Microsoft 365 Copilot Readiness Assessment | Free 30-Minute Call | Copilot Experts
FREEMicrosoft 365 Copilot Readiness Assessment

Is your organization ready for Microsoft 365 Copilot?

Copilot can see everything your users can see. Identify the security, data, governance and adoption gaps before deployment, not after an employee finds the salary spreadsheet.

30 minutes, completely free
No admin access needed
Senior Microsoft 365 architect
Leave with your top 3 risks
Microsoft 365 specialists since 2017 Prefer your own slot? Open the calendar
Slots open this week Takes under 60 seconds

Book your free Copilot readiness assessment

Tell us about your organization. We'll confirm your 30-minute slot within one business day.

READINESS FORM
No cost No obligation No sales pitch

Want to pick a time now? Book directly in Outlook

6Readiness areas assessed
30 minFree expert session
Since 2017Delivering Microsoft 365
1 dayTo confirm your slot
Microsoft 365, Copilot and automation work delivered for teams at
Thriplow Group
SIG
Picard Angst
Phases
Novo Nordisk
Jake Riley
Halo
Emerge
Defacto
CloudEQ
Carve Zurich
Bookamed
Bituchem
Aveta Live
Before you roll out Copilot

What could go wrong?

Copilot doesn't create new permission problems. It exposes the ones you already have, instantly, to anyone who asks the right question.

Sensitive files surface in everyday answers

HR, payroll, board and M&A documents shared with "Everyone" or broad groups appear when an employee asks Copilot a simple question. The files were always accessible. Now they're easy to find.

No labels, no guardrails

Without sensitivity labels and DLP, confidential content gets summarised into new emails and documents.

Security pauses the rollout

Legal and security raise retention and eDiscovery questions after licences are already assigned.

Licences nobody uses

Seats go to people with no use case or training. Usage drops after month one.

No way to prove ROI

Leadership asks what the investment returned, and there's no baseline to answer with.

60-second self-check

Where does your organization stand today?

Answer six questions, one for each readiness area, and see your score instantly.

TECHNICALUsers are on eligible Microsoft 365 licences with Entra ID in place
DATAWe know which SharePoint sites and files are overshared
SECURITYSensitivity labels and DLP protect confidential content
GOVERNANCEWe have an AI usage policy and a named Copilot owner
USE CASESWe've chosen use cases with a measurable business outcome
ADOPTION & ROIWe have a training plan and a way to measure usage and ROI
โ€“out of 100

Your readiness score

Answer the questions to see where the gaps are.

Review My Gaps With an Expert
What is the assessment?

A structured check of your tenant, data and people before Copilot goes live.

The Microsoft 365 Copilot Readiness Assessment reviews your organization across six areas: technical prerequisites, data exposure, security controls, governance, business use cases and adoption.

It starts with a free 30-minute session with a senior Microsoft 365 architect. If you need a full, tenant-level assessment after that, we'll scope it with you on the call. No surprise invoices.

How it's run

FormatMicrosoft Teams call with your IT or digital lead
Length30 minutes
PrepNone. Bring your rollout plans
AccessNo admin access for the call
OutcomeReadiness view, top risks, next steps
6 readiness areas

Everything Copilot depends on, checked in one assessment.

Most readiness checks stop at licences. A safe rollout depends on all six.

01

Technical

Is your environment eligible and configured?

  • Licensing and prerequisites
  • Entra ID and identity setup
  • Apps and update channels
02

Data

What will Copilot be able to find?

  • Overshared SharePoint and OneDrive
  • "Everyone" and anonymous links
  • Stale and orphaned content
03

Security

Are confidential files protected?

  • Sensitivity labels in Purview
  • Data loss prevention
  • Conditional access and MFA
04

Governance

Who owns AI, and what are the rules?

  • AI acceptable use policy
  • Retention, audit and eDiscovery
  • Ownership and decision rights
05

Use cases

Where will Copilot create real value?

  • High-impact roles and teams
  • Workflow-level use cases
  • Pilot group selection
06

Adoption & ROI

Will people use it, and can you prove it?

  • Training and change plan
  • Usage and value metrics
  • Licence allocation strategy
What you'll get

A plan IT, security and leadership can all sign off on.

Readiness summary

A score for each area, in language leadership understands.

Gap analysis

The issues blocking a safe rollout, ranked by risk.

Priority use cases

Where Copilot pays back first and who should pilot it.

Recommendations

What to fix, who owns it, and the effort involved.

Rollout roadmap

A phased path from pilot to organization-wide deployment.

Illustrative example. Your summary reflects your own environment.

How it works

Five steps from "should we?" to a rollout plan.

1

Discovery

Your goals, timeline, licences and current setup.

30-min call
2

Assessment

All six readiness areas reviewed against your environment.

Scoped with you
3

Gap analysis

Every blocker identified and ranked by risk and effort.

Findings
4

Recommendations

Clear fixes with owners, so nothing sits in a report.

Walkthrough
5

Roadmap

A phased plan from pilot group to full deployment.

Ready to act
Who it's for

Built for the people accountable for a Copilot rollout.

CIO

Needs a defensible plan and a clear return before approving licences.

CTO

Wants tenant, identity and integrations ready before scale.

IT

Owns deployment and needs to know what to fix, in what order.

Digital

Needs use cases people will actually adopt.

Security

Must sign off that confidential data won't leak through AI.

200 to 2,000+ employees Planning, piloting or stuck mid-rollout Already on Microsoft 365
Why Copilot Experts

Microsoft 365 specialists first. AI advisors second.

Copilot readiness is mostly a SharePoint, security and governance problem. That's the work we've done since 2017.

Deep Microsoft 365 roots

SharePoint, Power Platform, Purview and Entra delivery through Empathy Technologies since 2017.

Senior people on your call

You speak with a Microsoft 365 architect, not a sales rep reading a script.

We don't sell licences

If you're not ready, or Copilot isn't right for a team yet, we'll tell you.

Global delivery

Teams in the US and India serving North America, Australia, the UAE and India.

Most Copilot problems aren't Copilot problems. They're years of sharing settings nobody reviewed. We find them before your rollout does.

G
Garry G.Founder, Empathy Technologies & Copilot Experts
FAQ

Straight answers before you book.

Still unsure? Ask us directly on the call. That's what it's for.

Book My Free Assessment

Your Copilot investment deserves a plan.

Find the gaps before your users do. Free 30-minute assessment with a senior Microsoft 365 architect.

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