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Microsoft Copilot governance,
security and readiness assessment

Deploy securely with confidence, control, and measurable readiness

Microsoft Copilot can unlock significant productivity gains, but only when organisations have confidence that their data, permissions, governance and licensing are ready to support a secure rollout.

Our Copilot governance, security and readiness assessment gives you that clarity by identifying exposure risks, validating key controls, reviewing license allocation and setting out the remediation steps needed before deployment.

With a clear view of what needs to change, your teams can make informed rollout decisions and move towards adoption with greater confidence.

Copilot governance, security and readiness assessment

Our assessment reviews the full Microsoft 365 estate, including identity and access controls, SharePoint, Teams and OneDrive permissions, information governance, sensitivity labelling, Data Loss Prevention (DLP), Microsoft Purview controls, sharing practices, and Copilot security considerations.

Microsoft licensing audits and usage reviews are also completed to ensure the right license mix, rollout cohorts, and adoption strategy are in place.

What are the outputs?

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Identification of oversharing and data exposure risks before Copilot rollout

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A prioritised remediation plan with clear ownership and risk ratings

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A licence optimisation and rollout recommendation aligned to business use cases

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Increased confidence for IT, security, risk, and business stakeholders to proceed with deployment

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We support Skipton Building Society in scaling Microsoft 365 Copilot adoption and AI capabilities

Skipton Building Society needed a structured approach to scaling Microsoft 365 Copilot within a highly regulated financial services environment.

We helped Skipton scale Microsoft 365 Copilot adoption across more than 650 colleagues with a governance-first approach that built trust from the outset.

The result was confident adoption, fewer barriers to problem-solving and more time spent on work that delivers real value.

Read the full case study

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Copilot governance, security and readiness assessment delivery engagement

A typical delivery is completed over 2-4 weeks, comprising:

  • Stakeholder workshops
  • Technical analysis
  • Findings review
  • Final readiness report with recommended remediation actions
  • License strategy

The engagement provides a clear go/no-go decision point and establishes the governance foundations required for a controlled and scalable Copilot rollout.

Get in touch today to get started

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