Microsoft 365 Copilot Readiness Assessment & Pilot Planning - 5 Week Assessment


Evaluate & ensure your readiness for the implementation of Microsoft 365 Copilot, considering aspects such as education, alignment, technical, business justification, & administrative considerations.

Prepare and assess your readiness to roll out Microsoft 365 Copilot from an educational, gap/fit, technical, business case, security, adoption, and administration point of view.

Activities to be Completed:

The Art of the Possible

  • Conduct workshops and demos to explore Copilot for Microsoft 365's impact on your organization, addressing changes, improvements, and challenges.
  • Provide education on Copilot for Microsoft 365 covering benefits, limitations, integration capabilities, and compliance with data privacy and security policies (e.g., sensitivity labels, eDiscovery, Purview), along with essential prerequisites.
  • Provide demos for Copilot for Microsoft 365 showcasing how it enhances productivity and adds value for your organization and users including Copilot extensibility.

Organizational Readiness

  • Define and document your specific business cases, scenarios, and potential prompts.
  • Review the technical perquisites for deploying Copilot, including endpoints, office versions, and license requirements.
  • Document the Gaps and concerns Copilot poses to your Microsoft 365 governance processes and policies. (e.g data privacy, security, compliance, and ethics).

Microsoft 365 Content Assessment

  • Conduct a review of Microsoft 365 Tenant content to identify any gaps or issues that need to be addressed.
  • Review the current governance and management approach for SPO permissions and sharing.
  • Deploy the Microsoft Graph Data Connect (MGDC) tool and the Power BI report template to assess the SPO permissions to identify potential risks or anomalies.
  • Assess OneDrive permissions and sharing settings using the same tools and report template and compare the results with the SPO assessment.

Pilot Planning & Change Management

  • Protiviti will work to design a pilot approach.
  • Define the scope and timeline for a pilot and the criteria for selecting the pilot participants and sites.
  • Establish the communication and feedback channels for the pilot and the roles and responsibilities of the stakeholders involved.
  • Create a training and support plan for the pilot participants and stakeholders


Microsoft 365 CoPilot Kickoff & Capability Awareness

  • Kickoff Meeting
  • Three workshops/Demos of CoPilot for Microsoft 365

Identification of Client Business Cases for Copilot

  • Documented Business Cases for Copilot

Understanding your Microsoft 365 Policies and Prerequisites for Copilot

  • Current State Questionnaire on Copilot prerequisites
  • GAP analysis on Client’s technical & policy readiness

Assessing Microsoft 365 Content Permission Governance

  • Configured MGDC and related dashboards
  • Content Readiness Assessment

Microsoft 365 Copilot Pilot planning

  • Copilot for Microsoft 365 Pilot Plan

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