Copilot Readiness
Assessment

Roll out Microsoft Copilot with confidence, not risk.

Find out if your Microsoft 365 environment is secure, well-governed, and ready for AI before you turn Copilot on. One flat price of $2,750, completed in two to four weeks, and backed by our money-back guarantee.

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Don’t Let Copilot Expose What It Shouldn’t

Microsoft Copilot follows the permissions already in your Microsoft 365 environment. If a user can access a file, even one they don’t know about, Copilot can find it and use it in an answer. In most organizations, that means:

HR, finance, or executive folders open to the whole company
Teams and Microsoft 365 Groups set to “Public” that should be “Private”
Gaps in multi-factor authentication (MFA) and Conditional Access
Third-party apps with broad access to your Microsoft 365 data
Old, outdated files Copilot could treat as current

At Helixstorm, our Copilot Readiness Assessment finds these gaps before your rollout, so adding AI never puts confidential information at risk.

Unlock the Benefits of a

Copilot Readiness Assessment

Security

We review your Microsoft Secure Score against Microsoft benchmarks and Helixstorm best practices, and verify your MFA and Conditional Access policies so only authorized users can reach Copilot.

Data Protection

Copilot respects your existing permissions, so oversharing becomes an AI problem. We audit your SharePoint sites and Teams and sample sensitive folders like HR, Finance, and Executive Strategy to make sure the wrong people can’t reach them through Copilot.

Licensing Confidence

We confirm you hold the prerequisite licenses Copilot needs, such as Microsoft 365 Business Standard, Business Premium, or E3/E5, and flag the third-party apps that can reach your Microsoft 365 data.

A Clear Roadmap

You get a clear Go/No-Go recommendation, a prioritized remediation checklist, and suggested updates to your AI Acceptable Use Policy, so your leadership team knows exactly what to fix and in what order.

What to Expect
From Your Assessment

Your Copilot Readiness Assessment covers three areas:

Microsoft 365 Security & License Audit
Services

Secure Score review, identity and access management, licensing prerequisite check, and third-party app integration review.

SharePoint & Data Governance Analysis

SharePoint and Teams permission audit, sensitive data exposure check, and a review of retention policies so outdated data can be archived before Copilot draws on it.

Copilot Readiness Report & Roadmap

A formal report with your Go/No-Go recommendation, a prioritized remediation checklist (for example, “Lock down the Finance SharePoint site” or “Enforce MFA for all users”), and AI policy recommendations.

See Pricing

How the Assessment Works

Step 1

Kickoff

Our AI expert meets with your point of contact to learn how your organization works, where sensitive data lives, and how your folders are organized.

Step 2

Security & License Audit

We review your Secure Score, identity controls, licensing, and third-party app access in your Microsoft 365 tenant.

Step 3

Data Governance Review

We find oversharing in SharePoint and Teams and check whether your retention policies keep old data out of Copilot’s answers.

Step 4

Report & Presentation

We walk your leadership team through your readiness report, your Go/No-Go status, and a prioritized roadmap you can act on.

Most assessments are completed within two to four weeks, with minimal disruption to your team.

Simple, Flat-Fee Pricingt

$2,750

One-time, flat fee. No surprises.

Microsoft 365 Security & License Audit
SharePoint & Data Governance Analysis
Copilot Readiness Report & Roadmap
Live presentation of findings to your leadership team
Completed in two to four weeks
100% money-back guarantee

Based on approximately 10 hours of expert work at our standard project rate of $275 per hour. Fixing any issues we find is not included and can be scoped as a separate project.

Our 100% Money-Back Guarantee

Securing your environment before you start with AI matters, and we stand behind this work. If you’re not completely satisfied with the quality or results of your Copilot Readiness Assessment, for any reason, we’ll refund the entire project cost.

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"Helixstorm's professional services expertise is exceptionally strong and their depth of knowledge is broad. You can't find a more talented partner. We will continue to rely on them as a strategic partner for many future projects to come."

Travis Burke
ROAD RUNNER SPORTS

“Helixstorm is the ideal IT partner for us. They helped scale our fast-growing agency seamlessly, taking technology management off our hands. Whether it was a larger project like migrating email platforms to daily support tasks like onboarding new employees or tech support, Helixstorm handles everything with professionalism, deep expertise and stellar customer service.”

Joel Brda
HUMAN MARKETING

“We have peace of mind knowing city staff has a place to go at all times to address their needs and make sure they can get back to the work they need to do and be as efficient as possible."

Jeff Wyman
CITY OF MENIFEE

Why Choose Helixstorm for Copilot Readiness?

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Security-first, always. Our motto is “Secure, then Serve.”
Microsoft 365 and Azure experts who manage and secure these environments every day.
Independently owned. We report to our customers, not shareholders.
A clear, flat price and a money-back guarantee.

Copilot ReadinessAssessment