Unlock AI-Powered Productivity, Security, and ROI from Microsoft 365 Copilot
Modernize your organization's environment to secure, optimize, and prepare for Copilot deployment with a Readiness Assessment for Microsoft 365 Copilot. This comprehensive, expert-led evaluation from Microsoft-certified experts will empower your IT staff to develop and execute a clear, practical action plan for successful, cost-effective, meaningful Copilot adoption.
A Copilot Assessment provides you with a key summary of your organization's computing environment and includes:
- Actionable Recommendations to Enhance Your Current Setup
- Gap Analysis and Investment Requirements
- Best Practices for Content Management
- Licensing Optimization Guidance
- Tailored Microsoft 365 Copilot Adoption Roadmap
Key Objectives of Your Assessment:
Deepen Your Understanding of Microsoft 365 Copilot and Responsible AI Best Practices. The assessment walks through how Copilot works in Word, Excel, Outlook, Teams, PowerPoint, Loop, and more, so you can see where it fits into your workflows and where it might fall short. In regard to AI best practices, the Copilot assessment helps you establish usage policies, training plans, and governance frameworks to prevent Shadow AI and BYOAI risks. This includes prompt libraries, role-based onboarding, and feedback loops
Map Personas and High-Value Use Cases for Targeted Adoption and User Engagement Plan. In this case, an assessment will identify which roles benefit most from Copilot and what tasks can be automated so you can prioritize high-impact deployments and avoid over-licensing.
Identify Licensing, Governance, and Technical Readiness Gaps and Define Metrics to Guide Seamless Integration. The assessment will identify misconfigurations in Entra ID (identity) and Intune (device management) that could block Copilot from accessing the right data or tools. For example, if endpoint compliance isn’t enforced, Copilot may deny access or deliver incomplete results
Identify Security Risks and Mitigation Strategies to Safeguard Your Environment. The assessment will ensure your security stack (Defender, Sentinel, RBAC, and DLP) is aligned with AI workloads. Misaligned settings can trigger compliance flags or block Copilot from functioning properly
Why readiness matters: Microsoft 365 Copilot introduces AI into every corner of the Microsoft 365 ecosystem. Without proper readiness, many organizations commonly experience rollout blockers like:
- Access & Governance Gaps - Misconfigurations in Endpoint and Identity Access Management can prevent Copilot from giving users the level of access they need
- Data Practice Pitfalls - Unmanaged or unindexed data limits Copilot’s ability to deliver complete, accurate AI insights.
- Security Posture Misalignment - Security settings that weren’t designed for AI workloads can conflict with Copilot, causing access denials or compliance flags.
- Lack of Usage Guardrails - Without clear policies, users experiment with third-party AI tools, potentially exposing sensitive data outside the organization’s control. Organizational
Four Outcomes You Can Expect:
- Productivity Gains across Microsoft 365 applications
- Improved Security and Data Permissions
- Simplified Modern IT Infrastructure
- Seamless AI Integration into Daily Workflow
Without this assessment, companies might encounter the following barriers: incomplete access permissions, poor data hygiene, security conflicts, and unclear usage policies.
Why Trusted Tech: Our Microsoft-Certified Solution Architects are locally based to ensure you receive the expertise, experience, and hands-on partnership you need to confidently adopt Microsoft 365 Copilot. Whether you're evaluating Copilot for the first time or planning to scale adoption, schedule your Readiness Assessment for Microsoft 365 Copilot with our certified Microsoft experts today to identify risks, optimize licensing, and build a strategic roadmap tailored to confidently prepare your environment for AI-powered productivity.
Is Your Organization Copilot-Ready? Before you deploy, make sure your environment is secure, compliant, and optimized. Take our Copilot Readiness Assessment.
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