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Copilot & AI Readiness Checklist for Houston SMBs
The permissions, data-boundary and pilot questions to answer before you switch on Microsoft Copilot — because it surfaces whatever your staff can already reach.
Copilot does not create new access. It makes existing access searchable in plain English, which means years of convenient over-sharing become one question away from anyone with a licence.
This checklist walks through the five readiness areas that decide whether an AI rollout is an asset or an incident: permission hygiene, sharing sprawl, sensitivity labels and DLP, identity foundations, and pilot design.
Work through it internally, or bring it to a readiness conversation with ECS — no obligation.
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