Data Pros AMG - Copilot Readiness Assessment

Empower your organization to confidently begin its AI journey with Microsoft Copilot. This assessment is designed specifically for small and midsize businesses (SMBs) looking to unlock the productivity and innovation potential of AI within Microsoft 365. Our expert-led engagement evaluates your current Microsoft 365 environment, data governance posture, licensing, and user readiness to ensure a secure, compliant, and effective Copilot deployment. Whether you're just starting or looking to accelerate adoption, this assessment provides the clarity and confidence needed to move forward.

Value Proposition

• Accelerate AI adoption with a clear roadmap tailored to your business needs
• Reduce risk by identifying gaps in data security, compliance, and licensing
• Maximize ROI from Microsoft 365 investments by aligning with Copilot capabilities
• Empower users with readiness insights and change management guidance

Target Audience

• Small and midsize businesses (SMBs)
• IT decision-makers and business leaders
• Organizations using Microsoft 365 Commercial, Nonprofit, or GCC tenants

Deliverables

Environment Readiness Review Assessment of Microsoft 365 tenant configuration, including identity, device management, and data protection

Copilot Licensing Review Evaluation of current licensing and recommendations for Copilot eligibility and optimization

Data Governance & Compliance Check Review of DLP, sensitivity labels, and data access policies to ensure Copilot can operate securely

User & Change Readiness Assessment Evaluation of user roles, training needs, and adoption planning

AI Opportunity Mapping Identification of business scenarios where Copilot can deliver immediate value

Actionable Recommendations Report A tailored roadmap with prioritized next steps for Copilot deployment and AI enablement