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Copilot AI for Microsoft 365 Optimisation Assessment
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1.
Customer Information
(Required.)
Name
Job Title
Company Name
Corporate Email
Company Website
Country/Region
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2.
What is the total number of users in your firm that are actively using, or are planning to use Microsoft 365?
ⓘ
(Required.)
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3.
What is the total number of users in your firm utilising one of the following licenses: Microsoft 365 E5/E3/F3/F1, Office E5/E3/E1, or Microsoft 365 Business Premium/Standard/Basic?
ⓘ
(Required.)
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4.
Has your firm requested AI capabilities (either generically or Copilot for Microsoft 365 specifically) to support them in being more productive?
(Required.)
My Firm is not asking for AI capabilities.
Leadership has asked for AI capabilities.
Specific areas of my business have requested AI capabilities.
Multiple areas of my business have requested AI capabilities.
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5.
Has your firm targeted any use cases or scenarios that could be supported or enhanced by AI capabilities provided by Copilot for Microsoft 365?
(Required.)
No.
No, but we intend to start the process soon.
Yes, as a thought exercise, but not validated.
Yes, confirmed with stakeholders in the individual business area(s).
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6.
How would you identify the profile of the users you are looking to target with Copilot for Microsoft 365?
(Required.)
Frontline Workers (information consumers)
Knowledge Workers (information producers)
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7.
Which of the following is the primary license deployed in your firm for users that will be using Copilot for Microsoft 365?
(Required.)
Office 365 A3/E3
Office 365 A5/E5
Microsoft 365 A3/E3/F3/F1
Microsoft 365 A5/E5
Microsoft 365 Business (Standard, Premium, or Basic)
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8.
Where does your firm store most of your unstructured data (Documents, Spreadsheets, Presentations, PDFs, media etc.)?
(Required.)
In on-premises storage.
In Azure based solutions (Azure Storage, Files, Virtual Machines etc.).
In Microsoft 365 (SharePoint Online, OneDrive for Business, Teams).
Other (non-Microsoft 365 clouds, Practice Management, Document Management Software or locally on user devices etc.).
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9.
If your firm is using Microsoft Teams, do you allow meeting recordings and transcripts?
(Required.)
Yes, we allow recordings and transcripts.
We allow meeting transcripts only.
We do not allow recordings or transcripts.
We do not use Microsoft Teams.
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10.
Does your firm have processes in place to govern how information stored in OneDrive or SharePoint is shared inside and outside the firm?
(Required.)
No.
Yes, we ask that users manually review what they have shared and to whom.
Yes, we have centralised processes to identify potentially overshared content and notify data owners to individually remediate.
Yes, we have automated processes to identify potentially overshared content and take automated actions to remediate.
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11.
Does your firm have processes in place to control business-critical data hosted in Microsoft 365?
(Required.)
No.
Yes, we have processes in place to manually identify and block downloads of data stored in business-critical locations.
Yes, we have processes in place to dynamically protect sensitive or business-critical information from being shared beyond its intended audience.
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12.
How does your Firm manage the sharing of content in Microsoft 365?
(Required.)
We have not evaluated any sharing controls.
We have implemented organisational sharing controls (e.g. default sharing link, link expiration, site owner sharing approvals).
We have implemented sharing controls and regularly audit to investigate changes.
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13.
Does your firm have tools in place to limit the sharing of sensitive information?
(Required.)
Yes, we leverage a data loss protection tool, such as Microsoft Purview DLP, for cloud based content.
Yes, we leverage a data loss protection tool, such as Microsoft Purview Endpoint DLP, for endpoints and browsers.
Yes, both the above
No, we have not deployed a data loss protection solution.
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14.
Does your firm have tools and processes in place to classify sensitive information and identify it when being used by people or automated processes?
(Required.)
Yes, we use data classification tools, such as Microsoft Purview Information Protection, to allow users to manually label emails and documents.
Yes, we use data classification tools, such as Microsoft Purview Information Protection to automatically label data based on its content.
No, we do not have data classification tools or processes.
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15.
Does your firm use classification tools to identify and restrict access based on the location of documents?
(Required.)
Yes, we use classification tools, such as Microsoft Purview Information Protection to set default sensitivity labels on document storage locations.
No, we do not label document repositories.
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16.
Does your firm have a process to identify stale or inactive document repositories?
(Required.)
No.
Yes, and we rely on data and repository owners to manage.
Yes, we have implemented automatic lifecycle policies, such as SharePoint inactive site policies.
Yes, we have implemented automatic lifecycle policies and have defined processes to regularly review the results.
17.
Does your firm have a process to regularly audit and act on stale or inactive data to meet organisational or regulatory requirements?
Yes, we have published, policies but do not have tools or processes in place to automate.
Yes, we have processes that automatically remove or retain information using time-based criteria.
Yes, we have processes to automatically remove or retain information based on document content or properties.
No, we do not have any processes to manage stale data.
Thank you! Your results will be emailed to you once checked over by a Technical Team Member from Essential Tech. We appreciate you taking the time to complete this survey. We will be in touch soon.
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