Consulting and Project Services

COPILOT AI and Security Services

AI & Security

Unlock the full potential of Microsoft 365 Copilot with clean, well-governed data, clearly defined use cases, and a properly configured environment that protects both users and sensitive information.

As large language model (LLM) adoption accelerates, many organizations lack clear guidance. This makes secure and successful implementation increasingly difficult. Itergy helps you stay on track with tailored governance frameworks, in-depth security assessments, and enforced policies to keep your Copilot

deployment secure and compliant.

By working with Itergy, you’ll harness productivity gains, deliver real business impact and confidently leverage AI capabilities, without:

Oversharing File
Exposure

Sensitive Data
Leakage

Shadow AI Usage

Regulatory
Missteps

Itergy helps you prepare your Microsoft 365 tenant, data, and Teams for Copilot by ensuring that you have a secure, compliant, and productive experience from the start. Our cybersecurity-first approach minimizes risk exposure, while our proven Microsoft expertise helps your teams adopt Copilot confidently across the organization.

We will guide you through every step, from environment readiness and licensing advisory to user enablement, data protection, and governance setup.

  • Prepare your Microsoft 365 environment with a secure, compliant foundation for Copilot
  • Identify high-impact use cases where Copilot drives measurable productivity gains
  • Establish robust governance, data protection, and responsible AI policies
  • Integrate Copilot seamlessly into critical workflows, apps, and automation processes
  • Accelerate user adoption with minimal security and compliance risks

Comprehensive review of tenant licensing, security posture, and data governance gaps.

Map Copilot to high-impact business processes (e.g.,
sales, HR, support).

Define access, data controls, data policies, and auditing framework aligned with regulatory requirements.

Connect Copilot to custom workflows, Power Platform and existing applications.

Continuous monitoring to ensure Copilot remains aligned with evolving business, security, and compliance needs.

From security and compliance alignment to end-user empowerment and integration into existing workflows; Itergy services help you maximize your AI investment while minimizing operational, security, and compliance risks.

Q1: Is Microsoft 365 Copilot secure by default?

While Copilot leverages Microsoft’s enterprise-grade security, it’s only as secure as your existing data governance, permissions, and tenant configurations. Our services ensure your environment is Copilot-ready with robust security and compliance controls in place before enabling it.

Q2: Will Copilot expose sensitive or internal data by accident?

Copilot works within your existing Microsoft 365 permissions, but if your data is misconfigured or lacks proper labeling, there’s still risk of unintended exposure. That’s why we start with a data governance and access assessment, ensuring Copilot only accesses what’s safe and appropriate.

Q3: How do I know if Copilot will actually deliver value for our teams?

We help you identify real, high-impact business use cases, running workshops with your teams to map Copilot to their daily workflows ensuring adoption drives measurable productivity outcomes, not just hype.

Copilot delivers more when your processes and data are already automated and optimized.

Discover how we help businesses build secure, scalable workflows and insights inside Microsoft 365 – ensuring your Copilot
experience is built on a strong, connected foundation.