Microsoft 365 Copilot Readiness Assessment
Microsoft Copilot queries all the data your users have access to. If permissions have drifted, sensitive files are broadly accessible, or SharePoint has never been governed, Copilot will surface the wrong content to the wrong people. The Copilot Readiness Assessment identifies those risks before deployment - covering data governance, access permissions, oversharing exposure and the AI controls needed to keep Copilot operating within your intended boundaries.
What we assess
- Data governance and sensitivity labelling assessment
- SharePoint permissions and information architecture review
- OneDrive external sharing and oversharing analysis
- Entra ID permissions and group membership audit
- Sensitive data discovery: HR, finance and legal content exposure
- Microsoft Purview label policy review
- Microsoft Purview AI hub and data boundary configuration review
- Copilot licence eligibility and assignment review
- Copilot agents and plugin governance review
- Readiness score against Microsoft's deployment criteria
- Prioritised remediation roadmap before deployment
- Deployment sequence and rollout recommendation
What you get
Know before you go
A clear view of which risks exist in the environment that Copilot would amplify, and a prioritised remediation plan to address them before deployment. Not a generic checklist - findings are specific to your tenant.
Deployment that actually works
Copilot deployed into a prepared environment surfaces relevant, accurate results rather than returning irrelevant content or exposing sensitive files to the wrong staff.
Governance for AI, not just productivity
The assessment covers AI controls, data boundaries and agent governance - not just whether licences are assigned. You have a documented position on what Copilot can access and what controls are in place before it goes live.
Investment
From $2,000
Fixed price agreed before engagement begins. Scope varies by environment size.
Next steps
Common questions
Ready to get started?
Book a no-obligation Cloud Review. We will assess your environment and identify where cloud, security and automation can remove friction from your operation.
No sales script. Initial conversation is obligation-free.