Microsoft 365 Copilot Assessment | AI Consulting Orlando

We help Orlando SMBs decide if Copilot for M365 is worth the $30/user/month before they commit. No hype. Just a real pilot with your data.

I meet alot of business owners who hear about Microsoft 365 Copilot and think it sounds like magic. And maybe it is, for some teams. But the $30 per user per month adds up fast. For a 20-person company, that’s $600 a month, $7,200 a year. If only half your team actually uses it, you’re overpaying.

That’s why I created the Microsoft 365 Copilot Assessment. It’s a fixed-fee service ($2,400) where I help you pilot Copilot with a small group of real users, using your actual data and workflows. No demos. No promises. Just a straight answer: yes, no, or maybe later.

How the Assessment Works

I follow a three-phase process that takes about 3-4 weeks from kickoff to final report.

Phase 1: Pick Your Pilot Users

We choose 2-5 people who represent different roles in your company. Think of a sales rep who lives in Outlook and Teams, an accountant who works in Excel all day, and a project manager who juggles Word and Planner. Each person gets a Copilot license for the pilot period.

I work with your IT team (or me, if you don’t have one) to set up the licensing through your existing Microsoft 365 admin center. It takes about 30 minutes.

Phase 2: Governance and DLP Review

Before we turn anything on, I look at your data security. Copilot needs access to your Microsoft Graph, that’s your emails, documents, chats, calendars. If your data is messy, Copilot can accidentally surface confidential info to the wrong people.

I review your Data Loss Prevention (DLP) policies and sensitivity labels. For one client near UCF, a tutoring center that runs group sessions and 1:1 tutoring, we found thier student schedules were in a shared Excel file with no restrictions. Copilot would of happily pulled that into a Teams chat. We fixed that before proceeding.

I also check your SharePoint permissions and Teams governance. If you have orphaned sites or broken inheritance, I’ll flag those too.

Phase 3: ROI per Persona

During the 2-week pilot, I track what each user actually does with Copilot. Not just feature usage, but time saved. For example, the tutoring center’s office manager used Copilot to draft weekly parent emails in Outlook. She saved about 90 minutes a week. The lead tutor used it to summarize long email threads about student progress, saving 30 minutes a day.

I compare that to the $30 per user per month. If the time saved is worth more than the license cost, I’ll recommend a full rollout. If not, I’ll tell you to wait.

Callout: Most of my assessments find that only 60-70% of users actually benefit from Copilot. The rest are better off without it. I tell you which is which.

Who This Is For

This assessment is for Orlando SMBs that already use Microsoft 365 Business Premium or E3/E5. You have at least 10 users. You’re curious about Copilot but don’t want to waste money.

It’s not for companies that just want a demo. I don’t do demos. I do pilots.

What You Get at the End

• A written report with a clear yes/no/maybe recommendation
• Persona-by-persona ROI analysis (hours saved per week, dollar value)
• Governance recommendations for a full rollout (if approved)
• A detailed DLP and permissions audit
• Optional: a rollout plan with training budget estimates

Pricing: Fixed $2,400

No hourly billing. No surprises. The fee covers up to 5 pilot users, the governance review, the 2-week pilot, and the final report. If you decide to move forward with a full rollout, I’ll discount that separately.

Here’s how a typical client compares DIY vs. hiring us:

Comparison Table

Do It Yourself	Assessment with AI Consulting Orlando
Cost: $0 assessment, but risk of buying wrong licenses	Cost: $2,400 fixed, with a clear ROI recommendation
Time: 10-20 hours of your IT team’s time	Time: We handle it all; your team spends 2 hours total
Governance: You might miss DLP gaps	Governance: Full review included
ROI: Guessing based on vendor claims	ROI: Measured from your actual users
Outcome: You might overbuy licenses	Outcome: You buy only what’s justified

Real Persona Story: UCF-Area Tutoring Center

Let me tell you about a tutoring center near UCF. They run group sessions and 1:1 tutoring. The owner, Maria, heard about Copilot at a local business meetup and thought it could help her staff handle emails faster. She called me, skeptical but curious.

I set up a pilot with three users: Maria (owner), her office manager, and a lead tutor. We found that the office manager saved 90 minutes a week on parent emails. The lead tutor saved 30 minutes a day on email summaries. But Maria? She spent more time editing Copilot’s drafts than writing from scratch. For her, it wasn’t worth it.

My recommendation: buy licenses for the office manager and lead tutor (2 users), skip it for Maria. That saved her $30 a month on a license she’d never use.

FAQs

• Do I need to be on a specific Microsoft 365 plan? Yes, Business Premium or E3/E5. If you’re on Business Basic or Standard, you’ll need to upgrade first.
• Can I keep the pilot licenses after the assessment? Yes, I set them up as paid licenses from day one. If you decide to stop, you can remove them.
• What if my data is a mess? That’s actually common. I’ll flag the biggest risks and recommend fixes before the pilot starts.
• How long does the assessment take? About 3-4 weeks from start to finish, depending on your team’s availability.
• Do you offer a discount if I also do a full rollout? Yes, I credit the assessment fee toward a full rollout project.
• What if Copilot isn’t worth it for anyone? I’ll tell you honestly. I’ve had clients where no one benefited. That’s still valuable information.

Next Steps

Ready to find out if Copilot is right for your team? Contact me to schedule a 15-minute intro call. No sales pitch. I’ll just ask about your setup and explain the process.

Comparison

Do It Yourself	Assessment with AI Consulting Orlando
Cost: $0 assessment, but risk of buying wrong licenses	Cost: $2,400 fixed, with a clear ROI recommendation
Time: 10-20 hours of your IT team's time	Time: We handle it all; your team spends 2 hours total
Governance: You might miss DLP gaps	Governance: Full review included
ROI: Guessing based on vendor claims	ROI: Measured from your actual users
Outcome: You might overbuy licenses	Outcome: You buy only what's justified

Most of my assessments find that only 60-70% of users actually benefit from Copilot. The rest are better off without it. I tell you which is which.