Project / Delivered (repeatable methodology)

Governance & security assessment

A structured readiness assessment for organisations considering Microsoft 365 Copilot. Covers the security and governance hygiene that determines whether Copilot is safe to deploy — because the gaps it exposes are as consequential as the deployment itself. Half a dozen delivered across SMB and mid-market clients.

Status
Delivered (repeatable methodology)
Group
Client Work
Stack
SharePoint Online, Microsoft Intune, Entra ID, Microsoft Purview (DLP, sensitivity labels), Power Platform
Repo
Previous employer — private (Azure DevOps)
Related writing
Internal only (previous employer)

Architecture

  • SharePoint permission and oversharing audit — maps which content Copilot would surface to whom if deployed today.
  • Intune device posture review — confirms managed device compliance baseline.
  • Guest-user inventory and access review — scopes external exposure.
  • DLP and sensitivity-label coverage review — assesses whether classification is in place to guide Copilot's behaviour.
  • Weighted scoring model aggregates findings into a readiness score with per-workstream breakdown.
  • Costed remediation roadmap turns findings into a prioritised action list with indicative effort — designed to convert directly into a follow-on engagement.

Evidence

  • Half a dozen assessments delivered across SMB and mid-market clients.
  • Methodology repeatable and reusable across engagements with consistent output format.
  • Assessment report is a standalone deliverable; remediation work generated as natural follow-on.
  • Covers the full governance surface: permissions, device posture, external access, classification, and DLP.

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