AI Readiness Assessment

For business management solutions email us or call 020 3004 4600

AI Readiness Assessment

Whether it's ChatGPT, Claude, Copilot, Gemini or any other alternative, AI can deliver a real boost to productivity across your organisation. But switching it on without the right foundations in place can expose data you never intended to share.

Our AI Readiness Assessment is a focused engagement designed to help organisations prepare their Microsoft 365 environment and people before AI is switched on in your environment. Without proper data controls, permissions and security in place, AI can surface information that users should never have access to. The assessment gives you a clear, honest picture of where you stand and what needs to happen before you move forward.

What the Readiness Assessment includes

Our assessment examines five key areas of your Microsoft 365 environment to give you a clear picture of where you stand before AI is switched on.

Licensing and Technical Readiness We confirm your Microsoft 365 setup, security posture, and the prerequisites needed to run AI successfully.
Data and Permissions We assess SharePoint, OneDrive, and Teams access to identify oversharing or permission risks that could expose sensitive information once AI is enabled in your environment,
Security and Compliance We review MFA, Conditional Access, sensitivity labels, DLP, and your overall Zero Trust alignment to ensure AI can be used safely.
Optimisation Recommendations We highlight the risks, gaps, and practical improvements needed before enabling your AI solution, prioritised so you know where to focus first.
Pilot Planning and Adoption We recommend suitable early-adopter users and provide guidance for running a safe, controlled AI pilot that sets the right foundations for wider rollout.

Book an Assessment

What you will get from the assessment

At the end of the engagement, you will have everything you need to move forward with AI in a considered, well-governed way.

A clear readiness picture You will know exactly how prepared your Microsoft 365 environment is for AI, with no guesswork about where the gaps are.
Reduced risk of data exposure With permissions, security and compliance reviewed before AI is enabled, the risk of sensitive information being surfaced to the wrong people is significantly reduced.
Practical, prioritised recommendations You will receive actionable next steps, not a theoretical report. Each recommendation is prioritised so your team knows what to tackle first and what can follow.
Confidence to move forward Whether you are planning a pilot or a full rollout, you will have the assurance that your environment is ready and your people are set up for success.

Talk to Us Today

Who should consider a Readiness Assessment?

The AI Readiness Assessment is suited to organisations at different stages of the AI journey, from those just starting to think about it through to those ready to begin a pilot.

Organisations considering using AI in their environment If you are evaluating AI and want to understand what preparation is needed before you commit, the assessment gives you that clarity without requiring a significant upfront investment.
Businesses planning an AI pilot If you want to trial AI with a defined group of early adopters, the assessment ensures your environment is ready before the pilot begins, so you can run it safely and draw meaningful conclusions.
Teams wanting a controlled, well-governed rollout If you need to introduce AI in a structured way with security properly considered from the outset, the assessment provides the governance foundation your IT team and senior stakeholders will want to see.

Get in Touch

Work Smarter. Grow Faster. Stay Ahead.

The technology you use should help you move faster, not hold you back. At Advantage, we help SMEs unlock the full power of Microsoft - from cloud and security to AI and automation. Whether you're modernising systems or exploring Copilot, we'll help you transform the way you work. Let's build something smarter. Together.