Get Ready for Copilot with our Security & Readiness Assessment
Copilot for Microsoft 365 is at the heart of the new AI era - helping employees produce high-quality work in significantly less time, tackling the problem of inefficient meetings, and solving the information overload and search challenges most organisations face today.
The vital first step is to understand and remediate data risk – identifying where sensitive information is stored and where sharing practices and permissions leave your data exposed. This provides the foundation for information protection measures which allow Copilot to be safely deployed.
Our engagement provides a prescriptive approach with well-defined outputs based on our in-depth knowledge of Copilot for Microsoft 365 and data security in Microsoft 365.
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Assessment deliverables
Overshared and sensitive data report
Understand your data risk:
- Identification of sensitive data - types, locations and owners
- Identification of overshared data - poorly governed sharing and permissions management
Apps/licensing readiness report
Understand your posture for other Copilot prerequisites:
- Licensing readiness
- Application deployment readiness
Recommended steps report and roadmap
Understand your next steps:
- Findings and recommendations from our analysis
- Roadmap for remediation and overall Copilot deployment
Our four-step methodology is:
Prepare
- Establish readiness of core technical prerequisites for Copilot for Microsoft 365
- Prepare the environment for audit
- Establish current licensing relevant to Microsoft information protection tools
- Determine audit tooling approach based on E3/E5/Purview licensing and environmental factors
Assess
- Identify sensitive data using our established Microsoft Purview approaches
- Identify overshared content using SharePoint Premium tools (for E5 customers) and custom scripts and tools (for E3 and E5 customers)
- Establish where sensitive data may be overshared
Report
- Generation of data exposure report – covering sensitive data types, locations, and instances of oversharing
- Generation of summary report – covering Copilot risks and required steps before launch
Prime
- Playback of findings
- Establish remediation approach for data governance issues
- Arm stakeholders with a clear roadmap for launching Copilot for Microsoft 365

Why choose Advania?
- We’ve been involved with Copilot for Microsoft 365 from the start, having worked with Microsoft in the Early Access Programme (one of the few organisations globally)
- We have custom tools specifically developed to supplement Microsoft Purview in identifying Copilot risk
- We have a full range of Copilot for Microsoft 365 services - from business case development, custom integrations and plugin development, through to Adoption & Change Management services
- We are one of only 20 Microsoft partners globally with “Preferred” status in Microsoft's Content AI Partner Programme – giving us early access to new features and insight into roadmaps.