Get AI-ready before you get AI.
Copilot is powerful. But only if your Microsoft 365 foundation is ready for it.
The Foundation
Four things that need to be right first.
1
Permissions
Who can see what? Are access levels intentional or inherited chaos?
2
Data structure
Is your SharePoint organised? Can Copilot find what it needs?
3
Governance
External sharing policies, retention rules, sensitivity labels in place?
4
People
Does your team use what you already have well? That’s the baseline.
We'll meet you where you're at.
Start Here
Just getting started
Not sure if you’re ready for Copilot? We assess your environment and show you what needs fixing first.
- Permissions and access review
- Data and governance audit
- Prioritised recommendations
- Clear next steps
Implementation
Rolling out Copilot
Ready to deploy but want it done right? We handle configuration, change management, and training.
- Copilot configuration and setup
- Role-based training
- Adoption support
- Ongoing check-ins
Advanced
Beyond the basics
Already using Copilot and want more? We build custom agents and automations.
- Copilot Studio agents
- Power Automate workflows
- AI Builder integration
- Custom knowledge connections
Use Cases
Where Copilot makes a difference
Leadership
Generate reports, surface insights, and spot trends across your data.
Sales
Draft proposals, prep for meetings, and follow up faster.
HR
Draft policies, answer employee questions, streamline onboarding.
Finance
Forecast, analyse budgets, and pull data together faster.
Customer Service
Handle enquiries, surface answers, respond faster.
IT
Triage tickets, answer common queries, free up the team.
Copilot sees everything your permissions allow.
That’s the point. It’s also the risk. If your SharePoint permissions are a mess, Copilot will surface files people shouldn’t see. If your data is scattered, Copilot’s answers will be too. This isn’t a reason to avoid AI. It’s a reason to get your house in order first.
How We Work
What to expect
1
Discovery
We learn how your business works and what you’re trying to achieve.
2
Assessment
We audit your M365 environment and identify the gaps.
3
Roadmap
You get a prioritised plan with clear next steps.
Why Us
Microsoft 365 specialists, embedded in your team.
Microsoft Solutions Partner
12 years Gold Accredited Learning Provider
B Corp Certified
Sunday Times Best Places to Work
Common questions
No. The assessment tells you whether you’re ready. We identify what needs fixing first so you’re not paying for licenses while sorting out governance issues.
Typically 2-4 weeks depending on size and complexity. We’ll give you a clear timeline after an initial conversation.
Microsoft Copilot only accesses data within your secure environment. Your data isn’t used to train public AI models.
Common problem. We run training and adoption programmes to get your team actually using what you’ve paid for.
Yes. Our advanced tier covers Copilot Studio, Power Automate, and AI Builder.
Ready to get started?
Take the scorecard to see where you stand, or book a call to talk it through.