Microsoft Copilot Readiness Assessment

Because Copilot changes how data is accessed, surfaced, and shared—and even strong environments benefit from a final check before turning it on.

A Different Lens for a New Tool

Copilot doesn’t introduce new data, but it does change how existing data is discovered and used. That means:

• Files that were technically accessible—but rarely touched—may suddenly surface

• Old Teams, SharePoint sites, or OneDrive folders may become visible again

• Licensing, admin roles, and permissions matter more than ever

• Security posture needs to be validated against Copilot’s real-world behavior

Our Copilot Readiness Assessment looks at your environment through the lens of Copilot, not just general security.

What We Review (Beyond the Basics)

Even for clients with strong security foundations, we typically review:

• File, SharePoint, and OneDrive permissions with Copilot in mind

• Teams and SharePoint sprawl that could create confusion or oversharing

• Identity and authentication alignment

• Admin role assignments and least-privilege access

• Microsoft Secure Score gaps that matter for AI tools

• Licensing alignment to ensure Copilot works as intended

This isn’t about redoing work—it’s about validating that what’s in place still holds up when AI is introduced.

What You’ll Get

At the end of the assessment, you’ll receive:

• Confirmation of what’s already in great shape

• Clear, prioritized recommendations (if any)

• Guidance on whether you’re ready to enable Copilot now—or what to address first

• Confidence that Copilot won’t expose data in ways you didn’t expect

Is This Required?

Not always—but it’s strongly recommended before enabling Copilot, even in mature environments.

Think of it as a final walkthrough before flipping the switch.