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Support My IT

Create a secure, scalable technology foundation that keeps your business productive and growing.

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Secure My Business

Reduce risk, strengthen resilience, and stay ahead of evolving cyber threats. 

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Automate My Business

Eliminate manual work, increase efficiency, and empower teams with AI and automation.

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Modernize My Technology

Transform legacy systems into modern platforms that improve performance and accelerate innovation.

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IT Services & Support

Build, support, and scale the technology foundation your business depends on.

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Cybersecurity & Risk Advisory

Reduce risk, strengthen resilience, and protect your business from evolving threats.

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Managed Intelligence

Automate work, unlock insights, and accelerate better business decisions.

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Center of Excellence for Microsoft

Maximize your Microsoft investment through strategy, security, modernization, adoption, and continuous optimization.

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Commercial Industries

We understand what most managed service providers don’t – when it comes to industry-specific technology, one-size-fits-all solutions don’t exist.

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Public Sector

Specialized IT, cybersecurity, and compliance support for schools, BOCES, local governments, and utilities — backed by 40+ years of public-sector experience.  

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Locations

We serve clients across the lower 48, with regional concentration in the Northeast, Mid-Atlantic, Southeast, Mountain West, and West.  

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The Sourcepass Story

Built and run by technology, security, and managed services people who were tired of how IT gets delivered – and decided to do it differently. 

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The Sourcepass Experience

Excellent service, strategic guidance, and technology delivered with innovation – the operating model behind every Sourcepass engagement, across IT, security, Microsoft, and AI. 

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READINESS, GOVERNANCE, ROLLOUT, AND ADOPTION DONE RIGHT

Microsoft Copilot:
Deployed to Actually Get Used

 

Microsoft 365 Copilot is Microsoft’s AI assistant built into the apps your team already uses — Word, Outlook, Teams, Excel, and PowerPoint. Sourcepass helps organizations deploy it securely and actually get it adopted, covering readiness, governance, rollout, and ongoing support so Copilot delivers value instead of sitting unused.

 

Speak with a Copilot Specialist 

 

Copilot Only Pays Off
If It’s Set Up to Be Used

 

Copilot is the fastest-moving part of Microsoft’s platform right now,
and it’s easy to get wrong.

Turn it on without the right groundwork and it can surface information to people who shouldn’t see it — or sit unused because nobody showed employees how it helps their actual work. The difference between a Copilot rollout that sticks and one that stalls is almost always the preparation underneath it.

 

What is Microsoft Copilot?

Microsoft 365 Copilot is Microsoft’s AI assistant built directly into the apps people already use — Word, Excel, PowerPoint, Outlook, Teams, and OneNote.

Instead of switching to a separate AI tool, employees type a request in plain language and Copilot drafts documents, summarizes email threads, builds presentations, and analyzes data using the organization’s own content as context.

That context comes through Microsoft Graph, which connects Copilot to a user’s emails, chats, documents, and meetings — which is exactly why the permissions underneath it matter so much. Copilot is licensed as an add-on to existing Microsoft 365 plans, and Microsoft continues to expand it with specialized agents that extend what it can do beyond the core chat experience.

WHERE COPILOT HELPS EVERYDAY

Copilot works inside the tools your team already opens every morning:

  • Microsoft Teams: Capture meeting notes, summarize discussions, and pull out action items automatically.

  • Microsoft Outlook: Summarize long threads and draft replies in a fraction of the time.

  • Microsoft Word: Go from blank page to first draft, then edit and refine.

  • Microsoft PowerPoint: Turn a prompt or document into presentation-ready slides.

  • Microsoft Excel: Analyze data, spot trends, and build visualizations.

  • Microsoft SharePoint & OneDrive: Surface the right content across your environment for faster answers.

Results Organizations See with Copilot

According to Microsoft

85

%

OF USERS CREATE
FIRST DRAFTS FASTER

70

%

OF USERS REPORT
HIGHER PRODUCTIVITY

77

%

OF USERS WOULDN'T
WANT TO WORK WITHOUT IT

SOURCEPASS MCOE

Microsoft Copilot, However You Engage It 

 

Through MCOE, Sourcepass's dedicated Microsoft practice, you get specialized Microsoft expertise for Copilot: governance before go-live, deployment fitted to your environment, and adoption support for the teams who'll use it. 

Services may be delivered as a standalone Microsoft engagement or as part of a broader Sourcepass managed services relationship.

MCOE services may be delivered as a standalone Microsoft engagement or as part of a broader Sourcepass managed services relationship. Deliverables and ongoing responsibilities vary based on the contracted scope. 

 

See How a Copilot Engagement Works

SOURCEPASS MCOE LOGO 2026 LIGHT

 

MCOE ECOGRAPHIC 2026_V2

Licensing & Advisory Engagement

Handling the Copilot rollout in-house?

MCOE can still make sure the licensing underneath it is right — including which Microsoft 365 base plan Copilot requires and how many seats you actually need. Licensing and advisory engagements are available on their own, no matter who supports the rest of your IT.

Learn More About Licensing & Advisory 

Practice Engagement

Maximize your Microsoft investment with our proven process
guided by the experts at the Sourcepass Center of Excellence for Microsoft.

Stage 1
Assess
Stage 2
Secure
Stage 3
Modernize
Stage 4
Adopt
Stage 5
Sustain

Assess: Is Your Organization Ready for Copilot? 

Before Copilot goes live, we review your data, permissions, and current Microsoft 365 licensing as part of our Assess stage — catching problems before they happen, not after. 

How Copilot Works
Across Different Teams

 

From HR and Finance to Sales, Marketing, and Executive Leadership, Copilot helps teams automate routine work, uncover insights faster, and focus more time on high-value initiatives.

By reducing manual effort and improving access to information, organizations can increase productivity, improve collaboration, and empower employees to accomplish more across the business.

  • Finance
  • HR
  • Sales
  • Marketing
  • Executives
  • Finance

    How Copilot Helps Finance Teams

    Finance teams rely on accurate reporting and analysis to support business decisions. Copilot helps summarize financial reports, identify trends, explain variances, and transform complex data into meaningful insights that are easier to understand and share.

    Whether preparing forecasts, reconciling accounts, building presentations, or analyzing budgets, Copilot reduces manual effort and accelerates routine processes so finance teams can focus on strategic planning and business performance.

  • HR

    How Copilot Helps Human Resources

    HR teams spend significant time creating policies, onboarding materials, employee communications, and responding to workforce questions. Copilot helps streamline these daily tasks by generating first drafts, refining existing documents, and ensuring consistency across the employee experience.

    It can also summarize employee surveys, feedback forms, meeting notes, and policy updates, helping HR professionals quickly identify trends, concerns, and opportunities for improvement without manually reviewing large amounts of information.

  • Sales

    How Copilot Helps Sales Teams

    Sales professionals often spend valuable selling time on administrative work. Copilot helps draft proposals, generate customer communications, summarize CRM activity, and create meeting recaps, allowing reps to focus more on customer relationships and revenue generation.

    By surfacing account insights, summarizing conversations, and helping create personalized follow-ups, Copilot enables sales teams to move opportunities forward faster while delivering a more consistent customer experience.

  • Marketing

    How Copilot Helps Marketing Teams

    Marketing teams are constantly creating content, launching campaigns, and measuring results. Copilot accelerates content production by helping generate blog posts, email campaigns, social media copy, landing pages, and campaign plans in a fraction of the time.

    Beyond content creation, Copilot analyzes customer feedback, campaign performance, and marketing data to uncover actionable insights. This helps teams make informed decisions, optimize programs, and improve results across channels.

  • Executives

    How Copilot Helps Leadership

    Business leaders need quick access to information across departments to make informed decisions. Copilot helps executives stay aligned by summarizing meetings, consolidating status updates, drafting communications, and surfacing important business insights from across the organization.

    Instead of spending time digging through emails, reports, and presentations, leaders can quickly review KPIs, evaluate progress against goals, identify opportunities, and focus on driving strategic initiatives.

SPECIALIZED MICROSOFT EXPERTISE

Why Sourcepass MCOE?

Sourcepass MCOE is the dedicated Microsoft practice within Sourcepass, built to help organizations get more from Microsoft.

Every engagement is backed by specialized Microsoft expertise; two Pax8 Global Microsoft Copilot MVP Awards; Microsoft Solutions Partner designations across Security, AI Business Solutions, and Cloud & AI Platforms; and the national resources of one of the country’s top-ranked managed services providers. 


  Microsoft Security Copilot 2026.09.02

 

Microsoft Cloud & AI Platforms 2026.09.02

 

Frequently Asked Questions

Helpful Resources

WEBINAR

Getting Started with Microsoft Copilot

Get best practices for implementing and harnessing the true power of Copilot in this training session.

→ WATCH NOW

 

PODCAST

Copilot Add-On vs. Business Premium

Sourcepass MCOE breaks down two of the most compelling SMB offerings in the Microsoft ecosystem right now.

→ WATCH NOW

 

More Copilot Insights

Learn more on how we enable success with our clients, our thoughts on emerging technologies, and how to position your company for growth.

Microsoft Copilot AI Communication & Collaboration Productivity & AI Licensing & Cost Control Costs & Budget Modern Workforce & Productivity Microsoft 365 Sourcepass MCOE

Copilot Cowork vs Microsoft Autopilot (Scout) and Credit Costs

By  Nicole Walker    | 6 October 2026
Is Copilot Cowork still worth it now that it costs Copilot credits? Many IT leaders started asking after July 1, 2026, when the automations their teams built during the free ...
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Microsoft Copilot AI Productivity & AI Licensing & Cost Control Costs & Budget Sourcepass MCOE

How to Control Microsoft Copilot Credits and AI Agent Costs

By  Nicole Walker    | 29 September 2026
AI can improve productivity, automate repetitive work, and help teams move faster. It can also introduce a new budgeting challenge that many organizations are not prepared for. ...
Keep reading  >
Microsoft Copilot AI Communication & Collaboration Productivity & AI Licensing & Cost Control Modern Workforce & Productivity Microsoft 365 Sourcepass MCOE

How to Use Copilot, Facilitator, and Loop in Teams Meetings

By  Nicole Walker    | 15 September 2026
The first five minutes of every recurring meeting get spent reconstructing the last one. Someone hunts for notes, someone else recaps from memory, and the actual agenda starts ...
Keep reading  >

Get a Copilot Assessment Today

Copilot has the power to revolutionize your workflows, but only if it’s implemented the right way. From strategy to licensing to maximizing your Microsoft tenant, our team has your back.

Trademark attribution footnote: Microsoft, Azure, Copilot, Entra, Excel, Intune, Outlook, PowerPoint, Purview, SharePoint, Teams, Windows, and Word are trademarks of the Microsoft group of companies.