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Microsoft 365 Copilot readiness

Get ready for Microsoft 365 Copilot without exposing the wrong files

Copilot can find anything a person has access to, including files that were overshared years ago. HeptaShield cleans up permissions, labels sensitive data and checks licensing first, so Copilot helps without surprises.

What readiness involves

Clean up first, then switch it on

  • Permission review

    SharePoint sites, Teams and OneDrive links shared with 'everyone' found and fixed.

  • Sensitive data labelled

    HR, finance and client files identified and protected with sensitivity labels.

  • Licenses checked

    Which staff would benefit, which Microsoft 365 plan is needed, and what it costs.

  • Pilot and training

    A small group starts first, with short training on prompts that work.

Questions

Straight answers

What is Copilot readiness?
Preparing your Microsoft 365 tenant before turning on Copilot: tightening who can see which files, labelling sensitive data and making sure the right licenses and training are in place.
Why does oversharing matter?
Copilot answers using everything a person can open. If a payroll folder was shared with the whole company, Copilot can summarise it for anyone who asks.
Do we have to buy Copilot for everyone?
No. Most small businesses start with a few people whose work it helps most, then decide whether to expand.
What does it cost?
Plans start at $79 per user per month with a $395 minimum monthly fee, and every price is published. The 12-month agreement can be cancelled in the first 90 days with 30 days' notice. The calculator on our pricing page shows your monthly price in about 30 seconds.

Find out if your tenant is ready for Copilot

A free 30-minute review of your Microsoft 365 permissions and licensing, with a written assessment.

No pressure. If your setup is fine, we'll tell you.