๐Ÿค– M365 Specialty Report

Don't turn on Copilot until you know what it'll see.

A pre-flight readiness assessment for Microsoft Copilot covering oversharing risk, data governance, licensing strategy, pilot rollout planning, and use case prioritization. The report 73% of enterprises wish they'd gotten BEFORE deploying Copilot.

73%
of enterprises discover critical data exposure risks AFTER deploying Copilot. Don't be one of them.
All Copilot flavors Oversharing risk audit Pilot rollout plan License optimization
โš  Important: This is a self-reported readiness analysis based on your intake responses. Tamara Cook Analytics does not access your tenant directly. Microsoft frequently updates Copilot pricing and SKUs โ€” verify current pricing at microsoft.com/microsoft-365-copilot before purchasing.
$297
One-time ยท 24-48 hour delivery
  • Self-assessment intake (~30 min)
  • Full readiness report (PDF)
  • Readiness Tracker (Excel)
  • Editable Word version
  • Pre-Deployment Checklist
  • 30-day Q&A support via email
Start the Assessment โ†’
What's Included

The pre-flight Copilot needs before takeoff.

Microsoft Copilot honors your existing M365 permissions โ€” which means it'll surface anything an employee technically has access to, including HR docs, salary data, and M&A files lurking in over-shared SharePoint sites. This report tells you exactly what's at risk and what to fix BEFORE you flip the switch.

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Oversharing Risk Assessment: What Copilot will likely surface across SharePoint, OneDrive, Teams, and email โ€” with specific exposure scenarios
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Data Governance Readiness: Sensitivity labels, DLP, retention, audit logs, Restricted SharePoint Search โ€” what you need before deploying
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Licensing Strategy: Which Copilot SKU(s) fit your org, segmentation by role, real annual cost modeling
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Pilot Rollout Plan: Who first, success metrics, expansion strategy, governance guardrails throughout
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High-Value Use Cases: Top prompts/workflows ranked by ROI for your specific industry and roles
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Risk Mitigation Playbook: Pre-deployment configurations to prevent embarrassing data leaks
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Change Management: Training program structure, prompt literacy, internal communications template
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Honest Comparison: M365 Copilot vs ChatGPT Enterprise vs Gemini for Workspace โ€” when each makes sense
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Industry-Specific Guidance: HIPAA, financial services, legal, GovCon, etc. โ€” tailored to your context
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90-Day Roadmap: Sequenced action plan with measurable milestones from pre-flight through expansion
All Copilot Flavors Covered

Whatever flavor you're evaluating or running.

The Copilot family expanded fast โ€” and the right flavor for your org depends on size, budget, data sensitivity, and goals. Your report covers all of them.

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Microsoft Copilot (Free)
Edge/Bing/Windows ยท No org data ยท Web-grounded only
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M365 Copilot Chat
Free with M365 ยท Secure web chat ยท No org data integration
โญ
Copilot Pro
$20/user/mo ยท Individual M365 Personal/Family users
๐Ÿข
M365 Copilot Business
$18-21/user/mo ยท <300 users ยท Full org data integration
๐Ÿ›๏ธ
M365 Copilot Enterprise
$30/user/mo ยท Full enterprise features ยท Work IQ included
๐Ÿ’ผ
Role-Specific SKUs
Copilot for Sales, Service, Finance, HR ยท Add-ons
๐Ÿ› ๏ธ
Copilot Studio
Custom agents ยท Charged in Copilot Credits
๐ŸŽฏ
Hybrid Strategies
Free chat for everyone + paid for power users
Deliverables

Every report comes with multiple formats.

The polished PDF for executive review, plus editable companion files for hands-on implementation tracking.

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PDF
Full Readiness Report
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Excel
Readiness Tracker
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Word
Editable Report
โœ…
PDF
Pre-Deploy Checklist
How It Works

From intake to delivered report in under 48 hours.

01
Pay & Begin Intake
Click Start. Pay securely via Stripe. Begin the 30-minute self-assessment.
02
Complete Assessment
Answer questions across 8 sections covering Copilot status, M365 environment, oversharing risk, governance, use cases, and goals.
03
AI + QC Review
Report generated within 5 minutes, then reviewed personally by Tamara before release.
04
Secure Delivery
Released to your client portal with all 4 deliverables. Email notification when ready.
FAQ

Common questions.

We don't have Copilot yet โ€” is this still useful?
This is EXACTLY when this report is most valuable. The whole point is to identify and fix the data governance issues BEFORE you deploy Copilot, not after employees start surfacing your HR docs and salary data in chat. 73% of enterprises discover critical exposure risks AFTER deployment โ€” this report helps you avoid being that statistic.
We already deployed Copilot โ€” should I still buy this?
Yes, even more urgently. The report will diagnose what's currently exposed, give you a remediation roadmap, and help you regain control. Better to find out from a $297 report than from an HR incident.
Which Copilot flavor does this cover?
All of them. Microsoft Copilot (Free), Copilot Chat, Copilot Pro, Microsoft 365 Copilot Business, Microsoft 365 Copilot (Enterprise), Copilot Studio, and the role-specific SKUs (Sales, Service, Finance, HR). The intake form asks which you're evaluating or have, and the report tailors recommendations to that flavor.
Is this just hyping fear about Copilot risks?
No โ€” Copilot is genuinely valuable AND has real risks. The report gives equal weight to maximizing value (use case prioritization, ROI modeling, pilot success metrics) and managing risk (oversharing, governance, change management). It's a balanced playbook, not a fear-mongering sales pitch.
What if my org is too small for enterprise Copilot?
The report covers Copilot Pro for individual power users, Copilot Chat (free) for organizations exploring AI without commitment, and the full Business/Enterprise SKUs. Recommendations scale to your size and budget.
Will you have access to my M365 tenant?
No. This report is generated entirely from your self-reported responses to the intake form โ€” Tamara Cook Analytics never accesses your tenant directly. Your data stays yours.
What's the money-back guarantee?
If, after reviewing your report, you don't feel it's worth $297, email tamara@tamaracookanalytics.com within 14 days for a full refund. No fine print, no questions asked.

Get the pre-flight check Copilot deserves.

For a 50-person company, Microsoft 365 Copilot is an $18,000/year decision. A $297 readiness assessment is rounding error compared to the licensing investment โ€” and dramatically cheaper than discovering oversharing risks AFTER deployment.

Start Assessment โ€” $297 โ†’