Microsoft 365 Copilot Readiness Assessment

100% of reports yielded actionable insights

Intelogy’s Copilot Readiness Assessment will provide you with everything you need to be ready for Copilot.

We will analyse your data estate to create a series of recommendations that you should resolve before launching Copilot.

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See what we do

Understand the potential for Copilot within your organisation

Critical factors to address prior to launching Copilot

Assurance that data is secured, managed, and protected from over-sharing

Readiness to execute an efficient, effective deployment of Copilot

Note: We strongly recommend a Readiness Assessment before you deploy Copilot to your pilot groups.

AI productivity with Microsoft 365 Copilot

What is Intelogy’s Copilot Readiness Assessment

Is your organisation ready for Copilot?

Our Microsoft 365 Copilot Readiness Assessment is an analysis designed to help organisations evaluate their preparedness for deploying and successfully adopting Microsoft 365 Copilot.

The assessment involves examining your existing Microsoft 365 environment, including information governance, security configurations, and access controls, to ensure compatibility with Copilot’s requirements.

Since Copilot’s effectiveness relies heavily on the data it’s trained on, we will thoroughly evaluate the quality of your existing data and data infrastructure to identify potential data privacy or security concerns.

What’s included in Intelogy’s Copilot Readiness Assessment

Assessment overview

Microsoft 365 environment scan

A scan of your Microsoft 365 environment to understand your architecture, sharing settings and governance configuration.

Security analysis

A security analysis on your content and repositories, highlighting any potential gaps or concerns, including areas that should be hidden from Copilot’s visibility.

Licensing

An evaluation of your existing licensing model, to ensure that your staff can access the necessary Copilot features.

AI strategy

An evaluation of your existing AI strategy, your vision, and defined goals to help guide you on the path to successful adoption.

Free trial

Copilot in 30 – Limited time offer

Microsoft has introduced a low-risk way for SMBs to experiment with Copilot: Copilot in 30 – a new trial giving eligible organisations access to Microsoft 365 Copilot Business for 30 days.

We strongly advise against simply enabling the trial and leaving users to explore Copilot on their own. Unstructured trials will only surface usage metrics rather than real business value.

Intelogy is a CSP that can offer this Copilot trial to eligible customers.

Check my eligibility

The outputs of the assessment

Comprehensive & actionable report

ROT (Redundant, Obsolete, Trivial) data

An understanding of content that has not been modified for significant periods of time. This can help make informed decisions about data relevance, such as moving, archiving, or deleting data.

Sensitive content

By understanding where potentially sensitive information exists, we can highlight areas where perhaps Copilot should not be permitted to reference, thus reducing risk.

Sharing links and unique permissions

Reports on areas where you have specific permissions, or sharing links have been created, to plan for cleansing and improved security management. This can often result in agreed policies for how content sharing can be managed moving forward.

Remediation strategies

A series of recommendations for how best to tackle the issues covered. These will be discussed in more detail with you.

Why Intelogy’s Copilot Readiness Assessment

Top UK organisations trust us to maximize Copilot ROI

We have a solid track record of successfully distinguishing our service from that of our competitors based on the quality of our people and our processes. We maintain a strong focus on quality to ensure the highest standards are a priority throughout any readiness assessment we undertake.

While many IT partners run basic, surface-level scripts to check tenant licences and basic settings, Intelogy’s Copilot Readiness Assessment stands out because of deep Microsoft specialisation, data security expertise, and a holistic focus on change management.

Top 1% UK Microsoft Partner

Among the 1% of UK partners in the Copilot Jumpstart Ready Tier partner program.

Data Security specialisation

Fewer than 1% of UK partners hold both the Solutions Partner for Security designation and the Data Security Specialisation. We ensure your confidential data stays protected.

Success stories.

Trusted by organisations with complex compliance needs.

25+ years of SharePoint expertise.

Copilot relies on how well your SharePoint data estate is organised. Intelogy bridges the gap between Information Architecture and AI Readiness.

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Microsoft funding available

Microsoft-funded discovery, proofs of concept and pilots

As a Microsoft Solutions Partner, we can access partner-led investment programmes that, for qualifying customers, offset the cost of early-stage Copilot work, including discovery workshops, envisioning, proofs of concept and pilot deployments.

Eligibility depends on organisation size and your existing Microsoft 365 estate. The fastest way to find out what is available is to get in touch. We confirm what applies to you before any commitment is made.

Check my funding eligibility

Our credentials

Microsoft accreditations and partner status

Intelogy has delivered Microsoft solutions to UK organisations since 1995. Our partner designations are recertified each year by Microsoft against team skilling, customer outcomes and delivery performance.

Copilot Jumpstart Ready Tier Partner. Among the 1% of UK partners in the Copilot Jumpstart Ready Tier
Microsoft Solutions Partner for Modern Work. Annual designation covering Microsoft 365.
Specialist: Adoption and Change Management.
Specialist: Teamwork deployment. Advanced specialisation in SharePoint, Teams & Copilot.
Established 1995. UK-based delivery team with three decades of Microsoft platform experience.

Modern Work Adoption & Change Management + Teamwork Deployment

Featured Copilot Readiness Assessment Case Study

Readiness Assessment for Podium Analytics

Podium Analytics wanted to embark on their Copilot journey and therefore were eager to ensure that their Microsoft 365 environment was in the optimum state to get the most benefit from Copilot.

Read the full case study

What we delivered:

Environment scan evaluating SharePoint architecture, access controls, and data governance configurations
Security analysis identifying data vulnerabilities and flagging sensitive content
Licensing review ensuring optimal alignment between staff roles and Copilot feature requirements
Remediation strategies to address security risks and accelerate user adoption

Frequently asked questions

What is the Copilot Readiness Assessment?2024-11-25T11:02:29+00:00

What is the Copilot Readiness Assessment?

The Copilot Readiness Assessment is a service designed to evaluate an organisation’s preparedness to adopt Microsoft 365 Copilot. It reviews technical requirements, security configurations, information governance, and user readiness to ensure a smooth and effective deployment.

Why is the Copilot Readiness Assessment important?2024-11-25T11:22:26+00:00

Why is the Copilot Readiness Assessment important?

Microsoft 365 Copilot integrates advanced AI with organisational data, which requires a secure and optimised digital environment.

An assessment is important for mitigating risks such as oversharing sensitive data, and ensuring that licensing, data governance, and change management are aligned for successful adoption.

What will be covered in the Assessment?2024-11-25T12:06:05+00:00

What will be covered in the Assessment?

During the Copilot Readiness Assessment, we will assess your existing Microsoft 365 environment to ensure compatibility with Copilot’s requirements, including information governance, access controls, and security configurations.

We will:

Evaluate your SharePoint Information Architecture.
Identify areas that should potentially be excluded from Copilot’s visibility.
Carry out a security analysis on available data and data infrastructure.
Assess your existing licensing model to ensure that staff can access Microsoft 365 Copilot.

What are the outcomes of the Assessment?2024-11-25T14:46:03+00:00

What are the outcomes of the Assessment?

After the Assessment has been completed, you will receive a detailed report including:

A summary of your estate
Highlights of any risks that have been discovered in the evaluation
Guidance and appropriate recommendations for change to be made

Do we need a Copilot Readiness Assessment?2026-07-21T09:45:02+01:00

Do we need a Copilot Readiness Assessment?

AI is evolving rapidly, and staying competitive means embracing change. If your organisation uses Microsoft 365, Copilot should be your AI assistant of choice.

However, successful adoption requires careful planning and assessment, because Copilot isn’t a tool you can simply “switch on”.

This Assessment ensures your organisation meets all pre-requisites for deployment while providing tailored security and compliance recommendations. This strategic approach ensures Copilot is implemented effectively, managed smoothly, and adopted successfully by staff.

What is the risk of deploying Copilot without completing this Assessment?2026-07-21T09:46:38+01:00

What is the risk of deploying Copilot without completing this Assessment?

Copilot can access and leverage all the content users have access to. Before deploying Microsoft 365 Copilot, you must ensure your sensitive data is protected to avoid potentially exposing unsecured sensitive information with appropriate user permissions and sensitivity labels.

Responses generated by Copilot may include sensitive corporate data such as salaries, restructures, and redundancies. During the assessment, we will highlight potential risks to enable you to restrict access to sensitive information and prevent data leaks.

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