Protect sensitive data
Identify overly broad SharePoint and Teams permissions that could make confidential company information accessible to the wrong people.
Microsoft 365 Copilot Services
Copilot Readiness Assessment & Implementation
Microsoft 365 Copilot can help your team work smarter. But if your existing permissions aren't properly managed, it could make sensitive company information easier to discover.
At Sereno IT, we help businesses prepare for Copilot by assessing their Microsoft 365 environment, identifying security gaps, reviewing data access and recommending the right licences.
From securing your environment to implementing Copilot for your team, we help ensure your business is ready to use AI safely and effectively.
Know the risks. Fix the gaps. Get Copilot-ready.
- Protect sensitive data
- Strengthen Microsoft 365 security
- Choose the right Copilot licences
- Introduce Copilot with confidence
Know what’s included and get a clear quote before you decide.
Trusted by London businesses
- Microsoft Solutions Partner
- Cyber Essentials
- Cyber Essentials Plus
- Cloudtango Top 25 UK MSP
- Cloudtango MSP UK Select 2026
- IT Nation Evolve
The Value To Your Business
Get Copilot-ready without compromising security
Before introducing Copilot, it's important to know that your Microsoft 365 environment is configured correctly.
Sereno helps you prepare for a secure, controlled rollout by focusing on four essential areas.
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Strengthen Microsoft 365 security
Review your existing sharing settings, access controls and data protection policies to identify improvements needed before deployment.
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Choose the right Copilot licences
Make informed licensing decisions based on employee roles, business requirements and how your team intends to use Copilot.
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Introduce Copilot with confidence
Move from assessment to implementation with a structured plan, agreed security improvements and the right configuration for your users.
Is Your Business Data Ready for Microsoft Copilot?
Copilot respects your existing Microsoft 365 permissions. That makes getting those permissions right essential.
Our Copilot Readiness & Implementation service
Assess. Secure. Enable
Our three-stage approach helps you understand your Microsoft 365 security risks, address priority gaps, and prepare your organisation to use Copilot securely. Each stage is quoted and approved separately, so you stay in control of costs.
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Stage One Readiness Assessment
Understand the risks and the next steps.
- SharePoint and Teams permissions
- Sharing and security settings
- Employee use cases and licensing
- Evidence-backed findings
You receive:
Readiness report, licence recommendations and fixed quotes for next stages.
Typically: 1–1.25 working days
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Stage Two Remediate & Govern
Address the security gaps you've agreed to fix.
- Correct overly broad access
- Improve sharing and site controls
- Apply relevant safeguards and labels
- Document approved changes
You receive:
Agreed security improvements and Copilot Controls & Policy Pack.
Typically: 1.5–3 working days
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Stage Three Enable Copilot
Make Copilot available to the right users.
- Confirm licence requirements
- Supply and assign licences
- Configure and test Copilot
- Provide learning resources
You receive:
Copilot enabled for agreed users and a Copilot Toolbox.
Typically: Half a working day
Ready for a Secure Copilot Rollout?
Clear deliverables
Know exactly what you're getting
Our Copilot Readiness service is designed to give your business clear findings, practical recommendations and a structured approach to implementation.
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Readiness Assessment Report
A plain-English review of your Microsoft 365 environment, highlighting identified risks and recommended improvements.
Provided after Stage 1 -
Copilot Controls & Policy Pack
Provided following the remediation stage, documenting implemented safeguards, relevant policies, responsibilities and changes made.
Provided after Stage 2 -
Copilot Toolbox
Provided during enablement, containing introductory guidance and Microsoft learning resources to help your users get started.
Provided after Stage 3
Expertise You Can Rely On
Microsoft expertise, with security at the centre.
Sereno combines Microsoft 365 administration with practical cyber security expertise to help businesses prepare for Copilot.
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Microsoft Solutions Partner Microsoft-recognised expertise, demonstrating our technical capabilities and proven experience in delivering successful Microsoft solutions.
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Cyber Essentials Plus Independently tested and certified against five essential cyber security controls, demonstrating our commitment to protecting systems and data against common cyber threats.
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Assurix Trustmark Independently verified against 64 security and operational controls, with continuous checks to ensure Sereno maintains high standards of cyber security, service quality and reliability.
Client confidence
Trusted with the technology businesses rely on.
Sereno helped Statons Estate Agents modernise its Microsoft 365 environment, improve collaboration across its offices and strengthen security.
“Their expertise in Microsoft 365 has transformed how we operate.”
Nigel Shearsby, Statons Estate Agents
Is it right for you?
For businesses planning Copilot or already using it.
Our Copilot Readiness service is designed for businesses looking to introduce Microsoft Copilot securely or get more out of their existing Copilot setup.
Whether you're a small business or a larger organisation, we'll help you understand if your Microsoft 365 setup is ready for Copilot and what you may need to put in place before getting started.
You don't need to be an existing customer to use this service. We can carry out a one-off assessment or work alongside your existing IT support provider.
We'll review your security settings, data access and licensing to identify any potential risks or gaps, giving you clear recommendations to help your business use Copilot safely and effectively.
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Planning to introduce Copilot?
Understand the security and licensing requirements before rolling it out.
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Already using Copilot?
Review your current setup to identify permissions, security or licensing gaps.
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Managing confidential business data?
Assess how sensitive information is shared and who can access it.
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Unsure which licences to purchase?
Understand which Copilot capabilities suit your employees and business requirements.
Why choose Sereno IT?
Because getting AI ready starts with getting your IT right.
Security-first approach
We assess your Microsoft 365 setup before recommending changes or additional licences.
Practical Microsoft 365 experience
Our team works with the permissions, security settings and applications that Copilot relies on.
Clear advice from real people
We explain what we've found, why it matters and what we recommend doing next.
Transparent delivery
Each stage is separately scoped and approved, with documented recommendations and changes.
Real people. Clear advice. Practical solutions.
That's the Sereno approach to helping businesses get Copilot-ready.
Frequently asked questions
A formal assessment isn't mandatory, but it's a sensible way to identify permissions and security issues before introducing Copilot more widely.
Yes. We can assess your existing Microsoft 365 environment, identify potential gaps and recommend improvements.
No. You can begin the readiness assessment without purchasing Copilot licences. We'll help determine which licences are suitable.
For a typical business with 20 to 30 users, the assessment requires approximately 1 to 1.25 working days of Sereno's time. The overall calendar timeline depends on scheduling and access arrangements.
No. Copilot Readiness is a one-off project. The assessment, remediation and enablement stages are separately approved. Ongoing monitoring is not included in the standard service.
The project focuses on technical readiness, security and implementation rather than hands-on training. During enablement, we provide introductory guidance and Microsoft learning resources. Additional training can be discussed separately.
Get Your Copilot Readiness Assessment Quote
Tell us a little about your Microsoft 365 environment, and we'll help you understand the assessment scope and provide a clear quote.
- Your current Microsoft 365 environment
- The scope of your Copilot Readiness Assessment
- A clear quote for your assessment
- Copilot permissions, security gaps and licence requirements
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Book a time
The next step is to choose a time that works for you. Once booked, our team will be ready to discuss your enquiry.
Book a time
If you do not book, we’ll contact you within 60 minutes during business hours.
Get your Copilot Assessment Quote
Enter your details and Microsoft 365 requirements to get a tailored Copilot Readiness Assessment quote.
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