Copilot Readiness Assessment

An important step in understanding how far along your organisation is in adopting AI.

What is Copilot Readiness Assessment?

Introducing AI within any organisation requires careful planning, preparation and readiness to deliver without increasing associated security and governance risks.

Croft’s Copilot Readiness Assessment will help your organisation evaluate how prepared you are to deploy and adopt Copilot for Microsoft 365.

The assessment will examine your existing Microsoft 365 environment, including governance, security, compliance and management.

At the end of the assessment, you’ll receive a report that covers organisational and productivity readiness, potential blockers to deployment, compatible users, security and governance, and a deployment path.

The aim of the Readiness Assessment is to prepare your organisation for its digital transformation journey and take full advantage of Copilot for Microsoft 365.

Croft is ready to help you on your path to digital transformation with Copilot.

Components of a Copilot Readiness Assessment

Current Licensing

Understand your current Microsoft licensing and whether it is compatible with Copilot

Identity Management

Highlight which users in your organisation are ready to use Copilot

Current Collaboration Tools

Identify which collaboration tools are currently being utilised and how Copilot can improve productivity

Data Locations

Understand where your important and confidential data is stored


Uncover opportunities to implement data security measures and improve data security posture to optimise user experience with Copilot for Microsoft 365

Benefits of a Copilot Readiness Assessment

Minimise risk

It identifies potential security and compliance concerns and provides recommendations on how to mitigate them

Maximise your ROI

The assessment helps you understand how Copilot can benefit your organisation and how to best implement it for maximum return on investment

Efficient rollout

The assessment helps you develop a plan for deploying Copilot smoothly across your organisation


Do we need a Copilot Readiness Assessment? 

Yes, at Croft, we highly recommend that you start your journey with Copilot by completing a Croft Readiness Assessment. Having the correct prerequisites before deploying Copilot for Microsoft 365 is critical.

What are the risks of deploying Copilot without an assessment? 

Without one, you may not be prepared to deploy Copilot, run the risk of not getting the most out of your investment, or expose your data to the wrong people. Our team can help you mitigate these risks.

Who will complete the assessment? 

The Microsoft specialists at Croft will work with you to complete the assessment. The team is on hand to support you to input the necessary data and ensure you fully utilise the assessment results.

What happens after the Copilot Readiness Assessment?

We’ll help you make sense of the report and guide you through the next steps. These are either deployment or making the necessary changes in your Microsoft ecosystem before using Copilot.

Why should you choose Croft for your Copilot Readiness Assessment? 

Croft is a Microsoft Solutions Provider. We’re here to help you unlock the full potential of Copilot for Microsoft 365. Our accredited Microsoft solution engineers are available to help your organisation succeed with Copilot.

Book your Copilot Readiness Assessment

Croft's Copilot Readiness Assessment will help you gain invaluable insights into your organisation’s preparedness while discovering the vast capabilities that Copilot provides.

Copilot Readiness Assessment