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A practical checklist for businesses evaluating Microsoft 365 Copilot and related AI workflows. Use it to review licensing, permissions, governance, training, and rollout planning before adoption spreads informally.
Free PDF checklist • Built for business review • Practical next steps before rollout
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Guide overview
Use this checklist to review whether your Microsoft 365 environment and internal processes are ready for AI-assisted work before adoption spreads faster than policy, permissions, and training can keep up.
Preparation
Most businesses do not have an AI problem first. They have a permissions, governance, training, and workflow problem that AI exposes faster. This checklist helps leadership review whether the Microsoft 365 environment, file access, and rollout plan are ready before licenses and prompts start spreading across the company.
Turn vague interest in AI into a clearer decision path.
Reduce the risk of shadow AI and weak rollout habits.
Prepare Microsoft 365 for a more secure, role-based pilot.
Support
If this guide identifies technical gaps, Sun Life Tech can help review the environment and outline practical next steps.
If this guide identifies technical gaps, Sun Life Tech can help review the environment and outline practical next steps.
Questions
Use these questions to guide the next internal review with your team or advisor.
Which departments have the clearest first use cases for Copilot or AI-assisted workflows?
If Copilot reflected current Microsoft 365 permissions today, what content would leadership want reviewed first?
What guidance do employees need so AI speeds up work without weakening quality or security?
Related support
If the guide raises questions about your current setup, these related services may help with a more direct review.
Review where Copilot fits, what it requires, and how rollout should be phased.
Move from the checklist into a structured review with recommendations and a rollout roadmap.
See how permission cleanup, pilot sequencing, and training fit into a practical rollout path.
FAQ
Short answers to common questions about the guide and the related technical review process.
No. It is often more useful before licenses are purchased because it helps clarify readiness, pilot scope, and cleanup priorities first.
No. It is a planning and review tool meant to improve decision quality. Results still depend on permissions, workflow fit, training, and leadership follow-through.
Next step
If the guide raises technical questions, Sun Life Tech can help review the environment and identify what should be addressed first.
If the guide raises technical questions, Sun Life Tech can help review the environment and identify what should be addressed first.