Challenge
Leaders wanted Copilot quickly, but sensitive data lived in SharePoint and Teams with inconsistent permissions and labeling, creating high exposure risk.
Solution
Created a readiness program that inventoried data sources, standardized sensitivity labels, enforced DLP and retention policies, and mapped acceptable Copilot use by department.
Outcome
Enabled phased Copilot rollout with clear guardrails, reduced exposure of sensitive files, and created a reusable governance template for future departments.
The Challenge
Copilot adoption was moving faster than governance. Sensitive legal and HR data lived in sites and Teams with inconsistent permissions and labeling. The risk was accidental exposure, not malicious intent.
What I Built
A Copilot governance readiness framework that aligns people, data, and policy before enabling Copilot at scale.
Implementation Highlights
- Data boundary review: identified highârisk locations and owners
- Labeling baseline: standardized sensitivity labels and defaults
- DLP guardrails: blocked sharing of sensitive classes across external boundaries
- Department rollout gates: required minimum controls before activation
- Comms + training: defined âsafe promptsâ and âunsafe behaviorsâ
Outcome
Copilot was enabled in controlled waves, starting with lowerârisk groups. The readiness framework became a template for future departments, reducing rollout time and security risk.
Assets Delivered
- Copilot readiness checklist by department
- Data boundary review template
- Labeling and DLP rollout plan