Our Approach

Secure-First AI Framework

Security comes before features. We assess, secure, and govern before a single Copilot license is assigned. This is how enterprise AI deployment should work.

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Core Principles

What We Believe

Security Before Features

We do not enable AI capabilities until data exposure risks are remediated. Features without security create liability.

Governance by Design

DLP, retention, and labeling policies are prerequisites, not afterthoughts. Compliance is built in, not bolted on.

Measured Rollout

Every deployment phase has success criteria. We do not scale until pilots prove value.

Continuous Monitoring

AI governance is ongoing. Usage patterns change, new risks emerge, and controls must evolve.

The Process

Five-Phase Methodology

Each phase has clear deliverables and exit criteria. We do not proceed to the next phase until the current phase is complete.

Sanitize Data

Audit permissions, classify content, remediate exposure vectors

Key Activities

SharePoint permissions audit across all site collections

OneDrive sharing analysis and remediation

Teams channel and file access review

Identification of "Everyone" and broad access patterns

Secure Identity

Lock down access controls and authentication policies

Key Activities

Conditional Access policy review and optimization

Group membership cleanup and governance

External sharing policy enforcement

Identity governance alignment with AI access

Govern Access

Implement DLP, retention, and sensitivity labels

Key Activities

Sensitivity label deployment for content classification

DLP policies configured for AI workloads

Retention schedules enforced before AI indexing

Audit logging enabled for compliance

Deploy Copilot

Phased rollout with metrics and rollback procedures

Key Activities

Pilot group selection and onboarding

Success metrics baseline establishment

User training and enablement programs

Rollback procedures documented and tested

Scale Agents

Custom agents, ongoing governance, continuous optimization

Key Activities

Enterprise-wide deployment based on pilot learnings

Custom agent development for high-value workflows

Ongoing governance and compliance monitoring

Quarterly optimization reviews

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Let's discuss how the Secure-First AI Framework applies to your organization.

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