NewB here...Wanting to understand the steps to Implement M365 Copilot

CLitz 

So first off right of the bad you need atleast 500+ E3 or E5 Licenses which I'm guessing you have!

As for best practices, I would recommend that you check your data quality! So what I mean with data quality is:

• That you have files that are relevant! Clean up as much old junk as possible. It is truly bad data in -> bad data out if you don't clean up
• Look over the whole architecture of your sites and data. Look into Hubsites and Sites in Sharepoint
• Tag files and documents who as much relevant information as possible in document libraries and lists! Also make use of the term-store
• You want to implement sensetivity labels and retention policies! This also means that you need to tag the information with the correct tags!
• You also need to check permissions and that users have access to what they should have access to and not. Implement some form of access review
• You might want to exclude some data considering you're in healthcare and patient data can be sensitive, look into what laws and stipulations exist.

A lot of these are organisational specific and also industry specific, for example sensetivity labels and retention policies for a health care organisation will differ a lot from manufacturing industry!

I would recommend you to talk to you Microsoft CSAM/CSM and see what support you can get in form of pilot and workshops from partners