• There are no suggestions because the search field is empty.

Microsoft 365 Copilot Readiness Assessment

Ensure your security, data controls, and licenses are ready before you deploy Copilot AI.
Talk to iCorps

Talk to iCorps

What You Get with a Copilot Readiness Assessment

iCorps Technologies delivers a structured Microsoft 365 Copilot Readiness Assessment designed to help organizations deploy Copilot responsibly, securely, and with measurable business impact.
 
This engagement identifies technical prerequisites, security and compliance gaps, organizational readiness considerations, and high-value Copilot use cases that improve productivity, reduce manual work, and support real business workflows.
blue-check-bullet

Executive Summary & Readiness Scorecard  

A clear summary showing what’s ready, what’s not, and how to prioritize improvements.
blue-check-bullet

Technical Assessment 

A full review of your Microsoft 365 environment—including licensing, apps, and security posture.
blue-check-bullet

Gap Analysis  

A step-by-step analysis of risks, with actionable recommendations to close critical gaps.
blue-check-bullet

Deployment Roadmap  

A phased plan that aligns rollout timing with business goals and technical readiness.
blue-check-bullet

Adoption & Change Plan  

Guidance, training, and tools to prepare your teams for Copilot and drive real adoption.
Group 1000005414
Download the Guide

Our Consulting Approach

Copilot can deliver real value, but only if it’s deployed with the right mix of strategy, security, and support. We guide you through every step to make that happen.

3 Pillars of Readiness

Platform Readiness  

Ensure licenses, security controls, and infrastructure are all in place

Business & Use-Case Alignment  

Identify meaningful ways to integrate Copilot AI into daily workflows

People Readiness   

Training, support, and communication to get your team prepared for AI adoption

6 Steps to Success

STEP 1

Discovery & Planning

Stakeholder interviews and usage analysis to set the stage
STEP 2

Organizational Readiness

Develop a rollout strategy, build champions, and prepare end-user training
STEP 3

Security & Compliance 

Entra ID, MFA, DLP, Purview, sensitivity labels, and data oversharing risk

STEP 4

Data & Information Architecture 

Review sensitivity labels, permissions hygiene, content sprawl across SharePoint, OneDrive and Teams
STEP 5

Licensing & Technical Review 

Validate Microsoft 365 licensing eligibility, Copilot prerequisites, and tenant configuration
STEP 6

Roadmap & Recommendations

A clear summary report with quick wins and next steps
Reach Out to iCorps

Outcomes & Business Impact

A Copilot Readiness Assessment is more than a technical review. It’s a structured plan that helps you move forward with clarity and confidence.

Frame (1)-3

Faster Time-to-Value  

Eliminate delays and second-guessing. Get a focused plan that tells you what to fix, and when.
Frame (2)-1

Lower Risk, Stronger Governance

Know your data and compliance posture before launch. Avoid missteps and reduce data exposure.
Frame (3)-1

Higher Adoption, Better Productivity  

With training and change planning built in, your team gets more out of Copilot—right away.
Book an Intro Call
Frame 1000005465 (2)-1

Is Your Firm Ready to Adopt AI?

Not sure if Microsoft Copilot is the right step for your firm? Take our quick 3-question AI Readiness Scorecard.
Answer a few simple questions about your firm’s Microsoft 365 setup and priorities.
Receive a personalized one-page scorecard that shows:
Your current Copilot readiness level
Where AI can make the biggest impact in your firm
Recommended next steps for moving forward safely

Responsible AI Use

When you’re in a regulated industry, Copilot isn’t just about getting more done—it’s about doing it safely. We help ensure your deployment aligns with Microsoft’s Responsible AI standards and your industry’s compliance requirements.
Frame (4)
Copilot operates within your Microsoft tenant, adhering to the permissions and compliance rules you already have in place. Nothing leaves your environment.

Frequently Asked Questions About Microsoft Copilot Consulting Services

The assessment gives you a clear roadmap for deployment, reduces data security risks, and sets the stage for successful integration across Microsoft products like Outlook, PowerPoint, and Excel. It ensures you capture the full value of Copilot while aligning with your business objectives.

Our consulting services identify where Copilot can deliver the most impact in your daily workflows. Whether it’s streamlining document creation in Word, analyzing data in Excel, or powering seamless collaboration in Teams, we help you unlock new levels of productivity.

Every organization has unique requirements for governance, access, and compliance. Our consultants focus on your specific needs—from data classification policies to a governance framework—so your Copilot deployment is both secure and business-ready.

We take a structured approach: validating copilot requirements, mapping use cases, and designing a phased rollout. We measure success metrics like user adoption and productivity improvements, and we gather feedback throughout the process to ensure continuous optimization.

Copilot represents a new era of AI directly embedded in Microsoft applications. By leveraging the Microsoft ecosystem—including the Power Platform and core business applications—we help clients enhance productivity while maintaining strong data security.

Our work doesn’t stop at launch. We provide follow-up consulting services to monitor success metrics, gather feedback from early adopters, and adjust the roadmap as your needs evolve. This ensures continuous optimization and a successful integration long term.

We implement a governance framework that protects sensitive data while enabling seamless integration with Microsoft tools. This balance allows you to enhance productivity without compromising on compliance, privacy, or access controls.

Success means Copilot is seamlessly integrated into your digital workspace, directly supporting your business objectives. Employees save valuable time, business applications connect smoothly, and teams achieve higher productivity through a combination of deep expertise, consulting services, and a structured rollout plan.