Copilot for Microsoft 365 Readiness Assessment Guide

This document is a guide for conducting a Copilot for Microsoft 365 Readiness Assessment. It outlines the process to help organizations prepare for the implementation of AI through Microsoft 365. The assessment begins by identifying business goals, where the organization works with consultants to define a business case for AI and align it with the benefits that Copilot can provide. It includes a review of current readiness, which assesses Microsoft 365 licensing, configuration, security, and infrastructure to determine the organization's ability to implement Copilot. The guide details the development of an implementation roadmap, offering recommendations and steps to ensure that the deployment aligns with the defined business goals. Additionally, it includes workshops focused on establishing an AI business case and creating a customized implementation roadmap, which encompasses cost analysis and ROI expectations. The deliverables from this assessment include comprehensive findings, a business case, an implementation roadmap, and an AI use policy.