Copilot Readiness Assessment

A/I holds great promise to make all of us more productive, deliver great insights and elevate customer experiences. Microsoft leads the way in A/I with Copilot for M365. Copilot integrates A/I from your M365 tenant into your day-to-day tasks helping you tackle your daily workload and increase the accuracy of your work output. Copilot can also interface with over 100 applications and counting to deliver deep insights and automation to your organization.

But before you bring A/I into your organizations you have to be ready.

Our Copilot Readiness Assessment can help you prepare. Our assessment will deliver to you a comprehensive roadmap to achieving great results in your Copilot project.  

Our report will identify the following pre-requisites including:

• Understanding where sensitive data lives, to establish strong security protocols to safeguard this data.
• How to implement and enforce data governance controls to ensure sustainable AI security.
• How to centralize your data in Microsoft 365 to improve your data quality and A/I adoption strategy

Addressing Security Concerns

Sensitive information—whether shared within the organization or externally—requires robust protection. The AvePoint Copilot tool is built to help organizations mitigate these risks. By scanning environments like M365, Power BI, and Salesforce, the tool ensures data security against unauthorized access, external sharing, and compliance violations.

Tool Capabilities

The AvePoint Copilot tool is packed with features to streamline cloud data management. Some key capabilities include:

• Tenant-wide Scanning: The tool scans the entire tenant to identify vulnerabilities and risk factors.

• Permission Management: It offers robust controls to handle user and file permissions efficiently.

• Interactive Dashboards: The dashboards provide actionable insights into risk levels, enabling organizations to assess and respond swiftly.

• Service Focus: Initially supporting M365 and Power BI, the tool has the potential to expand to other services, including Salesforce.

By supporting Microsoft 365 Copilot and aligning with an AI adoption strategy, the tool ensures organizations can meet the demands of modern cloud environments.

Microsoft 365 Copilot Integration

One of the standout features of the Copilot tool is its seamless integration with Microsoft 365 Copilot. By leveraging AI-driven insights, this integration allows organizations to:

• Automate routine administrative tasks, enhancing productivity and user enablement.
• Identify and mitigate risks associated with sensitive data handling in real time.
• Customize recommendations and remediation actions based on organizational policies.
• Support collaboration and compliance across teams while maintaining robust data security.

The Microsoft 365 Copilot integration positions the tool as an essential component of an organization’s digital transformation journey, ensuring both efficiency and security.

Risk Identification and Mitigation

A core feature of the AvePoint Copilot tool is its ability to assess and mitigate risks effectively. By evaluating the sensitivity and exposure levels of files, the tool helps organizations understand their vulnerabilities. Risk criteria can be customized based on organizational requirements, and remediation options are provided directly within the dashboard. This ensures that potential risks are addressed proactively.

Client Reassurance

One common concern among clients is the security of their data during the scanning process. To address this, it was clarified that the tool only scans the image of the environment, without accessing or exfiltrating actual data. The tool focuses on identifying potential risks, providing organizations with peace of mind about the integrity of their data.

Policy Implementation

The tool’s policy implementation capabilities further enhance its effectiveness. Policies can be customized and applied at various levels, including individual users and services. For example, the tool can:

• Identify high-risk users within an organization, such as those sharing sensitive accounting information via SharePoint.

• Place these users in separate containers with stricter policy regulations.

• Detect vulnerabilities, such as files unknowingly shared with external users, and implement measures to secure them.
  
  

Actionable Insights and Timeline

The AvePoint Copilot tool provides actionable insights into organizational risks. For example, it can:

• Identify vulnerabilities that organizations may not be aware of, such as externally shared files.

• Implement customized policies to enhance security and compliance.

The assessment process is efficient, taking only 24 hours to complete. For kickoff, clients need to provide their M365 global admin credentials or grant temporary access.

Conclusion

The AvePoint Copilot Readiness Assessment is a game-changer for organizations looking to secure their cloud environments and maintain compliance. With its robust capabilities, interactive dashboards, and focus on client reassurance, this tool empowers businesses to manage data risks effectively.

By leveraging the AvePoint Copilot tool, organizations can ensure their sensitive data is protected while achieving regulatory compliance across platforms like M365, Google Workforce, and Salesforce.

With a clear AI readiness framework, organizations can align with digital transformation goals and user enablement initiatives to stay ahead. This report is complimentary, so contact us today and let us help you prepare your data governance and security for a successful Copilot project.