We Do Your IT Support provides free Microsoft Copilot readiness assessments for SMEs across Bristol, Bath, Cheltenham, Swindon, Gloucester, and the wider South West. If you are considering Microsoft 365 Copilot, our assessment helps you understand whether your Microsoft 365 environment is technically, securely, and organisationally ready before you commit budget to a Copilot rollout.
This is not a general AI review. It is a focused 365 Copilot readiness assessment designed for SME owners and directors who want clear advice on licensing, data governance, access controls, security, and staff readiness. It sits within our wider AI readiness assessment framework, but this service is specifically about Microsoft Copilot and Microsoft 365.
Book your free Copilot readiness assessment and get a practical view of your organisation’s preparedness before you deploy Copilot.
25+ Reviews
A Microsoft Copilot readiness assessment is a systematic review of your Microsoft 365 environment that checks permissions, licensing eligibility, and data governance before deploying Copilot. It helps identify whether your business has the right copilot licenses, security settings, access controls, data structure, and staff plan in place for a safe Copilot deployment.
The assessment looks at more than whether you can buy Microsoft 365 Copilot. It evaluates whether Copilot can access the right data, whether sensitive data is protected, whether users have the correct licenses, and whether your Microsoft 365 setup could create security concerns once Copilot’s advanced discovery tools begin surfacing relevant content from SharePoint, OneDrive, Teams, Outlook, and business email.
Many businesses already have Microsoft 365 licences but have never audited their data permissions, access controls, or governance practices. That gap is the most common reason Copilot deployments fail or create security risks. Without proper preparation, Copilot may surface outdated files, expose sensitive information, or give users access to content they should not be able to see.
The assessment process ensures that organizations do not accidentally expose sensitive files or grant unintended access when using Copilot’s advanced discovery tools. It gives you a clear report, practical advice, and important actions to complete before you move ahead with your Copilot investment.
Oversharing is the #1 reason Copilot rollouts go wrong.
Most SMEs are not fully ready for Microsoft 365 Copilot because technical readiness goes beyond having the right licenses. A business may already use Microsoft 365 every day, but that does not mean its data, permissions, security, and governance are ready for an AI assistant that can analyze and summarize information across the organization.
of UK firms are actively using AI, according to BCC 2026
Oversharing remains the greatest data risk
employees — the SME sweet spot
Redundant, Outdated & Trivial files surfaced
95% of organisations are developing an AI strategy, but strategy without technical foundations leads to failed projects. For Microsoft 365 Copilot readiness, those foundations include clean data, controlled access, sensitivity labels, secure identity settings, and a clear adoption plan. Without them, the productivity benefits of Copilot can be undermined by avoidable risk.
Oversharing remains the single greatest data risk when preparing for Copilot, as it can expose sensitive files that were previously hidden. Without proper data access controls, Copilot can potentially expose sensitive information such as confidential emails and meeting summaries to unauthorized users. AI engines can surface any accessible data, highlighting the importance of managing permission sprawl and data lifecycle policies.
To mitigate security risks, organizations should audit overshared links and permissions, especially in SharePoint and OneDrive, to prevent unauthorized access to sensitive content
01 Overshared SharePoint folders
03 Inadequate permissions management
05 Unmanaged guest access
02 Old OneDrive links
04 Missing sensitivity labelling
06 Redundant, Outdated, and Trivial files
Organizing Microsoft 365 data is crucial for ensuring accurate and up-to-date responses from Copilot, which can be achieved by centralizing, structuring, and managing data effectively. To enhance the effectiveness of Copilot, organizations should tackle Redundant, Outdated, and Trivial (ROT) files by identifying unnecessary content and setting rules for archiving or deletion, which helps focus Copilot on relevant information.
We conduct a comprehensive assessment across the areas that matter most before you deploy Copilot. The aim is to assess your current Microsoft 365 environment, identify risk, and give you a clear plan for secure and successful adoption.
During the assessment, we check:
We verify that all users have the necessary technical and licensing prerequisites, including a qualifying Microsoft 365 base license and a Copilot add-on license. Every user who will access Microsoft 365 Copilot must have both a qualifying Microsoft 365 base license, such as M365 E3 or M365 E5, and a Microsoft 365 Copilot add-on license assigned.
We evaluate your Microsoft 365 tenant, business email setup, identity configuration, device readiness, and app update channels. Organizations must ensure that their users are on the supported update channels for Microsoft 365 Apps, either the Current Channel or Monthly Enterprise Channel, to access Copilot features.
We review permissions across SharePoint, OneDrive, Teams, and Microsoft 365 workspaces. This includes checking overshared files, broken access controls, broad sharing links, external access, and who can see sensitive data. Data Governance and Hygiene involves cleaning up redundant, obsolete, or trivial data and applying sensitivity labels.
We assess Microsoft Entra ID configuration, user accounts, group access, multi-factor authentication, conditional access policies, and compliance settings. The diagnostic helps identify configuration flaws in identity databases or compliance management software.
We review whether sensitivity labels are in place, whether sensitive information is classified properly, and whether your governance controls protect confidential files, customer data, financial information, and internal business content.
We assess whether your team has the skills, confidence, and user training plan needed for Copilot adoption. User and Pilot Planning targets specific department personas and workflows for AI integration. Identifying high-value use cases can help organizations avoid chaotic software tool rollouts and provide actionable user training plans.
Our Microsoft 365 Copilot readiness assessment is designed for SME owners and directors with 5–50 employees who are considering Copilot deployment but want to understand the risks, requirements, and likely value before moving ahead.
It is especially useful if your business already uses Microsoft 365 but has never completed a proper review of data governance, permissions, sensitivity labels, access controls, or security settings. You may have the licenses, but still need to determine whether your organization is ready to use Copilot securely.
This assessment is also suitable for companies that have started exploring Copilot but want professional validation before they begin a wider rollout. If you are unsure which users should be included first, which departments will see the greatest productivity improvement, or whether your current Microsoft 365 infrastructure is ready, we can help you assess the right next steps.
If you would like to self-assess before we speak, try our AI readiness checklist first!
We Do Your IT Support is a local, Microsoft-aligned managed IT provider based in Bristol. We support SMEs across Bath, Cheltenham, Swindon, Gloucester, and the wider South West with practical Microsoft 365 services, security advice, and managed IT support.
We are not here to sell you technology you do not need. Our approach is to evaluate your current environment, identify the important actions, and communicate clear outcomes in plain language. If Microsoft 365 Copilot is not yet right for your business, we will tell you. If it is ready, we will help you deploy Copilot in a secure, controlled, and useful way.
As a local partner, we understand the needs of South West SMEs: small teams, limited internal IT resource, cost control, customer trust, and compliance obligations. Our focus is to protect your data, reduce risk, and help your team get genuine productivity benefits from Copilot without creating avoidable security concerns.
At the end of the assessment, you receive a written Copilot readiness report that explains your current position, the risks we found, and the recommendations we suggest. The report is written for business owners and directors, not just technical staff.
Your report includes a prioritised action plan covering licensing, data governance, permissions, sensitivity labels, security settings, conditional access policies, Microsoft Entra ID, and staff readiness. We separate urgent risks from lower-priority improvements, so you know what to fix first and what can wait.
You also receive a phased implementation roadmap tailored to your business's current state and goals. This may include permission cleanup, SharePoint improvements, sensitivity label setup, user pilot planning, training, and a controlled Copilot rollout. If you are ready to continue, we can support the deployment and ongoing usage. If you only want the assessment and advice, there is no obligation to proceed.
Book your free Copilot readiness assessment with We Do Your IT Support and find out whether your business is ready for Microsoft 365 Copilot. It is a low-commitment first step that gives you clear advice before you invest in licenses, rollout planning, or wider adoption.
To begin, contact our Bristol-based team and we will arrange a short discovery call. We will explain the assessment process, confirm what access or information is needed, and help you understand the likely next steps for your Microsoft 365 environment.
We Do Your IT Support is a local, trusted Microsoft partner – not a faceless national provider. If you want personal, practical support from a team that understands SME needs across the South West, book your free Copilot readiness assessment today. There is no obligation to continue beyond the assessment.
Already think you are ready for Copilot? Check out our AI implementation guide!
Get a free, no-obligation assessment that checks your Microsoft 365 environment and tells you exactly what needs fixing before you invest.
Work through our interactive self-assessment covering data, security, people, processes, and governance and see clearly what’s ready, what needs attention, and what to tackle first.
This practical guide covers Microsoft Copilot, automation, content tools, and what to watch out for before you adopt anything.
