Copilot for Microsoft 365 promises to revolutionise the way that businesses operate, by harnessing the power of AI to streamline processes, improve decision-making, and drive innovation. But before you turn on this game-changing tool, it’s crucial to ensure your business is fully prepared for the integration. 

Rushing into Copilot without proper preparation can lead to inefficiencies, data security risks, and poor user adoption. That’s why we’ve created this readiness assessment checklist to help you evaluate if your systems, processes, and teams are ready to maximise Copilot’s potential. 

Are You Ready to Implement Copilot for Microsoft 365? Your Readiness Assessment Checklist

Step 1

Data is the fuel for AI, and for Copilot to provide accurate insights, your business data must be clean, structured, and up to date.  Here’s what to check: 

• Are there inconsistencies or duplicate records in your current datasets? 

• Will Copilot need to connect to other data systems like Azure Files or your CRM? Ensure connectors are in place and functioning correctly. 

Step 2

Copilot’s strength lies in its ability to automate repetitive tasks and provide intelligent insights. But first, you need to analyse your existing workflows to identify where Copilot will have the most impact. 

• Which of your business processes can benefit most from automation? 

• How will integrating Copilot affect your current workflows? Will it streamline or complicate existing operations? 

Step 3

As with any powerful tool, security is critical when implementing AI. Copilot will have access to sensitive company data, so it’s vital to have robust security measures in place. 

• Have you implemented role-based access control (RBAC) to restrict which employees can access specific data? 

• Are your data governance policies up-to-date and compliant with industry regulations? 

• Do you have regular security audits scheduled to ensure Copilot is being used safely and efficiently? 

Step 4

No matter how powerful a tool is, its success depends on the people using it. To get the most out of Copilot, your employees must be equipped to use its capabilities effectively. 

• Do your teams understand how to use Copilot’s features in their daily tasks? 

• Have you prepared your team for the cultural and workflow changes that come with integrating AI? 

 

Ready to get started? If you’ve gone through this checklist and are still unsure if your business is fully prepared, we’ve got you covered.

Our comprehensive Guide to Implementing Copilot for Microsoft 365 dives deep into these steps – download our eBook here.