Copilot for Microsoft 365 Readiness

Applied Information Sciences

Prepare your organization to securely adopt Copilot for Microsoft 365 with support and guidance on governance, security, compliance, OCM, systems integration, and use case selection.

Copilot for Microsoft 365 offers the potential to radically change how organizations increase productivity, improve knowledge management, and derive continued benefits from their Microsoft 365 investments. With this promise comes the need to understand how Copilot for Microsoft 365 can work best for your organization and its needs.

This offering is intended to assist organizations of all sizes prepare for a Copilot for Microsoft 365 implementation to ensure a secure and managed rollout to maximize adoption. AIS' years of experience in enterprise content management solutions in the Microsoft clouds, leadership in Generative AI, and knowledge of many industries provide AIS a unique perspective to help your organization adopt Copilot for Microsoft 365.

The following covers areas and details that can be covered in this offering.

Scenario Definition & Platform Overview

  • Understand the organizational goals and priorities for Copilot for Microsoft 365
  • Review all the capabilities of Copilot for Microsoft 365 and determine which applications and scenarios to target in an initial rollout
  • Understand how technical components like the Semantic Index impact Copilot experiences
  • Investigate Copilot prompt flows and how the Microsoft Graph impacts grounding
  • Review Microsoft's Copilot for Microsoft 365 security and copyright protections safeguard your information

Technical Readiness

  • Review licensing and tenant configuration
  • Evaluate security and compliance implementation in Purview
  • Investigate current Microsoft 365 application security usage such as Microsoft 365 Group usage, SharePoint/OneDrive permissions, and more
  • Review additional governance policies that may impact a Copilot for Microsoft 365 implementation
  • Discuss opportunities for extensibility including external data integrations

Organizational Change Management

  • Review existing OCM approaches inside your organization
  • Determine a high-level approach to communications and training to maximize adoption
  • Strategize monitoring your Copilot implanting including evaluation ROI
  • Discuss a Generative AI Center of Excellence


  • Plan for a pilot or organizational-wide rollout
  • Determine the next steps

For many customers, AIS can secure funding to support workshops, envisioning, pilots, and deployments. This is a result of AIS being a Microsoft 365 Jumpstart partner and having select Advanced Specializations that validate our capabilities on the Microsoft cloud. As your partner, we'll assess your business goals and needs, and available funding programs, and determine the final scope of an overall adoption engagement. This pricing and duration are based on initial workshops and available Microsoft funding.

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