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Agentic AI

Data Governance and Compliance for Organizational AI

Governance is essential on the Microsoft 365 platform. Great governance protects information in OneDrive and SharePoint by limiting oversharing and ensuring clear ownership. The same principles apply to agents, where control and accountability matter just as much.

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The value of great data governance and compliance for AI

We help build governance structure and data architecture, as well as supporting tools, so you have defined data governance principles, protection of sensitive data, and organizational adoption.

Agents for Microsoft 365 exist in two versions

  • Agents created in Microsoft 365 Copilot Chat

  • Agents created in SharePoint

Both types of agents are limited in scope and what they can do. Users can only work with delegated permissions, and it is not possible to use integrations to data outside of Microsoft 365. So, there are no specific governance elements for the agents themselves.

That’s where we come in. We help with:

Defined data governance principles

  • Clear ownership of your data

  • Defined data lifecycle & retention

Structured data cleanup

  • Automated processes for data maintenance, cleanup, and archiving

Manage permissions & access

  • Full control of access and sharing

  • Make sure users have access to the right data (minimize oversharing)

Protection of sensitive data

  • Identification & protection

  • Prevent accidental/intentional sharing of critical information

Organizational adoption

  • User guidance and empowerment

Getting Started with Data Governance and Compliance

Discovering your User Stories and Requirements

We define requirements by capturing clear user stories and detailing what’s needed for the playground(s). This includes mapping out environments, user roles, permissions, and knowledge accessibility to ensure everything is structured, secure, and ready for use.

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Platform Setup and Test

We set up the technical platform by customizing the Power Platform for the Agent Playground, creating environments, security groups, DLPs, and more. This is followed by a test phase to ensure the setup aligns perfectly with the defined user stories before we implement the setup by enabling the customizations, allowing users to start building agents in a structured and well-managed way.

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Secure AI in your Organization

With data governance and compliance in place, you have a secure foundation for AI innovation. You users can build and experiment without worrying about environments, roles, and permissions. You’re ready for innovation!

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Spotlight on Data Governance and Compliance for AI

Data Privacy by Design

Protecting sensitive information should be built into every organization. Ensure that personal, sensitive, and business critical information is protected at every stage, from collecting to processing in line with legal requirements and industry standards.

Governance and Access Control

Stay on top of who can access, share, and manage data – whether it’s human or AI. This ensures that you have the right data for innovation and decision-making without compromising data integrity.

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Allan Buus Pihl
Head of Customer Success
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