Copilot Readiness Assessment

Microsoft Copilot delivers value only when your tenant is ready. TrustedTech’s Copilot Readiness Assessment reveals the current state of your Microsoft 365 environment and identifies areas that require attention before adoption.

Many organizations lack the necessary identity, data, and security controls to deploy Copilot safely, creating a risk of data exposure and compliance issues. Our assessment:

Evaluates Copilot readiness in identity, security, and data
Identifies data exposure or compliance risk gaps
Provides an actionable roadmap for a safe deployment

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Find Out How to Receive a Copilot Readiness Assessment FREE and Receive a Personalized Roadmap Delivered in Two Weeks or Less!

We’ll help you evaluate your current Microsoft 365 environment and identify the key steps to enable Copilot securely and effectively, following best-practice guidance from our Microsoft experts.

You’ll gain clarity on your organization’s readiness, visibility into data and security gaps, and a defined path to:

✅ Unlock productivity gains across Microsoft 365 apps

✅ Strengthen security and refine data permissions

✅ Simplify and modernize your IT infrastructure

✅ Seamlessly integrate AI into daily workflows

Trusted By

Trusted by IT leaders, CIOs, and security teams deploying Microsoft 365 Copilot.

Security-First Approach • Microsoft 365 Tenant Experts • Copilot Readiness Specialists

Identity & Access Review (Entra ID)

Lock down identity, the first line of defense for Copilot.

✅ MFA, Conditional Access, and sign-in risk policies

✅ Identity Secure Score highlights and quick wins

✅ Admin accounts, PIM, and break-glass strategy
Security Posture & Threat Protection

Ensure endpoints and SaaS access are ready for AI.

✅ Microsoft Defender & Secure Score recommendations

✅ Endpoint protection & Attack Surface Reduction readiness

✅ Cloud App protections, with third-party SaaS exposure
Data Governance & Compliance (Purview)

Make sure Copilot only works with the right data.

✅ Sensitivity labels and label publishing policies

✅ DLP coverage for email, Teams, SharePoint & OneDrive

✅ Retention labels and lifecycle strategy for critical data
Collaboration & Content Readiness

Secure the collaboration tools Copilot depends on.

✅ Teams meetings, chat, and guest access policies

✅ SharePoint & OneDrive external sharing posture

✅ Intune device compliance for secure Copilot access
Licensing & Rollout Roadmap

Align licensing, cost, and technical readiness.

✅ Review of your current M365 licensing for Copilot

✅ Gap analysis for required security & compliance features

✅ Clear, phased roadmap for Copilot deployment

Copilot Readiness Assessment FAQs

These FAQs explain how the free Copilot readiness assessment works, who it’s for, what access is required, how long it takes, and what you can expect, clearly addressing common concerns about security, value, and sales pressure.

How long does the assessment take?

Typically 1–2 short discovery sessions plus time for our engineers to analyze your tenant configuration. You’ll receive a written report and a walkthrough call.

Do you need admin access to our environment?

We’ll work with you to use secure, least-privilege access methods and can tailor the process to your security requirements.

What size organizations is this for?

It’s generally best for organizations with at least 100 Microsoft 365 users, up through large enterprises.

We’ve already started deploying Copilot. Is this still useful?

Absolutely. We’ll help you identify any gaps that may have been missed and tighten security, compliance, and governance around your existing Copilot usage.

Will you try to sell us additional licenses?

If we identify opportunities to optimize your licensing or reduce costs, we’ll share them. However, our primary goal is to ensure your environment is secure and Copilot-ready.

How It Works →

We keep the Copilot readiness assessment process simple, secure, and respectful of your time.

Tell Us About Your Environment

Fill out the form with a few details about your tenant, user count, and primary concerns about Copilot.

Engineer-Led Tenant Review

Our Microsoft 365 specialists securely review your configuration, security posture, and Copilot readiness.

Get Your Readiness Report & Roadmap

We walk you through a clear, prioritized plan to close gaps and safely roll out Copilot across your organization.

Is a Copilot Assessment Right for You?

If Copilot is on your roadmap or already partly deployed, this assessment can prevent costly mistakes and rework later.

This is a perfect fit if you’re:

An IT Director, CIO, CISO, or Security Lead planning a Copilot rollout.
Already using Microsoft 365 E3/E5 or Business Premium across your organization.
Concerned about data exposure, compliance obligations, or tenant complexity.
Looking for a practical, technical blueprint—not generic marketing slides.

Capacity is limited. Because each assessment is performed by senior engineers, we only take on a limited number of new environments each month. If you’re serious about Copilot, now is a great time to get on the schedule.

How to Prepare for Microsoft Copilot Adoption

TrustedTech sits down with Anton Ragan, Account Executive, to explain the benefits and precautions of adopting Microsoft 365 Copilot. What's covered:

✅ The return on investment on a $30 monthly fee, per user.
✅ Digital debt and Copilot usage to fix time management issues.
✅ The importance of Copilot Readiness Assessment Program.
✅ Data governance and security precautions for utilizing A.I.
✅ The future trends in A.I. for enterprise offerings.

Ready To Adopt Copilot & Accelerate Your Business?

Copilot can transform how your teams work, but only if your Microsoft 365 environment is secure, organized, and ready. Get a clear, actionable assessment so you can deploy Copilot with confidence.

Get My Copilot Readiness Assessment