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AI Readiness Assessment & Envisioning Workshop That Shows Where AI Should Start
Identify the AI opportunities worth pursuing, assess whether your data, security, people, and governance are ready, and leave with a prioritised roadmap for Microsoft 365 Copilot, AI agents, automation, and custom AI.
6 Readiness Areas
Strategy, Data, Security, People, Governance & Microsoft 365
1 Ranked AI Roadmap
with a Recommended First Pilot
Start AI Where Value Is Clearest
Most organisations do not lack AI ideas. The harder questions are which ideas deserve investment, whether the underlying data and security foundations are ready, and what needs to happen before the first solution goes live.
Microsoft Partner
Clear Business Priorities
Tie every AI idea to an outcome your leadership team already cares about, such as cost, speed, service or risk.
Honest Readiness Picture
See where your data, identity, security and skills stand today, and what needs fixing before AI goes live.
Safer Copilot Rollout
Find overshared sites and unlabelled sensitive content before Microsoft 365 Copilot can surface it.
Governance From Day One
Agree ownership, acceptable use and risk checks early, aligned to ISO/IEC 42001 and the NIST AI RMF.
A Fundable First Step
Leave with a ranked roadmap and a scoped pilot, so the next decision is easy to approve.
Core Offerings: AI Readiness Assessment & Envisioning Services
The engagement moves your organisation from a broad list of AI ideas to a prioritised, evidence-based starting point.
Business Priority & Use Case Discovery
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Data, Security & Microsoft 365 Readiness Review
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Envisioning Workshop
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Governance & Risk Baseline
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Prioritised Roadmap & Pilot Recommendation
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We interview stakeholders and map high-effort processes across teams, then shortlist AI use cases worth testing against your strategic goals. Each idea is described in plain business terms, so everyone can judge it fairly.
Using the Microsoft Copilot readiness report, Microsoft Purview and SharePoint Advanced Management insights, we check licensing prerequisites, Microsoft Entra identity settings, permissions, oversharing and labelling gaps, then rank each finding by risk.
A facilitated session with business and IT leaders. We show what Microsoft 365 Copilot, Copilot Studio agents and custom AI on Microsoft Foundry can do with your scenarios, then rank ideas by value, effort and risk.
We review policy, ownership, acceptable use and risk controls against ISO/IEC 42001 and NIST AI RMF practice, and flag what must be in place before rollout.
You receive a phased roadmap, a readiness gap list with owners, and a scoped proof of concept with clear success measures, ready for executive approval and easy to brief to your board.
Talk to Our Experts
Business Outcomes Enabled
Faster, Better-Informed Decisions
Leaders agree where AI fits, using evidence instead of vendor promises.
Lower Rollout Risk
Data exposure, permission gaps and policy holes are found before users are licensed.
Focused Investment
Budget goes to use cases with a measurable return, not to experiments without an owner.
Stronger Adoption
Teams involved from the first workshop are more likely to use what gets built.
A Clear Path to Production
Every recommendation links to a next step, from pilot to deployment and ongoing support.
Faster, Better-Informed Decisions
Leaders agree where AI fits, using evidence instead of vendor promises.
Lower Rollout Risk
Data exposure, permission gaps and policy holes are found before users are licensed.
Focused Investment
Budget goes to use cases with a measurable return, not to experiments without an owner.
Stronger Adoption
Teams involved from the first workshop are more likely to use what gets built.
A Clear Path to Production
Every recommendation links to a next step, from pilot to deployment and ongoing support.
Still Deciding Where AI Should Start?
Replace competing ideas and assumptions with a prioritised plan. We help your leaders identify the strongest use cases, understand what must be ready first, and define a pilot that can be approved with confidence.
Partner Ecosystem
STORIES OF IMPACT
CASE STUDY
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Learn moreIt is a short, structured engagement that helps you decide where AI should start in your organisation. We review business priorities, data, security, people and governance readiness, run a facilitated workshop with your leaders, and deliver a ranked roadmap with a recommended first pilot. It suits organisations exploring Microsoft 365 Copilot, AI agents or custom AI.
We recommend a mix of business and technical decision makers: an executive sponsor, heads of the functions with the most promising use cases, and leads from IT, security, data and risk. Bringing both sides together means ideas are tested for value and feasibility in the same room, which avoids pilots that stall later.
No. The assessment is most useful before you buy or broadly assign licences. We check licensing prerequisites, update channels, identity and data readiness, and help you decide which roles and teams would benefit first. That way your licence investment follows evidence rather than assumptions.
Microsoft 365 Copilot only shows people content they can already access, so the real risk is existing oversharing. We review SharePoint and OneDrive permissions, sharing links, sensitivity labels and data loss prevention settings, using Microsoft Purview and SharePoint Advanced Management insights, and give you a prioritised list of fixes before rollout.
Microsoft runs partner-led investment programmes that may cover envisioning and proof-of-concept work for eligible customers. Microsoft sets the eligibility rules and they change each financial year. We check your eligibility with Microsoft on your behalf and explain the options before any work begins.
Most organisations move to a scoped proof of concept for their top-ranked use case, with agreed success measures. Others start with data security or governance work flagged in the readiness review. Either way, you have a clear, approved next step and a partner who can deliver it through to production and ongoing support.
Yes. We work with organisations across Australia, including Sydney, Melbourne, Adelaide and Wollongong, with workshops held on-site or online. Local account management is backed by our wider Microsoft AI delivery team, so recommendations reflect both your business context and practical delivery experience.
The governance and data review considers how personal information would be handled by each proposed use case, with reference to the Privacy Act 1988 and the Australian Privacy Principles. We flag where further legal or privacy advice is needed. Final compliance depends on your environment, data and legal obligations.
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