01DOMAIN
Identity & Access
Who can sign in, with what proofs
MFA coverage, Conditional Access maturity, external collaboration posture, admin role minimization.
A free, evidence-based assessment that scores your Microsoft 365 environment across five domains, and tells you exactly what to do next.
Built for organizations considering, planning, or stalled on a Copilot rollout. Run on your actual tenant data, not a questionnaire.
Westbrook has strong executive sponsorship and a clear picture of where AI should land. But the M365 environment isn't ready: no sensitivity labels are published, 47% of SharePoint sites are inactive, and sharing defaults are organization-wide.
Each domain answers one question about whether AI can land productively.
The health of your SharePoint environment matters more than ever. Oversharing, stale content, and a messy architecture will create AI roadblocks you never knew existed.
Most organizations don't discover this until after they've invested in AI. The assessment surfaces potential issues in days, not months, with steps you can take today.
“It’s like an MRI for your M365 environment.”
The five-domain, 25-indicator assessment covers every key AI prerequisite. Each finding is presented in jargon-free language with one goal: establish a secure, future-proof AI foundation.
MFA coverage, Conditional Access maturity, external collaboration posture, admin role minimization.
Sensitivity labels, container labels, sharing defaults, anonymous link governance, DLP baseline. The single biggest determinant of Copilot value vs. Copilot problems.
Site and Team sprawl, lifecycle and retention policies, ownership clarity, naming taxonomy. Stale content is the quiet drag on AI quality.
AI app inventory, Teams app install policy, Copilot in meetings governance, AI policy state, audit log baseline.
Workload adoption, executive sponsorship, AI vision concreteness, change management capacity, and an equity lens on who gets AI tools.
A structured conversation covering AI vision, current environment, governance, use cases, and content landscape. We surface the qualitative signals data alone can't capture.
Your IT team runs a scripted data export on your M365 tenant. No changes made. We never need admin access and don't collect any personally identifiable information (PII).
We score 25 indicators across five domains, generate findings ranked by severity, identify three quick wins, and determine the recommended path based on your unique organizational profile and M365 environment.
A single-page AI Readiness Dashboard designed for an executive audience. Contains a high-level summary and in-depth details on each finding.
A senior Ideal State consultant walks through the dashboard with you. What's strong, what needs work, and what to do about it. You leave with the report, your questions answered, and three things you can fix immediately.
Composite score, five domain scores with evidence, top findings ranked by severity, three quick wins, and a recommended acceleration path tailored to your organization.
Westbrook has strong executive sponsorship and a clear picture of where AI should land. But the M365 environment isn't ready: no sensitivity labels are published, 47% of SharePoint sites are inactive, and sharing defaults are organization-wide.
Each domain answers one question about whether AI can land productively.
Built for organizations with 100 to 5,000 employees using Microsoft 365 that are eager to explore or expand their use of AI.
No credit card. No commitment to follow-on work. If the findings reveal work you'd like help with, we'll scope it together. If it doesn't, you walk away with a clear picture and three things you can fix today.
No. Your IT resource runs a provided PowerShell script on your own systems and shares the export. We never receive admin credentials or access to the tenant itself. A manual export path is available for organizations that can't run scripts.
About one calendar week from kickoff to readout. The discovery call is 60 minutes; data collection is roughly an hour of your IT team's time; scoring takes us two business days; the readout is 30 to 45 minutes.
You own the dashboard. You can act on the quick wins yourself as many organizations do. If the findings point to deeper work, we'll walk through how Ideal State could help and you decide if and how to engage.
It's really free. The honest answer: most organizations who go through the assessment land in Foundational tier and want help closing the gaps. A handful don't, and walk away with a clear picture. Either outcome is fine with us.
FastTrack is excellent for technical deployment readiness. Our assessment is calibrated specifically for organizations looking to build AI capability, not just roll out tools. We use a human-centered, value creation lens that sets you up to become a truly AI-powered organization.
Not at all. While we specialize in organizations upwards of 100 people, the assessment can benefit groups as small as 25 people. Smaller organizations often have a less complicated environment, making it easier to become truly AI-capable.
One discovery meeting and one data export is all we need. Five business days from kickoff to a single-page dashboard your leadership can act on. No strings or hidden fees.