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

