Microsoft 365 Copilot Security & Governance

Engagement Overview Duration 6 weeks

Delivery Format Remote-led engagement Optional on-site workshops (as required)

Target Audience Organizations planning or expanding Microsoft 365 Copilot, including: CIOs and IT leadership CISOs and security leaders Microsoft 365 architects AI and data governance leads Compliance and risk teams

Overview Microsoft 365 Copilot unlocks productivity by reasoning across your organization’s data. However, without the right governance foundation, Copilot can unintentionally expose sensitive information through oversharing, excessive permissions, and unlabeled or poorly governed data. Meridian Solutions helps organizations prepare their Microsoft 365 tenant for safe, scalable, and compliant Copilot adoption. This 6-week engagement combines:

Copilot readiness assessment Technical hardening Policy and governance enablement The result is reduced risk before and after Copilot rollout—ensuring users benefit from generative AI without compromising compliance, intellectual property, or trust.

What You’ll Experience An end-to-end engagement delivered by Microsoft-certified Security and Purview specialists, covering: Copilot readiness validation Oversharing risk discovery and remediation Sensitivity labeling and information protection Data Loss Prevention (DLP) for AI use cases Restricted SharePoint Search configuration Audit and monitoring pipeline enablement End-user and champion enablement

Key Outcomes Copilot Readiness Validate licensing, identity, network, and data prerequisites

Oversharing Remediation Identify and remediate risky permissions across SharePoint, OneDrive, and Teams using SharePoint Advanced Management and Microsoft Purview

Sensitivity Labeling Design and deploy a Microsoft Information Protection labeling taxonomy governing how Copilot accesses and surfaces data

AI Governance Policies Configure DLP for Microsoft 365 Copilot Enable Communication Compliance and Insider Risk policies aligned to AI use cases

Audit & Monitoring Enable Copilot interaction auditing Configure Purview eDiscovery and reporting dashboards for continuous oversight

User Enablement Provide prompt-writing guidance Deliver Responsible AI training Establish Copilot acceptable-use policies

Deliverables Copilot Readiness & Risk Assessment Report Oversharing remediation playbook and secured baseline Sensitivity label taxonomy with auto-labeling policies DLP policies for Copilot, Insider Risk, and Communication Compliance Restricted SharePoint Search configuration Audit and monitoring dashboard (Purview and Sentinel-ready) Copilot governance playbook and acceptable-use policy End-user enablement kit and administrator runbook

Why Meridian Solutions Meridian Solutions Pvt. Ltd. is a Microsoft Solutions Experts with deep expertise across: Microsoft 365 Security and Compliance Modern Work and AI Copilot

Our certified architects and engineers have delivered Microsoft cloud, security, and compliance engagements for regulated and enterprise customers across India, the Middle East, and Asia-Pacific. We bring a pragmatic, outcome-driven delivery model, combining: Business-aligned discovery Microsoft best-practice solution design Accelerated implementation using proven assets Optional ongoing managed services All engagements are aligned with Microsoft engineering guidance and FastTrack resources where applicable.

Engagement Approach Discover Stakeholder interviews Tenant data collection Current-state risk and readiness analysis

Design Solution architecture Governance and policy design aligned to Microsoft best practices

Deliver Phased configuration Pilot validation Enterprise rollout

Operate Knowledge transfer Administrator runbooks Optional managed services