AI Readiness
We assess where copilots and agents could support your CRM and business tasks, what needs to be ready, and how to plan a pilot with clear measures.
Exploring Copilot or AI agents?
For teams choosing their first use case or checking what needs to be ready before moving an idea into a pilot.
Your AI readiness
What’s included
We look at the business need, the information AI can use and how people will check and operate it.
Work + value + boundaries
01 / Start with the work
Identify a task where AI could help, then assess its value, risks and the decisions people must keep.
Grounding + access + control
02 / Prepare the foundations
Review what the copilot or agent can use and do, and what your systems and teams need to support it.
Pilot + evaluate + learn
03 / Prove responsible value
Set out a focused trial with clear measures, representative users and checks for both useful and unexpected results.
This service covers assessment and planning for a pilot. We agree the products, use cases and review depth with you; building or running a pilot and implementing improvements are scoped separately.
How we work
Agree the task, users, intended outcome and limits on what AI may do, then compare starting points.
Review data, permissions, governance, systems and the skills and operations needed to support the use case.
Plan representative scenarios, success measures, human review and the response to failures for a focused pilot.
Prioritize gaps, owners and the work needed for a pilot, adoption and any later release.
What you take away
We agree the outputs around your use cases. Findings identify what to improve and test; they do not certify compliance or guarantee AI outcomes.
Prioritized use cases with intended outcomes and limits on AI actions
Data, permissions, security and system readiness findings
Findings on governance, operations, skills and adoption
A pilot and evaluation plan with human review and failure handling
Prioritized improvements, responsibilities and criteria for the next step
FAQs
A few practical answers before we talk about your project.
The scope can include Dynamics 365 copilots, Microsoft 365 Copilot, Copilot Studio agents, Power Platform automation and custom agents. We agree which products and use cases are relevant to your decision.
Not necessarily. We can help identify and prioritize use cases. The assessment then focuses on a real task, its users, the intended outcome and the risks involved.
The use cases, products, available data and depth of investigation shape the work. We agree scope with the business, IT, data, security and change colleagues involved, including the information and time needed from your team.
We review relevant data sources, quality, ownership, sharing, least-privilege access and connector behavior for the intended use case. This identifies readiness gaps; it is not a security certification, penetration test, formal compliance or privacy impact assessment, or legal advice. Specialist security, privacy or legal review may also be needed.
We define representative scenarios, expected behavior, acceptance criteria and failure categories for a pilot, combining structured evaluation with human review. AI outputs can vary, and an assessment does not guarantee business value. A pilot must demonstrate value with representative users, credible measures and an operating approach the team can sustain.
The findings may point to data or access improvements, governance work, training, process changes, a focused pilot or a decision to pause. Building and running a pilot, implementing a solution or providing ongoing support are separately agreed work.
Start a conversation
Tell us which work you want to improve, who would use the AI and what feels uncertain about your data, systems or readiness.
Discuss your AI readiness
Ideas to take with you
