01
AI use & governance
Define the business uses you want to support and the decisions that need approval.
- Use-case inventory
- Acceptable-use boundaries
- Approval responsibilities
AI Governance Copilot Security
Put AI to work.
Keep people accountable.
Give AI use a clearer set of boundaries. Start with the information your business needs to protect, the access people have, and the decisions that still require human judgment.
Not ready for an audit? Start with a free 15-minute IT Fit Call.
Useful AI. Intentional access. Clear oversight.
A responsible AI foundation
- 01
Define where AI belongs in your work.
- 02
Understand what should be shared.
- 03
Keep responsibility with people.
Defined uses. Clear boundaries. Human accountability.
Business-led AI use
Data-aware preparation
Human oversight
Use cases
Start with a defined business purpose and accountable owner.
Information
Understand what data a tool can access and use.
Human review
Decide where people must check and approve outputs.
Governance
Document acceptable use, exceptions, and review points.
Illustrative approach · Scope and responsibilities agreed before work begins
01 / The opportunity
Make room for AI. Set the boundaries first.
A team tries an AI tool. A new workflow takes shape. Before long, important business information and decisions may be involved.
AI Governance Copilot Security begins with the use cases you want to support and the information involved. The proposed review brings acceptable use, data access, and human oversight into the same conversation before a broader rollout.
Be clear about the use. Be deliberate about the data. Know who is accountable.
02 / Areas of focus
Useful AI.
Intentional boundaries.
Look beyond a tool being available. Consider who will use it, what information is appropriate, how outputs will be reviewed, and who can approve a change in approach.
02
Information & access review
Consider the sensitivity of information and the access and sharing practices relevant to planned AI use.
- Information boundaries
- Access and sharing review
- Data ownership
03
Human oversight
Identify where people need to review AI-assisted work and remain responsible for the outcome.
- Output review practices
- Decision accountability
- Exceptions and escalation
04
Copilot rollout readiness
Clarify the selected Copilot experience, proposed users, and preparation needed before committing to a rollout.
- Agreed pilot scope
- Licensing and configuration questions
- Training and feedback
03 / Business outcomes
More clarity around responsible adoption.
The goal is to support useful experimentation while making information boundaries and human responsibilities explicit.
Defined use cases.
Give your team a shared view of where AI fits and which uses need further discussion.
Deliberate data decisions.
Identify what information is involved and who should approve its use.
Visible accountability.
Keep ownership of important work and decisions with the appropriate people.
A more considered rollout.
Make pilot scope, unresolved questions, and review practices clear before expanding access.
04 / A useful record
An AI policy.
Connected to real work.
A governance document is most useful when people can connect it to the tools, information, and decisions they encounter every day.
Record the approved uses, the questions still open, and how exceptions should be handled. That gives a pilot a clearer basis for review.
Explore the auditIllustrative report outline
Your AI governance record.
- 01 Uses & boundaries
- Proposed workflows, relevant information, and agreed limits.
- 02 Access & oversight
- Data owners, review responsibilities, and open access questions.
- 03 Pilot & review plan
- Preparation actions, approval points, and feedback to gather.
Sample structure only. Deliverables depend on the agreed engagement scope.
05 / Our approach
From AI interest to a deliberate pilot.
- Step 01
Explore
Identify proposed AI uses, the people involved, and the information they need.
A use-case inventory
- Step 02
Review
Discuss access, information boundaries, and the selected tools in scope.
A preparation gap list
- Step 03
Define
Agree the boundaries, review practices, and responsibilities for a pilot.
A governance starting point
- Step 04
Prepare
Document the decisions and open questions needed before the next rollout step.
A pilot readiness plan
The exact scope, access requirements, timing, and any implementation work are agreed before the engagement begins.
06 / Common questions
Before we
get started.
Practical questions about AI use, Copilot scope, information boundaries, and human responsibility.
Is this only for businesses already using Copilot?
The proposed review can begin with planned use cases or an existing pilot. The selected tools, users, and workflows should be identified during scoping.
Which Copilot product or license does this cover?
Copilot is part of the page topic, not a promise that every product or feature is included. The specific product, license, configuration, and review scope must be confirmed before recommendations are finalized.
Will this eliminate incorrect AI outputs?
No. This page does not promise error-free outputs or autonomous decision-making. The proposed approach includes agreeing where people must review AI-assisted work.
Can we use the same policy for every AI tool?
A shared policy can provide a starting point, but the actual uses, information, and tool arrangements still need to be considered. The review should make those differences explicit rather than assuming every tool is interchangeable.
Does this include deploying or developing AI systems?
This draft focuses on governance and rollout readiness. Implementation, custom development, licensing, and ongoing support would need their own agreed scope and responsibilities.
Your next step
Give your AI plans a clearer foundation.
Start with the use cases, information, and responsibilities behind a responsible rollout.