AI strategy, readiness & governance
Turn AI ambition into a clear, governed path to value.
Build your AI strategy AND prepare for Microsoft 365 Copilot adoption
Build your AI strategy, assess maturity & prepare for responsible Microsoft 365 Copilot adoption.
AI transformation and Microsoft 365 Copilot adoption need more than ambition.
They need clear priorities, responsible governance and a practical route to business value. We help organisations set direction, strengthen readiness and move from experimentation to controlled adoption.
Why Now?
Most organisations aren’t short on AI ambition.
They’re struggling to answer practical questions:
- Where should we start?
- How do we balance innovation and risk?
- Are we ready for Copilot?
- What governance do we need?
- How do we prove value?
AI strategy, readiness & governance solutions
Who this is for?
This is especially relevant for:
Microsoft expertise, made practical
The Inform team is a Microsoft Solutions Partner for AI Business Solutions, with Microsoft 365 Copilot Specialisation and Microsoft Adoption and Change Management Advanced Specialisation.
We combine Microsoft expertise with practical adoption experience and people-led change that helps turn Microsoft 365, Copilot and AI into everyday value.


AI strategy, vision & value
Set direction, align priorities and build a practical roadmap for AI adoption.
What this helps you do
Create a clear direction for AI adoption, align leaders around shared priorities and focus investment on the opportunities most likely to deliver value. Turn that direction into a practical roadmap with clear decisions, owners and measures.
The outcome
A clear AI strategy aligned leadership priorities and a practical roadmap for investment and delivery.
What this includes:
- Clear AI vision and strategy: Align leaders around a shared direction for AI investment, adoption and measurable value.
- Aligned leadership priorities: Connect AI ambition to business objectives, decision-making and delivery focus.
- Prioritised high-value use cases: Identify realistic opportunities that create visible value and build confidence early.
- Risks and dependencies surfaced: Make blockers, governance needs and delivery constraints visible before they slow progress.
- Actionable 6–12-month roadmap: Translate strategy into practical next steps, owners and milestones.
- Defined value measures: Set clear success indicators so progress, impact and investment confidence can be tracked.
Microsoft products and capabilities supported
Microsoft 365 Copilot, Microsoft Copilot Chat, Microsoft Copilot Studio, Viva Insights, Microsoft Purview and responsible AI frameworks and Centre of Excellence models to support safe, scalable adoption.
Get a clear view of maturity, risk and readiness across your AI foundations.
AI maturity benchmarks
Assess AI maturity and readiness.
What this helps you do
Assess how ready your organisation is for AI adoption across people, data, technology, governance and ways of working.
Benchmark the gaps, risks and barriers that could slow progress, then prioritise what needs attention first.
The outcome
A clear view of current maturity, priority risks and readiness gaps, giving leaders the evidence to decide what needs attention first and where to focus investment.
What this includes:
- Assess AI governance maturity: Review responsible AI policies, accountability, governance and decision rights to identify gaps before scale.
- Review Microsoft 365 data security readiness: Assess protection, compliance and access controls that could affect secure Copilot and AI adoption.
- Identify workspace governance risks: Review ownership, permissions and lifecycle controls across Teams, SharePoint and Microsoft 365.
- Surface Shadow AI exposure: Identify unmanaged AI use, potential data risks and areas where greater visibility or control may be needed.
- Assess agent governance maturity: Review Power Platform and Copilot Studio governance, ownership and lifecycle readiness for automation and agent delivery.
- Measure people readiness and adoption capability: Assess skills, behaviours and measurement gaps that could limit adoption and business value.
Microsoft products and capabilities supported
Microsoft 365 Copilot, Microsoft Teams, SharePoint, Microsoft Purview, Microsoft Secure Score, Power Platform, Microsoft Copilot Studio, Microsoft Copilot Dashboard in Viva Insights.
AI readiness & transformation
Strengthen governance and readiness.
What this helps you do
Strengthen the governance, security, adoption and operating foundations needed to move from AI ambition to sustainable adoption. Close priority gaps across governance, security and people readiness so Microsoft 365 Copilot, agents and AI-enabled work can scale with stronger control.
The outcome
A more secure, governed and AI-ready organisation with the foundations needed to scale Microsoft 365 Copilot, support new ways of working and realise measurable value from AI investment.
What this includes:
We support improvement across six connected domains, either individually or as a holistic transformation programme.
- AI governance, guardrails and controls: Establish clear accountability, policies and responsible AI controls so adoption can scale safely.
- Microsoft 365 data security, protection and compliance: Strengthen information protection so Copilot and AI surface the right content to the right people.
- Workspace governance and oversharing remediation: Reduce risk across Teams, SharePoint and Microsoft 365 through clearer ownership, permissions and lifecycle controls.
- Shadow AI discovery, monitoring and risk reduction: Bring unmanaged AI usage into view and apply practical controls that protect sensitive information.
- Power Platform and Copilot Studio governance: Put the environments, guardrails and lifecycle standards in place to deliver agents and automation with confidence.
- People readiness, adoption and value realisation: Build the confidence, skills and measurement approach needed to turn AI-enabled change into sustained value.
Microsoft products and capabilities supported
Microsoft 365 Copilot, Microsoft Copilot Studio, Power Platform, Microsoft Purview, Microsoft Entra ID, Microsoft Teams, SharePoint, OneDrive. Centre of Excellence and operating model design for ownership, lifecycle management and scale.
Ready to get clear on what comes next?
Talk to us about
Where to begin, what to prioritise and how to move forward with confidence.
Focused, practical and designed to help you act quickly.
