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Flagship engagement

A defensible Copilot roadmap in two to three weeks.

You bought the licenses. The pilot is stuck, or the strategy deck never turned into anything deployed. The Copilot Readiness Assessment is a structured engagement that replaces "what do we even do with Copilot" with a plan you can take to your executive sponsor on Monday.

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The problem

Most organizations are stuck in one of three places.

Licenses are sitting on the shelf because no one is sure where to start. A pilot ran for a quarter and produced no measurable lift, so it's quietly winding down. Or the CIO has a board-level commitment to "an AI strategy" and no internal agreement on what that actually means this year.

The common cause is not a Copilot problem. It is a readiness problem — the data estate, the governance model, the licensing plan, and the use-case backlog aren't in the shape Copilot needs them to be in. The assessment exists to fix that in a bounded, two-to-three-week engagement rather than a six-month consulting drip.

What you get

Five concrete deliverables at the end of the engagement.

  1. Current-state assessment

    A written read on your readiness across four dimensions: data estate (SharePoint, OneDrive, Dataverse hygiene; oversharing exposure; label coverage), security posture (identity, conditional access, DLP), licensing (what you own, what you need, what you're wasting), and governance (who approves what, and what policies exist to enforce it).

  2. Prioritized Copilot use-case backlog

    A scored list of candidate Copilot and Copilot Studio use cases, ranked on business value and implementation feasibility. Not every idea your team brainstormed — the ones worth doing first, with the reasoning written down so the ranking is defensible in a room.

  3. 90-day implementation plan

    The next three months, sequenced: what gets built, who is responsible, what dependencies exist, and what success looks like at each milestone. Written so your project manager can run it without me.

  4. Governance and adoption recommendations

    Specific, named recommendations — not a generic framework. Sensitivity label strategy, SharePoint permission cleanup priorities, Purview policy gaps, champions program structure, training approach, and measurement plan.

  5. Executive-ready presentation deck

    A deck you can take into your steering committee, your CFO, or your board without rewriting. The case for the roadmap, the investment required, and the measurable outcomes at 30, 60, and 90 days.

The three phases

Discovery → Analysis → Roadmap.

Ten to fifteen business days of active work. Calendar length depends on your team's availability.

  1. Phase 1

    Discovery

    3–5 business days

    Stakeholder interviews with IT leadership, security, compliance, and a representative cross-section of business sponsors. Technical review of tenant configuration, licensing, SharePoint estate, and existing governance artifacts. Business process survey to surface where the real pain and real value live.

  2. Phase 2

    Analysis

    5–7 business days

    Use-case scoring against a written rubric. Gap analysis against Microsoft's Copilot readiness requirements. Data-estate risk assessment with specific findings, not a red-amber-green chart. Licensing fit review. Draft findings circulated to your internal team for correction before they go into the final deliverables.

  3. Phase 3

    Roadmap

    2–3 business days

    Final deliverables produced, reviewed, and delivered in a working session with your stakeholders. The 90-day plan gets walked through page by page so the next hands on it understand the reasoning. You leave with the deck, the documents, and the answers to the questions your executive sponsor will ask.

Self-qualify

Is this the right engagement for you?

Being direct about fit saves everyone time.

Who this is for

  • You have Microsoft 365 Copilot licenses or are seriously evaluating them.
  • You are a mid-market or enterprise organization — typically 500+ employees — with an actual IT function and an identified executive sponsor for AI work.
  • You have someone internal who can make governance and data-estate decisions stick; I will give you the answers, but someone on your side has to own the execution.
  • You want a specific plan, not another workshop.

Who this is not for

  • If you're a small business with fewer than 50 users, a two-to-three-week assessment is probably oversized for what you need. A consultation to point you at the right lightweight starting place will serve you better.
  • If you have no executive sponsor and no mandate to do anything about AI this year, the roadmap will sit in a drawer.
  • If what you actually need is a Copilot Studio agent built — not a plan — start with a consultation instead; I'll scope the build directly.
  • If your plan is already final and you're looking for validation rather than an independent read, a different kind of engagement will serve you better than this one.

Pricing

Scoped to organization size and data complexity.

I quote after the initial consultation, not from a website price card — the difference between a 500-user single-tenant engagement and a 20,000-user multi-entity one is large enough that a single number would mislead both of us. You'll know the number before the engagement starts, in writing, with a clear statement of work.

Request an assessment

Tell me where you are.

The intake form collects enough context for me to come to the initial consultation prepared. Expect a reply within one business day.

First and last.

Organization name as it would appear on a statement of work.

Your title, so I can calibrate the initial conversation.

I reply within one business day.

Only if you prefer a call over email.

Current Microsoft stack required

Select all that apply.

A paragraph is fine. Where are you stuck, what have you tried, and what does success look like in 90 days?

Timeline required

Optional — helps me understand what's reaching people.

Or book a 30-minute consultation first

Common questions

What buyers ask before committing.

How long is the engagement really?
Two to three calendar weeks end to end, with 10–15 business days of active work. The calendar length depends on your team's availability for stakeholder interviews and the working session at the end — not on how much time I need.
Who needs to be involved on our side?
A sponsor with authority to make decisions (usually the CIO, head of IT, or a digital transformation lead), a security or compliance owner, a SharePoint or data-estate owner, and two to four business sponsors who can speak for the processes you're considering Copilot for. I handle the synthesis; you provide access to the right people.
What happens to the data we share during the assessment?
Findings are written into documents you own. I retain the right to reference anonymized lessons learned from the engagement, but no client data, tenant configuration, or internal documents ever leave the assessment artifacts. I will sign your NDA; if you don't have one, I have a standard one I can provide.
Do we need Copilot licenses before the assessment?
No. In fact, assessing before a large license purchase is a common reason to engage. If you haven't bought yet, the assessment will include a licensing recommendation sized to the use-case backlog, rather than the other way around.
What if the assessment finds we're not ready for Copilot?
Good. That is a valid outcome and a valuable one. You will get a written plan for getting ready — data estate cleanup, governance work, licensing changes — with an honest read on the effort involved. That plan is still useful whether you deploy Copilot in six months, eighteen months, or decide not to deploy at all.
Can the assessment be done remotely?
Yes. The engagement is delivered remotely by default. Onsite is available for federal and government clients, or where security requirements call for it.
What comes after the assessment?
If you want me to, I can lead the 90-day implementation — build Copilot Studio agents, run the M365 Copilot rollout, or architect the governance work the assessment identified. If you'd rather run it with internal staff or another partner, the deliverables are designed so you can. No bait-and-switch; the assessment is a complete deliverable on its own.

Licenses on the shelf, a stalled pilot, a board commitment without a plan?

Start with a 30-minute consultation and tell me where you are.

Request an assessment Book a 30-minute consultation