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Resources
Use these checklists, guides, and template ideas to prepare for Copilot readiness reviews, rollout planning, employee training, and recurring governance.
The best AI outcomes usually come from clearer permissions, role-based prompting, measured pilots, and recurring review after rollout.
Public Google review rating for Sun Life Tech.
Clearwater-based support for businesses that need Microsoft 365, cybersecurity, and workflow guidance together.
Sun Life Tech is an independent consulting provider and does not represent Microsoft.
What this page covers
Sun Life Tech focuses on the operational and security details that affect whether Microsoft 365 AI adoption actually helps the business.
AI readiness checklist
Executive guide
Employee guide
Prompt templates
Resource library
This page supports both self-guided planning and lead capture for businesses that want the checklist or a more tailored readiness discussion.
A practical guide to agent behavior, tools, human approval, least privilege, and small-business use cases.
A capability-by-capability comparison of chatbots, automations, assistants, and agents.
Goal-oriented AI, planning, tool use, memory, boundaries, and oversight explained without hype.
A visible checklist for accounts, data, applications, integrations, agents, employees, and monitoring.
Direct and indirect prompt injection, connected-agent consequences, and practical design controls.
A vendor-neutral framework for evaluating accounts, information, employee behavior, integrations, and policy.
Discover unapproved AI use and establish practical ownership, data, account, and employee boundaries.
Sales, service, operations, administrative, marketing, knowledge, and phone workflow examples.
Approval gates, monitoring, and fully automated workflows explained in plain English.
Understand initial and ongoing cost drivers without fake universal pricing.
A business-owner checklist for Microsoft 365, permissions, training, security, and rollout planning.
A leadership-friendly overview of governance, rollout phases, and measurement.
Plain-language usage guidance for staff members who need safe, role-based prompting habits.
A review list for MFA, permissions, logging, sensitive-data boundaries, and ongoing governance.
A phased planning resource for readiness, pilot selection, rollout, and adoption review.
Starter prompts for leadership, operations, HR, client communication, and review workflows.
A structured prompt and note format for turning meetings into clean recaps and action lists.
Prompt frameworks for recap emails, follow-up, objection analysis, and proposal prep.
Prompt patterns for policy communication, onboarding materials, and employee updates.
Use the guided resource flow to download the checklist and review licensing, permissions, security, training, and rollout planning.
The checklist now uses the same gated resource system as the rest of the site, including the downloadable PDF, thank-you page, and related follow-up routing.
If the checklist surfaces bigger gaps, the next step is a structured readiness assessment.
Internal linking
Every AI page in this silo links to the related services, industry pages, FAQ, resources, and blog planning hub so users and search engines can move through the topic cleanly.
Secure AI consulting, automation, agents, integrations, governance, Copilot, voice, and managed support.
Overview of secure Copilot planning, requirements, and business use cases.
Flagship assessment for Microsoft 365 Copilot security, licensing, and rollout readiness.
Deployment planning, security review, rollout sequence, and timeline guidance.
Role-based employee training with practical prompts and business-safe usage habits.
Governance, prioritization, roadmap planning, and change-management support.
Monthly support for prompt quality, adoption reviews, training, and security.
Searchable prompt library with filters, bookmarks, and copy-ready business prompts.
Power Automate and Microsoft 365 workflow design for repetitive office processes.
Manufacturing use cases for SOPs, shift summaries, documentation, and vendor communication.
Use cases for listings, buyer and seller updates, summaries, and follow-up workflows.
Use cases for client summaries, case notes, internal drafting, and meeting recaps.
Use cases for policy summaries, customer responses, claims notes, and service workflows.
Use cases for tenant communication, maintenance summaries, inspections, and notices.
Frequently asked questions about Copilot readiness, rollout, governance, and support.
AI content planning hub with article ideas and topical authority structure.
FAQ
Use these answers as a starting point, then tailor the plan to your Microsoft 365 environment and workflows.
Yes. Businesses can request the checklist by email from this page.
Yes. Consulting and managed support can turn the base materials into company-specific resources.
Next step
A readiness-led approach usually creates better outcomes than buying seats first and sorting out governance later.