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Copilot

A 90-minute AI readiness check any team can run

Before you license M365 Copilot, run this lightweight assessment. It costs you a meeting and saves you a quarter.

APAngel Perez·April 9, 2026·4 min read

Why most rollouts stall

Organizations buy Copilot licenses before they've confirmed three things: data hygiene, use case clarity, and a willing pilot group. Each one is a 30-minute conversation.

Block 1 — Data (30 min)

Walk through SharePoint sharing reports with IT. Identify the top three oversharing risks. Decide whether you need a Purview cleanup before pilot.

Block 2 — Use cases (30 min)

With 3–5 business leads, list the 10 most painful repeatable tasks per role. Score for frequency and AI fit.

Block 3 — Pilot group (30 min)

Pick 15–25 willing, vocal users across 2–3 functions. They will define your rollout narrative more than any deck.

Output

A one-page readiness memo your exec sponsor can sign off on before you spend a dollar on licenses.

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