# Microsoft 365 Copilot Readiness Assessment | AvantIT

> Before you buy Copilot licences: tenant and permissions audit, use cases by role, an ROI model and a rollout roadmap. Fixed scope, delivered in 2 to 3 weeks.
Canonical: https://www.avantit.pt/en/offers/copilot-readiness-assessment/
Source: AvantIT — https://www.avantit.pt (Microsoft Partner, Matosinhos, Portugal)

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Fixed-scope offer 

# Microsoft 365 Copilot Readiness Assessment

 

Find out whether your company is ready for Copilot before you buy licences. In 2 to 3 weeks we audit your Microsoft 365, identify the use cases that pay back and deliver a rollout plan with numbers.

 Duration 2 to 3 weeks Format Fixed scope, 4 phases Price Fixed, agreed before work begins [Request a proposal](https://www.avantit.pt/en/book-a-demo/) [Take the free diagnostic](https://www.avantit.pt/en/maturity-diagnostic/) 

## Who it is for

 
- You are evaluating Microsoft 365 Copilot licences and need to justify the investment to management.
- You already have some licences, but usage is low and nobody measures the impact.
- You are unsure what Copilot will be able to see: SharePoint permissions, sharing links and sensitive data. 

## What you get

 
- Technical readiness report with prioritised risks: permissions, sharing, sensitivity labels and DLP
- Use cases by role, with estimated time saved
- ROI model and 3-year total cost of ownership
- Roadmap with pilot group, rollout phases and training plan 

## How it works: 4 phases in 2 to 3 weeks

 
- 01 · Week 1 ### Technical readiness Microsoft 365 tenant health check, data governance and security audit, review of sensitivity labels, DLP policies and conditional access.
- 02 · Weeks 1–2 ### Organisational readiness Use cases mapped by role, change management capacity, training needs and executive sponsorship.
- 03 · Week 2 ### ROI model Productivity baseline, estimated time saved per role, total cost of ownership and a 3-year financial projection.
- 04 · Week 3 ### Rollout roadmap Pilot group and success criteria, a phased rollout plan over 3 to 12 months, governance model and training and adoption programme. 

## When this is not the right first step

 

If your company's email and documents are not in Microsoft 365 yet, start by migrating and organising that information. Copilot works on what is already in Microsoft 365.

 

## Frequently Asked Questions

Get answers about this service

 Do I need Copilot licences before the assessment? No. The assessment is there to decide whether, when and for whom to buy licences, based on the use cases and the ROI model. Why do permissions matter so much? Microsoft 365 Copilot respects existing permissions: it shows each person what they can already open. If folders are shared with the whole company by mistake, Copilot makes that content easy to find. The technical phase finds these cases before rollout. How long does it take? Between 2 and 3 weeks, in 4 phases: technical readiness, organisational readiness, ROI model and roadmap. What happens at the end? You receive the report, the ROI model and the roadmap. You can run the plan with your internal team or with AvantIT; the decision is yours. 

## Worth reading before you decide

 
- [Copilot and generative AI service](https://www.avantit.pt/en/services/data-ai/generative-ai/)
- [Is Microsoft 365 Copilot worth it? Costs and ROI](https://www.avantit.pt/en/blog/copilot-microsoft-365-roi-guide-decision-makers/)
- [Copilot without governance: 4 risks to fix](https://www.avantit.pt/en/blog/copilot-governance-adoption-without-policy/)
- [EU AI Act: what your company must do](https://www.avantit.pt/en/blog/eu-ai-act-company-2026/) 

[See all offers →](https://www.avantit.pt/en/offers/)

 

## Want to know if this offer fits your company?

 

In a 30-minute call we confirm the scope, then send you a fixed-price proposal.

 [Request a proposal](https://www.avantit.pt/en/book-a-demo/)
