
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:
- Microsoft 365 Copilot technology and architecture
- Licensing requirements
- Semantic index review
- Persona use cases relevant to your business
- Microsoft responsible AI usage
- Representative business use case discussion
- Demo of Copilot
Phase II Technical Readiness
Conduct one (1) up to four-hour assessment session to review the following elements:
- Copilot data usage and default governance controls
- Identity
- Single sign-on
- Multi-factor authentication (MFA)
- Conditional access rules
- Privileged identity management
- Network Security
- Endpoint security
- Mail security
- Vulnerability management
- Threat detection
- Endpoints
- Management
- Operating system patching
- Extended detection and response (XDR)
- Infrastructure
- Logging
- Monitoring
- Data
- Classification
- Labeling
- Data loss prevention (DLP)
- Encryption
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
Detailing recommendations for user training and initial use case

Technical and Security Readiness Output
Currently deployed solutions and recommendations for secure Copilot deployment

Economic Model
Estimated cost of required licensing and potential productivity savings based on Microsoft and industry datasets

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.