
Microsoft 365 Copilot Readiness Assessment
Copilot can help you enhance productivity, amplify human creativity, customize for the way you work, and count on responsible, secure AI. But in order to unleash its full potential, you need to first gauge your readiness and position your organization to optimize your deployment.
Assessment Overview

ePlus offers a two-day Microsoft 365 Copilot Readiness Assessment to help you understand your current readiness profile for adoption and identify any knowledge gaps. Through this assessment, ePlus will work with you to provide a better understanding of the technology in play along with your organizational readiness to accelerate your adoption journey. This assessment will enhance your employee experience and productivity via the adoption of Microsoft 365 Copilot.
Assessment Outline
ePlus will execute this assessment in a collaborative and informative approach with your resources to ensure that enablement and knowledge transfer supports ownership and future operational success of your environment.
Phase I Microsoft 365 Copilot Overview and Organizational Readiness
In this phase, we explore current, practical applications of AI, emphasizing real-world effectiveness over theoretical potential.
We will cover techniques for engaging and managing diverse stakeholders in AI initiatives and a roadmap for effectively and ethically integrating AI into your organization.
Conduct one (1) up to four-hour assessment session to review the following elements:
- Overview of Microsoft 365 Copilot technology and architecture
- Introduction to Microsoft Responsible AI
- Discuss best practices for user experience and feedback strategy to enhance adoption in the organization
- Review up to three (3) representative use cases relevant to customer’s vertical and business
- Conduct up to three (3), one-hour workshop sessions with customer process owners and data stewards to identify datasets in scope for up to three (3) use cases
- Demo of Copilot
Phase II Technical Readiness
Conduct one (1) up to four-hour assessment session to review the following elements:
- Review of the Semantic Index
- Overview of Microsoft 365 datasets (OneDrive, SharePoint, Teams, Exchange Online) and external integrations with plugins and graph connectors
- Overview of proper data management in Purview to include data classification, labeling, and enforcement
- Licensing requirements for:
- Microsoft 365 User licenses E3 and E5
- Purview requirements
- Copilot
- Walk through of high-level best practices for:
- Proof of Concept
- Pilot
- Production
- Auditing and Operational management
Assessment Deliverables
After the two-day remote assessment, you will receive the following deliverables in electronic format:

Licensing Readiness Output
Current Microsoft 365 licensing and recommendations for optimal Copilot adoption

Organizational Readiness Output
Overview slide of best practices for user experience and adoption strategy

Technical and Security Readiness Output
Overview slide of Purview best practices

Data Sources
List documents, databases or external systems where data resides for up to three (3) Copilot use cases

Deployment Roadmap
Timeline recommendation and steps to successfully deploy
Microsoft 365 Copilot Readiness Assessment Benefits

Accelerated Copilot deployment for faster time to value and meaningful employee productivity impact

Quantifiable and defined business use cases to align technology and business goals

Secure and monitored deployment to decrease risk and maintain governance

Why ePlus?
ePlus holds the Microsoft Modern Work Solutions designation and has partnered with organizations to quickly adopt Microsoft 365 in a secure fashion. We empower both the IT and Security teams to unleash the power of Copilot to your workforce in a governed and monitored manner.

Ready to Accelerate Your Microsoft 365 Copilot Deployment?
As part of our AI Ignite offering, ePlus provides a variety of workshops and assessments geared towards organizations who are exploring AI possibilities, formulating AI strategies, and/or determining AI preparedness. These can be undertaken individually or combined for more in-depth visibility, depending on your particular needs and areas of interest.
To learn more about the Microsoft 365 Copilot Readiness Assessment and our other offerings, contact us today at AI-Ignite@eplus.com. Visit our website for additional details: Workshops and Assessments.