Microsoft Copilot Readiness Assessment: FAQs

Every question you might have about a Copilot Readiness Assessment for your business.
 

Q: What is a Copilot Readiness Assessment?

A:
A Copilot Readiness Assessment is a review of your Microsoft 365 environment to make sure it’s secure, properly configured, and ready for Microsoft Copilot. It focuses on security settings, permissions, data governance, Teams and SharePoint organization, and licensing readiness.


Q: Who should get a Copilot Readiness Assessment?

A:
This assessment is ideal for Ohio small and mid-sized businesses considering Microsoft Copilot — including organizations with internal IT teams — that want to adopt AI safely without exposing sensitive data.


Q: Do you work with businesses that already have an IT team?

A:
Yes. Cloud Cover is co-managed IT friendly. We partner with your internal IT staff to provide recommendations, clarity, and a roadmap while your team remains in full control.


Q: How long does a Copilot Readiness Assessment take?

A:
Most assessments are completed within 5–7 business days, depending on the size and complexity of your Microsoft 365 environment.


Q: What risks does the assessment help identify?

A:
It helps uncover overshared files, outdated security configurations, Teams and SharePoint sprawl, licensing gaps, and data governance issues that could be exposed by AI tools like Microsoft Copilot.

Q: What do I need to do before turning on Microsoft Copilot?


A:
Before enabling Microsoft Copilot, your Microsoft 365 environment should be secure, well-organized, and properly governed. This includes reviewing permissions, cleaning up Teams and SharePoint access, improving security settings, and confirming licensing. Cloud Cover’s Copilot Readiness Assessment helps Ohio businesses do this safely.

 

Q: Can you help us get ready for Microsoft Copilot?

A:
Yes. Cloud Cover helps Ohio businesses prepare their Microsoft 365 environments for Microsoft Copilot through a Copilot Readiness Assessment. We review security settings, user access, Teams and SharePoint permissions, data governance, and licensing to make sure Copilot can be used safely and effectively. The goal is to reduce data exposure risks and give businesses a clear roadmap for AI adoption before Copilot is enabled.

Why AI Readiness Matters (and Why Now)

AI is transforming business operations — from email drafting and report creation to automation, documentation, and operational efficiency.
But Copilot isn’t plug-and-play. Your Microsoft 365 environment must be:

  • Configured correctly

  • Secure

  • Cleaned up

  • Governed

  • Accessible only to approved users

  • Synced with your data sources

Most organizations THINK they're ready.
Our assessments show 85% aren’t. Read our blog about questions you should be asking before you roll out Copilot: cloud-cover.me/blog/it-compliance/microsoft-copilot-questions

What We Analyze in Your Copilot Readiness Assessment

1. Microsoft 365 & Security Posture

  • MFA & Conditional Access

  • Identity hygiene

  • Global admin roles

  • Legacy authentications

  • Secure Score improvements

2. Data Access & Permissions

  • Teams + SharePoint sprawl analysis

  • Folder permissions

  • Oversharing risks

  • Hidden data exposure Copilot could surface

3. Compliance & Governance

  • Data lifecycle (retention, deletion, archiving)

  • Sensitivity labels

  • Data loss prevention (DLP) readiness

4. Infrastructure & Licensing Review

  • Are your licenses Copilot-compatible?

  • Gaps between E1/E3/E5 environments

  • Recommendations for minimal-impact upgrades

5. AI Security & Safe Adoption Plan

  • Guardrails for safe use

  • Best practices for prompts, restrictions, and user enablement

  • Co-managed support for internal IT teams

 

Deliverables You Receive With Our Assessment

  • Executive Summary
  • Security & Compliance Findings
  • Microsoft Secure Score Improvements
  • Data Governance & Permissions Map
  • Copilot Go/No-Go Analysis
  • 90-Day AI Adoption Roadmap
  • Training recommendations
*** We can also provide hands on Copilot deployment and user training.
Project-support

Perfect For:

  • Ohio SMBs & mid-market companies

  • Organizations with internal IT teams (co-managed friendly)

  • Businesses migrating from on-prem to Microsoft 365

  • Leadership teams uncertain if Copilot is safe or effective yet

  • Companies ready for AI automation but unsure where to start

Why Cloud Cover?

Cloud Cover specializes in AI, automation, Microsoft 365 configuration, and security-first deployments for Ohio businesses.

We’re local. We're hands-on.
And we partner with your IT team — not replace them.

Ready to see if your business is Copilot ready? 

Book a 30 minute discovery call. 

 

Co-managed IT overflow support

Ready to see if your business is Copilot-ready? Book a 30-Minute Discovery Call →

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