets that the team analyzes are often large, and in some cases, difficult to manage across the various sources. The Altum Crew, is committed to using data as key decision drivers, required a way to improve efficiency and productivity, along with an approach to reducing repetitive and tedious tasks, such as data cleaning, formatting and summarizing.

Altum is committed to delivering results responsibly and ethically. Our delivery methodology, The Altum Wave, provides a foundational approach that the team wanted to enhance using AI to drive more meaningful results and greater value for our internal and external customers.

Solution

The Altum Crew began an internal software selection initiative to evaluate the tools available.  After a thoughtful and comprehensive evaluation and pilot, Altum decided to adopt Microsoft Copilot. Key drivers for the decision included:

• Seamless integration with our technology solutions
• Copilot’s capabilities and rate of innovation within the product
• Copilot’s approach to security, data privacy, and data management
• Copilot’s ability to deliver value and drive innovation

To enable Copilot, Altum took a practical and phased approach to the rollout. Our approach consisted of the following:

1. Identification of Use Cases: We identified areas where efficiencies are needed and defined metrics to determine what success looks like. Our use cases included the following:

• Data ingestion and integration: How can we access, manage, and work with data across various sources?
• Data analysis and visualization: How can we gain more insights from our internal data to solve problems?
• Learning and development: How can we continuously provide training and career growth for our Crew?

2. Data Governance & Security: We performed a comprehensive review of our data and security posture to ensure that data access is secured and well managed. During our pilot period, we tested for bias, validated access, validated the results of our prompts, and established ongoing procedures to provide a framework to keep our approach to AI responsible and ethical.
3. Training & Education: After our pilot phase, we documented our learnings and identified the areas where we needed to provide training to the Altum Crew. The training was shared via our learning management system, which required that each individual Crew member certify that they had completed their training. Once the training was complete, the Copilot license was provisioned for use.
4. Ongoing Learning: As part of the ongoing effort to harness the power of AI, we have established an internal working group to continue to document and categorize the lessons learned and new prompts that are effective for helping us be more efficient. This has allowed us to continue to monitor Copilot usage, identify any areas that may require changes, and continue to be responsible for our use of AI.

Results

As a result of our implementation of Copilot, we are gaining the following benefits:

• Increased efficiency and productivity: The Altum Crew has reduced the time and effort that we spend on data and document management, analysis, and generation. This has allowed us to increase the quality and accuracy of our data and documents by minimizing errors and inconsistencies.
• Improved client satisfaction and retention: The Altum Team was able to improve our client satisfaction and retention rates by reducing time spent on repetitive tasks and focusing more time on delivering value and impact to our clients.
• Empowered and engaged Crew members: The Altum Team is empowered and engaged through the use of Copilot, which has helped them to work smarter and faster and to learn new skills. In conclusion, Copilot has been a game-changer for Altum Strategy Group. The technology has impacted the way that the Crew uses technology. However, the most profound impact has been the way it has enabled the Altum Crew to deliver more efficient and effective solutions for clients.  The Altum Crew is excited to continue to use and explore its capabilities, as well as to help other organizations realize these gains and help them achieve their mission, vision, and goals.