Reduce oversharing and establish secure governance before Copilot adoption.
Why AI readiness matters
AI works with the permissions and controls already present in Microsoft 365. Existing oversharing, stale access, and weak governance can become easier to discover when users begin asking AI to locate and summarize information.
Review permissions
Prioritize SharePoint, Teams, OneDrive, guest access, sharing links, inactive sites, and unclear group ownership. Start with repositories containing legal, personnel, financial, security, or regulated information.
Discover sensitive data
Use Microsoft Purview to identify sensitive information, unlabeled content, risky locations, and repositories that combine broad access with high-value data.
Establish labeling
Create a usable sensitivity-label hierarchy, define protection behavior, and test labels across Office apps, SharePoint, Teams, and external sharing.
Fix retention and stale data
Review retention, inactive workspaces, duplicate content, and records obligations. Removing unnecessary content reduces low-value information available to AI.
Strengthen DLP and auditing
Validate DLP policies, reduce false positives, assign investigation ownership, and document how AI-related incidents will be handled.
Pilot safely
Use a controlled pilot with security, compliance, legal, privacy, records, IT, and business representatives before broader deployment.
Apply This Guidance
Need help turning these practices into an actionable plan?
Karatin can help assess current-state controls, identify gaps, and create a prioritized remediation roadmap.
Contact Karatin