Ready.
Set.
Copilot.

AI in Microsoft 365 is here.
Is your company ready?

Ideal State's AI Readiness Check is the first step

Within days, we'll deliver your custom AI Readiness Report containing a summary of potential risks and barriers to AI rollout and adoption at your organization.

Your report includes a detailed list of actionable recommendations and quick wins based on customer benchmarks and the latest Microsoft guidance.

“The knowledge that Ideal State brings to the table across Microsoft 365, knowledge management, and change management is invaluable. We couldn't have asked for a better partner.”

Frank2
Frank Williams, Director of IT, Humanity United

 

What’s Included in the Report

Readiness report graphic

Usage and engagement stats, key findings, and recommendations on:

SharePoint, Teams and OneDrive Health 

  • Inactive teams and sites
  • Redundant systems and content sprawl
  • OneDrive vs. SharePoint/Teams usage
  • Teams sprawl indicators

Microsoft 365 Licensing

  • License usage and cost efficiency
  • Current Copilot usage
  • Copilot and AI agent prerequisites

Tenant Governance

  • Content lifecycle management
  • Data loss protection (DLP)
  • Routine monitoring and reporting

Security and Compliance

  • Baseline file and site sharing settings
  • Purview information protection and compliance tools
  • Sensitivity label usage
  • Sensitive information types

People and Processes

  • End user training and self-service
  • Change management 
  • AI governance and oversight
  • AI adoption
And more...

Why get an M365 AI Readiness Check?

Microsoft 365 and the data it contains is more than a tool—it’s a strategic asset. Microsoft 365 Copilot and AI Agents can unlock immense productivity within your organization, but only if your people, processes, and data are ready.

Outdated content and "dead zones" in Teams, SharePoint, and OneDrive will reduce Copilot accuracy, while sensitive data that is not labeled can be at risk. Our thorough assessment will get you fully equipped to receive the full benefits of these powerful capabilities, without the sleepless nights.

1
Insights

Gain Clear Insights

Understand the current state of your M365 tenant configuration, usage, and gaps holding back AI potential.

2
Security

Strengthen Security

Identify security and compliance risks and unlock the power of Purview with actionable recommendations.

3
ROI

Achieve Rapid ROI

Cut licensing and storage costs, optimize adoption, and unlock AI-driven productivity in weeks, not months.

4
Scale

Scale Confidently

Establish standard processes for keeping your data estate orderly and secure as AI usage expands.

How It Works

1

Kickoff

We'll host a kick-off call with project participants and provide instructions for gathering the needed info.

2

Data Review and Analysis

We'll gather data from your M365 tenant quickly and securely and discuss any questions we have with you.

3

Report Review and Refinement

We'll walk through a draft of our report together and refine based on your input and specific needs.

4

Final Report

We'll deliver your final report and be available to discuss or present it for as long as you'd like.

$

Pricing

The total cost for this service is $3,795

Get started

Let's get started

Your small investment in the AI Readiness Check will set the stage for AI adoption success and significant ROI. Use the schedular below to book a call with an Ideal State team member who can get the process started.