Free Assessment

Microsoft Copilot
Readiness Scorecard

Find your fastest AI wins inside Microsoft 365 — in under 5 minutes.

AI is reshaping how work gets done, but success starts with identifying where Microsoft 365 Copilot can deliver the biggest impact in your day-to-day operations.

Complete this quick readiness scorecard to uncover your top opportunities for AI and see how close your organization is to unlocking secure, measurable time savings.

We respect your privacy. Your responses are confidential and will only be used to personalize your AI readiness insights and recommendations.

Does your organization use Microsoft 365?

(Teams, SharePoint, Outlook, Excel, Power Automate, OneDrive)

Yes, we use Microsoft 365

No, we use Google Workspace or another platform

Not sure

Section A — Foundation

How ready is your Microsoft 365 setup for AI?

Check all that apply:

Most of our documents and data live in SharePoint or OneDrive, not local drives.

We have organized folder structures and consistent naming conventions.

We have clear access controls and permissions for files and folders.

User accounts are protected with core security baselines (Defender, Conditional Access, MFA).

Sensitivity labels or data classification are in use across key document libraries.

Score insight: Three or more checks indicates a solid foundation for AI enablement. Fewer than three suggests your Microsoft 365 environment may need cleanup before unlocking Copilot’s full value.

Section B — Bottlenecks

Where does your team spend manual effort each week?

Check all that apply:

Summarizing meetings or emails

Following up on quotes or client requests

Routing invoices, POs, or expense approvals

Onboarding new staff or processing HR requests

Compiling weekly or monthly reports

Drafting content or communications (emails, reports, or summaries)

Answering or routing routine inquiries from clients or the public

Of the items you checked, which one would matter most to automate first?

Note: Each item checked represents a candidate use case for Copilot or an AI agent. This section does not affect your readiness score — it helps us identify your highest-impact starting point.

Section C — Readiness

Is your organization prepared to adopt AI confidently?

Select one option per statement:

Yes Somewhat No

Leadership supports AI experimentation.

Yes

Somewhat

Our staff are comfortable adopting new digital tools.

Yes

Somewhat

We have policies for data retention and sharing.

Yes

Somewhat

We’re already using Microsoft 365 Copilot or exploring licenses.

Yes

Somewhat

We have visibility into and policies around AI tools staff use independently.

Yes

Somewhat

Score insight: Mostly Yes indicates your organization is ready to start. Mixed responses make you an ideal candidate for ALPHA IT’s AI Jumpstart Program. Multiple No responses suggest foundation work first.

Almost there

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Enter your details below to see your personalized Copilot Readiness Score and recommended next steps. We’ll send a copy to your inbox.

First Name

Last Name

Work Email *

Organization

Your Copilot Readiness Score

out of 15 points

015

Thanks for completing your Copilot Readiness Scorecard! Your results have been recorded and a copy has been sent to your inbox.

Next Step

Microsoft CopilotReadiness Scorecard

Does your organization use Microsoft 365?

How ready is your Microsoft 365 setup for AI?

Where does your team spend manual effort each week?

Is your organization prepared to adopt AI confidently?

Unlock your personalized recommendations

Microsoft Copilot
Readiness Scorecard