Before you turn on Copilot, we need to talk about your data.
Copilot reads everything each user can already open. Switch it on over loose SharePoint permissions and you've quietly built an internal data-breach engine. We audit and lock things down first, so AI becomes a genuine advantage, not your next incident.
Copilot doesn't leak your data. Bad permissions do.
Most tenants carry years of quietly over-shared folders, the payroll sheet here, a 'shared with everyone' link there. Copilot will happily surface all of it the moment it's enabled. Our Readiness Audit maps and tightens every permission before AI is switched on, so the magic moment isn't followed by a privacy scramble.
We lock down access before a single prompt is typed.
Lock down access first
We map every over-shared folder, link and group, then tighten access so Copilot can only ever surface what each person is genuinely allowed to see.
Tidy the data it reads
Stale, duplicated and mislabelled content makes Copilot confidently wrong. We clean and structure your SharePoint and Teams so the answers are accurate.
Roll out in safe stages
We confirm Copilot-eligible licensing and pilot with a controlled group, proving value and catching issues before any company-wide switch-on.
What the Readiness Audit covers
- A full map of who can access what, and where access has quietly sprawled
- Tightened SharePoint, Teams and OneDrive permissions before AI is enabled
- Sensitivity labels protecting your most confidential documents from exposure
- A controlled pilot group, so issues surface safely before a wider rollout
- A clear go / no-go readiness report, in plain English, not jargon
Common questions
Isn't Copilot secure by default?
Copilot respects your existing permissions, which is exactly the problem. If your SharePoint access has sprawled over the years, Copilot will surface anything a user can already open. Securing it starts with a permissions audit, not the AI itself.
What if AI gets something wrong?
It will, occasionally, that's the nature of generative AI. The fix is human governance: an Acceptable Use Policy and training so staff verify important outputs rather than trusting them blindly.
Do we even need Copilot?
Maybe not. We'll give you an honest assessment, sometimes a smaller, more specific or more tightly-controlled tool is a safer, more cost-effective fit for how you actually work.
AI hallucinates. Your guardrails shouldn't.
Copilot will confidently invent a figure, misread a contract or summarise a document wrong, and present it with total certainty. Switching AI on without rules is how bad decisions get made. We don't just flip the switch; we put the human governance in place so your team treats AI as a sharp assistant, never as gospel.
Acceptable Use Policy
A clear, practical policy covering what staff can and can't put into AI, and how every output must be checked.
Staff training
Hands-on sessions so your people understand Copilot's limits and always verify before they act or send.
A verify-first culture
We help embed the habit of treating every AI summary as a draft to confirm, not a fact to trust.
Is Copilot the right fit?
Copilot is genuinely powerful, but it's not the only option, and it isn't risk-free. For some businesses, a smaller, more specific or more tightly-controlled AI tool is the safer, cheaper, better fit. We assess how you actually operate and recommend what truly suits you, even when that means telling you Copilot can wait.
- Where sensitive data must never leave your control, we look at on-prem or tightly-scoped tools.
- For one repetitive task, a purpose-built tool often beats a broad, all-seeing assistant.
- We weigh real cost, risk and benefit, and we'll tell you honestly if AI isn't worth it yet.
Thinking about Copilot? Let's get you ready safely.
Book a Readiness Audit that locks things down before you flip the switch.