Rapid snapshot • 5–7 business days • upgradeable

Copilot QuickScan.

A rapid readiness snapshot for Microsoft 365 Copilot adoption — delivered in 5–7 business days. Use it to surface exposure themes and set boundaries fast, then upgrade into the full Microsoft 365 Copilot Readiness Assessment (2/4/6 weeks) when stakeholders require deeper governance and evidence.

5–7 days delivery
Lead-in to Readiness
Board-ready outputs
3 tiers (Base / Pro / Enterprise)
Public intake is designed for non-sensitive details. Secure sharing options (if needed) are confirmed after kickoff.

What this solves

Copilot value can be real — and so can unintended exposure. QuickScan makes exposure themes legible and proof producible.

Fast clarity
What is enabled, where, and why it matters
A compact map of Copilot posture suitable for executive review.
Exposure themes
Oversharing risk made visible
High-signal exposure themes driven by permissions posture and content sprawl.
Boundaries
Data boundaries and red-lines
Practical boundary guidance: what belongs in Copilot reach, what needs controls first.
Upgrade path
Ready to scale into Readiness
When stakeholders require deeper governance and evidence, upgrade to 2/4/6-week Readiness.
Deliverables (all tiers)

A compact set of artifacts that support Go / Guardrails / Pause decisions and early controls.

Deliverable What it contains
Executive Summary (1 page) Posture rating, decision requests, and immediate containment priorities.
Surface & Enablement Map Which Copilot surfaces exist, where adoption is happening, and what governance exists.
Oversharing Themes Ranked exposure themes and remediation priorities (policy + permissions + hygiene).
Data Boundaries Pack Boundary guidance, sensitive domains, and practical red-lines for early adoption.
Evidence Readiness Sheet Signals, retention posture, export steps, and accountable owners.
30/60/90 Plan Owners, milestones, and a sequence that reduces exposure while enabling value.
How it runs (typical)

Designed to stay light on access and heavy on defensible outputs.

  1. Kickoff (30–45 min): scope, stakeholders, and what must be true for a safe start.
  2. Snapshot: posture mapping + exposure themes + boundaries.
  3. Delivery: board-safe pack + 30/60/90 plan and upgrade recommendation.
Upgrade to Readiness (enterprise path)

If procurement/boards require deeper governance, use Readiness packaging (2/4/6 weeks).

Next step When to use it Commercial
Readiness — Standard (4 weeks) Enterprise default: owners + control baseline + procurement-fileable evidence pack. $15,000 CAD
Readiness — Starter (2 weeks) Fast readiness pack when urgency is high and org is smaller. $9,500 CAD
Readiness — Extended (6 weeks) Complex orgs / regulated expectations / stronger exception handling. $25,000 CAD
Packages & pricing

Choose a tier based on depth of governance coverage and stakeholder complexity.

Tier Best for Includes (in addition to all-tier deliverables) Price
Base Fast posture + decision pack for early rollout or pre-scale check. Core posture mapping + exposure themes + boundary guidance + evidence readiness. $3,500 CAD
Pro More connectors, more stakeholders, higher sensitivity. Expanded governance notes + clearer owner/approval mapping + deeper control priorities. $5,500 CAD
Enterprise Formal governance expectations and higher scrutiny. Expanded evidence plan + exception notes + stronger executive briefing depth. $7,500 CAD
Scope note: QuickScan provides assessment + evidence-readiness outputs. Deeper readiness/governance is packaged in Readiness (2/4/6 weeks).
Procurement summary

A compact internal-facing summary for approvals and onboarding.

Item Summary
ServiceCopilot QuickScan (5–7 business days)
ScopeCopilot posture themes, boundaries, evidence readiness, connector/extension notes (tier-dependent depth)
OutputsExecutive Summary + buyer pack artifacts + 30/60/90 plan
AccessRead-only review preferred; posture-focused evidence
Data handlingPublic intake is non-sensitive; secure sharing options confirmed after kickoff
FAQ (common buyer questions)

Is this a technical deployment service?
No. QuickScan is a governance/readiness snapshot with board/procurement-ready artifacts.

Do we share confidential data?
Public intake is non-confidential. Secure sharing options are confirmed after kickoff if needed.

What if stakeholders want deeper evidence?
Upgrade to Readiness (2/4/6 weeks) for enterprise expectations.

QuickScan — rapid snapshot (5–7 business days). Upgradeable to Readiness.