Week 1: Initial Kickoff Call

Description: An introductory call to define project goals, deliverables, timeline, and key stakeholders.
Benefits: Establishes clear communication and project expectations, ensuring all parties are aligned from the start.

Week 2: Microsoft 365 Copilot Technical Readiness Workshop

Description: This workshop provides a detailed exploration of the technical architecture and requirements needed for a successful deployment of Microsoft 365 Copilot. It is focused on data security, governance, and privacy and how Microsoft maintains privacy and data residency commitments by processing and storing data in specific geographic areas in compliance with GDPR and other laws.
Benefits: Gain a high-level understanding of how Microsoft can offer robust security, compliance, and privacy controls to provide "just enough access" and to protect and govern your sensitive data.

Week 2: Microsoft 365 Environment Review

Description: Detailed assessment in two parts:
Part 1: A technical evaluation of your current Microsoft 365 tenant configurations to determine your technical readiness for Copilot. This will include an assessment of document security in Microsoft SharePoint and Microsoft OneDrive, data governance, and the use of sensitivity labels and compliance policies.
Part 2: A business evaluation involving key stakeholders to understand your data security and privacy needs and identify potential risks and obstacles.
Benefits: This assessment offers a comprehensive review of the business requirements and the current technical environment. It identifies areas for improvement and potential risks specific to the Microsoft 365 environment. Additionally, it ensures compliance with regional legal requirements for data handling and protects organizational data. The assessment is critical to the gap analysis, recommendations, and roadmap.

Week 3/4: Gap analysis and development of recommendations

Description: Based on the technical readiness workshop and environment review, we will analyze the outputs to pinpoint gaps and create customized recommendations for best practices in Microsoft 365 Copilot security. Our focus will be on document security, sensitivity labels, compliance, data protection and governance. The recommendations will include implementing Zero Trust principles, like identity and access management, data protection, and least-privilege access, to ensure comprehensive security for Copilot integrations.
Benefits: Identifies gaps and actionable insights and develops strategies to enhance security measures tailored to the specific needs of your Microsoft 365 environment.

Week 3/4: Playbook Development

Description: Creation of a comprehensive playbook outlining best practices and recommendations for building a plan to manage Microsoft 365 Copilot security, including best practices and guidelines for user training and awareness programs. Special focus on managing document security in Microsoft SharePoint and Microsoft OneDrive, implementing and managing sensitivity labels, ensuring compliance with regulatory standards, and conducting regular audits and monitoring using advanced tools to ensure ongoing security and compliance.
Benefits: Provides recommendations and a comprehensive roadmap for preparing your Microsoft 365 environment to implement Copilot. The focus is on providing high-level guidance for improving data security, governance, and compliance, ensuring a smooth and secure implementation of Copilot.

Week 5: Playbook walk-through with Technical Q&A Session

Description: A session with a deep technical resource to guide you through the playbook recommendations and address specific technical questions and concerns primarily related to the data security and governance features and best practices for Microsoft 365.
Benefits: Provides detailed explanations and guidance on complex data security and governance issues. It ensures that your technical team is well-informed and capable of implementing the necessary security and compliance controls to prepare your Microsoft 365 environment for the seamless integration of Copilot.

Week 3/4: Copilot Adoption Session

Description: A dedicated session on Copilot adoption strategies, providing guidance on best practices for integrating Copilot into daily operations within the Microsoft 365 environment.
Benefits: Facilitates smooth adoption and integration of Microsoft 365 Copilot, addressing common challenges and providing solutions to maximize the value of the tool.

Outcome The project includes a comprehensive review of the current environment, development of best practice recommendations, and creation of a detailed playbook for ongoing security management. Key areas of focus include document security in Microsoft SharePoint, Microsoft OneDrive, and Microsoft Purview, implementation of sensitivity labels, compliance with Zero Trust principles, and integration of best practices for data security and privacy.

Backoffice Financial Services: 5-hr Workshop

Axxon Consulting S.A

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