Get your business ready for Copilot
Copilot answers from whatever each person can open, so it's only as useful, and as safe, as your files and permissions. We clean up who can see what, organize the content Copilot draws on, and build your first agents around real processes.
Signs it's time
If any of these sound familiar, Copilot will either struggle to help or show people things they shouldn't see.
- You have Copilot licenses, and few people use them
- Sites or files are shared with everyone in the company by default
- Nobody is sure who owns each SharePoint site or Team
- Important documents live in personal OneDrive folders and email attachments
- People ask the same HR, IT, or policy questions every week
How it works
Permissions first, then content, then agents your team will actually use.
Assess
We run Microsoft's oversharing reports and review your sites, sharing links, and permissions.
Clean up
We fix overshared sites, assign owners, and keep sensitive sites out of Copilot's reach where needed.
Organize
We move the content Copilot should use into well-structured SharePoint sites and lists.
Build
We build a first agent around a real process, like answering policy questions or starting a request, and train your team.
Copilot licensing in plain terms
Copilot comes in three levels. Most businesses use a mix, depending on who needs what.
Copilot Chat
Included with Microsoft 365 Business Basic, Standard, and Premium. Secure AI chat for questions, drafting, and files people upload. It doesn't work across your company's files and email the way a full license does.
Copilot license
Licensed per person. Adds Copilot inside Word, Excel, PowerPoint, Outlook, and Teams, working across the email and files that person can already open. Your company's own assistive agents are included.
Copilot Credits
Pay for what you use. Covers agents that use your company's data for people without a license, agents on your website, agents that act on their own, AI steps inside your workflows, and some advanced Copilot features.
Once at least one person is assigned a Copilot license, Microsoft makes SharePoint oversharing reports and controls available to your admin in your tenant. We confirm the right mix for your team during the free review. Read the full Copilot licensing guide
What you get
A fixed quote up front, permissions you can trust, and a team that knows how to get real work out of Copilot.
How this works for small businesses, mid-sized businesses, and enterprises.
- A permissions report and a cleanup of overshared sites
- A clear owner for every SharePoint site and Team
- A first agent built around one of your real processes
- Training on what Copilot does well and when to check its work
- Documentation your admin can follow
Have a process that eats your team's week?
Book a free Microsoft 365 value review. In 30 minutes we look at one process and where your team's time goes, then send a short written summary of what's possible and what it would take.