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AI Strategy & Readiness
Answer the broader question: Where should our business use AI, automation, and agents—and how do we do it safely? This does not replace the Microsoft 365 Copilot Readiness Assessment.
Is our Microsoft 365 environment ready for Copilot? It focuses on licensing, tenant configuration, permissions, security, and rollout.
Review Copilot readiness →Where should the business use AI, automation, and agents? It evaluates workflows, platforms, integrations, risk, oversight, and an implementation sequence.
ChatGPT, Microsoft Copilot, Gemini, Claude, embedded SaaS features, employee-created accounts, unapproved tools, and existing generative workflows.
Lead intake, communication, sales follow-up, scheduling, support, documents, email, reporting, approvals, data entry, knowledge retrieval, onboarding, and administration.
Sensitive data, credentials, account ownership, MFA, permissions, APIs, OAuth, vendor access, Shadow AI, retention, and human approval requirements.
Candidate use cases are ranked across potential impact, implementation complexity, security risk, human oversight, estimated time savings, dependencies, and readiness. Estimates are based on the client’s actual process data; they are not blanket promises.
| Use case | Impact | Complexity | Risk | Oversight | Dependencies | Readiness |
|---|---|---|---|---|---|---|
| Illustrative workflow | Validated with stakeholders | Low–high | Reviewed | Defined | Mapped | Prioritized |
Included when relevant to the assessed environment and decision.
Included when relevant to the assessed environment and decision.
Included when relevant to the assessed environment and decision.
Included when relevant to the assessed environment and decision.
Included when relevant to the assessed environment and decision.
Included when relevant to the assessed environment and decision.
Included when relevant to the assessed environment and decision.
Included when relevant to the assessed environment and decision.
Included when relevant to the assessed environment and decision.
Included when relevant to the assessed environment and decision.