Microsoft 365
AI & Data Audit
Find out where AI is already in use, what data it can reach, and which data needs protecting, before you decide what to switch on.
Who it’s for
Leadership teams that need a clear answer to "what is our AI exposure?" for a board, client, auditor, or insurer, and any organization planning a Copilot rollout.
What’s included
- AI usage inventoryWhich AI tools and features are in use, approved or not, including the ones built into software you already pay for.
- Data discoveryWhere your sensitive information actually lives: client records, financials, health information, personnel files.
- Data classificationA simple scheme, such as Public, Internal, Confidential, and Restricted, applied to the data that matters with Microsoft 365 sensitivity labels.
- Access and oversharing reviewWho, and which AI tools, can reach each kind of data today.
- Connected apps reviewWhich third-party apps and AI features have been granted access to your data, and on what terms.
- Policy and compliance checkHow current AI use measures up against your own policies and the rules you face, such as HIPAA, FINRA, or CMMC.
- Findings and a planA short written report in plain language, with fixes ranked by risk.
How we deliver it
You get a clear picture of what AI is in use, what data it can reach, and what to fix first, in language leadership can take to clients, auditors, and insurers.
Data classification is the part that lasts. Once your information is labeled, Microsoft 365 can enforce the rules on its own: confidential files stay internal, regulated data stays out of places it shouldn't go, and Copilot respects the labels.
Audit first, then readiness
The audit tells you where you stand. Copilot & AI Readiness fixes what it finds and rolls AI out safely. Many organizations do both, but the audit stands on its own when you just need the answer.
Talk to a person, not a ticket
Tell us what's going on. We'll listen, ask good questions, and give you a straight answer about whether we can help.