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AI governance program

AI governance for professional offices

Staff already use public AI tools, so a governance program outlines approved tools and gives them a supported route inside your own tenant.

Governance in practice

See approved tools and secure your workflow

Your team likely uses public AI tools to draft and summarize. A governance program states approved uses, gives staff an approved route for their work, and shows exactly which AI tools are active across your network.

  1. 1

    One-page acceptable use policy

    A clear document outlining approved tools, allowed materials, and review requirements before output leaves the office.

  2. 2

    List of AI tools seen

    Discovery shows consumer AI use through browser activity and inventories AI apps registered in your directory.

  3. 3

    Approved assistant inside Microsoft

    An approved assistant runs inside your business's own Microsoft 365 tenant, with every single request logged securely.

AI governance across different professions

Professional offices handle sensitive client files daily. A structured policy ensures staff know exact boundaries for AI tools while handling protected material.

Select your business type

Related service pages

Scenarios in your AI usage policy

Everyday tasks require clear guidelines. Your governance program addresses common situations directly, providing a clear boundary for staff and a secure alternative for daily work.

Choose a scenario

Current behavior

Approved route

Policy guideline

Uncover shadow AI across your network

Discovery uses Microsoft governance tooling to detect consumer AI use through browser activity and inventory registered apps. Spotting visits requires the browser extension, helping you evaluate shadow AI clearly.

  • Copilot experiences and agents

    Reports group activity into Microsoft Copilot and agents such as Copilot Studio actively used within your environment.

  • Enterprise AI apps registered

    Inventory highlights enterprise applications that are registered directly against your local directory.

  • Other AI apps detected

    Supported third-party AI sites reached in a browser are detected and categorized.

Microsoft documentation source

Microsoft Purview Data Security Posture Management for AI overview showing setup tasks, recommendations about oversharing risk, and line charts of total interactions over time for Microsoft Copilot apps and for other AI apps
Image shows Microsoft's documentation of the classic Data Security Posture Management for AI overview, not a client tenant.

Core elements of an AI acceptable use policy

A practical AI policy fits on one or two pages. Because available tools change month to month, your policy names an owner who reviews guidelines on a set cadence.

Approved tools list

Clear guidelines state exactly which AI platforms are authorized for business use. An assigned owner reviews this list regularly.

Approved material categories

Staff receive boundaries on the specific files and data types each tool may receive, keeping sensitive client information secure.

Review before material leaves

Guidelines define exactly what a person reviews and verifies before any model-drafted material leaves the firm.

Designated points of contact

Employees always know exactly who to ask regarding new agents, third-party add-ins, or questions about acceptable use.

Microsoft documentation:DSPM for AI,Auditing Copilot and AI apps.

Implement your AI governance framework

Getting started takes a structured approach. Firms often combine this framework with a readiness assessment, in either order, to establish secure operations.

  1. 1

    Discovery across the tenant

    Discovery covers your tenant, browsers, and registered directory apps to find active tools. Setup takes days rather than weeks.

  2. 2

    Draft the one-page policy

    Create a concise acceptable use policy covering approved tools, material boundaries, and required reviews for generated output.

  3. 3

    Set up approved assistants

    Deploy a supported route inside your own Microsoft 365 tenant, ensuring every prompt and response is logged securely.

  4. 4

    Set cadence and owner

    Assign a dedicated owner to review your policy on a regular schedule, managing month-to-month changes in available AI tools.

Common questions about AI governance

Book a conversation about AI governance

Call (844) 422-7000 or book a conversation to establish secure AI boundaries for your staff today.

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CloudCentric · Mount Pleasant, SC · serving Charleston and the Lowcountry(844) 422-7000