Microsoft 365 Copilot Readiness Assessment
Over 15% of business-critical files are already at risk from oversharing in the average Microsoft 365 tenant
You want the productivity and efficiency gains from Microsoft Copilot. But right now, you probably don’t know what your staff can already access that they shouldn’t be able to. Copilot for Microsoft 365 won’t create new security holes. It’ll shine a light on the ones that are already there.
Is your organisation ready for Copilot?
Our Microsoft Copilot readiness assessment gives you the insight and roadmap to deploy safely. Enter your details and we’ll be in touch to talk through your options.
Unlock the full capability of Copilot without the risk
Know exactly where your data is exposed
Most organisations have years of permission drift they don't even know about. Shared folders nobody remembers creating. "Everyone" links on sensitive SharePoint sites. Our Microsoft 365 Copilot readiness assessment finds all of it and gives you a clear, prioritised action plan in plain English.
Stop worrying about what AI might surface
The fear of switching on Copilot and having it pull up the wrong document in front of the wrong person is real. Our assessment takes that anxiety off the table. You'll adopt Microsoft Copilot knowing it's only working with data it should, aligned with your governance and compliance requirements.
Maximise productivity from day one
Organisations that do the readiness work first see faster Copilot adoption and better results. No scrambling to lock things down after deployment. No incidents that erode trust. Just a clean Microsoft 365 environment and a team that's empowered to use AI with confidence, transforming how they work across Microsoft 365 apps.
Six areas we assess across your Microsoft 365 environment
We built our own assessment platform based on Microsoft’s guidelines for Copilot readiness. It evaluates six specific areas of your tenant, scores every finding, and gives you prioritised recommendations you can act on immediately. A real engineer reviews and interprets every result. Here’s exactly what’s covered:
SharePoint and OneDrive permissions
Who can access what, where inheritance is broken, and where "everyone" links are quietly exposing files across your organisation. This is where most businesses have their biggest blind spots, and where Copilot risk is highest.
Microsoft Teams governance
Guest access, channel permissions, and team ownership. If a client discussion or board-level conversation is accessible to people who shouldn't see it, we'll find it. Proper Teams governance is essential to enhance your security posture before AI integration.
Email and Microsoft Outlook security
Mailbox delegation, shared mailboxes, and forwarding rules. These are common blind spots that Copilot will happily query once it's live. Most organisations don't even know these rules exist until AI surfaces the data.
Microsoft Entra ID (identity and access)
Admin roles, conditional access policies, MFA coverage and user segmentation. Overprivileged accounts are one of the biggest risks when AI starts pulling data from across Microsoft 365. We assess and align your identity controls with Copilot best practices.
Microsoft Purview (data classification and compliance)
Sensitivity labels, DLP policies and information protection. Without proper classification, Copilot has no way to tell the difference between a public document and a confidential one. We check your compliance posture is ready for Copilot.
Copilot licence and app readiness
The right Microsoft 365 licence tiers, compatible apps, and infrastructure. No point fixing governance if the licensing isn't right. We make sure your organisation is actually ready for Copilot deployment.
YOUR COPILOT READINESS REPORT
A prioritised roadmap to safe Copilot deployment
You’ll receive an executive readiness report with every finding scored and colour-coded:
🔴 Red items need fixing before you switch Copilot on. These are the gaps that could lead to immediate data exposure. Wide-open SharePoint sites, sensitive documents with no classification, admin accounts without conditional access.
🟠 Amber items should be addressed before you scale Copilot adoption. Inconsistent sensitivity labels, overly broad guest access, permissive sharing policies. They won’t cause a disaster on day one, but they’ll create compliance and governance issues as adoption grows across your organisation.
🟢 Green items mean you’re in good shape. Proper governance, correct permissions, appropriate controls.
Every finding comes with a specific recommendation, written in plain English. Not consultant-speak. Not a 50-page document nobody reads. A practical roadmap your team can work through to optimise your Microsoft 365 environment and leverage Copilot safely.
What happens if you skip this step
In March 2026, Gartner named oversharing as the number one Microsoft 365 Copilot security risk. One widely reported case involved junior employees using Microsoft Copilot to summarise executive compensation documents from an overshared SharePoint folder. The AI didn’t break anything. It just surfaced what was already there.
Organisations that skip the readiness step are the ones dealing with incidents after deployment, scrambling to lock things down, and watching their team lose trust in AI before it’s even had a chance to enhance their productivity and efficiency.
With Copilot Cowork on the horizon, giving AI even more automation and autonomy across your tenant, the cost of getting this wrong is only going up.
How Copilot transforms your organisation when you get it right
Organisations that assess first deploy Copilot faster, adopt with more confidence, and see real productivity gains without the governance headaches.
Step 1: We connect
We set up a secure, read-only connection to your Microsoft 365 tenant. We don't make any changes to your environment; we assess what's there.
Step 2: We assess
We run the assessment across all six areas: SharePoint, Teams, email, Entra, Purview and licence readiness. Every finding is scored and categorised.
Step 3: You get your plan
We deliver your executive readiness report with prioritised recommendations. We walk you through the findings and help you plan your next steps.
Is this just for big companies?
No. We work with organisations of all sizes across the UK. Whether you’ve got 10 users or 500, the assessment scales to your Microsoft 365 environment.
If anything, smaller businesses are more likely to have oversharing issues because they’ve grown organically without a dedicated governance team cleaning up permissions behind them. That’s not a criticism. It’s just how most organisations work. And it’s exactly what a Microsoft 365 Copilot readiness assessment is designed to catch.
- Businesses considering Copilot licences who want to adopt Microsoft 365 Copilot safely
- Organisations already using Copilot that haven’t done a governance review
- IT teams who need to present a clear risk picture to leadership before investing in AI
- Any organisation using Microsoft 365 that wants insight into their current data exposure
Our Microsoft solutions are designed to align with your specific business needs, whether you’re at the start of your Copilot journey or looking to optimise an existing deployment.
What does a Copilot readiness assessment cost?
We believe in being upfront about pricing. Here’s exactly what’s included:
Discovery meeting
We learn how your team works, what you're trying to achieve with Copilot, and where you think the risks might be.
Full six-area assessment
SharePoint, Teams, email, Entra, Purview and licence readiness. Every area checked, scored and categorised.
Skilled engineer review
Not just raw output from a tool. A real engineer reviews and interprets every finding using our proprietary assessment platform, ensuring nothing gets missed and every recommendation is specific to your environment.
Executive readiness report
Every finding colour-coded red, amber or green and prioritised by severity. Written in plain English.
Results walkthrough meeting
We walk you through every finding, answer your questions, and help you plan your next steps.
EVERYTHING INCLUDED
£1,750 + VAT
Discovery meeting · Full six-area assessment · Engineer review · Executive report · Results walkthrough
No surprises. No upsells. Just an honest assessment and a clear plan.
Remediation is separate — many businesses handle fixes internally using our recommendations. If you’d like our help, we’ll quote for that separately.
Ready for Copilot? Find out where you stand
Book a no-obligation conversation about your Microsoft Copilot readiness assessment. We’ll explain what’s involved, answer your questions, and give you an honest view of whether this is the right next step for your organisation. No hard sell. No pressure. Just a practical conversation with someone who does this every day.
Our other services
In addition to our cyber security services, we offer a range of IT support and managed services designed to enhance your business operations. Whether you need managed IT security, cloud security, or managed cloud services, we have the expertise and tools to support your business growth.
As your trusted partner, our solutions provide the tools and security expertise necessary to manage your IT infrastructure effectively. Our dedicated security teams work closely with you to develop a tailored security strategy, utilising advanced solutions and security tools to address your specific needs.
Helping organisations across the UK deploy Copilot safely
We’re based in Brighton, but our Microsoft 365 Copilot readiness assessments are delivered remotely. Whether you’re in London, Manchester, Edinburgh or anywhere in between, we can assess your Microsoft 365 environment and have your readiness report ready within days. Our Copilot readiness assessment is designed to maximise the integration of AI into your existing Microsoft 365 workflow while minimising risk.
TESTIMONIALS
Join the ranks of our satisfied customers!
Ready to deploy Microsoft Copilot with confidence?
Contact us to discuss your cyber security requirements. Our team of experienced cyber security professionals is ready to assist you with advanced security solutions and ensure your business is equipped to handle any cyber threats.
COPILOT READINESS ASSESSMENT
Common questions about Microsoft Copilot readiness
A Copilot readiness assessment is a structured evaluation of your Microsoft 365 environment across six key areas: SharePoint and OneDrive permissions, Microsoft Teams governance, email security, Microsoft Entra ID, Microsoft Purview data classification, and Copilot licence readiness. The goal is to identify oversharing risks and data exposure gaps before you deploy Copilot.
Microsoft 365 Copilot respects your existing permissions. If files are shared too broadly or permissions have drifted over time, Copilot will surface that data to anyone who technically has access. An assessment finds those gaps before AI amplifies them. In March 2026, Gartner named oversharing as the number one Copilot security risk.
You receive an executive readiness report with every finding colour-coded: red (critical, fix before go-live), amber (moderate, fix before scaling), and green (you’re in good shape). Every red and amber finding comes with a specific, prioritised recommendation written in plain English so your team knows exactly where to start.
We connect to your Microsoft 365 tenant via a secure, read-only connection. The assessment itself typically takes a few days depending on the size of your environment. You’ll have your readiness report and action plan shortly after, and we’ll walk you through the findings.
We need read-only access to assess permissions, sharing settings, and security configurations across your tenant. We don’t make any changes to your environment. The connection is secure, scoped, and temporary.
The cost depends on the size and complexity of your Microsoft 365 environment. We’re happy to have a no-obligation conversation about your specific needs and give you a clear picture of what’s involved. Get in touch and we’ll talk you through it.
No. We’re based in Brighton but our Copilot readiness assessments are delivered remotely. We work with businesses of all sizes across the UK. Whether you’re in London, Manchester, Edinburgh or anywhere in between, we can assess your environment and have your report ready within days.
Not at all. If you’ve deployed Copilot without doing a governance review first, an assessment is even more important. We can identify what’s currently exposed and give you a prioritised plan to lock things down. Better to fix it now than find out the hard way.
We walk you through every finding and recommendation. If you want help implementing the fixes, we can do that too. We work as a partner through the whole process, from assessment through to safe Copilot deployment and ongoing adoption support.
