Royal Automobile Club of Victoria

About

The Royal Automobile Club of Victoria (RACV) is a mutual organisation that provides a range of services to its members, including insurance, roadside assistance, and leisure facilities. With two clubs located in the Melbourne CBD and Healesville, RACV is dedicated to enhancing the lives of its members. As part of their commitment to innovation, RACV embarked on adopting M365 Copilot to streamline operations and improve productivity across the organisation.

Challenges

RACV’s journey towards adopting M365 Copilot began with a pilot group of 80 users. Before fully rolling out the AI-driven tool, RACV needed to ensure its infrastructure was ready for Copilot integration. Key concerns included evaluating tenancy to detect potential risks of information oversharing, aligning with Microsoft’s best practices, and developing a comprehensive onboarding plan for users. Additionally, they sought guidance on how to introduce Copilot to their workforce, ensuring that training was thorough and in line with Microsoft’s standards.

Solution

Oreta conducted an in-depth M365 Copilot readiness assessment, meticulously evaluating RACV’s current technological infrastructure and governance frameworks. The assessment pinpointed key areas of potential risk, such as information oversharing within the M365 tenant, and provided targeted remediation recommendations to address these issues.

Alongside the technical evaluation, Oreta showcased how M365 Copilot’s capabilities aligned with RACV’s specific use cases, helping them formulate a high-level implementation plan based on the assessment findings. This included detailed advisory services on user onboarding and training strategies, ensuring RACV staff would adopt the tool confidently and effectively.

Outcome

  • Timely completion of the Copilot readiness assessment, allowing RACV to proceed with their adoption plan without delay.
  • Identification and remediation of potential information oversharing issues, ensuring a secure and efficient Copilot integration.
  • Development of a tailored onboarding and training plan in line with Microsoft best practices, facilitating smoother user adoption.
  • Enhanced operational efficiency as RACV leveraged M365 Copilot, contributing to more streamlined workflows and better overall productivity.