Microsoft 365 Service
Microsoft 365 Copilot Readiness.
Independent Microsoft Copilot consulting — know if your tenant is ready before you spend.
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2–3 weeks
typical engagement duration
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3–4 hours
total time required from your team
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$7,500–$12,000
pricing band, by tenant size and complexity
Why this matters.
Microsoft 365 Copilot is the fastest M365 add-on in deployment history — and the one most likely to embarrass the IT team that turned it on. Not because the product is bad. Because Copilot reads everything the user can read, and most M365 tenants have grown for a decade with sharing settings that nobody audited. The first time a finance analyst asks Copilot "summarize the leadership team's compensation plans" and gets a real answer, the conversation stops being about productivity.
The fix isn't complicated. It just has to happen before the rollout, not after.
What we look at.
We review your M365 license fit (so you don't overpay or undersize), audit your data governance posture (sharing, sensitivity labels, overprivileged groups), and check tenant configuration around Microsoft Search, Purview, and identity. Then we score readiness across five categories and give you a remediation roadmap with effort and impact for each item.
What you walk away with.
A scored readiness report, a prioritized remediation roadmap, and a phased rollout plan that names the right cohort of users to start with. The roadmap is yours whether you continue working with Stratum or hand it to your existing IT team.
What's in scope.
M365 license fit and right-sizing. Sharing posture and overprivileged-group audit. Sensitivity-label coverage and data-classification gaps. Tenant configuration across Microsoft Search, Purview, identity. A scored readiness verdict and a remediation roadmap with effort × impact for each item. A phased rollout plan that names the right cohort to start with.
What's out of scope.
Custom Copilot agent development. Microsoft Purview policy authoring (we'll flag what needs to exist; an MSP partner or your team writes the policy). Hands-on remediation execution (we hand off the roadmap; you execute, or we scope a separate engagement). Long-running change management beyond the 90-minute walkthrough plus 30 days of email Q&A.
This is the right engagement when…
- You're rolling out (or have rolled out) Copilot in the next 60–90 days, and want independent confidence in license fit and governance posture before the spend ramps.
- Your tenant has grown organically over multiple years, multiple admins, multiple "we'll fix that later" sharing decisions.
- You don't have a dedicated SharePoint admin, and "what does Copilot have access to?" is genuinely an open question.
- You want a written roadmap you can hand to your team, your MSP, or a separate remediation engagement — not a sales meeting.
What you receive across the engagement.
- Readiness Report ~16-page Word document. Executive summary, current-state snapshot, scored gap analysis across five categories (License, Governance, Content, Identity, Adoption), prioritized remediation roadmap with effort × impact for each item.
- License Recommendation Memo Separate one-page memo on the right Copilot SKU mix (Copilot Business vs. Microsoft 365 Copilot, seat count, anchor-tenant licensing if applicable).
- Phased Rollout Plan Pilot cohort recommendation (named users or roles, not just departments), Phase 1/2/3 sequencing, success criteria for each phase.
- 90-minute walkthrough Live session with you and any stakeholders you want present. Recording is yours.
- 30 days of email Q&A Follow-up access while your team works through the roadmap.
Here's the shape of finding the engagement is built to catch — the kind of issue this work surfaces before rollout, not after.
How we're different.
- Paid productized work, not free MSP lead-gen. No upsell agenda — the roadmap is yours.
- Principal-led delivery. Corey runs the assessment as your Microsoft Copilot consultant — no handoff to a delivery analyst.
- SMB-scoped pricing, not enterprise. We sit cleanly below the $15–50k assessments aimed at the F500.
- Vendor-neutral. No Microsoft reseller relationship, no Copilot pipeline to fill. The assessment tells you whether rollout makes sense for your org — including if the answer is not yet.