Copilot for Microsoft 365 Readiness Assessment

Is your organization excited about implementing Copilot for Microsoft 365, but you’re not sure where to start or how to make sure your data is secure when using AI?

Preparing for Copilot for Microsoft 365 is like getting ready for a new batch of intern assistants. Microsoft describes Copilot as an AI-powered digital assistant -- it can tackle tasks such as summarizing meetings, analyzing data, finding reference materials and answers.

But like all interns, Copilot needs to be brought up to speed to how your organization works and follow your security policies. You will also need to assign Copilot to the people most willing and able to make use of it, ensure it is performing as expected, and create parameters for what data Copilot should have access to and secure what it should not.

With our readiness assessment, you will unlock valuable insights into your M365 environment and ensure you are prepared for a successful Copilot implementation. We're here to help you pinpoint your most engaged M365 users who are ideal candidates for Copilot. Additionally, we will provide a comprehensive review of your Security Controls and Data Governance (Purview) to ensure your data is used safely with Copilot. We will also analyze your tenant and collaborative settings to optimize your Copilot experience.

Deliverables: A report identifying your most active M365 users and the most viable Copilot use cases Assessment of your Security Controls and Data Governance (Purview) with recommendations to ensure your data is secure when using Copilot Copilot Pilot implementation recommendations, benefits, and training materials An analysis of your tenant/collaborative settings

Outcomes:

• At the end of this 35-hour readiness assessment, your organization will know where to start to deploy Copilot and which employees will be the best candidates to leverage it. The Rego Copilot Readiness Assessment will leave you with actionable steps to start your Copilot pilot program.
• You will also gain recommendations about your M365 overall setup and what settings may need to be changed or built out to ensure Copilot is implemented following best practices.

Review Process:

1. Rego will provide a framework of user profiles that might benefit from Copilot: M365 users who are proficient with the M365 toolset, using collaborative spaces and integrating data from multiple sources.
2. You will complete a Copilot readiness questionnaire.
3. Rego will host a kick-off meeting to get to know you, your short and long-term goals, your environment, and the strategies you might have in place for your workloads. 
4. Rego will conduct 2 informational sessions on Copilot and ways it can be utilized to accelerate creativity and productivity.
5. Rego's team of Copilot experts will conduct an initial readiness assessment of your M365 environment, licensing allocations, and Security and Purview configurations.
6. You will receive a Copilot readiness assessment report with findings and recommendations, tailored to your organization’s needs. This includes which roles/employees would be best suited for your Copilot Pilot Program.
7. You will receive 1-5 suggested Copilot scenarios for initial adoption and a proposal for your pilot implementation
8. Rego will provide high-level tenant, licensing, and security settings guidance/configuration.
9. Rego will review remediations with you, including remediated items and recommendations for continued success.