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Microsoft Copilot Readiness helps your organization harness AI with Microsoft Copilot. It ensures your team is prepared for AI-driven workflows and conversations.
The Microsoft Copilot Readiness Assessment is a professional services engagement designed to accelerate your organization's journey into AI-powered productivity using Microsoft Copilot. This offer strategically integrates Microsoft Azure services to assess, prepare, and optimize your environment for Copilot deployment.
Initial Phase: Foundation for AI Readiness This phase introduces the value of AI-driven workflows powered by Microsoft Copilot. Azure services are leveraged to:
Establish secure identity and access baselines using Microsoft Entra ID (formerly Azure Active Directory). Utilize Azure Monitor and Microsoft Defender for Cloud to ensure foundational security and compliance readiness. Enable telemetry and insights into user behavior and collaboration patterns via Microsoft Graph APIs, which are hosted and secured on Azure.
Assessment Phase: Data Landscape Evaluation Azure services play a critical role in evaluating your current data estate:
Azure Information Protection and Microsoft Purview are used to classify and protect sensitive data across SharePoint, OneDrive, and Teams. Azure Resource Graph and Microsoft Graph Data Connect help map data relationships and usage patterns. Azure Storage and Compute resources may be used to temporarily host and process metadata for analysis.
Readiness Assessment & Best Practices Review This phase deeply integrates Azure capabilities to assess tenant configuration and security:
Microsoft Entra ID is reviewed for conditional access, identity governance, and role-based access control (RBAC). Azure Policy and Microsoft Defender for Identity are used to validate security posture and detect misconfigurations. Azure Lighthouse may be used to securely manage and assess customer environments at scale. Semantic Index Review leverages Microsoft 365 Copilot’s AI capabilities, which are underpinned by Azure AI infrastructure.
Implementation & Remediation Action Plan Azure services are central to implementing the remediation plan:
Azure Automation and Microsoft Intune are used to deploy configuration changes and enforce compliance. Azure Logic Apps and Power Platform (Power Automate) may be used to streamline workflows and integrate Copilot into business processes. Azure Key Vault ensures secure management of credentials and secrets during configuration.
Project Deliverables
Training & Engagement: Delivered via Microsoft Teams, supported by Azure Communication Services for scalable, secure collaboration. Risk Assessment Report: Generated using insights from Microsoft Defender for Cloud, Microsoft Purview, and Azure Security Center, providing actionable recommendations. Remediation SOW: May include Azure-based services such as Azure AD Premium, Microsoft Purview, and Azure Information Protection to close identified gaps.