Microsoft 365 Copilot consulting services

Copilot for Microsoft 365 — Readiness Assessment

Successful Copilot for Microsoft 365 deployments don’t start with licensing—they start with readiness.

This assessment is designed to give us a clear picture of your current Microsoft 365 environment, security controls, and data structure. From there, we can identify any risks, recommend improvements, and build a roadmap to ensure your Copilot rollout is secure, compliant, and impactful from day one.

Date / Time

Scoring:

check one per line — 0 = Not in place/Unknown • 1 = Partially • 2 = Fully in place

Licensing & Tenant Basics (Max 10)

Confirmed Copilot for M365 eligibility and defined pilot group.
Required M365 licensing is known and budgeted for pilot + rollout.
Exchange Online is the primary email/calendar platform.
Teams is in active use for meetings/chat/collaboration.
SharePoint/OneDrive are used for file storage (not only file server).

Identity & Access Security (Max 12)

MFA is enforced for all users (preferably via Conditional Access).
Legacy authentication is blocked (or actively being removed).
Admin accounts are limited/protected (no shared admin; least privilege).
Conditional Access exists (MFA, risk controls, device rules).
Guest/external access is governed (Teams + SharePoint sharing rules).
Offboarding removes access promptly (disable + revoke tokens).

Device & Endpoint Readiness (Max 8)

Devices are centrally managed (Intune/MDM or strong RMM standards).
Endpoint protection + disk encryption are enforced (EDR/AV + BitLocker/FileVault).
Patch/update process exists for OS and Microsoft 365 apps.
BYOD/unmanaged device access is controlled (web-only or compliance required).

Data Quality, Permissions & Oversharing Risk (Max 12)

Most shared work files live in SharePoint/Teams/OneDrive.
SharePoint sites/Teams have owners and periodic review.
Permissions are intentional (minimal Everyone access; limited open links).
External sharing links are controlled (expiration/domain restrictions).
Top content locations Copilot will reference are identified.
Plan exists to clean up stale data (orphaned sites, old links, broad access).

Governance, Compliance & Adoption (Max 10)

AI acceptable-use policy exists (what not to enter into Copilot). (copy)
Sensitivity labels and/or DLP are in place (or planned before rollout).
Audit/logging is enabled and used in security operations.
Pilot success metrics are defined (time saved, quality, adoption).
Training plan exists (prompting + data handling + role use cases). 0 1 2
Top Gaps / Actions (check up to 3):
Microsoft 365 Copilot consulting services

This Copilot for Microsoft 365 readiness assessment helps organizations evaluate their environment before deploying AI tools. By reviewing security, data governance, licensing, and user adoption, businesses can identify risks and ensure a successful Copilot implementation. Proper preparation is essential to maximize productivity gains while maintaining compliance and protecting sensitive data. Learn more about Onward’s AI Consulting Services.

Empowering People and Businesses to Succeed

Infrastructure and Cloud Services >>

Leave legacy tech behind, with the help of trusted advisors. Onward helps companies make the right IT product, platform, and service choices.

Managed Services>>

Align technology, people and processes. Future-proof your technology and respond faster to incidents.

Managed Security Services>>

Our Compliance and Risk Management services help ensure the safe, smooth and compliant operation of your business.