Microsoft 365 Copilot Readiness Assessment

Learn how to embrace the AI-powered future of work

Complete the form to book your Readiness Assessment!

Dive deeper down the rabbit hole 👇

What is the Readiness Assessment?

The Microsoft 365 Copilot Readiness Assessment is a guided engagement focused on helping organizations adopt and deploy Copilot effectively across their business. It’s not just about technical setup it’s about enabling teams through hands-on training, tailored use case development, and education around data governance, security, and collaboration.

Expecting a PDF?

We created this web page for better mobile optimization, accessibility, and maintenance.

If you'd still like a PDF version, you can download it here:

ACCESS PDF

Who Should Attend?

  • Organizations with 300+ Microsoft 365 users actively exploring Microsoft 365 Copilot
  • Stakeholders across business units who want to better understand Microsoft 365 Copilot’s impact
  • Technical teams responsible for deployment, governance, and support
  • Executives and sponsors with questions around data access, security, & governance

Aligning Your Business Needs

Data Governance Icon

Discuss, document & demonstrate real-world use cases that drive real business productivity and ROI unique to every organization

Understanding Icon

Educate teams on what Microsoft 365 Copilot can access and how to manage that securely

Framework Icon (3)

Review your Microsoft 365 environment to ensure readiness

Engaged Icon

Get more engaged business units that will understand the overall impact.

Bulletproof’s Microsoft 365 Copilot Readiness Assessments Offers

STARTER

0 /month

  • 4 Weeks
  • Starting at $5K
  • Focuses on preparedness, use case workshops, & road mapping
  • Final report with recommendations

PLUS

8 /month

  • 8 Weeks
  • Starting at $15K
  • Focuses on preparedness, use case workshops, & road mapping
  • Pilot, training, & rollout planning
  • No-code agent build
  • Final report with recommendations

STARTER

PLUS

The Process

This engagement highlights the immediate value of Microsoft 365 Copilot through tailored, impactful scenarios. By focusing on high-value use cases, teams quickly realize Microsoft 365 Copilot’s benefits, including improved productivity and enhanced collaboration.

We Guide Clients Through

  • PLAN

    Define scope and vision, identify stakeholders, set requirements & schedule

  • DISCOVER

    Conduct document and technical reviews, stakeholder interviews, & use case discovery

  • ANALYZE

    Deliver findings and recommendations based on setup, licensing, & policy alignment

  • DELIVER

    Provide training, pilot execution, rollout planning, & reporting

The Result

Using Bulletproof for your Microsoft 365 Copilot deployment provides you with a greater understanding and confidence in the results of your deployment.

Immediate Benefits During Assessment

  • Real-life use cases tailors to actual department workflows
  • Staff will see measurable improvements in speed, accuracy, and reduced manual effort
  • Office hours that enable direct feedback, troubleshooting, and prompt refinement
  • Champions will emerge organically, helping peers adopt and explore Microsoft 365 Copilot features

Post-Assessment Readiness

  • Role-based training paths and quarterly refreshers
  • Interactive prompt labs and a self-service resource hub
  • Dedicated helpdesk tier for Microsoft 365 Copilot support
  • Usage analytics dashboards for department leads
  • Monthly feedback loops to refine prompts and governance

Bulletproof Credentials

“I’m so pleased to congratulate Bulletproof this year’s Microsoft Security Excellence awards recipient for Security Trailblazer award.
 
Our partner community plays such an important role in helping our customers navigate a rapidly evolving cybersecurity landscape. 
 
We are so proud to work alongside them in a shared commitment to building a safer world for everyone.”  

Vasu Jakkal

Vasu Jakkal, CVP, Microsoft Security

The art of Prompting

Copilot for M365 Prompting Do's and Don'ts

Get the most out of Copilot and avoid common pitfalls by learning what to do and what not to do when writing prompts.​

Prompt Do's & Don'ts

 

Call Us

1.866.328.5538