Deploy Microsoft Copilot securely. See ROI in 30 days.
We audit your Microsoft 365 tenant, clean up data governance, deploy Copilot to your leadership team, and deliver a measurable ROI roadmap, in two to four weeks.
If this sounds familiar
“We want Copilot, but we do not know if our data is safe or whether the team will see value from it.”
What this engagement is
Deploy Microsoft Copilot securely and prove ROI in 30 days.
Microsoft Copilot is powerful. It also surfaces everything your permissions allow. If your SharePoint, OneDrive, and Teams permissions are messy, Copilot becomes a data leak. We audit your tenant, clean up governance gaps, deploy Copilot to your leadership team, and deliver an ROI roadmap.
Outcomes you can measure
- 25–40% reduction in meeting prep time in the pilot group
- Faster document creation and executive communications
- Documented governance posture before AI amplifies existing risk
- An executive-ready ROI report and a rollout plan
What you get
Deliverables.
Everything included in the engagement, in writing.
Microsoft 365 tenant security audit
SharePoint, OneDrive, and Teams permission cleanup
Data governance and sensitivity label configuration
Copilot pilot deployment for leadership (up to 25 users)
Executive ROI report with department-level use-case roadmap
Go / No-Go memo with risk assessment and remediation plan
Who it is for
Built for teams that need this outcome.
SMBs with 50–300 employees planning a Copilot rollout
CEOs and COOs who want productivity gains without security risk
IT Directors who need a safe, structured Copilot deployment
Leadership teams that need to prove AI ROI to their board
How it runs
From first call to handoff.
Strategy Call
A 20-minute call to understand your environment, licensing, and goals. We confirm scope and pricing on the spot.
Security Audit
We audit your M365 tenant, map permission hotspots, and remediate critical governance gaps before Copilot goes live.
Pilot Deployment
Copilot deployed to your leadership team. We configure guardrails, train users, and measure adoption from day one.
ROI Report
You receive a documented ROI report, a department-level use-case roadmap, and a clear plan for company-wide rollout.
Tools we deploy on this engagement
- Microsoft Copilot for M365
- Microsoft 365
- SharePoint
- OneDrive
- Entra ID
- Microsoft Purview
- Intune
What we need from you
Minimal lift. Maximum outcome.
- Global admin access to Microsoft 365 tenant
- SharePoint admin access
- Executive sponsor for pilot deployment
- Microsoft 365 Copilot licenses for pilot group
Common questions.
Both. This is a full engagement. We audit, remediate, deploy Copilot to your leadership team, and deliver a roadmap. You leave with Copilot running and a clear path to expand.
That is exactly what this engagement is for. We find the hotspots, fix the critical ones, and give you a prioritised plan for the rest before Copilot goes live.
Yes. That is our default approach. We deploy to leadership first (up to 25 users), measure results, then give you a roadmap for company-wide rollout.
Companies using Copilot report 25–40% reduction in meeting prep time, faster document creation, and significant time savings in email and data analysis. We measure and document this for your pilot group.
You need Microsoft 365 E3 or E5, plus Copilot licenses for pilot users. We will confirm exact requirements in your assessment call and help with procurement if needed.
If you are already committed to Copilot, start here. If you are still deciding between Copilot, OpenAI, Claude, or a custom agent, start with the Workflow Automation Assessment. It is vendor-neutral and will tell you which tool fits which workflow.
Related
Often paired with.
Workflow Automation Assessment
Find where AI and automation save your business ten or more hours a week. Ten days, written roadmap.
AI Agent Sprint
Ship a production AI agent that takes recurring work off your team in three to four weeks.
ChatGPT Enterprise Rollout
Secure ChatGPT Enterprise for your whole team, with shipped workflows instead of unused seats.
See the workflows this engagement targets
Further reading
Context before the call.
Operator-level guides that go deeper on the decisions behind this engagement.
Rolling Out Microsoft Copilot at a 100-Person Company
The 30-day pilot playbook for a controlled Copilot rollout — pilot scope, measurement, governance, and the common failure modes to avoid.
ReadCopilot vs ChatGPT Enterprise vs Claude for Business: How to Choose
An operator-level breakdown of how to pick between Microsoft Copilot, ChatGPT Enterprise, Anthropic Claude, and custom agents for business workflows.
ReadSOC 2-Safe ChatGPT: Approving AI at a Regulated Company
A control-by-control guide to deploying ChatGPT, Copilot, and custom AI workflows at SOC 2, HIPAA-adjacent, and FINRA-regulated organizations.
ReadReady to start?
20 minutes. No obligation. Scope and pricing confirmed on the call.