Agent 365 Jumpstart

As organizations rapidly adopt AI agents across Microsoft Copilot, Copilot Studio, Power Automate, SaaS platforms, endpoints, and cloud environments, governance and security controls often lag adoption efforts. Organizations frequently face limited visibility into AI usage, inconsistent governance controls, compliance concerns, and growing operational risk.

Perficient's Agent 365 Jumpstart is an eight-week consulting engagement designed to help organizations establish the governance foundation required to securely scale AI agents across the enterprise.

The engagement combines discovery, assessment, governance design, risk analysis, and pilot validation to provide a repeatable framework for monitoring, governing, and securing AI agents operating throughout the organization.

What the Engagement Delivers

During the engagement, Perficient helps organizations:

• Inventory and classify AI agents across Microsoft, SaaS, cloud, and endpoint environments
• Identify shadow AI usage and governance gaps
• Assess existing identity, security, compliance, and access controls supporting AI agent deployments
• Design governance frameworks for AI agents and Power Automate workflows using Microsoft Entra, Microsoft Purview, and Microsoft Defender
• Establish agent lifecycle management processes, approval workflows, and Power Automate governance controls
• Establish operational runbooks, risk management processes, and governance ownership models
• Deliver a phased roadmap for scaling AI agent governance across the enterprise

Key Deliverables

• Automated Readiness Assessment / Report
• Agent Inventory and Shadow Agent Report
• Agent Governance Controls Gap Assessment
• Security & Governance Validation Plan
• Governance Controls Baseline
• AI Agent Governance Roadmap
• Pilot Design Documentation and Architecture
• Operational Runbook and Risk Register
• Executive Readout and Handoff Package

Typical Outcomes

By the end of the engagement, organizations gain:

• Complete visibility into their AI agent landscape
• Clearly documented governance, security, and compliance controls
• Reduced governance risk and improved compliance readiness
• Operational processes for onboarding and managing agents
• A prioritized roadmap for scaling AI agents and Power Automate-enabled business processes
• A validated governance model and pilot environment ready for enterprise expansion

Ideal Customers

This engagement is designed for organizations that:

• Use Microsoft 365 and Microsoft security solutions
• Are deploying or planning to deploy AI agents
• Need stronger governance, compliance, and security controls
• Want to establish an operational model before scaling AI initiatives

Build and Pilot Validation

• Configure and validate selected AI agent use cases
• Test governance controls, security policies, and operational processes
• Validate business value, usability, and readiness for broader deployment

Perficient brings deep expertise across Microsoft security, identity, governance, compliance, and AI implementation services to help organizations establish the foundation, controls, and operating model required to govern AI agents at enterprise scale.