MICROSOFT 365 COPILOT & AI READINESS

Is Your Microsoft 365 Environment Ready for Copilot and AI?

Assess your security, data exposure, governance, and licensing before expanding AI across your organization. Receive clear findings, prioritized remediation guidance, and a follow-up walkthrough with an experienced Microsoft 365 advisor.

Request an Assessment Explore Assessments

✓ SAM.gov Registered • ✓ SBA-Certified Women-Owned Small Business

Context, Not Just Findings

Automated tools can identify configuration concerns, licensing issues, and potential risks. However, they don’t determine which findings matter, how they affect Copilot and AI readiness, and what can be changed safely without disrupting your organization.

ForgeNorth Advisory evaluates each finding within the context of your environment, business priorities, existing licensing, and operational constraints. You receive practical recommendations instead of a simple findings report.

Understand what matters, why, and how to safely remediate.

Identify identity risks, excessive access, oversharing, and configuration issues that could expose more information when AI makes organizational content easier to find.

Identify identity risks, excessive access, oversharing, and configuration issues that could expose more information when AI makes organizational content easier to find.

Evaluate whether your policies, responsibilities, and licensing decisions support a controlled and cost-effective Copilot deployment.

WHEN AN INDEPENDENT REVIEW HELPS

Microsoft 365 decisions are easier with clear, experienced guidance.

ForgeNorth Advisory works with organizations that use Microsoft 365 and need an independent review of their readiness, risk, governance, or licensing.

You are considering Copilot and want to understand what should be addressed before purchasing licenses or beginning deployment.

Copilot has already been introduced but security, permmissions, governance, adoption, or licensing have not been thoroughly evaluated.

You need to understand whether SharePoint, OneDrive, Teams, or identity permissions could allow users or AI tools to access more information than needed.

You want to confirm that your Microsoft 365 licenses, administrative controls, policies, and responsibilities support your organization’s needs.

Who We Serve

Choose Your Assessment

Every assessment includes prioritized remediation guidance and a follow-up call to review the findings and answer questions.

Microsoft 365 Copilot and AI Readiness

Microsoft 365 Copilot & AI Readiness

Evaluate whether your Microsoft 365 environment, data access, permissions, and governance controls are ready for Copilot and other AI capabilities.

Microsoft 365 Copilot and AI Agent and Non-Human Identity

Microsoft 365 Copilot & AI Agent / Non-Human Identity

Identify Copilot usage, AI-related applications, agent identities, and non-human identities across Microsoft 365, Entra ID, and Azure to surface access risk, ownership concerns, credential issues, and monitoring blind spots.*

Microsoft 365 Baseline Security

Microsoft 365 Baseline Security

Get a clear view of your Microsoft 365 tenant configuration, including identity, administrative access, core services, and foundational security controls, with prioritized findings and practical remediation guidance.*

Microsoft 365 Security and Data Governance

Microsoft 365 Security & Data Governance

Review identity protections, administrative access, sharing practices, sensitive data controls, and the configurations that affect what users and AI tools can access.*

Cyber Insurance Evidence Pack

Cyber Insurance Evidence Pack (Addendum)

A point-in-time evidence package that helps organizations support cyber insurance applications and renewals with documented, verifiable security posture observations instead of unsupported yes/no answers.

* Includes identification of configuration concerns, underused Microsoft security and governance capabilities, licensing or capability misalignment, and practical opportunities to improve value from existing Microsoft 365, Copilot, and Entra investments.

Included with Every Assessment

Clear Findings. Practical next steps.

Each assessments turns configuration data into a prioritized plan your technical team and decision-makers can use.

01

Executive Summary

A concise overview of your current environment, key concerns, and overall priorities.

02

Detailed Findings

Clear documentation of each finding, its significance, and the Microsoft 365 services it affects.

03

Prioritized Remediation Guidance

Practical recommendations organized by urgency, impact, and implementation effort.

04

Follow-Up Walkthrough

A live review of the results, recommendations, and questions with an experienced Microsoft 365 advisor.

How it Works

A focused review, from start to finish.

Conversation

Initial Consultation

We discuss your environment, priorities, licensing, and the concerns you want the assessment to address.

Conversation

Secure Review

ForgeNorth Advisory evaluates the relevant Microsoft 365 configurations, controls, access, and licensing.

Conversation

Findings and Guidance

You receive documented findings, prioritized recommendations, and a follow-up walkthrough.

Experience you can trust

20 + Years

in Enterprise
Microsoft Environments

Assessments are informed by over 20 years operating and securing enterprise Microsoft environments, including identity, endpoint management, hybrid infrastructure, Conditional Access, automation, and Microsoft 365 security operations.

Learn More

Ready to strengthen your Microsoft 365 environment?

Schedule a Consultation