Microsoft Copilot Assessment - Free 1 Week Assessment

Microsoft Copilot is transforming how users interact with data—turning natural language into insights within seconds. But many organizations aren’t fully prepared to take advantage of these capabilities.

• Are the right users in your organization licensed and enabled to use Copilot in Power BI?
• Are your workspaces, datasets, and tenant settings configured to support Copilot’s full capabilities?
• Are your semantic models and metadata optimized to give Copilot the context it needs to generate accurate, useful insights?

MAQ Software’s free 1-week Copilot Assessment is designed to help you evaluate and optimize your Power BI environment across all critical Copilot readiness areas—licensing, semantic model quality, tenant settings, governance, and user adoption. By aligning with Microsoft's official guidance, we provide a comprehensive view of your current state and a prioritized plan to get you Copilot-ready.

What we offer:

This fast-track 1-week assessment includes:

• Copilot Licensing & Capacity Review: Verify user licenses (Microsoft 365, Pro, Premium, F64/F256) and workspace capacity setup
• Tenant & Workspace Configuration Check: Assess Copilot-related feature flags, export settings, sensitivity labels, and data policies
• Semantic Model Review: Evaluate model naming, metadata, relationships, and compatibility with Copilot’s natural language features
• Copilot Feature Enablement Guidance: Share best practices for enabling Copilot and identifying valuable use cases
• Readiness Scorecard & Action Plan: Provide a prioritized roadmap to enable and scale Copilot in your Power BI environment

Prerequisites:

To conduct this assessment, we will need:

• Admin or delegated access to Power BI tenant/workspace settings (read-only if needed)
• Access to representative semantic models and datasets
• Overview of current report usage and business teams
• Availability of key stakeholders for discovery and review sessions

Agenda (1 Week)

Day 1–2: Discovery & Access Review

• Conduct kickoff session with Power BI and admin teams
• Inventory Power BI tenants, workspaces, user roles, and licensing
• Review tenant and workspace-level Copilot enablement settings

Day 3–4: Technical Assessment

• Evaluate semantic model structure, metadata, and DAX measures
• Review Copilot compatibility criteria across workspaces and datasets
• Identify blockers in settings, security, or model design

Day 5: Recommendations & Delivery

• Present Copilot readiness scorecard
• Share configuration checklist and optimization recommendations
• Provide enablement plan and adoption guidance

Deliverables

At the end of the 1-week assessment, you will receive:

• Power BI Copilot Readiness Scorecard (licensing, settings, model health)
• Model Optimization Summary for Copilot interaction improvements
• Configuration Checklist for tenant and workspace alignment
• Quick-Start Enablement Plan for user training and feature rollout
• Pilot Use Case Suggestions based on your environment

Who should attend?

To ensure a comprehensive and effective assessment, we recommend participation from the following roles:

• Power BI Administrators
• BI Developers or Report Authors
• Microsoft 365 or IT Admins
• Governance and Security Leads
• Business Analysts and Power Users

Why partner with MAQ Software?

MAQ Software combines deep Power BI expertise with early Copilot enablement experience for enterprise customers. Our certified team goes beyond surface checks—we assess model quality, governance alignment, and user readiness to help you activate Copilot with confidence. As a trusted Microsoft Solutions Partner for Data & AI, we deliver structured, impactful analytics solutions that help organizations unlock the full potential of AI-driven business intelligence.

Get started

Contact CustomerSuccess@MAQSoftware.com to schedule your free 1-week assessment and take the first step toward unlocking AI in Power BI.