A Governance Framework for Copilot Readiness

In yesterday’s Smarter Consulting webinar, Sharon Weaver, Antares Leask, and I focused on the critical aspects of Copilot readiness, emphasizing the technical steps necessary for a successful rollout. We discussed the importance of preparing your data by consolidating and cleaning up data sources, ensuring that Copilot has access to accurate and relevant information. This process includes standardizing data formats and eliminating duplicates or outdated information, which are essential to maximizing Copilot’s effectiveness. We also stressed the need to streamline permissions, setting up role-based access control (RBAC) to efficiently manage user access and ensure data security.

A key component of readiness is the establishment of clear governance and compliance frameworks. We shared the importance of defining data ownership and creating policies that oversee Copilot’s integration with existing systems. Setting data quality standards and creating a governance board helps organizations stay compliant with regulations while making the most of AI-driven tools. Additionally, automated monitoring systems and alerts should be implemented to track data changes and flag any unauthorized access, ensuring a secure and well-maintained environment.

We also emphasized the importance of testing and continuous improvement throughout the Copilot rollout. Organizations should regularly evaluate Copilot’s performance by tracking metrics such as time savings, employee satisfaction, and task completion rates. This iterative process allows for data-driven adjustments to improve Copilot’s impact on productivity. By focusing on thorough technical preparation, governance, and ongoing refinement, organizations can ensure a smooth and successful Copilot implementation that delivers meaningful operational benefits.

Check out the recording here:

 

For more information on this topic, or to find out more about how smarter consulting can help your organization prepare to rollout Copilot, visit the website at https://Smarter-Consulting.com

Christian Buckley

Christian is a Microsoft Regional Director and M365 Apps & Services MVP, and an award-winning product marketer and technology evangelist, based in Silicon Slopes (Lehi), Utah. He is a startup advisor and investor, and an independent consultant providing fractional marketing and channel development services for Microsoft partners. He hosts the weekly #CollabTalk Podcast, weekly #ProjectFailureFiles series, monthly Guardians of M365 Governance (#GoM365gov) series, and the Microsoft 365 Ask-Me-Anything (#M365AMA) series.