How we show the work
A written decision at the end of every Copilot engagement.
These are sample structures, not client results. The actual evidence, controls, and recommendations are specific to your tenant and agreed scope.
Exposure register
Fields: Site or location · access path · evidence · severity · business owner · proposed change · approval · residual risk
A security and IT team can assign the highest-risk SharePoint and OneDrive findings before expanding Copilot.
Pilot go/no-go memo
Fields: Cohort · licensing · two use cases · controls · usage baseline · open risks · owner · decision
A sponsor can decide whether to expand, pause for remediation, or change the pilot design.
Adoption measurement sheet
Fields: Enabled users · active users · workflow baseline · follow-up measure · sample size · quality checks · limitations
A business owner can distinguish use from an asserted productivity or financial return.
Synthetic example · no client data
One entry in an exposure register
The fields and decision trail are representative. The site name and finding below are invented for illustration.
- Location
- Sample project site / shared documents
- Access path
- Broad internal group with inherited read permission
- Evidence to confirm
- Group membership, site owner, content classification, and last access
- Proposed change
- Ask the owner to approve a narrower access group before the pilot
- Approval and validation
- Record owner decision; retest access for affected users after the change
- Residual risk
- Review other inherited paths and any exceptions before expansion
Delivery controls
- Confirm business decision, scope limit, customer owner, and access needed.
- Use read-only evidence first; request scoped elevation for agreed changes.
- Record findings, approved changes, unresolved risk, and validation evidence.
- Hand over the decision memo and an owned next-step backlog.
We publish named customer outcomes, credentials, and partner designations only when they can be substantiated and approved.