Copilot Implementation: Security & Governance as Success Factors – and how isolutions AG supports you along the way

M365 Copilot - Sicherheit und Governance

Implementing Microsoft Copilot is a major step toward modern, AI-driven collaboration for many organizations. Copilot can significantly increase productivity and efficiency in daily work.

However, to fully benefit from its potential, you need more than just the right licenses and technology: security and governance are the foundation for safe and sustainable use. This is where isolutions AG comes in—guiding you from the very beginning.

Importance

Why are Security & Governance so important?

Copilot works directly with your company’s data, supports employees in their daily tasks, and may process sensitive information. Without clear security and governance policies, there’s a risk of data leaks, compliance violations, or unauthorized access. A well-thought-out concept not only protects your organization but also builds trust among employees and management.

Our Approach

From Readiness Assessment to Implementation

We start with a structured Readiness Assessment that systematically covers the key questions:

Licensing & Accounts

  • Are all relevant M365 and Copilot licenses in place?
  • Does every user have a Microsoft Entra (Azure AD) account?

Technical Foundation

  • Are the latest versions of Word, Excel, PowerPoint, OneNote, and Teams in use?
  • Are all relevant files stored in SharePoint or OneDrive, and is AutoSave enabled?

Security & Governance

  • Are Sensitivity Labels and Retention Labels configured for data protection and retention?
  • Are sharing and permission structures clearly defined, and are access reviews performed for external users?

Network

  • Are all required Microsoft and Copilot endpoints allowed in the network?

Background

What’s behind Security & Governance?

1. Data Classification & Protection

Sensitivity Labels protect confidential information in a targeted way. Retention Labels ensure proper data storage and deletion. Data Loss Prevention (DLP) detects risks early and prevents sensitive data from leaving the organization.

2. Access Management

Clear sharing and permission structures ensure that only authorized people can access specific information. Regular Access Reviews, especially for external access, keep permissions up to date.

3. Compliance & Policies

Compliance with regulatory and internal requirements is essential. Automated processes for deletion and archiving periods help implement compliance requirements efficiently.

4. Network Security

For Copilot to run smoothly, all relevant Microsoft and Copilot endpoints must be allowed in the network. This ensures that the AI can access the data it needs.

Our Consulting Approach

Focus on Security and Value

isolutions AG supports you step by step—from analyzing your current setup to concept design, implementation, and training.

Together with IT and compliance teams, we ensure that all security and governance aspects are addressed and the rollout runs smoothly. This builds the foundation for a successful Copilot launch and sustainable business value.

Conclusion

Security & Governance aren’t just a requirement—they’re the key to secure and productive Copilot usage. With our structured consulting approach, you ensure your organization is fully prepared and that Copilot truly becomes a game changer.

Contact

Want to learn more about Copilot Security & Governance?

Marie Terrana

Business Consultant
Bachelor International Business Administration

marie.terrana@isolutions.ch
Marie Terrana