Free · Five business days · No tenant access required

Is your Microsoft 365 tenant AI-ready?

A free, evidence-based assessment that scores your Microsoft 365 environment across five domains, and tells you exactly what to do next.

Built for mid-sized companies and nonprofits considering, planning, or stalled on a Copilot rollout. Run on your actual tenant data, not a questionnaire.

Get your free assessment See how it works
5
domains scored
25
indicators · evidence
3
quick wins, every time
$0
no strings attached
idealstate.co/assessment/westbrook-foundation
SAMPLE · Westbrook Foundation
v1.0· May 5, 2026· Prepared for Westbrook Foundation
01 / Readiness Dashboard 02 / Findings & Quick Wins 03 / Recommended Path
01 / Composite snapshot
● Foundational tier · 1.6 / 4.0

You have the vision. The foundation needs work before AI can land safely.

Westbrook has strong executive sponsorship and a clear picture of where AI should land. But the M365 environment isn’t ready: no sensitivity labels are published, 47% of SharePoint sites are inactive, and sharing defaults are organization-wide.

Recommended path · Teams Refresh first, then Copilot Deployment
1.6/4
AI Readiness
Findings
14
2 critical · 5 high · 7 medium
Domains scored
5
25 indicators · evidence-based
Quick wins
3
Actionable this week · ~75 min total
Use cases gated
4 / 6
Blocked by sensitivity
02 / Findings & quick wins

Three things you can fix this week.

Three quick wins across the 14 findings. ~75 minutes total, all owner-actionable.

1
Publish a baseline sensitivity label set
Three labels (Public, Internal, Confidential) covers 80% of org content. Default sharing flips from Anyone to People in your org.
~30 min
2
Disable anonymous link generation tenant-wide
Closes the 184 live anonymous links. Specific Teams can re-enable per-site if their workflow needs it.
~15 min
3
Reduce permanent Global Admins to two
Move the other two to PIM-eligible. Closes a finding flagged by Microsoft Secure Score and reduces blast radius.
~30 min
03 / Recommended path

Six use cases. Two clear to start. Four gated.

Each candidate use case scored against your environment’s current readiness.

Meeting notes & action items
Teams Premium · low-sensitivity content
IdentityAdoptionGovernance
Go
Drafting & summarization in Word/Outlook
M365 Copilot · personal-scope writing
IdentityAdoptionGovernance
Go
Grant program knowledge agent
Copilot Studio · cross-team content
IdentitySensitivitySprawl
Hold
HR policy chatbot
Copilot Studio · sensitive personnel data
SensitivityGovernance
Blocked
Five domains · 25 indicators · evidence from your tenant· Single page · self-contained HTML· Walked through live in a 30-min readout

Sample Assessment dashboard

The problem

AI doesn’t fix content chaos. It amplifies it.

The health of your SharePoint environment matters more than ever. Oversharing, stale content, and a messy architecture will create AI roadblocks you never knew existed.

Most organizations do not discover this until after they have invested in AI. The assessment surfaces potential issues in days, not months, with steps you can take today.

“It’s like an MRI for your M365 environment.”

Recent assessment recipient

What gets scored

Five domains. Each answers one question.

The five-domain, 25-indicator assessment covers every key AI prerequisite. Each finding is presented in jargon-free language with one goal: establish a secure, future-proof AI foundation.

01 Domain

Identity & Access

Who can sign in, with what proofs

MFA coverage, Conditional Access maturity, external collaboration posture, admin role minimization.

02 Domain

Sensitivity & Oversharing

What AI is allowed to read

Sensitivity labels, container labels, sharing defaults, anonymous link governance, DLP baseline. The single biggest determinant of Copilot value versus Copilot problems.

03 Domain

Sprawl & Lifecycle

What AI will read when you turn it on

Site and Team sprawl, lifecycle and retention policies, ownership clarity, naming taxonomy. Stale content is the quiet drag on AI quality.

04 Domain

AI Governance

Is AI governed by intent, not accident

AI app inventory, Teams app install policy, Copilot in meetings governance, AI policy state, audit log baseline.

05 Domain

Adoption & Readiness

Are your people ready

Workload adoption, executive sponsorship, AI vision concreteness, change management capacity, and an equity lens on who gets AI tools.

How it works

One discovery call. One week. One dashboard.

  1. 01

    Discovery call

    60 minutes

    A structured conversation covering AI vision, current environment, governance, use cases, and content landscape. We surface the qualitative signals data alone cannot capture.

  2. 02

    Data collection

    Self-service

    Your IT team runs a scripted data export on your M365 tenant. No changes made. We never need admin access and do not collect any personally identifiable information.

  3. 03

    Scoring and analysis

    Two business days

    We score 25 indicators across five domains, generate findings ranked by severity, identify three quick wins, and determine the recommended path based on your organizational profile and M365 environment.

  4. 04

    Dashboard delivery

    End of week

    A single-page AI Readiness Dashboard designed for an executive audience. Contains a high-level summary and in-depth details on each finding.

  5. 05

    Readout meeting

    30 to 45 minutes

    A senior Ideal State consultant walks through the dashboard with you. What is strong, what needs work, and what to do about it. You leave with the report, your questions answered, and three things you can fix immediately.

The deliverable

A dashboard that shows the whole picture, in one simple view.

Composite score, five domain scores with evidence, top findings ranked by severity, three quick wins, and a recommended acceleration path tailored to your organization.

Composite score

A single 0-to-4 readiness number, with the tier (Foundational, Emerging, Operating, Leading) named plainly.

Five domain breakdown

Each domain scored with the specific evidence that produced it. No black boxes.

Three quick wins

Concrete, actionable fixes any IT lead can complete in roughly 75 minutes total.

Recommended path

Whether Copilot rollout is the right next step, or whether to refresh fundamentals first.

Who it’s for

If any of these
sound familiar…

Built for mid-sized companies and nonprofits with 100 to 5,000 employees using Microsoft 365 that are eager to explore or expand their use of AI.

  • 01 You purchased Copilot licenses and adoption stalled.
  • 02 Your board is asking about AI and you do not have a clear answer.
  • 03 Staff are using ChatGPT and Claude and you have no visibility.
  • 04 You have drafted an AI policy three times and never finalized it.
  • 05 Your IT team is small and carrying the weight of everything.
  • 06 You want to know if you are ready before you spend.
What it costs
Free $3,000+

No credit card. No commitment to follow-on work. If the findings reveal work you would like help with, we will scope it together. If they do not, you walk away with a clear picture and three things you can fix today.

  • One discovery call
  • Self-service data collection
  • 25-indicator scoring
  • Single-page dashboard
  • Live readout meeting
  • Three quick wins, every time
FAQ

Questions we hear
every week.

Do you need access to our tenant?

No. Your IT resource runs a provided PowerShell script on your own systems and shares the export. We never receive admin credentials or access to the tenant itself. A manual export path is available for organizations that cannot run scripts.

How long does the whole thing take?

About one calendar week from kickoff to readout. The discovery call is 60 minutes; data collection is roughly an hour of your IT team’s time; scoring takes us two business days; the readout is 30 to 45 minutes.

What happens after the assessment?

You own the dashboard. You can act on the quick wins yourself, as many organizations do. If the findings point to deeper work, we will walk through how Ideal State could help and you decide if and how to engage.

Is this really free? What is the catch?

It is really free. The honest answer: most organizations who go through the assessment land in Foundational tier and want help closing the gaps. A handful do not, and walk away with a clear picture. Either outcome is fine with us.

How is this different from a Microsoft FastTrack assessment?

FastTrack is excellent for technical deployment readiness. Our assessment is calibrated specifically for organizations looking to build AI capability, not just roll out tools. We use a human-centered, value-creation lens that sets you up to become a truly AI-powered organization.

We are a 60-person organization. Are we too small?

Not at all. While we specialize in organizations upwards of 100 people, the assessment can benefit groups as small as 25 people. Smaller organizations often have a less complicated environment, making it easier to become truly AI-capable.

Get your score

Get started today.

One discovery meeting and one data export is all we need. Five business days from kickoff to a single-page dashboard your leadership can act on. No strings or hidden fees.

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