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Security & Governance

Roll out Copilot and agents without oversharing

Copilot can surface what people shouldn't see. We find the permission and labelling gaps first, put Purview and Entra controls in place, and give agents owners and guardrails your security team signs off on.

30 minutes with a senior consultant. We'll also check whether Microsoft can fund part of the work.

  • 18x Microsoft MVP-led team
  • 4-week fixed-scope assessment
  • Built on Purview and Entra
Client result
~8 weeks

A professional organization built a Purview-based foundation for secure AI adoption with 2toLead.

Read the case study →

Sound familiar?

What keeps security teams up at night

Each of these has a fix. Here is the one we would start with.

Problem 01

Overshared content

Old sites, broad sharing links and inherited access. Copilot respects permissions, so it can surface all of it.

How we fix it

Find overshared sites and broad sharing links before rollout, and fix the riskiest first.

Copilot Readiness Accelerator →
Problem 02

Labels nobody applied

Sensitive files without sensitivity labels or DLP have nothing to stop them showing up in an answer.

How we fix it

Put sensitivity labels, DLP and audit in place where Copilot will look first.

AI Governance Assessment →
Problem 03

Agents with no owner

Makers build agents faster than anyone can review their connectors, data access or support plan.

How we fix it

Set up intake, review and lifecycle steps, so every agent ships with an owner.

Agent PMO Setup →

Not sure which one is yours? We will tell you in 30 minutes.

Book a 30-minute call

How to start

Three ways to start, from assessment to an agent PMO

  1. 01 · Assess · 4 weeks

    Copilot Readiness Accelerator

    A fixed-scope assessment that finds oversharing risks, prioritizes use cases and plans a pilot your security team trusts.

    See the offer →
  2. 02 · Govern

    AI Governance Assessment

    Review Purview, Entra and Power Platform settings against how people actually use Copilot and agents, with a prioritized fix list.

    Ask about the assessment →
  3. 03 · Scale

    Agent PMO Setup

    Stand up intake, review and lifecycle steps for agents, so new ones ship with an owner, guardrails and a support plan.

    Ask about this offer →

Microsoft may co-fund parts of this work. Check your eligibility and find unused licenses in the same call.

Not ready to talk?

See what to fix first

A practical session with Kanwal Khipple and Alpesh Nakar on reducing Copilot oversharing risk with sensitivity labels, DLP and audit, including what to stabilize during a migration.

Free. Enter your work email and it lands in your inbox.

WHAT YOU'LL LEARN

Copilot-Ready Governance webinar

  • 01Why oversharing risk grows as permissions drift
  • 02Which Purview controls reduce risk fastest
  • 03How to limit what Copilot finds while you clean up

Questions

What leaders ask before they start

Will Copilot show people content they shouldn't see?

Copilot only shows content a person can already access. The risk is that many people can access more than they should. The assessment finds those gaps before rollout.

Do we need Microsoft 365 E5 or Purview already?

No. We start with what you own, show where E5 or add-on controls close real gaps, and help you decide what is worth buying.

How long does the readiness assessment take?

Four weeks, fixed scope. You leave with a risk list, a prioritized use-case backlog and a pilot plan.

How do you govern AI agents?

Each agent gets an owner, an approved environment, data loss prevention policies and a review before it reaches production. An agent PMO makes that repeatable.

What happens on the 30-minute call?

A senior consultant asks about your goals and where you are stuck, then suggests the right next step. No slide deck and no obligation.

Ready to find your oversharing risks?

Book 30 minutes with a senior consultant. You'll leave with a clear next step, and we'll check whether Microsoft can fund part of the work.

Book a 30-minute call