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Ayka Consulting

Readiness Assessment

Microsoft 365 Copilot Readiness Assessment

Find out whether your tenant is ready for Microsoft 365 Copilot, what to fix first and who to license.

Overview

Microsoft 365 Copilot works with the content, permissions and policies that already exist in your tenant. The Copilot Readiness Assessment gives you an evidence-based view of whether that foundation is ready, across licensing, security, SharePoint and Teams, and data governance, before you commit to a wider rollout.

We review your environment, identify what could expose information or weaken Copilot results, and deliver a report showing your current maturity, the risks that need attention and a roadmap for adoption.

Who it's for
Organizations evaluating Microsoft 365 Copilot.
Duration
1–2 weeks
Depending on tenant size and scope.
Discuss this engagement

Customer challenges

Challenges we hear from customers

Unclear licensing and prerequisites

It is hard to decide how many Copilot licenses you need, and for whom, without a clear view of current licensing, prerequisites and likely usage.

Oversharing and security exposure

Copilot can surface anything a user can already access. Overshared sites, broad Teams membership and inconsistent permissions become real exposure once AI makes content easy to find.

SharePoint and Teams content that isn't ready

Outdated, duplicated and poorly organized content leads to weak or misleading answers, and undermines trust in Copilot from the first pilot.

No path from pilot to adoption

Without an agreed sequence of remediation, pilot and rollout, Copilot programs stall after the first wave or move ahead before the risks are understood.

What we do

How the engagement runs

  1. 1

    Review licensing and prerequisites

    Assess current Microsoft 365 licensing, assignment and technical prerequisites, and where Copilot licenses would add the most value.

  2. 2

    Assess security posture

    Review the identity, access and permission settings that determine what Copilot can see on behalf of each user.

  3. 3

    Review SharePoint and Teams

    Examine site structure, permissions, sharing, lifecycle and content quality across SharePoint and Teams.

  4. 4

    Review data governance

    Evaluate sensitivity labels, retention and data protection controls against how Copilot accesses and surfaces content.

  5. 5

    Build the adoption roadmap

    Prioritize remediation and sequence pilot and rollout, with clear recommendations on where to start.

Deliverables

What you receive

  • License readiness review

    Current licensing, prerequisites and assignment reviewed, with recommendations on which users and roles to license first.

  • Security assessment

    Identity, access and permission settings assessed for the exposure risks that Copilot can amplify.

  • SharePoint and Teams readiness review

    Site structure, permissions, sharing and content quality reviewed, with the remediation needed before Copilot is switched on.

  • Data governance review

    Sensitivity labels, retention and data protection controls compared with how Copilot accesses and surfaces content.

  • Copilot adoption roadmap

    A phased plan covering remediation, pilot, rollout and adoption, sequenced by risk and business value.

Outcomes

What you walk away with

A written report that gives business and IT leaders the same picture of where you stand.

  • Current maturity

    Where your environment stands today in each readiness area.

  • Risks

    What could expose data or weaken Copilot results, ranked by priority.

  • Recommended next steps

    A prioritized list of remediation and rollout actions.

  • Licensing recommendations

    Guidance on which users and teams to license first, and what can wait.

Business value

  • Reduce implementation effort

    A prioritized remediation list replaces open-ended discovery, so rollout work starts from known gaps instead of assumptions.

  • Reduce risk

    Oversharing, permission and labeling gaps are found and ranked before Copilot widens access to them.

  • Adopt faster

    A phased roadmap and clear licensing guidance get the right people using Copilot sooner.

Get in touch

Discuss this engagement

Tell us about your environment and what you want to achieve. We'll come back to you by email to talk through scope.

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