Microsoft 365 Copilot incorporates AI directly into the Microsoft 365 applications your team uses every day. For your nonprofit, this can create new opportunities to manage information more efficiently, streamline documentation, support fundraising and reporting efforts, and free up staff time for mission-critical work.
However, if enabled without proper governance and access controls across your environment, Microsoft 365 Copilot can surface sensitive information in ways that expose your organization to data security and compliance risks.
WCA Technologies’ Copilot Readiness Assessment for Nonprofits helps you understand how your Microsoft 365 environment is configured currently and identify gaps that could create security, compliance, or data exposure risk, helping empower your mission without risking the data you’re entrusted to protect.
How it Works
The customized assessment follows a four-week process that includes:
Complimentary Project Kickoff & Discovery:
Our team meets with your key stakeholders to align on goals, success criteria, timeline, and priority use cases.
Technical Readiness Assessment:
We review how Microsoft 365 Copilot would access data in your environment, assess whether your labeling and data protection policies are working as intended, and flag security or identity gaps that could create risk.
Licensing & Nonprofit Eligibility Review:
We determine whether your Microsoft 365 environment meets Copilot licensing and nonprofit eligibility requirements and identify vulnerabilities that could delay deployment or create risk.
Readiness Report & Roadmap:
You end up with a comprehensive summary of findings, recommended fixes, and prioritized next steps for responsible Microsoft 365 Copilot deployment.
What You Gain
Clarity: Understand where your Microsoft environment stands today across security, access, governance, and licensing before Microsoft 365 Copilot is introduced.
Mission Alignment: Introduce Microsoft 365 Copilot with defined use cases that support your organization’s mission and operational priorities.
A Prioritized Path Forward: Know what needs to be addressed, and in what order, before Microsoft 365 Copilot is enabled across your organization.
Stronger Security: Confidently use AI knowing that sensitive donor, client, and program information is protected.
WCA Technologies partners with non-profits to navigate complex technology decisions with a steady, trusted approach. With deep expertise in Microsoft 365, security, and governance, we can help you prepare for Microsoft 365 Copilot without disrupting day-to-day operations, so your teams can focus on what matters most.
