Copilot Technical Readiness Assessment

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Prepare your Microsoft 365 data estate

As your organization prepares to leverage Microsoft Copilot to transform work, it is imperative that both Copilot services and the individuals who use them have the RIGHT access to corporate data. The Microsoft 365 Copilot Technical Readiness Workshop will help you understand best practices for discovering, classifying and securing your data in preparation for Microsoft 365 Copilot. 

Key outputs from this workshop:

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Workshop summary:

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Assess the Current State

Know, Classify, and Protect your Data

Build the Plan for the Future State

Action plan for securing Microsoft 365 services and data

Action plan for implementing Purview policies

Detailed reporting of your current Microsoft 365 data

M365 licensing and network configuration

Corporate data state (Teams, OneDrive/SharePoint, On-Prem Exchange)

Data discovery and classification

Sensitive Information types

Trainable classifiers

Microsoft information protection

Microsoft data loss prevention

Data lifecycle management

Define a strategy for structuring SharePoint/OneDrive permissions

Define baseline Microsoft 365 security posture

Define baseline policies to classify and protect data through data classification and sensitivity labels

Define baseline retention policies