AI in the workplace is no longer uncommon; it changes the way we work daily. One of the most exciting tools leading this change is Microsoft 365 Copilot, Microsoft’s newest AI platform, designed to help professionals thrive in the workplace. By combining the power of artificial intelligence with the Microsoft apps you already use in the workplace, such as Word, Excel, Outlook, and Teams, Microsoft 365 Copilot can help your team save time, work smarter, and be more productive. But before you dive in, it’s important to ask: Is your business truly ready for Microsoft 365 Copilot?
It’s not as simple as turning it on/off at work; Microsoft 354 Copilot relies on having the right setup in place, especially when it comes to how your data is stored, shared, and protected. That’s where SysGen’s Microsoft 365 Copilot Readiness Assessment comes in; we will go through the definition, the benefits, and why doing the readiness assessment is crucial for your business.
Table of Contents
What Is Microsoft 365 Copilot?
Think of Microsoft 365 Copilot as an AI-powered assistant that works right inside your Microsoft tools; it can summarize long email threads in Outlook, create draft documents in Word, suggest data insights in Excel, and even help you catch up on Teams meetings you missed. Microsoft 365 Copilot learns from the data you already have in Microsoft 365: your emails, documents, and meeting notes, and more. It does this to provide smart suggestions and support, but here’s the catch: If your data is unorganized, outdated, or not set up properly, Microsoft 365 Copilot can’t do its job well, and may even become a challenge. That’s why preparation is key!
Why You Need a M365 Copilot Readiness Assessment
Even though Microsoft 365 Copilot sounds easy to use (and it is!), getting your business environment ready behind the scenes is a different story. Many companies face challenges, such as:
- Unclear document organization
- Outdated file permissions (who can access what)
- Poor data security settings
- Unused or mismanaged Microsoft 365 features
What Does the Microsoft 365 Copilot Readiness Assessment Include?
SysGen’s M365 Copilot Readiness Assessment helps your business figure out what’s working, what’s not, and what you need to change before adopting Copilot into your workplace. Here’s a breakdown of what SysGen’s assessment covers, explained:
✅ 1. Review of Your Microsoft 365 Setup
We take a close look at how your organization is currently using Microsoft 365; this includes tools like SharePoint, OneDrive, and Teams, and how your employees are storing and accessing files.
✅ 2. Data Structure & Accessibility
Microsoft 365 Copilot needs access to good, clean data to work properly. We assess how your files are organized, whether they’re stored in the right places, and how easy it is for M365 Copilot to find the information it needs.
✅ 3. Security & Permissions
Data privacy matters, especially when using AI. Our team can help you make sure sensitive files are protected and only the right people have access. This step is key to making sure M365 Copilot doesn’t surface the wrong information to the wrong person.
✅ 4. Licensing & Technical Requirements
We’ll check if your Microsoft 365 licenses support Copilot and make sure you have all the necessary updates and tools in place for it to run smoothly.
✅ 5. Recommendations for Next Steps
Based on what we find, we’ll give you clear, simple recommendations for how to get your systems M365 Copilot-ready; this might include organizing your files better, adjusting permissions, or improving how your team uses Microsoft tools.
Why Does It Matter?
Microsoft 365 Copilot has the power to transform the way your team works, but only if it’s built on a strong foundation. If your environment isn’t ready and no readiness assessment was done before implementation, you risk running into challenges, such as:
- Incorrect or irrelevant suggestions from M365 Copilot
- Security risks due to poor access control (employees accessing data they shouldn’t have access to)
- Frustration from staff who can’t use the tool effectively (this decreases morale)
- Wasted investment in technology that doesn’t deliver results
By taking the time to assess your readiness now, you can set your team up for success later! Preventing these challenges from happening and entering the implementation with a proactive approach is the way to go.
Let’s Make AI Work for You
You don’t have to figure this out on your own; we’ve helped businesses across industries get the most out of Microsoft tools, and we’re ready to help you do the same with M365 Copilot. Our Readiness Assessment is a simple first step that gives you peace of mind and a clear path forward; you’ll understand what needs to change and how to make sure your business is ready to get real value from AI.
Ready to Get Started?
The future of work is here, and Microsoft 365 Copilot is leading the way. Don’t let disorganized data or outdated settings hold your business back! Chat with our AI experts today and get ready to embark on your digital transformation journey.
Connect with our Digital Advisory team today!
