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Build a secure, governed foundation for AI adoption

Security and AI Readiness Assessment

Before AI can reach your data, your controls need to be ready for it. Synergy Technical's Security and AI Readiness Assessment is a structured assessment of identity, data protection, security operations, information governance, compliance, and AI governance across Defender, Purview, Entra, Microsoft 365, and Azure. In one to two weeks, leadership gets a clear view of control readiness, priority risks, and the actions required before scaling AI.

Want to learn more?

/ Why it matters

Why assess security before you scale AI?

Many organizations engage when a Copilot or AI rollout is paused over oversharing or data exposure, when no recent current-state security assessment exists, or when a regulated organization is preparing for broader AI adoption. Security doesn't slow down results. It enables speed at scale. Your organization needs a Security and AI Readiness Assessment to:

  • Address oversharing and data exposure risks before AI reaches your data
  • Get a current-state view of your security controls
  • Prepare for broader AI adoption with confidence
Employee reviewing security findings on his laptop to understand his organization's readiness for secure AI adoption.
/ How it helps

How the Security and AI Readiness Assessment prepares you for AI.

By partnering with your organization, we give leadership a clear view of where your controls stand and what to do next:

A Clear View of Control Readiness

Leadership sees how ready your security controls are to support AI.

Priority Risks Brought to Light

Identify the priority risks to address before scaling AI.

Clear Actions Before You Scale

Know the actions required before scaling AI, so you can move forward securely.

/ What's included

What you'll walk away with in 1-2 weeks.

The assessment combines evidence intake, stakeholder discovery, and an executive findings readout, delivered virtually or in a hybrid format. Here's what's included:

Security Readiness Scorecard

A scored view of your organization's security readiness.

Current-State Findings and Risk Themes

A clear picture of your security environment today and the risk themes that need attention.

Prioritized Recommendations

Prioritized recommendations, so you know what to fix first.

Executive Findings Presentation

A leadership readout of what the assessment found and what it means for your AI plans.

Action Plan for Secure AI Adoption

An action plan with next steps for adopting AI securely.

/ Assessment areas

The five areas we assess.

01

Identity and Access

Who can access your systems and data, and how that access is managed.

02

Data Protection and Information Governance

How sensitive information is protected and governed.

03

Security Operations

How your organization manages security operations across your environment.

04

Compliance and Regulatory Obligations

The compliance and regulatory requirements your organization must meet.

05

AI Governance and Controls

The policies and controls that guide how AI is used across your organization.

/ Your path to AI

A secure foundation is the first step on your path to AI.

Ready to identify your first use case? Start with an AI Blueprint Engagement. Each step builds on the last, so you prove value before you scale.

1

AI Blueprint

2 weeks

Assess data readiness, identify the highest-ROI agent use case, and build a business case with a specific outcome target.

2

AI QuickStart

4–6 weeks

Deploy one agent in your environment and launch the outcome dashboard.

3

AI Managed Services

Ongoing

Manage, optimize, govern, and expand the agent library.

synergy-agent · production
synergy-agent deploy --env production
✓ Vertical agent · prior-auth
✓ Guardrails verified · governed tenant
✓ Outcome dashboard · live
✓ Environment secured · identity + policy baseline
→ Governance & audit trail: enabled
→ Reporting cadence: monthly KPIs

Want to learn more?

We are not just consultants, we are practitioners. We use AI across our own organization and client environments, so we know what it takes to adopt AI securely. Contact us today to find out where your controls stand.

Talk to an Expert
/ Our approach

Our unique approach to the Security and AI Readiness Assessment.

Your organization benefits from a structured assessment that looks at security through the lens of AI adoption.

01

Built across your Microsoft security stack

We assess your environment across Defender, Purview, Entra, Microsoft 365, and Azure.

02

Fast and flexible

Evidence intake, stakeholder discovery, and an executive findings readout in one to two weeks, delivered virtually or in a hybrid format.

03

Proven delivery at scale

Microsoft designations in Data and AI, Modern Work, and Security, 15 years of delivery, 23M+ seats deployed, and 91% AI adoption across our customer base.

Synergy Technical's IT consulting team meeting, assisting, and planning with an organization to assess their security and AI 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

How to build a strategic roadmap for AI success.

AI success starts with a clear strategy. But how can organizations move beyond experimentation and turn AI investments into measurable business outcomes? Join Rohana Meade and Janna Matherly as they explore how to build a practical AI Blueprint that aligns business priorities, identifies high-value opportunities, and establishes the foundation for successful AI adoption.

Watch the Video →
/ Related

Our consulting services related to Security and AI Readiness.

We offer assessments, engagements, design and configuration, and more. Each resulting in a roadmap to success for your digital transformation.

AI BlueprintAI QuickStartAI Solutions and AgentsBusiness Continuity and Disaster Recovery ServicesCloud Security Consulting ServicesData and AI Readiness WorkshopManaged IT ServicesMicrosoft Fabric Readiness AssessmentSoftware Licensing Consulting Services
/ 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.

Prioritized Tier · Copilot Advanced Specialization · AI Foundry · Modern Work · Security · Data and AI

View partner page →

Google Cloud Partner · Gemini Enterprise Practice · Vertex AI

View partner page →

Claude Partner Network · Financial Services MCP

View partner page →

Cisco Partner · SMB and Mid-Market Business Practice Competency

View partner page →

Is your environment ready for AI to reach your data?

Start with a conversation. Synergy Technical will tell you honestly where your controls stand and what to fix first. Microsoft funding may be available for eligible organizations.

  • No obligation · Results in 1-2 weeks
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