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Copilot Readiness

Prepare Microsoft 365 before Copilot sees your business data.

Centrix helps Irish businesses check permissions, sharing, sensitive data, governance, and rollout plans before enabling Microsoft 365 Copilot.

Outcomes

Designed around the result your business needs

Cleaner permissions

Review SharePoint, Teams, OneDrive, guest access, external sharing, and oversharing before Copilot is enabled.

Better data protection

Sensitivity labels, DLP thinking, data locations, and user guidance are planned before AI can surface content.

Controlled rollout

Start with a pilot group, clear use cases, staff guidance, success measures, and a support process.

Included

Practical delivery, documented properly

Centrix scopes the work clearly, implements the agreed controls, and hands over documentation your team can actually use.

Microsoft 365 Copilot readiness workshop
SharePoint, Teams, and OneDrive permission review
External sharing and guest access review
Sensitive data and label readiness discussion
Oversharing risk and remediation backlog
Pilot group and rollout planning
Staff guidance for safe Copilot use
Management summary and next steps
Process

How the project runs

01

Review

We review the Microsoft 365 environment, data locations, sharing, user access, and readiness for AI-assisted search and summarisation.

02

Prioritise

Centrix identifies permission, sharing, and data hygiene items that should be addressed before rollout.

03

Prepare

We help plan controls, pilot groups, staff guidance, and a practical rollout approach.

04

Roll out

Copilot can then be introduced to a controlled group with feedback, support, and measured outcomes.

Questions

Common questions

Why check permissions before Copilot?

Copilot works with the access users already have. If files are over-shared, AI can make that problem easier to discover.

Can this be part of a broader AI introduction?

Yes. Copilot readiness can sit alongside a wider AI introduction covering ChatGPT, Claude, governance, and staff guidance.

Do we need to buy licences first?

No. It is often better to review readiness, select pilot users, and understand the business case before broad licensing decisions.

Next step

Talk to Centrix about your site, cloud, security, or AI plans.

Book a consultation