Copilot readiness assessment

Know what Copilot can reach. Before deployment.

Understand your content exposure, accuracy risks, and governance gaps before you deploy Microsoft Copilot at scale. A complete picture of your content estate in two to three weeks.

Exposure and accuracy risks mapped to your sites and sequenced for remediation.

Your Content Assessment Exposure 24 Accuracy 18 Ready for Copilot Secure No exposure risks Accurate Users trust content
Exposure and accuracy risks.

Mapped to specific sites and owners. Actionable by the teams that control the content.

Two risks. One report.

Organizations see the loud risk. The quiet risk erodes user trust after launch.

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Exposure Risk

Content reaches people it was never meant to reach. Broad-scope permissions, organization-wide sharing links, external guest access put sensitive information at risk. Copilot makes this instantly visible.

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Accuracy Risk

Copilot surfaces stale, duplicated, and superseded content with complete confidence. Users see outdated information treated as current. Nobody owns this risk until after go-live, when user trust erodes.

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Both Live Together

Both risks exist in the same content estate. This report covers both systematically, separating what's visible to security teams from what silently erodes user trust and Copilot reliability.

What you get

Complete visibility into your content estate in two to three weeks.

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Exposure View

Content reachable beyond its intended audience. Broad-scope permissions, anonymous sharing, external access, inherited permissions all quantified and mapped to specific sites.

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Accuracy View

Content Copilot treats as current that isn't. Stale documents, duplicate versions, orphaned content, and superseded material still sitting in the retrieval path.

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Remediation Roadmap

Every finding sequenced by effort, impact, and dependency. Clear sequence: what your team can fix immediately, with guidance, or what requires sustained review.

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Site-Level Breakdown

Findings mapped to specific sites and owners, not just tenant-wide totals. Results are actionable by the people who control the content.

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Findings Review

60-minute working session with your team to walk results, agree the sequence, and identify what gets fixed first with clear effort estimates.

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Microsoft-Native

Runs entirely inside Microsoft 365 on Power Platform. Read-only access. No data leaves your tenant. Access is time-boxed and revoked at delivery.

How it works

Everything stays inside your tenant. Complete security. No data leaves your environment.

Runs entirely inside Microsoft 365 on the Power Platform. Read-only access. No data export. No third-party involvement. Access is time-boxed and revoked at delivery.


Your security team approves a one-page access brief before anything is provisioned. One technical contact for provisioning, one business contact for the findings review.

During assessment

What happens inside your tenant:

  • Read-only permissions provisioned
  • Content analysis runs automatically
  • No writes, no changes, no exports
  • Data stays in your Microsoft 365
  • Access logged and auditable

Remediation sequence

How findings are prioritized:

  • Fix this week (config, 0-2 days)
  • Fix with guidance (effort, 1-2 weeks)
  • Requires capacity (review, ongoing)

Exposure items first (fast wins). Accuracy items sequenced by impact and your team's capacity.

The remediation path

Sequenced so your team can start without us.

Fix this week

Tenant settings, sharing link policies, and bulk permission cleanup. Configuration changes your admins execute directly.

Fix with guidance

Ownership reassignment and site consolidation. Your team executes, we advise on sequence and approach.

Requires capacity

Duplicate and conflict resolution at volume, where deciding which version is true requires business judgment and sustained content review.

Timeline & investment

Fixed scope. Fixed price. No surprises.

2-3

Weeks

Provisioning to findings review

$7.5k

Fixed fee

Up to 25 site collections

30

Minutes

Initial security briefing

Fixed Scope. Fixed Fee.

$7,500

Covers up to 25 site collections. Larger estates quoted at scoping.

The full fee is credited against any remediation engagement signed within 30 days. If you move forward with remediation, the report costs you nothing.

What we need

  • One technical contact for provisioning
  • One business contact for findings review
  • Admin consent on access brief
  • Optional: scoped site list

What you get

  • Comprehensive assessment report
  • 60-minute findings review session
  • Sequenced remediation roadmap
  • Engagement credit (if moving forward)
Why this matters

One-off fixes solve today. A readiness assessment prepares you for tomorrowโ€”and for Copilot.

When organizations deploy Copilot without understanding their content landscape, two things happen: exposure problems become visible to users, and accuracy problems erode trust in the AI tool itself.

A readiness assessment gives your team a clear sequence of work, reduces risk before go-live, and ensures Copilot has clean, governed content to reason from. Structured content and consistent governance make the difference between a tool users trust and one they work around.

Understand your exposure Know what Copilot can reach before users discover it can reach too much.
Fix accuracy first Stale and duplicate content undermine Copilot reliability. This report identifies what needs remediation.
Get a clear roadmap Sequenced remediation plan that your team can execute without waiting for vendor guidance.
Deploy with confidence Launch Copilot on a governed content foundation, not on hopes that the data is clean.

Start your Copilot readiness assessment.

Schedule a brief 30-minute discussion with our team. We'll walk through exactly what gets read, what the report shows, and what your security team needs to approve.


130-minute security briefing
2Assessment runs inside your tenant
3Findings review with your team
4Sequenced remediation roadmap