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AI Advisory and Enablement
AI arrived in most companies from the bottom up, one person at a time, with nobody deciding anything. What is anyone allowed to use, and how much can it see? We settle both before helping anyone go faster.
Shadow AI discovery
Copilot, ChatGPT and Claude
Policy and guardrails first
What went wrong for everybody else
602 breaches, and what was missing
IBM studied 602 organizations breached between March 2025 and February 2026. Which model a company picked barely moved the cost. The governance around it set the bill.
68%
were operating without a settled AI governance policy when they were breached. Thirty-five percent had put nothing on paper, and another thirty-three were still working on a draft.
43%
had a security incident involving shadow AI, meaning a tool an employee started using without asking. A year earlier that figure was twenty percent.
19%
reported any coordination between the people writing governance and the people running security. That gap is where most of the cost lives.
All three figures from IBM's 2026 Cost of a Data Breach Report, 602 organizations studied March 2025 to February 2026. Checked September 2026.
How the work runs
Discover, govern, secure, then enable, and the order is the point
Most firms start at the end, buy licenses, and find out afterward what the tool can see. Open any stage for what it involves.
Discover
Find out where AI already is. We inventory what is running across browsers, devices and the SaaS you already pay for, including the tools nobody approved. Then we rank the use cases by risk and trace where the data goes. The forty-three percent above is what this stage prevents.
Govern
Write down what is allowed, in language people will follow on a deadline. The tools you will stand behind. The data that stays out of a prompt. Who checks work before a client sees it. What happens when somebody gets it wrong. Who owns the document, because a policy nobody revisits stops being true inside a year.
Secure
An assistant answers from whatever the person asking can already open. In a tenant that has run for years, that is a far wider set of files than anyone would choose. So we fix oversharing in SharePoint and OneDrive first, then sensitivity labels, data loss prevention and the tenant settings. Logging and prompt-injection testing come once it is live.
Enable
Guardrails make AI safe. They do not make it pay. So we run workshops on where it earns its keep. Pilots get a number attached to them, and training goes by role instead of one session for everybody. A champions group inside your team keeps it going after we leave. Automation and agents come later.
Where to start
Two pages worth reading before you buy anything
Both are built around published figures and vendor documentation, and both name their sources so you can check them.
Microsoft 365 Copilot deployment
A pilot is how most firms find out how wide their permissions have grown, because the assistant answers from everything the asker can already reach. The page lists six tenant conditions to settle before the first license is assigned, and the four-step sequence that gets a firm there in three to six weeks. It also covers ChatGPT and Claude, and where each one earns its place.
AI acceptable use policy
The document runs to eight sections, and the page works through what each has to pin down before it is any use to somebody reading it at five in the evening. The page covers the California penalty that now reaches automated decisionmaking, the questions your insurer has started asking about AI, and a template you can put your own tool names into.
Not sure which one applies? The readiness assessment covers discovery and governance together, so you come out of it holding the inventory, the risk tiering and a draft policy.
Proof, not promises
130+ staff
Mal Warwick Donordigital: the permissions work came first, then Microsoft Copilot and AI document search went out across the whole firm.
2 to 6 weeks
From nothing written down to Copilot live across a firm. The policy and the deployment overlap, and what moves the range is how much oversharing turns up in the tenant.
Common questions
What people ask before they commit
Half our staff are on ChatGPT and nobody approved it. Do we shut that down first?
We would advise against a ban. Bans move the use somewhere you cannot see it, and your exposure goes up. Find out what is running, decide which tools you are prepared to stand behind, and give people an approved way to do what they were doing anyway.
Can we skip the policy and go straight to Copilot?
You can, and plenty do. The cost is that the first hard question then comes from a client or an insurer, and you answer it after the fact. It is a couple of weeks of work alongside everything else. If you are going ahead anyway, do the permissions work before the licenses go out.
How long does the whole thing take?
A policy runs two to three weeks. A Copilot deployment runs three to six, and the range is almost entirely how much oversharing turns up. They overlap, so a firm starting from nothing is usually somewhere useful inside two months. Training carries on well past that.
Do you push Microsoft because you are a Microsoft shop?
We deploy Copilot, ChatGPT and Claude, and we will say where each is the better answer. Copilot gets the most attention here because it sits inside files you already have, so it is the likeliest to surface something you did not intend. That makes it the one to handle carefully.
We are twelve people. Is this overkill for us?
A twelve-person firm needs a shorter document, not a different one. Obligations do not scale with headcount, and neither does a client asking how their data was handled. The effort is smaller: a tidy tenant can be through discovery and a policy in about two weeks.
How do we know any of this paid off?
Pick the number before the pilot starts. Hours on a recurring task, turnaround on a document type, how much of a proposal is drafted before a human touches it. We build the pilot around one of those and report against it, so the renewal conversation has evidence in it.
Do you know which AI tools your team is using today?
Most firms find out during the discovery, and it is rarely the list they expected.