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Framework

The Copilot Value Realisation & ROI Framework

A defensible method to baseline, measure and report Microsoft Copilot ROI, written for CFOs, MDs and programme sponsors who need to justify the investment.
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About this resource

Boards have grown sceptical of AI ROI claims. This framework gives CFOs, Managing Directors and programme sponsors a repeatable method to baseline, measure and report Microsoft Copilot value in language that holds up to board scrutiny.

It separates hard, soft and strategic value, shows how to capture a credible baseline before rollout, and works through a cost and benefit model, a reporting cadence and a value dashboard you can use quarter after quarter.

What's inside

  • Why most Copilot ROI claims don't survive board scrutiny
  • Hard, soft and strategic value, and what belongs in the board pack
  • Four baselining methods to use before rollout
  • The metrics that matter, and the vanity metrics to avoid
  • A worked cost and benefit model, reporting cadence and value dashboard

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