Cleansed data and simpler permissions
Praxis moved from a file server to Teams and SharePoint, with data cleansed and reorganised, a Team per business function and simpler permissions.
Copilot readiness
Fix what Copilot would find before it finds it.
Our readiness assessment reviews your Microsoft 365 tenant for loose permissions, sharing links, sites with no owner, missing labels and stale content, all the things that make Copilot answer badly or show people what they should not see. You get the issues ranked by risk and effort, with a remediation plan you can run yourselves or hand to us.
Related services
What comes after the assessment.
The findings usually point to a few pieces of work. These are the services that pick them up.
Microsoft 365 Copilot
Deployment, training and adoption once the tenant is ready.
SharePoint governance
Ownership, permissions and lifecycle rules so the tenant stays tidy after the fix.
Microsoft Purview
Sensitivity labels and retention coverage, set up where the assessment found gaps.
Data security
Close off oversharing and broken permission inheritance across the tenant.
Health checks
A wider review of your Microsoft 365 and SharePoint setup.
AI governance
Acceptable use policies and controls for Copilot and other AI tools.
2 to 3 weeks
for a typical assessment, depending on tenant size and access
2 hours
for our Copilot readiness workshop
20+ years
of SharePoint and Microsoft experience behind the review
How we work
How the assessment works.
01
Scope
We agree the rollout you have in mind, the access we need and the people we should speak to.
02
Audit
We review permissions, sharing links, site and Team ownership, sensitivity labels, retention, duplicate and stale content, and licensing.
03
Report
A findings report with every issue ranked by risk and effort, written so both IT and the business can act on it.
04
Plan
A remediation and adoption roadmap covering training, governance and a phased deployment.
05
Fix
You run the plan yourselves, or we pick up the remediation and the Copilot rollout with you.
Case studies
Case studies we have delivered.
Read the Praxis case study
Retention labels on modern SharePoint
Shelter moved from a 2016 SharePoint intranet to modern SharePoint with retention labels and policies keeping content governed.
FAQ
Frequently asked questions.
What is a Copilot readiness assessment?
A review of your Microsoft 365 tenant before you turn Copilot on, covering permissions, sharing links, site ownership, retention and content quality.
Why do we need one before turning Copilot on?
Copilot inherits your existing permissions. If sharing is loose, sites have no owner and content has not been reviewed in years, Copilot will surface and summarise all of it.
How long does it take?
Two to three weeks for a typical tenant, depending on size and how much access we are given at the start.
What do we get at the end?
A findings report with the issues ranked by risk and effort, and a remediation plan you can run yourselves or hand to us.
Book your Copilot readiness assessment.
Tell us what you are working on and we will come back to you within one working day to arrange a call.