Our Copilot Data Preparation Services are designed to ensure that your Microsoft 365 environment is clean, organized, and fully optimized for Copilot integration. From assessing existing data to training your team, we provide a comprehensive set of services to help your organization achieve maximum productivity with Copilot.

Objective: Conduct a complete inventory of Teams, SharePoint sites, and document libraries, focusing on identifying inactive, redundant, or irrelevant content that could hinder Copilot’s effectiveness.

Process:

• Tools: Microsoft 365 Compliance Center (Content Search), SharePoint Admin Center, PowerShell

• Actions: We perform a thorough content search, review active sites, and use PowerShell to monitor Teams' activity. This process identifies which content should be retained, archived, or deleted.

• Timeline: 1-2 days for initial assessment.

Involvement:

• IT Administrator: Oversees search queries and gathers data.

• Department Leads: Review and verify content relevance for their teams.

Objective: Engage content owners to review inactive or redundant data, enabling effective decision-making for content cleanup or archiving.

Process:

• Tools: PowerShell (for bulk notifications), Microsoft Teams (for direct communication)

• Actions: We send automated notifications to content owners and follow up via Teams messages, helping them understand and act on content recommendations.

• Timeline: 2-4 hours for notification setup; 1 week for owners to review content.

Involvement:

• IT Administrator: Manages notifications.

• Team and Site Owners: Review and act on content cleanup requests.

Objective: Archive or delete inactive, redundant content to streamline the Microsoft 365 environment, making it easier for Copilot to access relevant data.

Process:

• Tools: SharePoint Admin Center (Bulk Archiving), Microsoft Purview (Retention Policies), PowerShell

• Actions: We use SharePoint’s bulk actions for archiving and deletion, automate tasks with PowerShell, and apply retention policies to manage content lifecycle.

• Timeline: 2-3 days for bulk actions and verification.

Involvement:

• IT Administrator: Executes bulk archiving/deletion and retention policies.

Objective: Apply metadata, sensitivity labels, and retention policies to ensure that the remaining content is organized, secure, and optimized for Copilot use.

Process:

• Tools: Microsoft Purview (Labels and Policies), SharePoint Admin Center (Metadata Management)

• Actions: We apply metadata and sensitivity labels in bulk, using Microsoft Purview to classify documents accurately and structure information for easy retrieval.

• Timeline: 2-3 days to label and organize content.

Involvement:

• IT Administrator: Manages labeling and organization.

• Department Leads: Advise on content classifications.

Objective: Ensure the environment is curated and secure, and provide training to employees on maintaining data cleanliness and maximizing Copilot's productivity benefits.

Process:

• Tools: Microsoft 365 Admin Center, Microsoft Teams (Training Sessions)

• Actions: We perform a final environment review and conduct training sessions via Teams, ensuring employees understand best practices for managing data and using Copilot.

• Timeline: 1-2 days for review; 1-2 days for training.

Involvement:

• IT Administrator: Reviews the environment for final checks.

• Training Team: Leads sessions to educate employees on best practices.

Due to the tailored nature of our Copilot Data Preparation services, pricing is determined by the specific needs and size of your M365 environment. To provide a general guideline:

• Full Document Environment Assessment and Preparation: Starts at $15,000 for small to mid-sized environments.

• Large or Complex Environments: Starting costs may range from $25,000 to $50,000, depending on data volume, complexity, and the extent of customizations required.

Each service tier includes:

• Comprehensive inventory and analysis of the current document setup.

• Direct content updates, metadata application, and reorganization as needed.

• Implementation of best practices for Copilot readiness.

• A final review and training to ensure a smooth transition.

Volume Discount: Available for organizations preparing multiple departments or divisions simultaneously.