Copilot for Microsoft 365 technical readiness assessment 6-Wk

SPAN d.d.

Span Copilot Readiness Assessment offers technical insights into your tenant and Microsoft 365 services to leverage the capabilities of AI with Copilot for Microsoft 365.

Span Copilot Readiness offers technical insights into your tenant and Microsoft 365 services (Exchange, SharePoint, Teams, OneDrive, Viva Engage) whose result will be an insights document, general readiness for Microsoft 365 Copilot and recommendations for improving tenants’ security posture. Copilot Readiness Assessment is a two-stage process that includes both technical assessment (data protection and governance) and adoption readiness activities. Its goal is to equip your organization with the necessary tools to leverage the capabilities of AI with Copilot in Microsoft 365.

The Copilot Readiness process is designed to ensure that your tenant and your users are fully equipped to navigate the new wave of AI conversations. The path to Copilot readiness commences with a comprehensive technical assessment phase. This stage capitalizes on the best practices that Span has gathered over years of experience. It includes an extensive review of all content locations within your organization, such as SharePoint, Teams, and OneDrive, to gain a comprehensive understanding of your data’s location.

Data protection and governance assessment activities (agenda)

  1. Permission analysis – 1-Wk
  • Report user permission
  • Role-based access control
  1. Governance policies review – 1-Wk
  • SharePoint and OneDrive sharing policies
  • Retention and archiving policies
  1. Usage and activity reports – 1-Wk
  • Total number of files stored in SharePoint sites and how many files are actively being used
  • Storage consumption report across all multiple services
  1. Sites and Microsoft 365 group membership report - 2-Wk
  • Detailed permission matrix report, cross-referencing site members and departments
  • Review group privacy restrictions
  • Identify ‘orphaned’ sites and groups. i.e., missing or not having owners
  1. Content consumption across the organization – 1- Wk
  • Identify on-premises content that is viable for migration to Microsoft 365, to utilize all the additional features and benefits it provides


  • Improves Security: By reporting user permissions and implementing role-based access control, you can ensure that only authorized individuals have access to sensitive data.
  • Prevent Data Breaches: Regular permission analysis can help in identifying any unauthorized access promptly, thereby preventing potential data breaches.
  • Ensures Compliance: Reviewing SharePoint and OneDrive sharing policies, as well as retention and archiving policies, ensures your organization is compliant with data protection regulations.
  • Enhances Collaboration: A detailed permission matrix report can enhance collaboration by ensuring the right departments have access to the right resources.
  • Improve Data Governance: Reviewing group privacy restrictions can improve data governance by ensuring that data is not shared inappropriately.

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