Prepare for Copilot, harness the power of AI, and stay ahead of the competition

Microsoft 365 Copilot Readiness Assessment

The advanced AI capabilities of Microsoft Copilot will revolutionize every aspect of your organization from how teams work and collaborate to the way you deliver customer service. It will transform your productivity, financial reporting, production processes, data analysis and insights, and where the future of your organization is heading.

Want to learn more?

/ Why it matters

Why do you need a Copilot Readiness Assessment?

If your organization wants to improve productivity by using Microsoft Copilot, Synergy Technical can help. Our Microsoft Copilot Readiness Assessment will validate your organization's readiness for Copilot as well as provide recommendations for configuration changes prior to implementation. We'll help you make sure that your data is safe, secure, and ready for your Copilot deployment.

  • Understand Microsoft Copilot and prepare your teams to optimize their power while keeping security top of mind.
  • Learn how to set boundaries and limit accessibility of sensitive information and while enabling your teams the ability to connect disparate information for greater efficiency.
Synergy Technical's IT consulting team meeting with an organization to help them prepare for Copilot and stay ahead of the competition.
/ What to expect

What a Copilot Readiness Assessment can do for your organization.

During this facilitated workshop session, we'll review your data governance policies, assess your environmental readiness for Copilot, then provide an actionable plan for achieving Copilot readiness. We'll also show you how Copilot can benefit your organization.

  • Ensure compliancewith Microsoft's Copilot readiness requirements.
  • Enhance your information governanceand ensure Copilot only queries what each employee is authorized to see.
  • Boost securityto prepare your environment for Copilot.
  • Develop a personalized roadmapfor your organization.
  • Drive adoptionwith specific use case scenarios.
  • Provide end user trainingand communication.

Do you want to find out more?

Contact us today to learn how Microsoft Copilot can support your organization.

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/ In practice

How can Copilot help your organization?

Picture of employees using Microsoft 365 Copilot to drive unique ideas forward and prompting Copilot to shorten, rewrite or give feedback in Word.

Unleash Creativity

With Copilot in Word, you can jump-start the creative process so you never start with a blank slate again. Copilot in PowerPoint helps you create beautiful presentations with a single prompt, adding relevant content from a document you made last week or last year. And with Copilot in Excel, you can analyze trends and create professional-looking data visualizations in seconds.

Picture of employee using Copilot in Power Platform to automate repetitive tasks, create chatbots and go from idea to working app.

Unlock Productivity

Copilot lightens the load. From summarizing long email threads to quickly drafting suggested replies, Copilot in Outlook helps you clear your inbox in minutes, not hours. And every meeting is a productive meeting with Copilot in Teams, helping you summarize key discussion points–including who said what and where people are aligned and where they disagree–and suggest action items, all in real time during a meeting.

Picture of employee using Copilot and fundamentally being changed how work gets done with AI.

Uplevel Skills

Copilot makes you better at what you're good at and lets you quickly master what you've yet to learn. The average person uses only a handful of commands – such as "animate a slide" or "insert a table" – from the thousands available across Microsoft 365. Now, all that rich functionality is unlocked using just natural language.

/ Our approach

Our unique approach to Copilot Readiness.

We will customize our services based on your organization's needs.

01

Design and planning

We define clear objectives, key stakeholders, scope, and timeline to address your unique challenges.

02

Customer value conversations

Targeted discussions give us insight into your business priorities and challenges.

03

Key results, suggestions, and next steps

A concise report of critical findings, prioritized recommendations, and a clear roadmap.

04

Demos

Tailored demos that help stakeholders visualize the impact and benefits of recommended measures.

Synergy Technical's IT consulting team meeting, assisting, and planning with an organization to assess their Copilot Readiness plan.
/ Why Synergy Technical

Why should you partner with Synergy Technical?

Synergy Technical was founded in Richmond, Virginia in 2011. Since our inception, we have been dedicated to helping organizations secure their environments, transform their operations, and empower their people.

Over the last 15 years, we've helped organizations secure their environments, modernize infrastructure, transform the way people work, navigate complex technology investments, and adopt what's next. Our capabilities have expanded. Our partnerships have grown. And the technology has changed more than we ever could have imagined. Today, we bring together strategy, security, cloud, data, applications, managed services, and AI to help organizations solve today's challenges while preparing for what's next.

/ Go deeper

Learn more about who we are.

We are Synergy Technical, an award-winning Microsoft Security Deployment Partner and trusted partner of Google, Anthropic, and Cisco, as well as the Official Cloud Solutions Partner of the VCU Rams.

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/ Partner ecosystem

Powered by the platforms your business already trusts—and the ones defining what comes next.

Vendor-agnostic. Outcome-driven. We work across Microsoft, Google Cloud, Anthropic, Cisco, and other leading platforms—bringing together the right technologies for each organization's needs. From cloud and security to data, AI, and business applications, we design solutions that are secure, governed, scalable, and built for what comes next.

Ready to get started?

Synergy Technical has a long history of delivering productivity solutions to customers. The outcome of this assessment is an actionable roadmap providing guidance, recommendations, and best practices on how to successfully implement Microsoft Copilot while meeting your organization's security and compliance requirements.

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