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281-771-0679
281-771-0679

About Us
- About Us
- FAQ
- Our Clients
- Is This You?
Services
Industries
Blog
Free Resources
Contact Us
281-771-0679

Copilot AI Readiness Assessment

Scoring

Each question is scored 0–3 points:

0	Not in place
1	Partially in place
2	Mostly in place
3	Fully in place / mature

Max Score: 30 points

The Questions

Step 1 of 11

9%

Question 1
Microsoft 365 Licensing Readiness*
Do you currently have Microsoft 365 licensing that supports Copilot (Business Premium / E3 / E5 + Copilot add-on)?
- No / unsure
- Some users licensed appropriately
- Most users licensed appropriately
- Fully licensed and ready for rollout

Question 2
Identity & MFA Security*
Is MFA enabled for all users and enforced through Conditional Access?
- No MFA
- MFA for some users
- MFA for most users, inconsistent enforcement
- MFA + Conditional Access fully enforced

Question 3
Device & Endpoint Management*
Are company devices managed with an endpoint management solution?
- Devices unmanaged
- Some devices managed
- Most devices managed
- Fully managed with compliance policies enforced

Question 4
Data Classification & Sensitivity Labels*
Do you use Microsoft Purview sensitivity labels or have any formal data classification system?
- No classification or labels
- Informal guidelines only
- Some labeling policies in place
- Sensitivity labels + policies fully implemented

Question 5
SharePoint / OneDrive File Organization*
Is your SharePoint/OneDrive environment organized and actively maintained?
- Messy, duplicate files everywhere
- Some structure but inconsistent
- Mostly organized with some cleanup needed
- Well organized with governance and lifecycle policies

Question 6
Permissions Hygiene*
Are SharePoint, Teams, and file permissions reviewed regularly to prevent oversharing?
- No permission reviews
- Some manual checks
- Occasional reviews / partial governance
- Strong governance + least privilege enforced

Question 7
Email & Teams Usage Maturity*
How standardized is your organization’s use of Outlook, Teams, and collaboration tools?
- Everyone works differently / chaotic usage
- Some standardization
- Mostly consistent usage
- Fully standardized workflows + training completed

Question 8
Security Monitoring & Incident Response*
Do you have a security monitoring strategy and an incident response plan?
- No monitoring or plan
- Basic antivirus and reactive response
- Alerts exist but response is informal
- Centralized monitoring + formal IR plan

Question 9
Staff AI Awareness & Training*
Have employees received training on AI risks (data leakage, prompts, compliance, safe use)?
- No training
- Some informal awareness
- Some training provided to key staff
- Organization-wide AI policy + training completed

Question 10
Governance & Compliance Requirements*
Do you have compliance policies in place (HIPAA, SOC2, FINRA, legal retention, etc.) that are actively enforced?
- No compliance structure
- Some policies but not enforced
- Compliance exists but inconsistent enforcement
- Formal governance + auditing + enforcement

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