The 5 Deliverables You Get
SharePoint + OneDrive Permission Cleanup Report
Audit of every SharePoint site + OneDrive container for orphaned permissions, over-sharing, external sharing risks, and group sprawl. Typical finding: 30-50% of permissions remediated.
Microsoft Purview Sensitivity Label Deployment Plan
Label taxonomy design (Public / Internal / Confidential / Highly Confidential + industry-specific PHI/MNPI/FERPA), auto-classification rules, label policy assignment plan.
Conditional Access Policy Gap Analysis
12-15 policy recommendations covering MFA enforcement, device compliance, geo-restriction, sign-in risk, user risk, legacy auth block, admin role hardening, BYOD separation, guest controls.
Persona-Based Copilot Use Case Map
Workshops with 4-6 business stakeholders mapping Copilot use cases by persona (sales, finance, legal, HR, engineering, executive). Deliverable: per-persona use case templates.
12-Phase 90-Day Deployment Roadmap
Detailed deployment plan with executive alignment, licensing decision (E5 vs E7), pilot scope, wave rollout sequence, governance integration, ROI measurement framework.
The 4-Week Timeline
Read-only audit of SharePoint sites, OneDrive containers, M365 groups, Teams permissions, external sharing settings. EPC Group uses Microsoft 365 Defender + Purview + custom PowerShell to inventory across tenants of any size.
Sensitivity label audit against industry compliance baseline. Conditional Access policy review against EPC Group standard 12-15 policy framework.
4-6 workshops with sales, finance, legal, HR, engineering, executive teams. Document use cases per persona + adoption blockers + change management needs.
5 deliverables compiled. 90-minute executive readout to CIO + sponsor + IT leadership. Q&A + next-step recommendations.
Fixed-Fee Pricing
Complex tenants (100,000+ users, multi-geo, hybrid AD, 10+ years legacy config) may extend to 6 weeks at +$15K-$25K. Documented during scoping. No hidden fees.
Why EPC Group for This Assessment
- 29 years Microsoft enterprise consulting — assessed M365 tenants since the Microsoft Online Services (BPOS) era
- 200+ Fortune 500 Copilot deployments — the 12-phase framework is battle-tested
- Microsoft Solutions Partner with Modern Work + Data & AI + Security designations
- 200+ verified client reviews across G2, Clutch, Facebook, TrustAnalytica, Indeed, Google
- G2 Summer 2026 Reports featured placement
- Senior architect on every SOW — not junior consultants
Frequently Asked Questions
What is the Microsoft 365 Copilot Readiness Assessment?
A 4-week fixed-fee engagement that audits your tenant for Microsoft 365 Copilot deployment readiness across 5 dimensions: SharePoint + OneDrive permission cleanup, Microsoft Purview sensitivity label deployment, Conditional Access policy gap analysis, persona-based use case mapping, and deployment roadmap with phased rollout plan. Output: 40-60 page deliverable + executive readout + 90-day deployment plan. Fixed-fee $35K-$50K depending on tenant size.
Who needs a Copilot Readiness Assessment?
Any Fortune 500 enterprise planning Microsoft 365 Copilot rollout to 200+ users. Critical for regulated industries (HIPAA, FINRA, FedRAMP, CMMC) where permission + sensitivity label gaps would cause compliance failures post-rollout.
How long does the Copilot Readiness Assessment take?
4 weeks fixed timeline. Week 1: tenant inventory + permission scan. Week 2: Purview label assessment + Conditional Access gap analysis. Week 3: persona use case workshops with business stakeholders. Week 4: roadmap + deliverable + executive readout.
What deliverables come from the Copilot Readiness Assessment?
5 documents: (1) SharePoint + OneDrive permission cleanup report, (2) Microsoft Purview sensitivity label deployment plan, (3) Conditional Access policy gap analysis, (4) persona-based Copilot use case map, (5) 12-phase 90-day Copilot deployment roadmap with milestones + budget + governance plan.
Why is permission cleanup critical before Microsoft 365 Copilot?
Copilot respects existing Microsoft Graph permissions. Permissions that were previously orphaned or over-shared become surfaced when users prompt Copilot for content. Without permission cleanup, you may discover sensitive content has been accessible to far more users than expected — and Copilot will surface it. EPC Group standard pre-Copilot remediation cleans up 30-50% of orphaned + over-shared permissions.
How much does Microsoft 365 Copilot Readiness Assessment cost?
Fixed-fee $35,000-$50,000 depending on tenant size: 1,000-5,000 users at $35K, 5,000-25,000 users at $42K, 25,000+ users at $50K. No hidden fees. Includes deliverables + executive readout + 90-day deployment plan.
What happens after the Copilot Readiness Assessment?
Most clients move to EPC Group Copilot Implementation ($100K-$400K, 12-24 weeks) using the assessment roadmap as the engagement plan. Some clients use the assessment as input for internal IT teams to execute. EPC Group does not require continued engagement after assessment.
Can we run this assessment in parallel with M365 E7 licensing decisions?
Yes. The Microsoft 365 E7 vs E5 vs E3 licensing decision is a separate workstream that runs concurrently. EPC Group includes E7 vs E5 economic modeling as part of the assessment for tenants planning Copilot rollout to 200+ users where M365 E7 bundle math favors upgrade.
What if our tenant is already complex / heavily customized?
EPC Group has assessed Microsoft 365 tenants with 100,000+ users, multi-tenant geo-fencing, hybrid AD scenarios, and 10+ years of legacy configuration. Complex tenants may extend assessment to 6 weeks at +$15K-$25K. Documented during scoping.
Do you require us to be on M365 E5 or E7 first?
No. The assessment models the licensing decision (E5 + Copilot add-on vs E7 bundled). Clients on M365 E3 can also benefit — the assessment includes the E3 → E5 → E7 upgrade economic analysis.
Related Microsoft Copilot Resources
Start Your Copilot Readiness Assessment
4 weeks. Fixed-fee. 5 deliverables. 90-day deployment roadmap. EPC Group has assessed 200+ Fortune 500 Microsoft tenants for Copilot deployment readiness.