Visibility and access
Inventory approved and informal AI use, account types, owners, identity controls, and relevant Microsoft 365 sharing permissions.
Workplace AI readiness
Microsoft Copilot & ChatGPT Readiness Assessment
Put clear guardrails around workplace AI before a pilot becomes business as usual. We help Canadian teams understand their use, data exposure, ownership, and next steps.
Who it is for
For teams adopting AI without a large governance function.
Designed for Canadian small and mid-sized organizations piloting or expanding Microsoft Copilot, ChatGPT, or other workplace AI tools. It is especially useful when leaders need to answer customer, insurer, or internal questions about AI use.
Common starting points
- Employees use tools or accounts leadership has not reviewed
- Shared files and permissions have not been checked before a Copilot rollout
- Staff need rules for sensitive information and human review
- No one owns tool approvals, incidents, or periodic review
Assessment scope
Review the decisions behind safe use.
We agree the tools, users, data, and access needed before work starts. The review is advisory and does not change your environment.
Data and vendors
Review sensitive-information boundaries, tool approval, vendor questions, retention considerations, and escalation routes.
People and policy
Assess acceptable-use guidance, human review, training needs, accountability, and incident reporting.
What you receive
A decision-ready roadmap.
Receive a scoped gap summary, prioritized risk register, recommended guardrails, and a practical 30/60/90-day action plan. We review the findings with leadership and identify which work can be handled by your existing team.
Scope and pricing are confirmed after an initial consultation. This is readiness advice, not a formal audit, certification, legal opinion, or guarantee of an outcome.
How it works
- Agree tools, users, data, and assessment boundaries
- Review available policies, settings, workflows, and stakeholder input
- Validate and prioritize material gaps
- Brief leaders on actions and owners
Related reading
Prepare the right questions first.
Read the Microsoft 365 Copilot readiness checklist for Canadian SMBs or download the Canadian SMB AI Readiness Checklist.
Related services
For a deeper tenant configuration review, see the Microsoft 365 Security Assessment. For broader policy and tool oversight, see AI Governance Readiness.
Practical answers
Frequently asked questions
Who is this assessment designed for?
Canadian SMBs piloting or expanding Copilot, ChatGPT, or other workplace AI without a large internal governance team.
Will you change our Microsoft 365 settings?
No. The assessment is advisory; any access and evidence review is agreed in advance. Your team decides and performs configuration changes.
What do we need to provide?
We agree the tools, users, data types, policies, stakeholder input, and any configuration evidence needed during scoping.
What will we receive?
A scoped gap summary, prioritized risk register, recommended guardrails, and a practical 30/60/90-day action plan.
How much does it cost?
Scope and pricing are confirmed after an initial consultation. No fixed price is published for this assessment.
Discuss your scope
Get a clear next step.
Tell us about your business and what you need to understand. We will confirm scope, timing, and the most useful engagement.