Copilot for Microsoft 365 Readiness Assessment: 10-d Assessment

The CPS Copilot Microsoft 365 Readiness Assessment is a standalone package tailored to evaluate your organisation’s preparedness for adopting Copilot. This essential first step assesses the current technological environment and operational readiness, providing a clear roadmap for what needs to be accomplished before committing to licence acquisition and implementation.

Phase 1: Discovery - Initiation and Technical Assessment • Project Kick-off Meeting: Establish foundational understanding, review project scope, assumptions, risks, and confirm schedule. • Art of Possible: Engage stakeholders with a demonstration of Microsoft 365 Copilot’s potential and benefits. • Review Current Environment: Assess technical infrastructure readiness, including Teams, Outlook, and OneDrive functionalities. • User Personas Workshop: Identify and define key user profiles to determine Copilot’s role in various workflows.

Phase 2: Build - Strategic Enablement and Security • Guidance to Enable Technical Requirements: Provide expert advice to bridge technical gaps, preparing the environment for Copilot. • SharePoint Data Assessment: Analyze SharePoint setup for data protection alignment with Copilot. • Syntex SharePoint Advanced Management (Optional): Enhance data oversight and security within SharePoint. • Purview Labelling Demo: Implement a sensitivity label to showcase data protection capabilities.

Phase 3: Launch - Implementation Readiness • Implementation Recommendations: Deliver a structured plan for Copilot implementation, ensuring clarity and preparedness for the next steps.