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Evaluate your AI readiness before deploying Copilot. Our assessment reviews Microsoft 365 permissions, security settings, and governance to identify risks before AI is enabled.
Most organizations assume they’re ready because they have Microsoft 365. But AI tools operate across your entire tenant — including legacy permissions, overshared content, and outdated governance settings.
Over time, files and folders get shared more broadly than intended. Someone grants access “just in case,” departments collaborate on a project, or permissions are never cleaned up after a transition. AI doesn’t know what was meant to be private — it only follows the access rules already in place.
What This Means
If AI is enabled, an unauthorized employee asking, “Show me salary planning documents,” could surface that file — even though leadership assumes it’s locked down.
Many companies have more global admins and elevated access than they realize. MFA exceptions, old accounts, and broad permissions often go unchecked because things “just work.” AI runs on top of that same structure.
What This Means
If an IT admin account from a former employee was never removed from global admin access. If that account were ever compromised, AI tools would have full visibility into email, SharePoint, and Teams data across the company.
If your team starts experimenting with AI without guidelines, people may use it inconsistently or input sensitive information without understanding the risks. Without clear direction, usage becomes unpredictable.
What This Means
Employees sign up for free, unapproved AI tools using their personal email account and start pasting internal reports, client data, or financial information into it to save time. The company has no visibility into how that data is stored, used, or protected.
We begin by understanding why your organization wants to adopt AI. We define the productivity goals, target departments, rollout approach, and risk tolerance before any technical review begins. This ensures AI deployment aligns with business objectives rather than becoming an unstructured experiment.
We validate your Microsoft 365 licensing to confirm Copilot eligibility and identify any required upgrades. We also review storage health and audit logging configuration to ensure your tenant meets baseline requirements before AI tools are introduced.
AI operates within your existing security framework. We assess MFA enforcement, legacy authentication exposure, excessive administrative privileges, device compliance policies, and conditional access settings to determine whether your current security posture can safely support AI.
AI tools surface content based on existing permissions. We conduct targeted spot audits of executive, HR, finance, and high-activity SharePoint libraries, along with Teams environments containing guest users, to identify oversharing, broken inheritance, and unintended access exposure.
AI adoption requires defined rules. We evaluate whether AI usage guidance exists, confirm retention policies are active, review sensitivity labeling strategy, and assess external sharing governance. If ownership and accountability are unclear, we document those gaps.
AI increases interaction with organizational data. We confirm whether a third-party Microsoft 365 backup solution is in place, validate retention scope, and review SharePoint and OneDrive versioning to ensure recoverability in the event of accidental exposure or deletion.
You receive a structured, executive-ready report detailing your current risk level, identified exposure points, licensing gaps, and a prioritized remediation roadmap. Clear findings. Clear next steps.
Before enabling Copilot or any AI tool, confirm your Microsoft 365 environment is secure, governed, and properly structured.
Complete the form to schedule a structured AI readiness review and receive a clear risk assessment with a defined remediation roadmap.
Our process evaluates business objectives, technical readiness, and governance controls to ensure AI deployment is deliberate, secure, and aligned with organizational priorities.
We begin by defining why your organization wants to adopt AI. This includes identifying productivity goals, target departments, compliance considerations, and expected outcomes before any technical review begins.
This phase ensures AI deployment aligns with business priorities rather than becoming an unstructured rollout. Clear objectives and scope are established so the technical assessment is focused and relevant.
We conduct a structured evaluation of your Microsoft 365 environment, including licensing eligibility, security baseline configuration, SharePoint and Teams permissions, governance controls, and backup posture.
We identify overshared data, access inconsistencies, and security gaps that could be amplified by AI deployment.
Following the assessment, you receive a concise executive report summarizing findings, risk severity, and overall readiness status. Issues are prioritized based on business impact and exposure level.
We then provide a practical remediation roadmap with defined next steps, effort estimates, and rollout guidance to support a controlled and secure AI deployment strategy.
We keep the process structured and easy to follow. You won’t get buried in technical language or a 40-page report that no one understands. We explain what we’re seeing in plain English, why it matters, and what should happen next. Our goal is simple: give you clarity so you can make informed decisions without feeling overwhelmed.
Before turning on tools like Copilot, it’s worth understanding what AI will actually have access to inside your Microsoft 365 environment. Schedule an AI readiness review and get a clear picture of where things stand.
