AI-Ready Data Security Assessment

The AI-Ready Data Security Assessment with Microsoft Purview is an executive-level service designed to help organizations securely adopt Artificial Intelligence and Microsoft Copilot by addressing modern data security risks across Microsoft 365 and Azure environments. As AI becomes embedded in daily business workflows, traditional security models focused on perimeter protection are no longer sufficient. This assessment focuses on protecting data in use by AI, identifying exposure caused by oversharing, inherited permissions, and unmanaged AI tools (Shadow AI). The service evaluates the organization’s data security posture using Microsoft Purview and the Microsoft Security platform, providing clear visibility into sensitive data exposure, AI-related risks, and governance gaps that directly impact Copilot and AI agent adoption. Microsoft Products Considered This assessment leverages and evaluates configurations across the following Microsoft technologies:

Microsoft Purview Information Protection (Sensitivity Labels, Data Classification) Microsoft Purview Data Loss Prevention (DLP) for Exchange, SharePoint, OneDrive, and Teams Microsoft Purview Insider Risk Management Microsoft Purview Audit (Standard and Premium) Microsoft Purview Data Lifecycle Management Microsoft 365 (Exchange Online, SharePoint Online, OneDrive, Microsoft Teams) Microsoft Copilot for Microsoft 365 (risk exposure and permission impact analysis) Microsoft Entra ID (Azure AD) for identity, access, and permission governance Microsoft Defender for Cloud Apps (Shadow AI and unsanctioned app visibility) Microsoft Defender for Office 365 (data exposure and collaboration risks)

Assessment Scope and Methodology The engagement follows a structured, five-phase framework:

Discover – Mapping the organization’s data landscape across Microsoft 365. Classify – Evaluating sensitivity labels, data types, and adoption levels. Protect – Reviewing DLP policies, access controls, and permission models. Govern – Assessing compliance, auditability, and data governance maturity. AI Secure – Identifying Copilot, AI agent, and Shadow AI–specific risks.

The assessment analyzes oversharing scenarios, legacy permissions, unmanaged AI usage, and the potential amplification of these risks through Copilot prompts and AI-assisted search. Deliverables and Outcomes At the end of the engagement, customers receive:

A Data Security Maturity Score and AI Exposure Score An executive summary tailored for CISO, CIO, Security, and Legal stakeholders A prioritized list of top AI and data security risks Identification of Copilot and Shadow AI exposure scenarios A 30–90 day actionable roadmap aligned with Microsoft best practices Clear quick wins to reduce data exposure by up to 60–70% in the short term

Business Value This assessment enables organizations to:

Reduce the risk of data leakage and accidental exposure Strengthen compliance and governance posture Enable Microsoft Copilot and AI tools with confidence Transform data security from a reactive control into a strategic AI enabler

The AI-Ready Data Security Assessment with Microsoft Purview provides the clarity, governance, and security foundation required to safely scale AI adoption across the enterprise.