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Illustrative scenario / Governed AI adoption

Start with permission to move forward.

An illustrative path from Copilot interest to a governed pilot grounded in information readiness and business use cases.

Conceptual information architecture with structured data panels connected through a controlled central core.

A reference approach, not a completed client engagement. Scope and intended outcomes depend on the organization’s environment.

The challenge

Make AI readiness a business decision.

Consider an organization interested in Microsoft 365 Copilot but uncertain about information exposure, user readiness, and which teams should participate first. Leadership needs a decision framework rather than a broad deployment without clear success criteria.

Intended outcomes

  • A clearer understanding of adoption prerequisites
  • Defined boundaries for the first pilot
  • A rollout decision supported by documented observations
01

Define useful work

Identify specific tasks and user groups where a pilot could be meaningful. Establish evaluation criteria and human review expectations before discussing broad adoption.

02

Assess access and information

Review prerequisites, content ownership, and sharing practices. Prioritize permission issues and governance gaps that should be addressed before the pilot.

03

Run a controlled pilot

Introduce a bounded group with appropriate guidance and feedback channels. Assess the quality and usefulness of outputs in real tasks rather than treating license activation as adoption.

04

Make an evidence-based rollout decision

Review pilot findings, remaining risks, and operating responsibilities. Recommend expansion, additional remediation, or a narrower scope based on what the pilot actually shows.

Practical deliverables.

  • Readiness assessment and remediation priorities
  • Use-case and pilot charter
  • Information governance and user guidance
  • Evaluation findings and rollout recommendations

Connected capabilities.

Microsoft 365 CopilotSharePointMicrosoft PurviewMicrosoft Entra

Microsoft 365 Copilot Readiness

Microsoft 365 & Modern Workplace

Identity & Security

Your next step

Bring clarity to your
Microsoft environment.

Start with your priorities. Build a practical path forward.

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