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AI & Copilot Readiness Review

Is our business ready for AI and Copilot?

A written review of where your data lives, what AI could safely help with, and the risks to manage first.

  • Fixed price, agreed in writing
  • Every step visible in your Client Workspace
  • Your data kept private
  1. Initiation - Customers Goals (your step)
  2. Collaboration & Asset Sharing (your step)
  3. Our team's work
  4. Milestone & Feedback Framework
  5. Final Output & Delivery Format (delivery)
5 steps 2 are yours 1 delivery All tracked in your Client Workspace
  • Your Client WorkspaceYour brief, data, every step and the deliverables in one secure place.
  • A project office on every stepEach step has an owner and a date; late steps are flagged and followed up.
  • Fixed scope, fixed priceAgreed in writing before work starts; shown excluding and including VAT.
  • Nothing closes without youYou review the delivery and accept it, or tell us what should change.

The engagement

What this engagement covers

Who it is for

  • Microsoft 365 businesses considering Copilot or other AI tools
  • Leaders who want to know what is safe and worthwhile before spending on licences

What you get

Outcomes

  • A map of where your business data lives, and how it is shared and labelled
  • Ranked processes where AI could help, with the expected benefit
  • Risks and priorities to deal with first, in plain English

What we need from you

Your part

  • Read-only access, or a guided walkthrough of your Microsoft 365
  • Two short conversations with the people who know the processes

Not included

  • Changing your security settings, buying licences, or rolling out Copilot (we can refer you to an IT partner)

How your project runs

Each step has an owner and a date. You see it all in your Client Workspace, and nothing closes without your acceptance.

How it runs

  1. Initiation - Customers Goals You 2 days Brief (Client Perspective): Define the purpose—why the project matters (problem solved, goal achieved). Outline expectations—what’s delivered, in what format, and by when. Share constraints—budget, timeline, resources, or limitations. Identify success criteria—how outcomes will be measured against…
  2. Collaboration & Asset Sharing You 3 days Enable shared folders, communication channel preferences, and third-party tool integration if needed
  3. Our team's work Us 6 days
  4. Milestone & Feedback Framework Us 2 days Define how iterations will happen—stages of sign-off, review checkpoints, expected turnaround time
  5. Final Output & Delivery Format Us 2 days Choose between PDF, interactive dashboard, slide deck, embeddable widget, or custom solution

Expected timeline

Our work: about 10 working days once we have your brief and data. Your part: about 5 days (brief, data and decisions). Typically 3 weeks in total from payment.

What we need from you

  • Initiation - Customers Goals: Brief (Client Perspective): Define the purpose—why the project matters (problem solved, goal achieved). Outline expectations—what’s delivered, in what format, and by when. Share constraints—budget, timeline, resources, or limitations. Identify success criteria—how outcomes will be measured against…
  • Collaboration & Asset Sharing: Enable shared folders, communication channel preferences, and third-party tool integration if needed

What you receive

  • Final Output & Delivery Format: Choose between PDF, interactive dashboard, slide deck, embeddable widget, or custom solution

How acceptance works

When we deliver, you review the files in your Client Workspace and accept them, or tell us what should change. We remind you after 5 days if we have not heard from you.

How payment works

Order online; you can start your brief straight away in your Client Workspace. We start the work once payment is received.

Questions

Before you start

Is this only about Copilot?

No. Copilot is one option; the review covers any AI use that fits your data and processes.

What does it cost?

Every option has a fixed price, shown here excluding and including VAT. We confirm the scope in writing before you order, so the price does not change.

Choose a time

A free 30-minute video call in your browser, at a time that suits you. Prefer to write? Send us a message.

Next step

Talk it through: 30 minutes, free, no obligation.

We reply within one working day.

Book a free 30-minute call Send a message
Book a free 30-minute call