Microsoft Agent 365 Foundations Assessment

Core BTS is now NRI NA!

The Agent 365 Foundations Assessment engagement is NRI North America's structured four-week engagement designed to help organizations establish a secure, scalable, and governed foundation for AI agents before enterprise-wide adoption accelerates. As organizations expand their use of Microsoft business solutions, maintaining visibility, governance, and security becomes essential to realizing business value while managing risk.

During this engagement, NRI North America conducts a comprehensive discovery and assessment of AI agents operating across your environment, including Microsoft-developed agents, Copilot Studio agents, third-party integrations, and unmanaged AI solutions. We inventory agent deployments and analyze ownership, permissions, data access patterns, usage trends, and operational dependencies to provide a centralized view of your organization's AI agent landscape.

Using insights gathered through stakeholder workshops and platform analysis, we deliver executive and technical reporting that highlights adoption patterns, governance gaps, security considerations, and opportunities to optimize the use of AI technologies. Participants receive actionable recommendations aligned with platform capabilities and industry-recognized governance and security practices.

The engagement culminates in a comprehensive AI Agent Governance and Lifecycle Readiness Plan, including recommendations for agent onboarding, ownership models, role-based access controls, least-privilege administration, operational processes, governance policies, and lifecycle management standards. NRI North America also delivers a prioritized Security, Compliance, and Protection Roadmap aligned to capabilities available through Microsoft security solutions and compliance features.

Delivered through a series of scheduled workshops and expert-led consultations, the Microsoft Agent 365 Foundations Engagement helps organizations establish the operational framework necessary to confidently scale AI initiatives across Microsoft 365 and Microsoft Azure environments. By aligning governance, security, compliance, and adoption strategies from the outset, organizations can accelerate AI innovation, improve organizational readiness, and maximize the value of their technology investments.