Microosft 365 Copilot Readiness for Non-Profits: 4 Week AI & Security Assessment

Is your non-profit eager to adopt Microsoft Copilot, but unsure if your Microsoft 365 environment, data, and security are ready for AI?

Without the right foundation, AI adoption can introduce new risks, especially when you’re responsible for protecting confidential client information, donor records, and program data. WCA Technologies’ Microsoft 365 Copilot Readiness Assessment for Nonprofits evaluates your Microsoft 365 environment for AI readiness, security, and governance, delivering a practical, mission-aligned roadmap.

Understand Your Copilot Readiness Before Adoption

Meeting high security standards can be complex. We simplify the process with:

Complimentary Project Kickoff & Discovery (Week 1): Meet with key stakeholders to align on goals, success criteria, timeline, and priority Copilot use cases.

Technical Readiness Assessment (Week 1-2): Review your Microsoft 365 tenant, Entra ID controls (MFA, Conditional Access, device status), device/app compatibility, and governance controls (labels, DLP retention) to ensure Copilot can run securely.

Licensing & Non-Profit Eligibility Review (Week 3): Validate your current Microsoft 365 licensing, confirm Copilot licensing prerequisites, and highlight high-risk configurations that impact Copilot deployment or expose client records, PHI/PII, case documentation, and donor information.

Readiness Report & Roadmap (Week 3-4): Combine findings into a readiness report with a phased roadmap for quick wins, priority fixes, and a secure Copilot rollout.

Empower Your Mission with Secure AI

Within a concise 4-week period, we help your organization:

Understand your Microsoft 365 and device readiness for Copilot through a structured assessment, without requiring deep technical expertise from your team.

Identify security, data governance, and sharing risks that could expose client, beneficiary, or donor information within your Microsoft 365 environment.

Validate nonprofit licensing eligibility and Copilot prerequisites, ensuring your current licensing and configurations support responsible, cost-effective adoption.

Assess organizational and user readiness to enable staff, caseworkers, and program teams to benefit from Copilot in a secure and compliant way.

Receive a clear, prioritized roadmap aligned to non-profit budgets, staffing constraints, and operational realities.

WCA Technologies helps you move from uncertainty to clarity, delivering a Copilot-ready Microsoft 365 environment without disrupting day-to-day operations. Get started today to understand where you stand and what to fix before enabling Copilot.

*The initial strategic discovery session is free. For the technical readiness assessment, licensing and eligibility review, and delivery of a comprehensive readiness report with a phased roadmap, pricing is $2,500 for up to 100 users or $4,000 for 101–250 users. Larger non-profit environments may require custom pricing based on scope and complexity.