Technology Partner · AI & Copilot

Microsoft Copilot,
governed by TruPoint.

Copilot for Microsoft 365 is the most powerful AI productivity tool your team has ever used — and the easiest way to accidentally surface confidential information to the wrong people. The SharePoint permission model that nobody cleaned up in 2015 is now a Copilot governance problem. We run the governance readiness pattern before any client enables Copilot — and confirm Canadian data residency before the first prompt is entered.

The governance pattern

Four steps before the first Copilot prompt.

Copilot reads everything your users can access. That makes your existing SharePoint permission gaps, sensitivity label coverage, and plugin configuration a prerequisite — not an afterthought.

01

Oversharing Audit

Every SharePoint site, OneDrive, and Teams channel audited for broad permissions, expired guest access, and files that should never be accessible via AI. We find what Copilot would surface — and fix it before you enable the license.

02

Sensitivity Labels

Microsoft Purview sensitivity labels applied across the M365 tenant. Confidential and highly confidential labels restrict Copilot's ability to reference, summarize, or include labeled content in AI-generated outputs delivered to unauthorized users.

03

Plugin Governance

Copilot plugins connect to external systems — ERP, CRM, HR platforms, ticketing tools. We audit which plugins are enabled, configure access scope to least privilege, and disable plugins that create data exposure without business justification.

04

User Training

Staff need to understand what Copilot can access, how to phrase prompts responsibly, and what to verify before acting on AI-generated content. We deliver a tailored 1-hour training session based on your industry's confidentiality requirements.

Why governance first

Copilot doesn't create data exposure problems. It reveals them instantly.

Every overshared document, every broad "Everyone" permission, every guest account that should have been removed — Copilot can find and surface all of it on the first day it's enabled. The governance issues were already there. Copilot just makes them visible to the wrong people, at scale, in real time.

  • Canadian data residency confirmed before activation
  • Permission audit — every site, every guest, every external link
  • Sensitivity labels cover confidential and regulated content
  • Plugin access scoped to least-privilege per business function
  • Acceptable use policy and staff training delivered before rollout
"

We thought we were ready to enable Copilot in a week. The audit found 22 sites where HR and legal documents were accessible to every employee. Glad we checked first.

IT DirectorFINANCIAL SERVICES · 120 USERS · TORONTO
Next step

Copilot, the right way.

We run a 4-step governance readiness check before any client enables Copilot. 30 minutes to see what's in scope.

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