Copilot & Secure AI Readiness
Switch AI on without handing it the keys to everything.
Permissions, policy and training first. Then Copilot.
Microsoft 365 Copilot can only see what your people can see. In most small businesses that is far more than anyone realizes: old shared folders, team sites nobody owns, the payroll file someone shared with everyone years ago. We clean that up, write the rules, train your team, and then turn AI on, so it makes you faster without making your data easier to find.
- Copilot readiness review
- AI use policy
- Hands-on team training
What is Copilot and secure AI readiness?
It is the work that makes Microsoft 365 Copilot and tools like ChatGPT safe to switch on: we find and fix overshared files and permissions, label sensitive data, write your AI use policy, pilot Copilot with a small group and train your team. Copilot can only see what your people can see, so the cleanup comes first. For most 10 to 50 person companies it takes a few weeks.
- Starts with
- Free readiness call
- Pricing
- Fixed quote after the review
- Timeline
- A few weeks for most
- Covers
- Copilot, ChatGPT, Claude
How we help
Copilot & Secure AI Readiness, in four parts
Find what is overshared
Label what matters
Write the rules
Roll out, then measure
Does any of this sound familiar?
Your team is already using ChatGPT.
Nobody approved it, and nobody knows what client details have gone into it.
Copilot is on the Microsoft bill, or about to be.
And no one has checked what it will be able to read once it is switched on.
Everyone can open everything.
Years of share-with-everyone links and team sites that outlived the people who made them.
An insurer or a client asked about AI.
The questionnaire wants your AI policy, and there is not one.
We make AI safe to switch on, then help your team actually get something out of it.
Line by line
What's actually included
Specific deliverables and cadences, so you can hold us to them.
Readiness review
- Permissions and external-sharing review across SharePoint, OneDrive and Teams
- Microsoft 365 security baseline: MFA, conditional access, admin roles
- A plain-English report of what is overshared, with fixes in priority order
Protect the data
- Sensitivity labels for confidential information
- Data loss prevention rules for email, Teams and AI
- An approved-tools list, and a plan for the unapproved ones
Policy and people
- An AI use policy written for your business
- Hands-on training for staff and managers
- Prompts and use cases built around your actual work
Rollout
- A Copilot pilot group and licensing advice
- A review of usage and time saved after the pilot
- Ongoing AI governance as part of managed IT
What we commit to
How fast we respond
The same published targets that cover every managed IT client.
Business hours
How fast, by how bad it is
- P1
You're down and nobody can work.
Critical outage — total business stop
- First response
- 30 minutes
- Resolution goal
- 2 hours
- P2
Something important is broken or crawling.
High impact — major degradation
- First response
- 1 hour
- Resolution goal
- 4 hours
- P3
One person needs something sorted.
Standard — individual request
- First response
- 2 hours
- Resolution goal
- 8 hours
Targets apply during business hours, Monday–Friday, 8:00am–5:00pm CT. Initial response is when a human has your ticket and has replied — not an autoresponder. Resolution goal is our target, not a guarantee; complex work sometimes runs longer, and we tell you when it will.
Nights & weekends
The phone is answered around the clock.
Call at 2am and a person picks up — not voicemail, not an offshore queue. We triage it on the spot.
- A genuine emergency gets a technician engaged that night. After-hours and emergency rates apply.
- Anything that can wait goes into the queue for the next business day, and you'll be told which it is.
- Round-the-clock coverage is available as an add-on for businesses that can't wait until morning — several of our clients run it.
Find out what AI would see in your company, before it does.
- Where your Microsoft 365 is overshared today
- Which AI tools your team should use, and which to stop
- What a safe rollout takes, with a fixed quote
- 1.We read every message the day it comes in.
- 2.A real person replies within one business day.
- 3.A quick, no-pitch call — you decide what's next.
Questions, answered
What owners ask us first
Copilot follows your existing Microsoft 365 permissions, so it is exactly as safe as those permissions are. It will not show anyone a file they cannot already open, but in most companies people can open far more than they should. Fix the permissions and label the sensitive data first, and Copilot is a safe, useful tool.
It depends on the work. Copilot lives inside Outlook, Teams, Word and your files; tools like ChatGPT and Claude are strong for writing and research outside them. The readiness review ends with a recommendation: which tools, for whom, and what they should cost.
Only if company or client information goes into it without rules. The fix is rarely a ban. It is an approved tool list, business accounts where they matter, and a one-page policy people actually understand.
For most 10 to 50 person companies, a few weeks: a review first, then the fixes, the policy and the training. A bigger cleanup takes longer, and you get a firm timeline after the review.
It depends on how much cleanup your Microsoft 365 needs. The first call is free, and you get a fixed quote after the review, before any work starts.
From the blog
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Get Microsoft 365 Copilot and ChatGPT working for your team without handing them the keys to everything: permissions, policy and training first, then AI.
No obligation. No sales pressure. Just an honest conversation.