Use cases
Pick narrow, low-risk starting points with a measurable outcome.
Free resource
The Microsoft 365 Copilot & AI Agent Readiness Checklist
Everything to put in place before you roll out Microsoft 365 Copilot or build your first AI agent: data, identity, governance, licensing and a pilot plan that proves value.
Choose use cases worth doing and measure the result
Fix data and permissions before AI can surface them
Identity, governance and acceptable-use policy
Designing a first agent, and a 90-day pilot roadmap
What's inside
Seven sections, one practical checklist.
Everything you need to prepare for Copilot and AI agents properly, not just switch them on.
Data & permissions
Fix over-sharing and apply labels so AI only surfaces what it should.
Identity & governance
MFA, Conditional Access, policy and approvals for agents.
Pilot & adoption
Train, measure and scale on a clear 90-day roadmap.
Why Rua Technologies
Built by the team that does this work.
Rua Technologies is an authorized Microsoft partner — this checklist reflects the preparation steps we recommend before any Copilot or agent rollout.
Want a Copilot and AI readiness review?
We assess your permissions, identity and data, recommend the right first use cases, and help you run a governed pilot.
Same business day response
Remote support, nationwide across India
