02. Prepare your data

Purpose

To review the Microsoft 365 environment from a data and security perspective. We assess critical success factors and minimize potential risks before Microsoft 365 Copilot is implemented in the organization. The aim is also to promote structured user adoption during data cleanup.

 

Expected outcomes

 

Data and Security Status

Analysis of the organization’s current data and security measures. Identification of potential vulnerabilities and compliance challenges.

Increased user understanding

Increased organizational awareness of the importance of secure information sharing. Established learning portal for users.

Recommendations

Recommendations for continued use and secure information sharing. A comprehensive strategy for user adoption ahead of the internal launch of Microsoft 365 Copilot.

How it works

01

Security and Microsoft 365 Tenant Evaluation

  1. Identify over-privileged and high-risk users

  2. Detect device-related risks

  3. Review potential oversharing of SharePoint sites

  4. Report and recommendations

     

02

Accelerate secure behavior

  1. Workshop to assess and evaluate readiness for data cleanup

  2. Appoint an executive sponsor

  3. Establish a network of coordinators/ambassadors

  4. Train coordinators/ambassadors

03

User acceptance and Change Management

  1. Assess change readiness

  2. Define success metrics

  3. Plan for user adoption

  4. Develop communication and training plan for end users

  5. Launch user adoption campaign

  6. Track and measure progress

04

Next step: Deep-dive workshop

  • Evaluation and lessons learned from the user adoption campaign
  • Recommendations for continued user adoption and positive reinforcement of key messages
  • Develop a high-level user adoption plan for the launch of Microsoft 365 Copilot
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