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Swiss trade association

Microsoft 365 Copilot for a Swiss trade association

A Microsoft 365 Copilot rollout for a small association team: with tenant readiness, clean governance and adoption support, built on the existing Azure environment.

Industry

Trade association

Size

Around 15 employees

Live since

2026

01

Starting point

With around 15 employees, knowledge about members, topics and policies sat scattered across systems that were not neatly linked. Creating presentations and member communications took time, and checking documents against internal guidelines was done manually.

02

Approach

WORXSPACE prepared the tenant for the rollout: data hygiene and permissions were cleaned up so Copilot only sees what it should. Only then came the rollout of Microsoft 365 Copilot, backed by targeted adoption support for the small team. Day to day, Copilot helps find information across topics that are not neatly linked, draft and polish presentations and member communications, and check documents against internal guidelines. The rollout builds on the association's existing Azure environment, which WORXSPACE had migrated earlier.

03

Result

  • The small team finds association knowledge without knowing where it lives
  • Presentations and member communications get drafted faster
  • Governance was set up before the rollout, not after

Technologies used

Microsoft 365 Copilot · SharePoint · Microsoft Teams · Microsoft Purview

Anonymised. Reference available on request during the intro call.