Copilot readiness assessment
Identity, permissions, and data access review focused on what Copilot can reach for each user.
AI readiness · Provo, Utah
Copilot sees everything a user can open, so readiness is an identity and access problem first. I find and fix oversharing, tighten access in Entra ID and SharePoint, and set up a measurable pilot.
Local context
Provo's technology companies, university-adjacent organizations, and growing startups move quickly on new tools. That speed is an advantage with Copilot as long as identity and access keep pace.
Whether you're a growing team in Provo or an established company in Utah County, the work is the same: understand what your environment actually looks like today, fix the highest-risk issues first, and leave your team with something they can run.
What I deliver
Identity, permissions, and data access review focused on what Copilot can reach for each user.
Fix 'Everyone' access, broad sharing links, and over-permissioned sites before Copilot surfaces them.
Label sensitive content and use Purview and SharePoint controls to keep it out of the wrong answers.
Pilot users, use cases, success metrics, and right-sized licensing.
How it works
A short call and a read-only review of your tenant to confirm goals, constraints, and scope.
Evidence-based findings drawn from your actual configuration, ranked by risk and effort.
Staged, reversible changes alongside your IT team or MSP, with rollback plans.
Documentation, runbooks, and a prioritized backlog your team can own.
FAQ
Yes. I serve Utah with regular on-site visits in Salt Lake City, Lehi and Provo for workshops, CAB reviews and readouts in Provo. Most hands-on identity work happens remotely, which keeps costs down.
Copilot respects existing Microsoft 365 permissions; it doesn't grant new access. The risk is that it makes existing oversharing instantly discoverable, which is why readiness starts with identity and permissions.
Most organizations can run a governed pilot within two to four weeks. Broad rollout depends on how much cleanup the assessment turns up.
With a free 30-minute call, followed by a fixed-scope assessment or a fractional CIO plan with a fixed monthly fee. You'll know the cost and deliverables before any work begins.
A free 30-minute call about your environment. You'll leave with at least three concrete next steps, whether or not we work together.
Book a 30-minute call