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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.
Discuss this engagement

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. 1

    Review Microsoft 365 Copilot

    Assess configuration, access, sharing and oversharing controls for Copilot across your Microsoft 365 tenant.

  2. 2

    Review Copilot Studio

    Assess environments, data policies, agent ownership, inventory and publishing controls.

  3. 3

    Review Azure AI

    Assess AI workloads and model deployments for identity, network, content safety and monitoring.

  4. 4

    Review data protection and Microsoft Purview

    Assess sensitivity labels, data loss prevention, retention and auditing as they apply to AI interactions.

  5. 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.

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