Use AI with
a clearer view
of your data.
Understand your Microsoft 365 readiness before you expand Copilot and AI across the workplace.
Start with a fast automated assessment and detailed report. Then work with IT Gold to review the findings, make better use of existing capabilities and prioritise the changes that matter.
API-driven analysis · Licensing & configuration review · Practical next steps
What the supported assessment checks can see.
What is available, configured or needs further review.
Gaps, questions and recommended next actions.
Illustrative report structure. Checks and report coverage depend on agreed scope, access and available APIs.
AI can surface information.
Check the access behind it.
Microsoft 365 Copilot works within the information a user is already permitted to access. That makes existing permissions and sharing arrangements important.
If access is broader than intended, information can become easier to find. We help you review the configuration and governance choices that support a more controlled rollout.
Know the starting position.
- Who has access to business data?
- Which controls are configured?
- What do existing licences provide?
- How are agents and apps governed?
Start with the settings and capabilities in your environment, then agree where deeper validation is needed.
Assess quickly.
Review carefully. Act with clarity.
Automated assessment
Agree access and scope, then run supported API-driven checks against your Microsoft environment.
Detailed report
Bring the findings into a structured report so the starting position and gaps are easier to understand.
Review & prioritise
Review licences, available features and configuration with you, then identify the next actions.
Implement & review
Scope the agreed changes, validate the setup and arrange ongoing governance support where needed.
Automation speeds up evidence gathering. Assessment timing and coverage depend on tenant size, permissions and available services; some findings require manual validation.
See the controls.
Understand how they fit together.
We consider security, data, identity, agents and licensing together. The review scope identifies which checks are automated and which areas need further investigation.
| Area | What we review | Why it matters |
|---|---|---|
| Microsoft Defender | Available security capabilities and relevant protection settings. | Identify configuration gaps and opportunities to use existing protection. |
| Microsoft Purview | Available information protection, data policy and governance capabilities. | Prioritise controls for sensitive information, sharing and AI use. |
| Copilot Studio | Agent governance, authentication and supported connector controls. | Review how agents can access information and take actions. |
| Power Platform | Environment settings, connector policies and governance arrangements. | Understand where apps and automation can move business data. |
| Licensing | Relevant Microsoft subscriptions, assigned licences and feature entitlements. | See what is already available and where extra licensing may be needed. |
| Microsoft Entra ID | Identity, access and relevant authentication settings. | Review who can access systems and how that access is controlled. |
Capabilities vary by licence, configuration and Microsoft service availability. The report identifies limitations and follow-up items rather than treating unavailable checks as completed.
Before buying more,
understand what’s available.
Your Microsoft subscriptions may already provide useful capabilities. The next question is whether they are assigned, enabled and configured for the way your business works.
We review the available evidence and explain where existing tools may help, where setup needs attention and where additional licensing could be justified.
Review your available capabilities- Understand the entitlement
Check the relevant subscriptions, assignments and available features.
- Check the configuration
Review whether supported controls are enabled and appropriate.
- Choose the next action
Prioritise configuration work, deeper review or additional services.
A report you can use
to move forward.
A documented starting point
Understand the supported settings and configuration checked, with the assessment scope and evidence limitations made clear.
Licensing & capability visibility
See relevant entitlements alongside the controls available in your environment, and identify questions that need further review.
Prioritised recommendations
Separate urgent configuration concerns from planned improvements, with the business context explained.
An implementation discussion
Agree ownership, scope and costs for the changes you choose to make, plus any validation and ongoing review requirements.
A faster assessment.
A practical path to action.
Reduce blind spots
Bring supported API findings into one discussion, so important configuration gaps are less likely to remain overlooked.
Reduce avoidable waste
Review existing licensing and available controls before deciding whether to add more tools or subscriptions.
Get help with the follow-through
Move from findings to agreed implementation, validation and support with a team that understands the wider IT environment.
Keep the controls in step
with your business.
New staff, shared content, apps and agents can change your environment. Ongoing governance helps you revisit the settings and responsibilities behind AI use.
We can scope recurring assessments, configuration reviews and agreed remediation alongside your IT support.
- Repeat assessment & reporting
Revisit agreed checks and discuss material changes.
- Access & policy review
Review responsibilities and the controls in scope.
- Business follow-through
Coordinate owners, changes and review dates.
Frequency, monitoring, remediation and support inclusions are defined in the service agreement.
Your AI governance questions.
Do we need to be using Copilot already?
No. A readiness review can help before rollout or when you want to revisit an existing deployment. We agree the relevant services and assessment goals first.
Does the assessment read every file in our business?
Not necessarily. Automated checks review supported configuration and evidence within the agreed scope. A complete content classification or file-by-file permissions audit is a separate requirement to discuss at the outset.
What access do you need to our Microsoft tenant?
We explain the permissions, authorisation and data handling required for the agreed checks before connecting. Your authorised administrator approves access through the agreed process. Do not send passwords by email.
Can all recommendations be implemented with our current licences?
Some improvements may use capabilities you already have; others may need a different subscription or additional service. We review entitlements and confirm the requirements before recommending a purchase.
Will the assessment automatically change our settings?
The assessment and any implementation work are scoped separately. We discuss findings and agree changes before remediation is carried out, including testing where a policy change could affect existing apps or workflows.
Does the report certify that our AI use is completely secure?
No. It documents findings within the agreed scope and helps prioritise improvements. It is not a guarantee against incidents or a compliance certification. Controls, user practices and ongoing review remain part of the approach.
Get the visibility.
Choose the right actions.
Tell us where you are with Copilot and workplace AI. We’ll help you define the assessment and the questions it needs to answer.
