Copilot Readiness Audit

Microsoft 365 Copilot can save your team serious time. But it works with everything in your Microsoft 365 environment, which means your data needs to be organised, secured, and permission-controlled before you switch it on.

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Most small businesses running Microsoft 365 have accumulated years of files, folders, and shared drives with permissions that were set up in a hurry and never revisited. Copilot doesn’t distinguish between what’s meant to be widely accessible and what isn’t. It uses whatever it can see.

Before you enable Copilot for your team, it’s worth knowing what it can see, and whether that’s actually what you want.

Our Copilot Readiness Audit checks your Microsoft 365 environment against best practice, identifies any configuration issues or data governance gaps, and gives you a clear, prioritised list of actions to complete before you deploy.

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What we assess

Microsoft 365 licence setup and Copilot eligibility
Data governance – sensitivity labels, retention policies, and how your data is structured
SharePoint and OneDrive permissions – who can access what, and what Copilot can surface
Guest and external access controls
Identity and access – MFA, Conditional Access, and admin role configuration

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What you get

A written audit report with a readiness rating for each area, a summary of any risks, and a practical set of recommendations in plain English. If you’re planning to deploy Copilot, we’ll give you a clear sequence of actions to work through first.

Who is this for?

Business owners and managers who are planning to deploy Microsoft 365 Copilot, or who have it running already and want to know that it’s set up properly.

Pricing

Fixed price. No surprises.

£295 (ex VAT)

Already have managed IT support with us? Copilot readiness and ongoing Microsoft 365 governance are included in our Business Support Plans. Get in touch to find out more.

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