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This is for you if...
- You're considering or piloting Microsoft 365 Copilot licences
- Nobody has audited SharePoint or OneDrive permissions and oversharing in the last year
- You want a straight answer on whether you're ready, not a sales pitch
Copilot surfaces whatever a user can already access, so any existing oversharing, stale permissions or unlabelled sensitive data becomes instantly and disastrously more visible the day you switch it on. Most businesses find this out after rollout, not before.
What's inside
- A scored readiness check across data hygiene, security and licensing, and adoption
- The permission and oversharing checks to run before anyone gets a licence
- A realistic view of what 'ready' actually looks like, not a vendor checklist
- Clear next steps for whatever your score turns out to be
Microsoft 365 Copilot is only as safe as the permissions and data underneath it. This self-assessment scores your readiness across four areas, honestly rate yourself low, medium or high against each, and you'll know exactly what to fix before anyone gets a licence, not after.
Work through each dimension with whoever manages your Microsoft 365 tenant. Be honest rather than optimistic, Copilot will expose the gap either way, the only choice is whether you find it first.
1. Data Hygiene & Oversharing
- Low: Broad SharePoint sites, "everyone" links, and OneDrive shares nobody's reviewed in years.
- Medium: Some site-level permissions have been tidied up, but no organisation-wide oversharing review has been run.
- High: A recent oversharing review has been completed, sensitivity labels are applied to your most sensitive content, and site permissions are actively maintained.
2. Identity & Access Control
- Low: MFA is inconsistent, conditional access is minimal or absent, and guest access isn't reviewed.
- Medium: MFA is enforced for most users, but conditional access policies are incomplete and guest accounts aren't audited regularly.
- High: MFA is enforced everywhere, conditional access governs risky sign-ins, and guest or external access is reviewed on a schedule.
3. Licensing & Governance
- Low: Copilot licences would be assigned by request or by role, with no rollout plan or usage policy.
- Medium: A rollout plan exists for a pilot group, but there's no formal acceptable-use policy or monitoring in place.
- High: A phased rollout plan, an acceptable-use policy and usage monitoring are all defined before licences go out.
4. Adoption & Change Readiness
- Low: No plan for training or communicating what Copilot can and can't be trusted to do.
- Medium: Some guidance exists, but it hasn't reached most of the people who'd get a licence.
- High: Users have clear guidance on verifying Copilot's output, appropriate use cases, and where to raise concerns.
Where this leaves you
If most of your answers landed on low or medium, that's not a reason to delay Copilot, it's exactly what this assessment is for: finding the gap before a licence does it for you. Oversharing and access issues are usually a matter of weeks to fix, not months, and fixing them first means Copilot's rollout is a genuine productivity win instead of a security incident waiting to happen. Systech's Copilot Readiness service runs this exact assessment against your tenant, then closes the gaps it finds.