Licensing & capacity
Prerequisites, license position, deployment state, and viable pilot population.
AI capability 01 · assess before investingKnow what is ready.
Know what is ready.
Decide what moves next.
Temen combines a read-only Microsoft 365 and Copilot evidence review with business discovery to turn AI ambition into a sequenced, owned strategy.
6evidence domains
- Read-only collection
- Aggregate tenant evidence
- Human operating decisions
- Prioritized roadmap
THE DECISION WE HELP YOU MAKE
Where can AI create useful, measurable change - and what has to be true before we scale it?
The review
Technical evidence and operating reality, together.
The assessment does not infer strategy from configuration alone. Temen verifies the tenant foundation, then works with leaders and process owners to define outcomes, risk boundaries, ownership, and an investment sequence.
Identity & access
MFA, Conditional Access, privileged roles, guests, OAuth consent, and access ownership.
Information readiness
SharePoint and OneDrive sprawl, sharing, stale content, labels, ownership, and authoritative sources.
Copilot controls
Administrative policies, web and content settings, agent publishing, and lifecycle boundaries.
Use-case portfolio
Role-level work scenarios scored for value, feasibility, risk, repetition, and measurability.
Operating model
Owners, intake, review, acceptable use, human approval, monitoring, and escalation.
Strategy means choosing
Not every AI idea should become a custom AI project.
A useful strategy makes the intervention decision explicit. Temen compares the work, information, controls, integration, ownership, measurement, and operating burden before recommending what to enable, automate, build, or defer.
Enable an existing Copilot
The work already happens in Microsoft 365 and the primary gaps are information hygiene, policy, licensing, training, or adoption.
Redesign and automate
The process is recurring, rules carry most decisions, and AI is useful only for bounded extraction, classification, or drafting.
Build a custom AI solution
The experience needs proprietary knowledge, tools, structured outputs, integrations, evaluation, and a purpose-built user journey.
Defer or reject the idea
The outcome is unclear, data is not authoritative, risk cannot be bounded, ownership is missing, or a simpler change solves the problem.
Temen engagement path
From evidence to an executable first wave.
Every phase ends in a customer decision and inspectable artifacts - not a generic maturity score.
- 01Observe
Evidence assessment + stakeholder discovery
Review the tenant, workflows, information, users, friction, current controls, and strategic constraints.
- 02Decide
Use-case and risk portfolio
Advance, combine, defer, or reject ideas using value, feasibility, data, integration, oversight, and measurement criteria.
- 03Sequence
Foundation, pilot, and scale roadmap
Assign owners, dependencies, controls, investment gates, adoption work, and measures to a prioritized roadmap.
Interactive example
Explore how readiness changes the first recommendation.
Change the five planning signals. The sampler demonstrates Temen’s decision logic; a real engagement uses verified evidence, interviews, and customer-approved decisions.
Interactive readiness sampler Uses staged choices only. A Temen assessment uses read-only tenant evidence and stakeholder discovery.
Representative case patterns
What readiness work changes in practice.
These anonymized patterns are grounded in Temen’s assessment tooling, automation statements of work, and custom-agent delivery documentation. They show engagement logic and designed outcomes - not invented customer metrics.
Copilot readinessMicrosoft 365 organization
Existing interest, but no evidence-based expansion plan
Starting situation
Leaders wanted Copilot progress while licensing, identity, sharing, policy, usage visibility, and pilot ownership were understood differently across teams.
What Temen evaluates
Temen’s read-only assessment pattern reviews prerequisites, identity, SharePoint and OneDrive controls, Copilot policy, aggregate adoption signals, agent governance, and viable pilot capacity.
Strategy decision
Prioritize foundation remediation, select role-level scenarios and owners, launch a controlled cohort, then use a 30/60/90-day value review before expansion.
Custom agent strategyTechnical support organization
A chatbot request became an evidence-assistant roadmap
Starting situation
Useful support history lived across tickets, documents, email, and archived attachments. Similar language did not always mean the same technical context.
What Temen evaluates
Strategy work bounded the engineer’s job, approved sources, sanitization options, retrieval design, citations, human validation, evaluation, Teams experience, and production ownership.
Strategy decision
Prove one grounded investigation workflow first; treat diagnosis and system change as human decisions; expand only after retrieval, security, and acceptance evidence pass.
Workflow strategySales and delivery operations
Document automation without automating authority
Starting situation
Teams repeatedly entered the same opportunity data into proposals, SOWs, approvals, storage, and project handoff while commercial exceptions still required judgment.
What Temen evaluates
Temen separated deterministic fields and business rules from bounded AI narrative, then mapped templates, approval gates, exception ownership, records, and recovery.
Strategy decision
Use Power Automate for orchestration and system writes, approved templates for structure, AI only for grounded drafting, and people for pricing, scope, and final release.
Example opportunity portfolio
Six ideas. Six different readiness questions.
The goal is not to produce the longest list of use cases. It is to identify a small first wave whose value, information, control, adoption, and ownership can be demonstrated.
Business areaExample ideaReadiness questionPossible path
Prepare an operating review from meetings, files, metrics, and open decisions.
Are the sources authoritative and are decisions clearly owned?
Copilot or Cowork pilotHelp engineers retrieve related incidents and prepare an evidence-backed response.
Can access-aware retrieval distinguish similar cases and show its sources?
Grounded custom agentCreate proposals and SOWs from approved opportunity data.
Which fields are deterministic, and who approves scope, pricing, and terms?
Workflow automationCoordinate remote-hire access, equipment, learning, and communications.
Are employee data boundaries, approvals, exceptions, and completion evidence defined?
Workflow + agent assistanceReview invoice exceptions and prepare the resolution package.
Can rules identify the exception before AI explains it, and who authorizes the change?
Automation with human reviewMonitor a service and begin troubleshooting when a device or workflow fails.
What may the system observe, recommend, attempt, escalate, and never do autonomously?
Bounded agentic workflowCustomer handoff
A strategy your owners can execute.
The final package separates verified evidence, customer decisions, recommendations, dependencies, and assumptions so the next phase can be scoped without repeating discovery.
Executive opportunity brief
Business priorities, candidate scenarios, decisions, and the recommended engagement path.
Detailed readiness assessment
Evidence by domain, findings, limitations, risks, and prioritized recommendations.
Use-case decision portfolio
Advance, combine, defer, or reject decisions with value, feasibility, and control rationale.
Pilot and foundation roadmap
Owners, remediation, cohort, success measures, dependencies, and 30/60/90-day gates.