Business Case Report

Build Your Business Case For Microsoft 365 Copilot

Model The Tangible Impacts And Track The Intangible Ones

October 24th, 2023
With contributors:
James McQuivey, PhD , Rowan Curran , Camille Floyd , Demi Starks


Microsoft 365 Copilot promises to bring generative AI to knowledge workers from right inside the programs many use daily, such as Word, Excel, PowerPoint, or Teams. Because of its value proposition, we forecast that nearly 6.9 million US knowledge workers will adopt Microsoft 365 Copilot by the end of 2024. To do so, you must first persuade your CFO that there’s a business case. Next, you must identify the benefits, costs, and risks, then measure and track them. Our decision tool and models will help build, then track, your core business case. We find that the break-even point for your investment can be achieved if employees save as few as two hours a month in productivity.

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Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.