AI Readiness Assessment
Prepare Microsoft 365 Copilot, Copilot Studio, and Microsoft Foundry initiatives with a clear view of business use cases, data exposure, identity, governance, security, and operating ownership.
Can your organization scale AI without increasing data and security risk?
This assessment is designed for CIOs, CISOs, data and compliance leaders, Microsoft 365 owners, and AI program sponsors preparing a Copilot rollout, building agents, or moving AI pilots into production. It is especially useful when use cases are growing faster than governance, sensitive data may be overshared, or ownership is unclear.
We review the services relevant to your plan, which may include Microsoft 365 Copilot, Copilot Studio, Microsoft Foundry, Microsoft Entra ID, Microsoft Purview, SharePoint Online, Teams, Exchange Online, and connected business data. Scope is confirmed before access is requested.
You receive an AI Readiness Decision Pack: a prioritized use-case scorecard, data and identity risk register, governance recommendations, pilot plan, and 90-day roadmap. Sample findings may include overshared SharePoint content, missing sensitivity labels, unmanaged agent connectors, excessive creator permissions, unclear human review, or no process for monitoring quality and cost.
Our process
Turn AI ambition into a governed pilot plan
The review connects business value to the controls required for Microsoft AI services. We validate readiness across use cases, data, identity, security, platform architecture, adoption, and operations before recommending a pilot or production path.
Align use cases and decision criteria
We meet with business sponsors and technical owners to rank candidate use cases by value, data sensitivity, feasibility, user impact, and measurable success. Required inputs include the use-case list, target user groups, current pilot results, and business constraints.
Use-case workshop
Inspect data, identity, and access
Using read-only access, exports, screenshots, or working sessions, we review Microsoft Entra roles and groups, SharePoint and Teams sharing, Purview labels and policies, Copilot permissions, agent connectors, and relevant Microsoft Foundry resources.
Technical review
Test governance and operating readiness
We assess acceptable-use rules, responsible AI review, human oversight, audit logging, incident handling, lifecycle ownership, cost controls, and how new agents or models are approved. Findings are tied to a named owner and evidence source.
Control validation
Deliver the pilot and remediation roadmap
We present the AI Readiness Decision Pack, walk through priority findings, and define the safest next move: targeted remediation, a controlled Microsoft 365 Copilot rollout, a Copilot Studio agent pilot, or a Microsoft Foundry proof of value.
Decision roadmap
OUR WORK
Typical duration and participants
A focused assessment typically takes two to three weeks once access and stakeholder availability are confirmed. Core participants usually include an executive or AI sponsor, Microsoft 365 or Azure platform owner, security and identity lead, data governance or compliance lead, and one or two use-case owners.
OUR WORK
Evidence and access required
Provide candidate use cases, target users, relevant architecture and policy documents, licensing details, data locations, pilot results, known concerns, and read-only portal access or agreed exports and screenshots. We confirm the exact evidence list before kickoff.
OUR WORK
Follow-on project matched to the finding
The next phase may be a Microsoft 365 Copilot readiness remediation sprint, Purview labeling and data governance implementation, a Copilot Studio agent governance pilot, or a Microsoft Foundry secure foundation and proof of value.