Copilot for Microsoft 365 Readiness: 6-Week Assessment

The emergence of Copilot for Microsoft 365 marks a new era in workplace productivity, offering organizations a transformative tool to enhance collaboration through artificial intelligence. At RSM, we've curated a Copilot readiness methodology to ensure your seamless transition to Copilot for Microsoft 365. Our approach centers on solidifying data governance across all Microsoft 365 content workloads—pivotal for optimizing Copilot's capabilities, while reducing data security and privacy risk.

Here's how we'll navigate your journey:

1. In-Depth Content Analysis: We'll conduct a comprehensive survey of your content spread across Teams, SharePoint, and OneDrive. Our audit will catalog security settings, review information rights management (IRM) policies, identify sensitive data, and review your information architecture within Microsoft 365’s content platforms.
2. Targeted Governance Workshops: Our content specialist will lead a series of requirements gathering workshops to capture your specific content governance needs. We'll review the insights from your content inventory, pinpoint existing content management risks, and strategize a tailored plan to mitigate identified vulnerabilities.
3. Strategic Pilot Integration: Adopting a phased Copilot rollout is key. It allows for a refined user experience, addressing nuances across different organizational functions. We'll collaborate to select an ideal pilot group and define success metrics for this exploratory phase.
4. Governance Blueprint & Roadmap Creation: Leveraging the insights from our analyses and workshops, we'll craft a comprehensive content governance blueprint alongside a detailed content reorganization strategy. This will encapsulate a refined content structure, policy recommendations, and a step-by-step guide to align your environment with governance standards and data privacy requirements.

The deliverable? A meticulous blueprint that not only clarifies your data governance landscape but also equips you with a proactive plan to embark on the Copilot journey with clarity and confidence.

Partner with RSM and take a decisive leap into AI-enhanced productivity with confidence.

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