Copilot Readiness

Technical foundation

Microsoft 365 adoption level

Fully deployed (Teams, OneDrive, SharePoint in use across organization)

Partial deployment (some M365 services, but inconsistent usage)

Limited or legacy systems (primarily non-Microsoft tools)

Cloud infrastructure readiness

Cloud-native environment with modern network security

Hybrid environment (cloud + on-premises mixed)

Primarily on-premises infrastructure

Integration capability with business systems

APIs and modern integrations in place

Some integration capability, limited in scope

Siloed systems with minimal integration

Data & governance

Data organization and quality

Well-organized, consistent naming conventions, clean metadata

Partially organized with some inconsistencies

Scattered, inconsistent, or poor data quality

Data governance and compliance framework

Formal policies, DLP, retention, and compliance measures in place

Basic policies exist but inconsistently enforced

Minimal or no formal governance framework

Information access controls

Role-based access control (RBAC) consistently applied

Access controls exist but not fully implemented

Limited or ad-hoc access controls

Organizational alignment

Executive leadership buy-in

Clear executive vision and sponsorship for AI adoption

General interest but not a top strategic priority

Limited leadership support or clear hesitation

Change management capability

Dedicated team and proven change management process

Some change management experience, ad-hoc approach

Limited change management resources or experience

User adoption readiness and AI literacy

High adoption culture; users comfortable with new tools

Mixed adoption appetite; some resistance to change

Traditional environment; resistance to new technology

Use cases & strategy

Clarity on business problems to solve

Specific, measurable use cases identified and prioritized

General interest in AI but use cases still being explored

No defined use cases or business justification yet

Existing AI/automation experience

Previous successful AI or automation implementations

Some experimentation or pilots with AI tools

No prior AI/automation experience in the organization

Security & compliance

Compliance requirements (HIPAA, SOC 2, industry-specific, etc.)

No major compliance obligations or all frameworks align with Copilot

Some compliance requirements that need evaluation

Strict compliance requirements (healthcare, finance, etc.)

Current security posture

Mature security infrastructure; recent assessments in place

Basic security measures; some gaps identified

Significant security concerns or recent incidents

Microsoft 365 Copilot Readiness

Technical foundation

Data & governance

Organizational alignment

Use cases & strategy

Security & compliance

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