Copilot SME

Copilot readiness and tenant assessment project

TOP 3 5 NON-NEGOTIABLE SKILLS

1. Prior experience with Microsoft Copilot and tenant readiness assessments
2. Strong experience running copilot implementations (must know how to ensure readiness across security, compliance and data architecture)
3. Experience evaluating SharePoint, OneDrive, Teams, Outlook, and related M365 workloads to understand how content is structured, shared, governed, and accessed.
4. Experience with Designing, reviewing, and validating Microsoft 365 Copilot security and compliance controls using Microsoft Purview, Microsoft Defender, and Microsoft Entra
5. Experience with presenting technical findings and recommendations clearly to senior technical and executive audiences

• Microsoft 365 Copilot Readiness and Tenant Assessment
• Assess Microsoft 365 tenants for Copilot readiness across identity, security, compliance, and data architecture.
• Evaluate SharePoint, OneDrive, Teams, Outlook, and related M365 workloads to understand how content is structured, shared, governed, and accessed.
• Analyze collaboration and usage patterns to determine whether Copilot can generate meaningful, accurate, and safe responses.
• Assess Microsoft Graph data exposure and signal quality and understand how it influences Copilot prompt behavior.
• Identify and articulate risks related to oversharing, legacy permissions, unmanaged content, and fragmented information architecture.
• Produce clear readiness assessments with prioritized, actionable remediation recommendations.
• Security, Compliance, and Data Posture
• Design, review, and validate Microsoft 365 Copilot security and compliance controls using Microsoft Purview,
• Microsoft Defender, and Microsoft Entra.
• Assess and harden data exposure by analyzing permissions, sensitivity labels, external sharing, and access patterns.
• Ensure least privilege access, data protection, and compliance alignment prior to Copilot deployment.
• Guide customers on balancing security controls with accessibility to maximize Copilot value responsibly.
• Copilot Deployment and Platform Foundations
• Act as a technical subject matter expert for Microsoft 365 Copilot deployment, configuration, and governance.
• Guide customers through Copilot readiness validation, prerequisite checks, licensing considerations, and deployment planning using Microsoft 365 Admin Center and related services.
• Advise on Copilot capabilities, limitations, and behavior based on real tenant conditions rather than theoretical use cases.
• Support Copilot adoption planning by connecting tenant readiness and governance maturity to expected business outcomes.
• Agents, Automation, and Extensibility (Secondary and Conditional)
• Evaluate when Copilot Studio, first?party agents, declarative agents, or Power Platform automation are appropriate based on tenant readiness and governance maturity.
• Define agent and extensibility approaches that complement out?of?the?box Copilot capabilities without introducing unnecessary risk.
• Collaborate with delivery teams on agent and automation solutions to ensure they are scalable, supportable, and aligned with enterprise standards.
• Contribute to reference architectures, design patterns, solution templates, and implementation guidance for Copilot and agent services.
• Client Engagement and Design-Led Facilitation
• Lead customer discovery workshops and design led thinking sessions focused on Copilot readiness, data exposure risk, and platform maturity.
• Facilitate structured conversations across IT, security, compliance, and business stakeholders.
  Use visual artifacts and structured discovery techniques to surface assumptions, risks, and readiness gaps.
• Guide executive level discussions on tradeoffs between security, data accessibility, and Copilot value.
• Establish a shared understanding of what must be addressed before Copilot is enabled.
• Advisory, Communication, and Professional Competencies
• Present technical findings and recommendations clearly to senior technical and executive audiences.
• Communicate complex technical concepts effectively across technical and nontechnical stakeholders.
• Demonstrate strong problem solving, analytical judgment, and attention to detail in complex environments.
• Manage multiple workstreams with strong organization, follow through, and documentation discipline.
• Build trusted relationships with customers and internal stakeholders.
• Maintain a results-oriented mindset while balancing innovation with security, governance, and readiness.