Microsoft Copilot Readiness Assessment - 4 Week Assessment


Protiviti’s Microsoft Copilot Readiness Assessment provides an actionable approach to prepare organizations for the implementation and rollout of Microsoft Copilot.

Microsoft Copilot is a series of Microsoft AI-powered digital assistants that provides personalized assistance in the Microsoft 365 apps you use every day. Microsoft Copilot delivers many benefits including support analyzing and exploring data, summarizing text, and creating presentations.

Leveraging Microsoft Copilot effectively within an organization involves careful planning, integration and management to maximize its benefits. As organizations prepare, it is essential to establish a solid foundation to ensure a smooth transition.

Our Readiness Assessment

  1. Value Identification:
  • Define Client Vision & Objectives
  • Discovery
  • Light Business Case Modeling
  1. Data:
  • Understanding of client data assets
  • Review of data assets & data availability
  • Review of Data Governance in place
  1. Skills:
  • Interactive workshop with key stakeholders on existing skills to deploy AI overall, and against prioritized use cases
  1. Prepare Environment:
  • Data Residency & Storage
  • Licenses & User Accounts
  • Microsoft 365/Dynamics 365 Technical Requirements
  • Microsoft Security Requirements
  1. Experimentation:
  • Interviews with key stakeholders to understand test and learn environment, approach, processes, capabilities, funding mechanisms
  1. Change Management:
  • Interviews with key stakeholders in prioritized opportunity areas to determine organization readiness to change (in person or survey)

Final Key Deliverables:

  • Overall Readiness Score
  • Implementation Recommendations
  • Defined Gaps in each Area

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