Assess where Microsoft 365 Copilot could help your organisation and what needs preparing first. We help you review use cases, information access, licensing and staff guidance before moving into an agreed pilot or wider rollout.
An AI assistant is most useful when it supports a real task and has an appropriate information environment around it. Before introducing Copilot, a business should understand where documents live, who can access them and how staff will check the results. Existing information problems can become more visible when people have new ways to discover content.
We help you bring those questions into a practical readiness review. The aim is to identify worthwhile opportunities, address important prerequisites and agree how success will be measured. Recommendations remain grounded in your Microsoft 365 setup, data responsibilities and the work your people need to do.
Identify specific activities where assistance could be useful, such as preparing an internal draft or finding information. Consider frequency, review effort and the consequences of an inaccurate result before choosing a starting point.
Review the relevant document locations, access arrangements and ownership. Prioritise obvious oversharing, unclear permissions and information that needs a better management process before expanding how staff can use it.
Check the Microsoft services and licences needed for the intended use. Identify configuration and administrative responsibilities, and explain which requirements must be addressed before a pilot can be meaningfully tested.
Set guidance for acceptable use, confidential information and human review. Give pilot participants practical examples and a way to report problems, with clear limits on actions or decisions that should remain under human control.
Speak to the teams involved and select measurable tasks. Record the starting position and the evidence that would show a useful improvement.
Review permissions, licences and guidance. Agree participants, scope and the process for checking output before it is used in business work.
Compare the experience with the original objectives. Use findings about quality, time, adoption and risk to decide the next step.
Your proposal sets out the systems, deliverables, responsibilities and service arrangements included. We agree these before work begins.
Something else on your mind?
Talk to usA readiness discussion can start with your current environment and intended use cases. We identify the licensing and configuration requirements for the proposed pilot before you decide whether to proceed.
It should not be treated as a substitute for information management. Clear ownership, appropriate permissions and a usable document structure remain important, and may need improvement before a wider rollout.
The level of review should reflect the task and the effect of an error. We help define practical human checks and boundaries, especially where output could affect customers, confidential information or business decisions.
Read the related guide online, or request a printable help sheet for your team.
Explore the related help sheetExplore how support, protection and ongoing improvements can form part of one coordinated plan for your business.
Meet Strata MomentumTurn repetitive business tasks into controlled, understandable workflows.
Explore the serviceBuild reporting that helps people make clearer business decisions.
Explore the serviceGive business information clearer ownership, access and working rules.
Explore the serviceTell us about your current setup and what you want to improve. We will help you define a practical starting point.