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Most South West SMEs know they should be doing something with AI, but the honest truth is that knowing where to start feels overwhelming. You have heard about Microsoft Copilot, you have seen competitors experimenting with AI technologies, and you are worried about falling behind. At the same time, you are not sure whether your data is secure enough, whether your team has the skills, or whether you would just be throwing money at something that does not fit your business yet.
If you run a company of 5 to 50 people across Bristol, Bath, Cheltenham, Swindon, Gloucester or Somerset and you are already on Microsoft 365, our AI Readiness Assessment Report gives you the clarity and direction you need before committing a penny to AI tools.
This is not a generic checklist or a sales pitch for software. It is a structured evaluation of your organisation’s readiness across four weighted domains, delivered as a branded report with a phased roadmap and an expert debrief session. Our approach helps you achieve operational excellence by assessing your preparedness for AI adoption and AI implementation, tailored specifically for SMEs on Microsoft 365 who lack a dedicated AI or data specialist in house.
Book a free 30-minute discovery call with Adam Gillett to find out if the assessment is right for your business, or download our free AI Readiness Checklist to take the first step today.
Our AI Readiness Assessment is designed specifically for small and medium-sized enterprises (SMEs) in the South West of England, including Bristol, Bath, Cheltenham, Swindon, Gloucester, and Somerset. It is ideal for businesses with 5 to 50 employees who are already using Microsoft 365 but lack dedicated AI or data specialists.
The assessment is perfect for:
Especially those seeking clear, actionable insights to:
Your assessment covers 32 scored questions across 4 weighted domains, delivered via ScoreApp. The AI Readiness Index measures preparedness across key areas including foundational, operational and transformational readiness.
Here is what each domain evaluates.
This domain assesses whether your AI strategy is grounded in real business opportunities or just enthusiasm. It evaluates leadership buy-in, clarity of AI use cases tied to revenue or productivity, staff AI literacy, workforce skills gaps and cultural readiness for change.
Who it is for: Business owners, directors, HR leads and anyone responsible for setting direction.
Typical insights revealed: Whether your company has identified concrete use cases for AI, whether senior leadership understands both the potential and risks, whether you have allocated roles or champions, and whether your culture supports experimentation and iteration. AI readiness fosters a culture of data literacy and continuous training, and we assess whether your organisation is building that foundation.
This domain evaluates your technical infrastructure and how your Microsoft 365 environment is configured for AI deployment. It covers security settings, compliance features, identity and access management, cloud storage practices, Microsoft Copilot licensing readiness, and integration with tools like SharePoint, Teams and OneDrive.
Who it is for: IT managers, system administrators, operations leads or whoever manages your Microsoft licensing and setup.
Typical insights revealed: Misconfigured security settings, gaps in conditional access or MFA, data stored in unmanaged locations, Microsoft Graph readiness for Copilot, unused compliance tools, and whether your existing platform can support AI powered features without additional spend.
Carrying the highest weighting, this domain addresses the area where most SMEs have the largest blind spots. It covers data governance, data classification and retention policies, GDPR and UK Data Protection Act compliance, risk management for third-party AI tools, human oversight of AI outputs, incident response planning and vendor risk controls.
Who it is for: Anyone responsible for data, security, compliance or legal matters. For SMEs without a dedicated role, this is precisely why the assessment matters.
Typical insights revealed: Whether your data is structured and clean enough for AI tools, whether governance frameworks exist, whether AI tools in use have been evaluated for privacy risk, and whether your processes would stand up to regulatory scrutiny. Without solid data governance, everything built on top is unstable.
This domain evaluates your change management capability: how new tools are introduced, whether stakeholders are engaged early, whether you measure adoption and outcomes, and whether there is ongoing support after rollout. It assesses whether your operating model can sustain AI initiatives beyond the initial excitement, ensuring operational excellence.
Who it is for: Operations managers, project leads, training coordinators and internal communications.
Typical insights revealed: Whether you have a process for piloting tools and collecting feedback, whether teams have capacity for adoption alongside existing workloads, how usage is tracked, and whether there is a governance model for AI projects. The assessment is designed to ensure AI initiatives deliver measurable business outcomes, not just shiny implementations that get abandoned.
AI implementation succeeds when it starts with a clear business problem, solid data foundations, and a practical roadmap. This guide explains where to start, what to prioritise, and how to avoid wasting budget on tools that don’t deliver measurable business outcomes. Every successful implementation starts with a readiness assessment.
AI tools for small business are most effective when they address specific needs: reducing admin time, improving customer responses, boosting staff productivity, and optimising existing data. For SMEs with 5–50 employees, the best approach is practical AI productivity tools that fit your workflows, team skills, and current tech stack, not complex enterprise platforms.
Free online tools and self-assessment checklists can give you a rough sense of where you stand, but they rarely tell you what actually matters for your unique business. They lack weighted scoring, ignore your specific Microsoft 365 environment, and leave you with a generic result instead of a clear path forward. Research from Seampoint’s case studies found that companies completing a proper readiness evaluation before selecting AI technologies performed more sustainably and avoided costly failures compared to those that skipped the step.
From your first conversation to final report, the process is straightforward and designed to respect your time. A structured readiness evaluation can take four weeks, though for smaller teams we often move faster.
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.
An AI readiness checklist is a structured set of questions to assess your organisation’s preparedness for AI. It fits within a broader AI readiness assessment framework covering strategy, data, infrastructure, people, governance, culture, risks, and opportunities. This assessment identifies strengths, weaknesses, gaps, and risks before investing in AI tools or technologies. For SMEs, the checklist is often the first step, providing a clear starting point before spending on AI systems or consulting.
We work with businesses of 5 to 50 employees who are already on Microsoft 365. OECD reporting notes that regions outside London and the South East often lag in access to AI expertise and support. Our focus on the South West means you get local understanding combined with specialist knowledge. Transformational readiness requires a strategic vision for AI integration, and local context matters when building that vision.
Company Size (in people)
1 – 10
11 – 25
26 – 50
51 – 70
71+
Price
£375
£750
£1,125
£1,500
£1,875
There is nothing more annoying than an IT glitch that stops you working efficiently. However, knowing you have access to immediate attention to the glitch and a solution to it, is very reassuring and that is provided by We Do Your IT. We have so appreciated the availability and response given by the team at We Do Your IT, enabling us to remain a productive firm.
Richard Sharp – Sharp Family Law
There is nothing more annoying than an IT glitch that stops you working efficiently. However, knowing you have access to immediate attention to the glitch and a solution to it, is very reassuring and that is provided by We Do Your IT. We have so appreciated the availability and response given by the team at We Do Your IT, enabling us to remain a productive firm.
Richard Sharp – Sharp Family Law
Pricing is based on the number of users in your organisation:
This covers the full assessment, branded report and debrief session. Optional follow-on work such as AI Support, AI Security Pack or Copilot training is quoted separately after you have received your report. There are no hidden costs and no obligation to proceed with further services.
That is a perfectly valid outcome and one we are upfront about. The assessment is diagnostic, not a sales tool. If your data governance, security configuration or team readiness needs work before AI tools make sense, the report tells you exactly what to address first and in what order. We would rather you build solid foundations than waste budget on tools you cannot use safely or effectively.
From discovery call to final report delivery, readiness evaluations typically take four weeks to complete. For smaller teams, it can be faster. You will need roughly 30 minutes for the discovery call, time to complete the 32-question assessment via ScoreApp, and 30 to 60 minutes for the debrief session. We need input from someone who knows your Microsoft 365 environment and someone with visibility of your data and governance practices.
The free AI Readiness Checklist is your first step: a lightweight self-assessment that helps you explore where your business stands and whether a formal evaluation makes sense. The paid AI Readiness Assessment Report is a comprehensive assessment with weighted scoring across 4 domains, a branded report, a 3-phase roadmap and an expert debrief. Think of the checklist as a temperature check and the assessment as a full diagnostic.
If you are a South West SME curious about AI but unsure where to start, you are not alone. 79% of organisations feel a high urgency to adopt AI, and 95% of organisations have an AI strategy in development, but most SMEs still lack a structured approach to getting there safely. Our assessment gives you scored, weighted insights into your organisation’s readiness, a phased roadmap built for your Microsoft 365 environment, and an honest view of what to do next.
We are not here to sell you AI tools. We are here to help you work out whether you are ready for them, and if not, what to fix first.
