Microsoft Data and AI Risk Review: Assessment

Organizations are rapidly adopting artificial intelligence (AI), Microsoft 365 Copilot, Microsoft Fabric, Microsoft Foundry, and AI-powered agents, but many lack visibility into the security, governance, identity, and data protection controls required to support secure and compliant adoption.

The Microsoft Data and AI Risk Review is a fixed-scope assessment from ProArch designed to evaluate an organization's readiness for Microsoft AI, data, Copilot, and agent-based workloads. The assessment identifies security risks, governance gaps, data exposure concerns, and configuration weaknesses that could impact AI adoption, compliance obligations, and business outcomes.

ProArch combines cybersecurity, governance, data protection, identity, and AI expertise to deliver actionable recommendations and a prioritized roadmap for secure AI enablement.

Ideal Customer

This assessment is designed for organizations that are:

• Evaluating Microsoft 365 Copilot adoption
• Planning AI or agent initiatives
• Implementing Microsoft Fabric or Microsoft Foundry
• Establishing AI governance programs
• Modernizing data governance and protection practices
• Seeking visibility into AI-related security and compliance risks

Technologies Assessed

The review evaluates relevant configurations and capabilities within:

• Microsoft 365
• Microsoft 365 Copilot
• Microsoft Security Copilot
• Microsoft Entra ID
• Microsoft Purview
• Microsoft Intune
• Microsoft Fabric
• Microsoft Foundry
• Microsoft Teams
• Microsoft SharePoint
• Microsoft OneDrive

Assessment Scope

ProArch performs a targeted review of Microsoft AI, security, identity, and data governance controls, including:

• Microsoft 365 administration and AI-related platform settings
• Microsoft Entra ID identity and access controls
• Microsoft Purview data protection, sensitivity labeling, and data loss prevention (DLP) controls
• Microsoft 365 Copilot administration settings and readiness
• Microsoft Intune device compliance posture
• Microsoft Fabric deployment readiness
• Microsoft Foundry deployment readiness
• Microsoft Security Copilot readiness
• Data classification and information protection posture
• Sharing controls across Microsoft SharePoint, Microsoft OneDrive, and Microsoft Teams
• Microsoft Purview Data Security Posture Management (DSPM) for AI review
• AI workload and agent discovery
• Review of sanctioned and shadow AI usage where available telemetry exists
• Evaluation of AI-related governance practices and policies

Deliverables

Customers receive:

• Executive Summary Report
• Technical Assessment Report
• AI and Agent Inventory Report
• Data and AI Risk Findings Report
• Prioritized Remediation Roadmap
• Governance and Policy Recommendations
• Executive Presentation of Findings
• Recommended Microsoft security and governance improvement plan

Business Outcomes

Upon completion, customers will receive:

• Visibility into AI and data security risks
• Understanding of AI readiness gaps
• Identification of sensitive data exposure concerns
• Improved readiness for Microsoft 365 Copilot deployment
• Governance recommendations for responsible AI adoption
• Prioritized remediation actions based on business risk
• Guidance for implementing Microsoft security and compliance controls
• A secure foundation for future AI initiatives

Target Audience

• Chief Information Officers (CIOs)
• Chief Information Security Officers (CISOs)
• Chief Data Officers (CDOs)
• IT Directors
• Security Leaders
• Compliance Leaders
• Data Governance Teams
• Microsoft 365 Administrators
• AI Program Owners

Industries

This assessment is applicable across industries, including:

• Manufacturing
• Healthcare
• Financial Services
• Insurance
• Government
• Retail
• Energy and Utilities
• Professional Services

Why ProArch

ProArch helps organizations adopt AI securely through a security-first approach aligned to Microsoft technologies and best practices. Our consultants combine expertise across cybersecurity, governance, identity, compliance, data protection, and AI adoption to help organizations reduce risk while accelerating business value from Microsoft AI investments.