Find Out Exactly Where Your Business Stands on AI — Before You Spend Another Dollar on It.
Our AI Readiness Assessment gives you a clear picture of your Microsoft environment, your data posture, and where Copilot or automation will actually move the needle — delivered as a prioritized action plan in two weeks, not a sales pitch for more software.
Six Deliverables, One Clear Plan
Every assessment produces the same six outputs — concrete, prioritized, and built for a leadership team to act on.
Microsoft 365 Environment Audit
We review your licenses, tenant configuration, and security settings to find gaps, waste, and risk before any AI tool touches your data.
Data Readiness Review
SharePoint structure, OneDrive hygiene, and external sharing exposure decide whether Copilot returns useful answers or surfaces the wrong files. We assess all three.
Copilot Fit Analysis
Not every role benefits from Copilot. We map which teams and workflows will see real time savings — and which won't justify a license yet.
Use Case Prioritization
Every candidate use case is scored by business value, technical feasibility, and risk, so you invest in the ones that pay off first.
12-Month AI Roadmap
A phased, budgeted plan tied to business outcomes — what to do now, next quarter, and across the year, with no vendor lock-in.
Executive Briefing
A 30-minute readout with your leadership team that translates findings into decisions — not jargon.
A 60-person professional services firm completed this assessment and discovered they were paying for Copilot licenses for roles where it had no applicable use case, while finance and operations — their highest-potential departments — had SharePoint environments too disorganized to support it. Within 90 days of restructuring, Copilot adoption in those departments reached 74%.
Two Weeks, Four Steps
A structured engagement that needs limited time from your team — one discovery session and read-only access to your tenant.
Discovery
We meet with your leadership to understand your business, your priorities, and where you think AI could help.
Week 1Audit
We review your Microsoft 365 tenant — licensing, data structure, security posture, and 90-day usage.
Week 1Analysis
We score use cases by value, feasibility, and risk, and model where Copilot and automation create measurable savings.
Week 2Roadmap Delivery
You receive a prioritized, budgeted 12-month roadmap and a 30-minute executive readout.
Week 2Who Should Run This Assessment
Leadership Exploring Copilot
You've heard Copilot can save hours per employee per week and want to know if that's true for your business before committing budget.
Teams With Messy Data
You suspect your SharePoint and file structure aren't ready for AI, and you want an honest read before you turn anything on.
Anyone Burned by Shelfware
You've paid for software nobody uses and want a plan grounded in real, prioritized use cases this time.