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Copilot for Microsoft 365 - Data Security Planning

UnifiedCommunications.com

This engagement ensures secure Microsoft 365 Copilot deployment, providing assessments, tailored strategies, a detailed playbook, and expert support to enhance data protection and adoption

This engagement focuses on security and preparation for large scale deployment of Microsoft 365 Copilot in an enterprise environment. The project includes a comprehensive review of the current environment, development of best practice recommendations, and creation of a detailed playbook for ongoing security management. Key areas of focus include document security in SharePoint, OneDrive, and Microsoft Purview, implementation of sensitivity labels, compliance with Zero Trust principles, and integration of best practices for data security and privacy. Additionally, the engagement includes access to a deeply technical resource for addressing specific concerns, project management to ensure seamless execution, and a session focused on Copilot adoption strategies.

Milestones and Benefits

  1. Initial Kickoff Call
  • Description: An introductory call to define project goals, deliverables, timeline, and key stakeholders.
  • Benefits: Establishes clear communication and project expectations, ensuring all parties are aligned from the start.
  1. Workshop / Environment Review
  • Description: A detailed workshop to understand the current Copilot for Microsoft 365 environment, including document security in Microsoft SharePoint, Microsoft OneDrive, and comprehensive data governance, as well as the use of sensitivity labels and compliance policies. This also includes adhering to data residency commitments and compliance with GDPR and other regulations by ensuring data is processed and stored in designated geographical locations.
  • Benefits: Provides a comprehensive assessment of the current setup, uncovering areas for improvement and potential risks specific to the Microsoft 365 environment, ensuring that data handling practices comply with regional legal requirements, protecting organizational data.
  1. Development of Recommendations
  • Description: Analysis of data from the environment review to develop tailored recommendations for best practices in Copilot for Microsoft 365 security, focusing on document security, sensitivity labels, compliance, and data protection. This includes implementing Zero Trust principles, such as identity and access management, data segmentation, and least-privilege access, to ensure comprehensive security for Copilot integrations.
  • Benefits: Offers actionable insights and strategies to enhance security measures, tailored to the specific needs of the client’s Microsoft 365 environment, enhancing security by verifying every access request and minimizing potential attack surfaces.
  1. Playbook Development
  • Description: Creation of a comprehensive playbook for managing Copilot for Microsoft 365 security, including procedures for regular audits, incident response, and guidelines for user training and awareness programs. Special focus on managing document security in Microsoft SharePoint and Microsoft OneDrive, implementing and managing sensitivity labels, ensuring compliance with regulatory standards, and conducting regular audits and monitoring using advanced tools to ensure ongoing security and compliance.
  • Benefits: Ensures ongoing security management with clear, documented processes, enhancing the overall security posture of the organization, and maintaining a high level of security by continually assessing and improving security measures.
  1. Technical Q&A Session
  • Description: A session with a deeply technical resource to address specific technical questions and concerns from the client, particularly regarding Microsoft 365 security features and best practices.
  • Benefits: Provides in-depth explanations and guidance on complex security issues, ensuring the client's technical team is well-informed and capable of managing Copilot for Microsoft 365 security.
  1. Project Management
  • Description: Continuous project coordination and communication, with regular updates to stakeholders and management of project documentation.
  • Benefits: Ensures the project stays on track, within budget, and meets all milestones, providing a seamless and efficient execution.
  1. Copilot Adoption Session
  • Description: A dedicated session on Copilot adoption strategies, providing guidance on best practices for integrating Copilot into daily operations within the Microsoft 365 environment.
  • Benefits: Facilitates smooth adoption and integration of Copilot for Microsoft 365, addressing common challenges and providing solutions to maximize the value of the tool.

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