Microsoft Consulting Services - Copilot Readiness

Overview

In today's competitive and fast-paced business environment, utilising Copilot is essential for enterprise and SMB customers who want to leverage the power of AI. To fully utilise Copilot, customers need to ensure their data is well managed and maintained as AI services utilise an organisation's internal data and permissions structure. Without being fully confident in a data infrastructure, Copilot cannot be deployed on an organisational basis.

In this engagement, we will help customers to improve their data governance and security practices by covering the following areas:

• Establishing Role-Based Access Control
• Data Stewardship
• Understanding Redundant, Obsolete and Trivial Content and providing options related to this
• Establishing policies for Data Retention, Data Loss Prevention and other Data Security policies
• Enabling Data Categorisation

Key Benefits

• Deliver a clear path to maximising results from the implementation of AI through effective data management.
• Implement a framework for data management ensuring control and consistency once AI is adopted in the organisation.
• Introduce clear workable policies for data management and retention for the organisation to follow and see the benefits in their AI output.

This Engagement Includes

• Users and personas
• Process documentation
• Workflows
• Data security, retention and labelling policies
• Data stewardship and training

Complementary Add-ons

• Consulting engagement tailored to customer needs to clarify RBAC requirements and user personas if this is not currently in place.
• Co-Pilot deployment engagement

Scope

In this engagement, we will help customers to improve their data governance and security practices by covering the following areas:

• Establishing the importance of Role-Based Access Control
• Assisting with internal Data Stewardship
• Understanding Redundant, Obsolete and Trivial Content and providing options related to this
• Establishing policies for Data Retention, Data Loss Prevention and other Data Security policies
• Enabling Data Categorisation
• Providing training opportunities for each of these areas
• Establishing a clear roadmap for each of these areas

Agenda Timeframe: (Accelerated - Actual depends on customer involvement)

Week 1: Day 1: Envision Session and Produce Outputs Day 2: Review Outputs produced by organisation and review optional extensions Day 3: Produce and Agree Implementation Plan Day 4/5: Review RBAC, Implement DLP policies, Retention Policies, Categorisation Methods & Security and Data Labels. Deploy logging.

Week 2: Day 1: Provide options for ROT content and review optional engagement work Day 2/3: Provide training and documentation for training and adoption Day 4: Handover Session