Is your organisation ready for Copilot? Find out now with our Microsoft 365 Copilot Readiness Assessment
What is the Intelogy Copilot Readiness Assessment
Our Microsoft 365 Copilot Readiness Assessment is an analysis designed to help organisations evaluate their preparedness for deploying and successfully adopting Microsoft 365 Copilot.
The assessment involves examining your existing Microsoft 365 environment, including information governance, security configurations, and access controls, to ensure compatibility with Copilot’s requirements.
Since Copilot’s effectiveness relies heavily on the data it’s trained on, we will thoroughly evaluate the quality of your existing data and data infrastructure to identify potential data privacy or security concerns.
During the Microsoft 365 Copilot Readiness Assessment, we will define clear goals for Copilot within your team and ensure it drives tangible benefits for all users.

Is your organisation ready for Copilot? Find out now with our Microsoft 365 Copilot Readiness Assessment
Our Microsoft 365 Copilot Readiness Assessment is an analysis designed to help organisations evaluate their preparedness for deploying and successfully adopting Microsoft 365 Copilot.
The assessment involves examining your existing Microsoft 365 environment, including information governance, security configurations, and access controls, to ensure compatibility with Copilot’s requirements.
Since Copilot’s effectiveness relies heavily on the data it’s trained on, we will thoroughly evaluate the quality of your existing data and data infrastructure to identify potential data privacy or security concerns.
During the Microsoft 365 Copilot Readiness Assessment, we will define clear goals for Copilot within your team and ensure it drives tangible benefits for all users.

The benefits of completing a Copilot Readiness Assessment
This Assessment is a smart investment for any organisation considering adopting this powerful tool. By taking the time to assess your environment, you can increase your chances of a successful implementation and maximise your Copilot investment.
The benefits of completing a Copilot Readiness Assessment
This Assessment is a smart investment for any organisation considering adopting this powerful tool. By taking the time to assess your environment, you can increase your chances of a successful implementation and maximise your Copilot investment.
Our services include:
- Maximised ROI: Understanding Copilot’s full potential and an effective implementation will ensure your organisation makes the most of Copilot.
- Minimised risks: This Copilot Readiness Assessment will evaluate all the risks and provide advice on how to mitigate any security and compliance concerns.
- Efficient rollout: After completing this readiness assessment, you will be able to develop an efficient deployment strategy for Copilot across your environment.
- Increased user satisfaction: During the assessment, we will address any concerns users may have to encourage user adoption and maximise user satisfaction and productivity gains.
Learn more about our Copilot Readiness Assessment
Have a chat with our Copilot experts and book your Assessment
Learn more about our Copilot Readiness Assessment
Have a chat with our Copilot experts and book your Assessment
Do we need a Copilot Readiness Assessment?
AI is evolving rapidly, and staying competitive means embracing change. If your organisation uses Microsoft 365, Copilot should be your AI assistant of choice.
However, successful adoption requires careful planning and assessment, because Copilot isn’t a tool you can simply “switch on”.
This Assessment ensures your organisation meets all pre-requisites for deployment while providing tailored security and compliance recommendations. This strategic approach ensures Copilot is implemented effectively, managed smoothly, and adopted successfully by staff.


Don’t deploy Copilot without completing an Assessment
Copilot can access and leverage all the content users have access to. Before deploying Microsoft 365 Copilot, you must ensure your sensitive data is protected to avoid potentially exposing unsecured sensitive information with appropriate user permissions and sensitivity labels.
Responses generated by Copilot may include sensitive corporate data such as salaries, restructures, and redundancies. During the assessment, we will highlight potential risks to enable you to restrict access to sensitive information and prevent data leaks.

Do we need a Copilot Readiness Assessment?
AI is evolving rapidly, and staying competitive means embracing change. If your organisation uses Microsoft 365, Copilot should be your AI assistant of choice.
However, successful adoption requires careful planning and assessment, because Copilot isn’t a tool you can simply “switch on”.
This Assessment ensures your organisation meets all pre-requisites for deployment while providing tailored security and compliance recommendations. This strategic approach ensures Copilot is implemented effectively, managed smoothly, and adopted successfully by staff.

Don’t deploy Copilot without completing an Assessment
Copilot can access and leverage all the content users have access to. Before deploying Microsoft Copilot, you must ensure your sensitive data is protected to avoid potentially exposing unsecured sensitive information with appropriate user permissions and sensitivity labels.
Responses generated by Copilot may include sensitive corporate data such as salaries, restructures, and redundancies. During the assessment, we will highlight potential risks to enable you to restrict access to sensitive information and prevent data leaks.
Copilot Readiness Assessment Summary Sheet
Microsoft 365 Copilot is an AI Assistant built into your day-to-day applications, tailored to streamline the unique functions of each app. For more information about Copilot, the Assessment, and what it can do for your organisation, download our free PDF summary sheet.

Copilot Readiness Assessment Summary Sheet
Microsoft 365 Copilot is an AI Assistant built into your day-to-day applications, tailored to streamline the unique functions of each app. For more information about Copilot, the Assessment, and what it can do for your organisation, download our free PDF summary sheet.

Copilot Readiness Assessment FAQs
The Copilot Readiness Assessment is a service designed to evaluate an organisation’s preparedness to adopt Microsoft 365 Copilot. It reviews technical requirements, security configurations, information governance, and user readiness to ensure a smooth and effective deployment.
Microsoft 365 Copilot integrates advanced AI with organisational data, which requires a secure and optimised digital environment.
An assessment is important for mitigating risks such as oversharing sensitive data, and ensuring that licensing, data governance, and change management are aligned for successful adoption.
During the Copilot Readiness Assessment, we will assess your existing Microsoft 365 environment to ensure compatibility with Copilot’s requirements, including information governance, access controls, and security configurations.
We will:
- Evaluate your SharePoint Information Architecture.
- Identify areas that should potentially be excluded from Copilot’s visibility.
- Carry out a security analysis on available data and data infrastructure.
- Assess your existing licensing model to ensure that staff can access Microsoft 365 Copilot.
After the Assessment has been completed, you will receive a detailed report including:
- A summary of your estate
- Highlights of any risks that have been discovered in the evaluation
- Guidance and appropriate recommendations for change to be made
For more information and FAQs about Microsoft 365 Copilot, please visit our Copilot page
Copilot Readiness Assessment FAQs
The Copilot Readiness Assessment is a service designed to evaluate an organisation’s preparedness to adopt Microsoft 365 Copilot. It reviews technical requirements, security configurations, information governance, and user readiness to ensure a smooth and effective deployment.
Microsoft 365 Copilot integrates advanced AI with organisational data, which requires a secure and optimised digital environment.
An assessment is important for mitigating risks such as oversharing sensitive data, and ensuring that licensing, data governance, and change management are aligned for successful adoption.
During the Copilot Readiness Assessment, we will assess your existing Microsoft 365 environment to ensure compatibility with Copilot’s requirements, including information governance, access controls, and security configurations.
We will:
- Evaluate your SharePoint Information Architecture.
- Identify areas that should potentially be excluded from Copilot’s visibility.
- Carry out a security analysis on available data and data infrastructure.
- Assess your existing licensing model to ensure that staff can access Microsoft 365 Copilot.
After the Assessment has been completed, you will receive a detailed report including:
- A summary of your estate
- Highlights of any risks that have been discovered in the evaluation
- Guidance and appropriate recommendations for change to be made
For more information and FAQs about Microsoft 365 Copilot, please visit our Copilot page
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