Microsoft 365 Copilot Readiness

Copilot is a mirror. If your Microsoft 365 environment is clean and well-governed, Copilot is a productivity engine. If M365 is sprawling, Copilot will be too.

I help teams roll out Microsoft 365 Copilot with governance, permissions hygiene, and adoption design so you get measurable value without compliance rework.

Who This Is For

  • You're licensed for Copilot (or close), and want to scale beyond a small pilot.
  • You have Copilot, but have concerns about oversharing, SharePoint permissions, Teams sprawl, or sensitive documents.
  • Legal/Compliance wants a defensible rollout path.
  • You want Copilot usage that becomes part of day-to-day work.

What We Assess

A practical readiness review across the modern workplace stack:

Microsoft 365 Environment Reality

  • SharePoint / Teams permissions patterns and "who can see what"
  • M365 groups sprawl and access inheritance
  • Information architecture and content hygiene (what's findable vs what's noise)
  • Sensitivity labels / DLP posture (practical usage, not theory)
  • Retention and lifecycle basics (including implications for regulated teams)

Governance and Adoption Readiness

  • Use-case selection and approval flow
  • Behavior risk patterns (copy/paste, shadow AI, uncontrolled prompts)
  • Role-based training and enablement plan
  • Measurement: what success looks like and how you'll prove it

What You Get

You receive artifacts that are immediately useful:

  • Copilot Readiness Scorecard — A clear view of platform, process, and people readiness, with a simple "fix first" priority list.
  • Oversharing Risk Findings and Remediation Plan — Specific risk patterns, where they show up, and what to fix first.
  • Copilot Governance Blueprint — A light operating model: who decides, what gets documented, how use cases are approved, and how exceptions are handled.
  • Adoption Plan That Survives Reality — Use cases mapped to roles and recurring work, with training beats and measurement.

How It Works

  • Step 1 — Kickoff — Goals, constraints, risk tolerance, and the reality of your M365 environment.
  • Step 2 — Assessment — Structured review using interviews + available admin signals + targeted samples.
  • Step 3 — Working Session and Final Package — Scorecard + remediation priorities + governance blueprint + adoption plan.

FAQ

Do you provide legal advice?

No. I help you set up operational controls and documentation so counsel can review decisions efficiently and defensibly.

Will this slow down adoption?

It prevents the slowest adoption of all: the rollout that gets paused after an avoidable incident.

Is this only for large enterprises?

No. Mid-market organizations often need this most, because speed and governance bandwidth rarely match.

Next Steps

Book a Copilot Readiness Call

Need the broader picture first? AI Discovery & Risk Scan

Scaling into an enterprise program? AI Governance Operating Model