Governance Review
AI Governance & Security Review
An independent view of the risks, gaps and governance priorities across Microsoft 365 Copilot, Copilot Studio and Azure AI.
Overview
AI is arriving across the Microsoft estate at once: Microsoft 365 Copilot in the workplace, agents in Copilot Studio and AI workloads on Azure. The AI Governance & Security Review gives security, risk and technology leaders a single, independent view of how well those are governed and protected.
We review Microsoft 365 Copilot, Copilot Studio, Azure AI, data protection, Microsoft Purview and the supporting security controls, then consolidate what we find into an executive report of risks, gaps and a governance roadmap.
- Who it's for
- Enterprises scaling AI across Microsoft 365 Copilot, Copilot Studio and Azure AI, and the security, risk and technology leaders accountable for it.
- Duration
- 2–3 weeks
- Depending on how many platforms are in scope.
Customer challenges
Challenges we hear from customers
AI adoption is moving faster than controls
Copilot, agents and Azure AI workloads appear in different teams, with different owners, before common guardrails are in place.
Sensitive data in reach of AI
Data protection and labeling were designed for people opening files, not for AI that searches and summarizes across everything a user can reach.
No single view of AI risk
Security, compliance, IT and the business each see part of the picture, and leaders have no consolidated view to act on.
Questions you cannot yet answer
Boards, auditors and customers are asking how AI is governed. Answering with evidence needs a documented baseline.
What we do
How the engagement runs
- 1
Review Microsoft 365 Copilot
Assess configuration, access, sharing and oversharing controls for Copilot across your Microsoft 365 tenant.
- 2
Review Copilot Studio
Assess environments, data policies, agent ownership, inventory and publishing controls.
- 3
Review Azure AI
Assess AI workloads and model deployments for identity, network, content safety and monitoring.
- 4
Review data protection and Microsoft Purview
Assess sensitivity labels, data loss prevention, retention and auditing as they apply to AI interactions.
- 5
Review security controls and build the roadmap
Assess identity, access and threat protection controls, then consolidate every finding into a prioritized governance roadmap.
Deliverables
What you receive
Microsoft 365 Copilot review
Findings on how Copilot is configured, who can use it and what it can reach.
Copilot Studio review
Findings on environments, data policies, agent ownership and publishing controls.
Azure AI review
Findings on how Azure AI workloads are secured, monitored and governed.
Data protection review
An assessment of how well your data is classified and protected against AI-assisted access.
Microsoft Purview review
An assessment of Purview controls for labeling, data loss prevention, retention and audit.
Security controls review
An assessment of the identity, access and threat protection controls that underpin your AI use.
Outcomes
What you walk away with
An executive report that turns a broad, fast-moving topic into decisions.
Risks
The most significant AI-related risks across your Microsoft estate, ranked by priority.
Gaps
Where current controls fall short of the governance your organization needs.
Governance roadmap
A phased plan to close the gaps and keep AI governance in step with adoption.
Business value
Reduce risk
Leaders get one consolidated view of AI risk across Microsoft 365, Copilot Studio and Azure AI.
Reduce effort
A prioritized roadmap focuses governance work on the gaps that matter instead of a broad, unfocused control program.
Adopt with confidence
Clear guardrails let business teams expand AI use instead of pausing it while the risks are unclear.
Get in touch
Discuss this engagement
Tell us about your environment and what you want to achieve. We'll come back to you by email to talk through scope.
More advisory engagements
Other ways we can help
Readiness Assessment
Microsoft 365 Copilot Readiness Assessment
Find out whether your tenant is ready for Microsoft 365 Copilot, what to fix first and who to license.
Duration: 1–2 weeksView detailsGovernance Workshop
Copilot Studio Governance Workshop
Design the environments, guardrails and lifecycle controls that let teams build agents in Copilot Studio without losing control.
Duration: 1–2 weeksView detailsArchitecture Assessment
Enterprise AI Agent & MCP Architecture Assessment
Design the reference architecture your organization builds AI agents on, across Copilot Studio, Microsoft Foundry and Model Context Protocol (MCP).
Duration: 3–4 weeksView details

