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Unlock the Power of Microsoft Copilot Without the Risk

The value of Microsoft Copilot starts with the data, people, and plan behind it. With the right foundation, Copilot can unlock productivity across your entire organization. The Copilot Readiness Assessment delivers visibility into your data, insight into your team’s workflows, and a clear roadmap for adoption. Together, these ensure a safe, effective Copilot rollout tailored to your organization.

Copilot Readiness Assessment Services

Microsoft 365 Data Security Assessment

Before Copilot can be safely deployed, you need to understand the state of your sensitive data. The assessment provides a clear picture of where it lives, who has access to it, and where it’s at risk of being overshared. This gives you the visibility to close security gaps before Copilot has access to your data.

Workforce Readiness Review

The key to unlocking productivity with Copilot comes from your people knowing how to use it. The review provides a clear picture of your team’s comfort with technology, their day-to-day workflows, and where Copilot will have the biggest impact. These insights identify areas for training and ensure that your teams realize the productivity gains Copilot can deliver.

Recommendations and Governance Strategy

Knowing where your data stands is only useful if you know what to do about it. The recommendations cover immediate remediation steps for sharing settings and high-exposure links, as well as guidance on permission reviews, governance tooling, and a long-term framework for managing your environment. This gives you both the immediate fixes and the long-term strategy to ensure your environment is ready for Copilot.

Request a Call to Learn More

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james-dulmage
As a forward-thinking organization, Möbius wanted to ensure it was embracing AI in order to stay current.

We envisioned Copilot maximizing productivity in our environment as well as to free up time for staff to focus on more complex and creative tasks. WBM jumped in with both feet right from the start. They conducted planning meetings and surveys to get to know the business in more detail, including our successes and pain points, what we wanted to accomplish with Copilot, and what our top use cases were. This allowed WBM to create a tailored training plan that made sense for Möbius.

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James Dulmage
Information Security Analyst 
 Möbius Benefit Administrators Inc.

Frequently Asked Questions

If you’re trying to decide whether your organization is ready for Microsoft Copilot, this assessment is the answer. It tells you exactly where your data, your team, and your environment stand, so you can be confident in your decision to roll out Copilot to your organization.
Rolling out Copilot without an assessment means rolling out blind. You don’t know what Copilot will surface, where your team will struggle, or what governance gaps need to be addressed first. The assessment gives you that picture before licenses go live, so you can roll out with confidence.
Yes. The assessment is designed to surface the gaps that affect a Copilot rollout. Those gaps can be identified at any point, but they are best addressed before AI has access to all of your data.
You are provided with a Microsoft 365 data security assessment report and a set of recommendations covering both immediate remediation and a long-term governance strategy. Together, they give you a complete picture of where your organization stands and a clear set of priorities for moving forward.

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Copilot AI for M365

Embed generative AI into the Microsoft applications your team already uses, with secure access, responsible governance, and award-winning enablement.

Modern Workplace Enablement

Unlock end-user creativity, productivity, and collaboration across Microsoft 365 with award-winning enablement built around how your team actually works.

Technology Experience & Enablement (TEE) Services

Empower your employees to get the most out of Microsoft 365 with hands-on coaching, workshops, and proven change management practices.

Ready to roll out Copilot with confidence?

We’ve helped many organizations across Western Canada prepare for adopting AI. We’d love to share the insights we’ve learned and help you do the same.

Request a call to explore how a Copilot Readiness Assessment can protect your data and unlock your organization’s productivity.

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