Co-pilot to assess Microsoft 365 readiness

Is your organization excited about implementing Copilot for Microsoft 365 but not sure where to start or how to keep your data safe while using AI?

Preparing for Copilot for Microsoft 365 is like preparing for a new group of intern assistants. Microsoft describes Copilot as an AI-powered digital assistant – it can perform tasks such as summarizing meetings, analyzing data, finding references and answers.

However, like all interns, Copilot must become familiar with the operation of your organization and follow safety rules. You’ll also need to assign Copilot to the people most likely to want and be able to use it, make sure it works as expected, and create parameters for what data Copilot should have access to, as well as secure what it shouldn’t.

With our readiness assessment, you’ll unlock valuable insights into your M365 environment and ensure you’re prepared for a successful Copilot implementation. We’re here to help you identify the most engaged M365 users who are ideal candidates for the Copilot position. Additionally, we will conduct a comprehensive review of your security controls and data management (scope) to ensure that your data is being used securely in Copilot. We will also analyze your tenant and collaboration settings to optimize your Copilot experience.

Products delivered:
Report identifying the most active M365 users and most profitable Copilot use cases Assessment of security controls and data management (overview) with recommendations to keep your data safe when using Copilot Recommendations, benefits and training materials for implementing Copilot Pilot tenant/collaboration settings

Results:

• After completing this 35-hour readiness assessment, your organization will know where to start implementing Copilot and which employees will be the best candidates to use it. The Copilot Rego Readiness Assessment provides practical steps for getting started with your Copilot pilot program.
• You’ll also receive recommendations on your overall M365 configuration and what settings may need to be changed or expanded to ensure Copilot is implemented according to best practices.

Review process:

1. Rego will provide a structure of user profiles that could benefit from Copilot: M365 users who are proficient in the M365 toolkit, use collaborative spaces, and integrate data from multiple sources.
2. You will complete the Copilot readiness questionnaire.
3. Rego will host a kick-off meeting to learn about you, your short- and long-term goals, your environment, and the strategies you can apply to your workloads.
4. Rego will be conducting 2 information sessions on Copilot and how to use it to increase creativity and productivity.
5. Rego Copilot’s team of experts will perform an initial assessment of your M365 environment’s readiness, license allocation, and security configuration and scope.
6. You’ll receive a Copilot readiness assessment report with findings and recommendations tailored to your organization’s needs. This includes the roles/employees that will be the best fit for your Copilot pilot.
7. You will receive 1-5 suggested Copilot scenarios for initial implementation and a pilot implementation proposal
8. Rego will provide general guidance/configuration regarding tenants, licenses and security settings.
9. Rego will review remedial measures with you, including remedied items and recommendations to ensure continued success.