Permissions have accumulated
Broad groups, old guests and inherited access expose more content than intended.
Microsoft 365 Copilot Readiness Assessment
Is your Microsoft 365 environment truly ready for Copilot?
We assess permissions, SharePoint, Teams, OneDrive, external sharing, Purview and sensitive data before pilot and rollout.
Common readiness risks
Copilot makes existing information easier to discover.
External sharing is unclear
SharePoint, Teams and OneDrive contain sharing links and guest access without clear ownership.
Sensitive data is not classified
Labels, DLP and retention do not consistently reflect real data risks.
The pilot lacks guardrails
Pilot group, use cases, monitoring, communication and success criteria are not defined.
Assessment scope
What the Copilot Readiness Assessment covers
Access & oversharing
- SharePoint, Teams and OneDrive
- Groups, guests and owners
- External sharing and links
- Sensitive data exposure
Purview & data controls
- Sensitivity labels
- Data Loss Prevention
- Retention and lifecycle
- Roles and responsibilities
Rollout readiness
- Pilot group
- Low-risk use cases
- Communication and enablement
- Monitoring and decision criteria
Outcome
A defensible decision before Copilot licenses are scaled.
Receive a readiness score, prioritized risks, concrete remediation actions and a practical pilot roadmap.
Related offers
Connect Copilot readiness with governance and data protection.
Microsoft 365 Governance consulting
Structure ownership, sharing, lifecycle and collaboration guardrails.
View Governance consultingMicrosoft Purview consulting
Align labels, DLP, retention and sensitive-data controls before rollout.
View Purview consultingMicrosoft 365 Security Assessment
Include identities, devices, Defender and admin protection in the risk picture.
View Security AssessmentFAQ
Common questions about Copilot Readiness
Does Copilot bypass Microsoft 365 permissions?
No. Copilot respects existing access, which is precisely why accumulated permissions and oversharing must be understood before rollout.
What is the concrete deliverable?
You receive a readiness score, prioritized risks, remediation recommendations, a defined pilot group and a practical pilot roadmap.
Do we need Purview before using Copilot?
The required controls depend on data and risk. Purview can help classify sensitive information and apply DLP, retention and protection policies where needed.
Copilot Readiness Assessment
Prepare the pilot before scaling Microsoft 365 Copilot.
Briefly describe your rollout plans, data landscape, known sharing risks and desired timeframe.