Foundations Agent 365 Assessment & Roadmap

Protiviti's Foundations Agent 365 Assessment & Roadmap is an executive-ready strategy engagement for Microsoft Agent 365 that helps organizations learn how to prepare for and govern AI agents as a ‘digital workforce,’ with visibility, security, and audit-ready oversight. This engagement delivers a roadmap to address agent sprawl, strengthen traceability and auditability, and position the organization to scale agents responsibly with Agent 365.

Objectives: • Understand current Microsoft agent governance landscape • Discovery of current technical controls for agents in Production Microsoft 365 tenant • Establish understanding of Agent 365 technical capabilities • Breakdown roles/responsibilities required to support Agent 365 • Mapping Agent 365 features to current Microsoft 365 tenant • Identify initial use cases to implement Agent 365 • Deliver a pilot program for Agent 365 • Provide an Agent 365 controls implementation roadmap

Customer Benefits: • Agent governance pain points aligned to Agent 365 solutions • Technical workshops for Agent 365 • Role playbook for Agentic AI administrator roles (RACI) • Foundational policies and procedures for agent governance • Identification of existing Agents in Microsoft 365 via Agent 365 pilot • Gap analysis of Agent 365 features vs identified requirements • Documented strategy for Agent 365

Phase 1: Identify & Assess The Identify & Assess phase focuses on understanding the organization’s current AI agent landscape by discovering existing governance, security, access controls, and identifying key risks and gaps that align to Agent 365 capabilities. These activities establish a clear baseline of visibility and readiness, ensuring informed decisions before moving into piloting and strategic scale with a detailed understanding of Agent 365 technical capabilities. Output:

1. Demonstration of Agent 365 capabilities and use cases
2. RACI for Agent 365 within your organization
3. Agent 365 security & governance baseline

Phase 2: Pilot & Strategy The Pilot & Strategy phase focuses on validating Agent 365 capabilities through a controlled, real‑world pilot in your tenant while using the baseline to understand where the application of Agent 365 governance, security, and access controls would be implemented. These activities build a clear Agent 365 strategy and roadmap for scaling AI agents safely, confidently, and in alignment with business priorities. Output:

1. Deployed & validated Agent 365 pilot
2. Agent 365 governance, security and capability gap summary
3. Agent 365 strategy roadmap