AI Security and Microsoft 365 Copilot Readiness Assessment Program

*This assessment program is free for eligible customers. "CONTACT ME" to check your eligibility.

Most organizations deploying Microsoft 365 Copilot discover too late that sensitive files are overshared across SharePoint, OneDrive, Teams, and email. Permissions accumulate over time, external sharing grows unchecked, and AI tools can surface confidential data that was never intended to be broadly accessible.

The risk is not just cyberattacks. The risk is unknown data exposure.

Who this is for: CISOs, IT Directors, and compliance leaders at mid-market organizations (250 to 5,000 employees) running Microsoft 365 who are planning or actively deploying Copilot.

What you get in 60 to 90 days: A structured data security discovery across your production Microsoft 365 environment that answers four critical questions: Where is your sensitive data stored? Who has access to it? What is overshared? What can AI already see?

Engagement deliverables:

Discovery: Identify sensitive data (PII, PHI, financial, confidential content) across Exchange Online, SharePoint Online, and Teams. Detect overshared sites, files, and external access patterns. Exposure Analysis: Map high-risk locations and sharing patterns. Assess Copilot and AI exposure risk based on current permissions. Executive Risk Report: Business-level Data Risk Report with your top priority risks and a governance maturity score. This is not a technical dump; it is a report your leadership team can act on. Action Plan: Recommended labeling and protection model, initial DLP strategy, quick wins for immediate risk reduction, and a 90-day governance roadmap.

Funding: Many organizations qualify for a Microsoft-funded engagement through partner co-op incentive programs. If eligible, this assessment may be delivered at no cost. Click "Contact Me" to check your eligibility. If you do not qualify, fixed-scope engagement options are available.

Why Exelegent? Exelegent is a Microsoft Solutions Partner specializing in data security and governance. Our assessment methodology combines Microsoft Purview capabilities with our proprietary TrustElements platform for dynamic cyber risk monitoring, regulatory compliance tracking, and risk quantification, giving you visibility that goes beyond native Microsoft tooling alone.

Your path forward: This assessment is the foundation for your data governance journey.
Step 1: Know Your Data (visibility and risk discovery). Step 2: Control Your Data (policies, protection, and compliance). Step 3: Operate with Confidence (continuous governance)