AI can create significant value for organisations of every size by improving productivity, decision-making and the way employees work. However, gaining real business value from AI requires more than simply purchasing licences or enabling new tools, and increased AI usage can also introduce additional security and governance risks. CISO Online’s Secure AI Adoption service helps organisations roll out Microsoft Copilot and AI capabilities in a structured, secure and cost-effective way, focusing on practical business value, responsible use and proportionate security controls. The result is faster, safer and more effective AI adoption without unnecessary complexity or investment.
The Copilot Packages are delivered through a structured two-phase approach to ensure both effective implementation and sustained value.
THE INITIAL PHASE ESTABLISHES A SECURE AI FOUNDATION, DEPLOYS THE RIGHT AI CAPABILITIES, AND PREPARES YOUR PEOPLE FOR EFFECTIVE ADOPTION WITHOUT COMPROMISING SECURITY.
ONGOING COPILOT OPERATIONS TO MAINTAIN, SECURE, MONITOR, AND CONTINUOUSLY OPTIMISE AI ADOPTION AND BUSINESS VALUE
The AI Foundation is designed to ensure that Copilot adoption is aligned with the organisation’s existing Microsoft 3employee5 environment, business priorities, user needs, security posture, and data governance practices. It creates a structured starting point for adoption while identifying opportunities for future AI agents, automation, and measurable productivity improvement.
This step includes:
The AI Foundation establishes the essential organisational, technical, and user foundation required for effective Microsoft Copilot adoption. It prepares the organisation for Microsoft 365 Copilot by assessing readiness, validating licensing and tenant requirements, identifying priority users and business use cases, configuring the Copilot environment, and enabling employees to use Copilot Chat and Copilot capabilities across Microsoft 365 applications effectively and responsibly.
The AI Readiness Assessment evaluates the organisation’s preparedness for Microsoft 365 Copilot and identifies the priority actions, users and business areas for adoption.
Included Scope
Client Outcome
A prioritised readiness assessment that identifies where to begin, which users and use cases to
prioritise, and what technical, security or organisational actions should be addressed before
rollout.
The Microsoft 365 Copilot Rollout provides a structured and controlled approach and deployment activities to configuring, launching and supporting Copilot across the organisation.
Included Scope
Client Outcome
A securely configured and supportable Copilot environment, introduced through a coordinated rollout with clear communications, ownership and support arrangements.
Copilot Chat Enablement prepares employees to use AI safely and productively for everyday activities such as research, summarisation, drafting, idea development and information organisation.
Included Scope
Client Outcome
Employees understand how to use Copilot Chat effectively, recognise its limitations, protect organisational information and review AI-generated content appropriately.
This service helps employees apply Copilot within the Microsoft 365 applications they already use, connecting AI capabilities with real business activities and role-specific responsibilities.
Application Coverage:
Client Outcome
Employees can integrate Copilot into their existing work, reducing manual effort, improving access to information and accelerating the preparation of documents, analysis, communications, meetings and plans.
The Security Foundation establishes the essential security controls for Microsoft Copilot and Microsoft-built agents while addressing priority information-access and oversharing risks.
Included Scope
Client Outcome
A clear security baseline that helps the organisation address the most important access, information-sharing and governance risks before expanding Copilot adoption.
This service enables organisations to introduce Microsoft-built Copilot agents that support specialised workplace activities beyond general Copilot use. The selected agents help employees research complex topics, analyse business information, improve prompts and writing, organise work, develop ideas, support learning and create surveys or feedback activities.
The available agent set includes Researcher, Analyst, Prompt Coach, Planner, Learning Coach, Writing Coach, Idea Coach, Learning and Surveys. Together, these agents can help employees work more efficiently, improve the quality of business outputs and access specialised AI support for common knowledge-work activities. Deployment covers up to nine Microsoft-built agents, subject to Microsoft licensing, tenant configuration, regional availability and ongoing product availability.
Included Scope
Client Outcome
Employees gain access to specialised Microsoft AI capabilities that support research, analysis,
planning, writing, learning and collaboration.
The organisation benefits from a controlled rollout, clearer user adoption and improved
productivity without needing to design and build these agents from the ground up.
The CISO Online Custom-Built Copilot Agents service extends Microsoft 365 Copilot with specialised, knowledge-grounded agents selected from CISO Online’s custom agent library based on the organisation’s business needs, approved information sources, departments and employee roles.
Unlike general-purpose Copilot experiences, each custom agent is configured to support a defined business purpose and is tailored using the customer’s approved organisational knowledge, workflows, users and governance requirements.
The service is delivered through two connected areas:
1.Agent Discovery Workshop, Roadmap and Planning
2.Design, Implementation and Deployment of Four Custom-Built Agents
During the discovery process, CISO Online works with the customer to identify the most relevant agent opportunities and select four suitable agents from the CISO Online custom agent library. The selected agents are then customised, configured, tested and deployed according to the customer’s knowledge sources, security requirements and operational needs. The objective is to ensure that custom agents are selected based on genuine business value, designed around trusted organisational knowledge, governed appropriately, tested before release, and supported through user training and operational handover.
The discovery workshop identifies where custom agents can deliver the strongest business value
and determines which four CISO Online library agents should be prioritised. It gives leaders a
practical roadmap focused on productivity, employee self-service, knowledge access and
measurable organisational benefit.
Included Scope
Client Outcome
A focused four-agent roadmap aligned with genuine business needs, trusted organisational knowledge and clear delivery priorities.
Examples from the CISO Online Custom Agent Library
CISO Online’s broader custom-agent library includes solutions such as HR Q&A, Product and Services, General Onboarding and Training, Marketing and Content Generation, Entertainment, and IT Policy, Helpdesk & Self-Help agents.
These agents can help employees find trusted information faster, reduce repeated internal questions, improve onboarding and support, strengthen communication quality and provide more consistent guidance across the organisation.
The final four agents may include these examples or other library solutions, depending on the customer’s priorities, available knowledge and business requirements.
Following discovery, CISO Online customises, tests and deploys four selected agents using the customer’s approved organisational knowledge. The agents are configured for defined users and business activities, helping employees access reliable information and complete common tasks more efficiently.
Client Outcome
Four customised, knowledge-grounded Copilot agents that help employees access approved information, reduce repetitive work and improve the speed and consistency of business support.
This service provides additional protection for CISO Online agents by controlling who can use them, which organisational knowledge they can access, and how sensitive information is handled within clearly defined security and governance boundaries.
Included Scope
Client Outcome
Ciso agents are released with controlled access, trusted knowledge, accountable ownership and greater confidence that their responses are appropriate for business use.
A new way of getting work done. Copilot Cowork is an AI agent that operates as a digital colleague rather than just a chatbot. It actively executes complex, multi-step tasks across Microsoft 365 apps such as writing documents, building PowerPoint presentations, analyzing Excel spreadsheets, and scheduling meetings.
Your AI coworker that understands what you need and gets it done.
This service prepares selected employees and managers to use Cowork safely and effectively for recurring and multi-step work. It helps users delegate structured activities to Copilot while maintaining appropriate review and control.
Included Scope
Client Outcome
Approved employees can use Cowork confidently to complete more complex and recurring work, reducing manual effort while maintaining appropriate oversight.
The Copilot Skills service helps employees move beyond single prompts and use Microsoft 365 Copilot Cowork/Studio to support recurring, multi-step and time-consuming work. CISO Online configures Cowork/Studio for approved users, trains employees and managers, identifies suitable employee workflow-automation opportunities, and designs and deploys two Copilot skill automations aligned with the organisation’s roles, work patterns, security requirements and productivity priorities.
The service is delivered through two connected areas:
1.Skills Discovery Workshop, Roadmap and Planning
2.Design, Implementation and Deployment of two Employee Workflow Automation Use Cases
During the discovery process, CISO Online works with the customer to select two suitable employee automation skills from the CISO Online library. The selected skills are then customised, configured, tested and deployed based on the customer’s employee roles, approved Microsoft 365 information, work patterns, templates and operational requirements.
The objective is to reduce repetitive effort, improve the quality and consistency of employee outputs, and enable employees to use AI as a reliable productivity partner while maintaining appropriate user oversight, security and governance.
The discovery workshop identifies recurring employee activities that offer the strongest potential for time savings, improved consistency and better work organisation.
Client Outcome
A focused two-automation roadmap aligned with real employee needs, measurable productivity opportunities and clear business priorities.
Examples from the CISO Online Employee Automation Skill Library
CISO Online’s broader employee automation library includes Weekly Work Planning & Capacity Optimisation, Monthly Management Reporting & Performance Narrative, Employee Handover & Business Continuity, Cross-Project Status, Dependency & Risk Consolidation, Decision & Approval Pack Preparation, Campaign Planning & Content Production, Sales Proposal & Bid Assembly, and Stakeholder Communication & Follow-Up Automation
Together, these skills can help employees manage workload, meet deadlines, prepare stronger reports, coordinate multiple projects, support faster decisions and maintain continuity during leave or role changes.
The final two skills may include these examples or other library solutions, depending on the customer’s priorities, work patterns, Microsoft 365 environment and information readiness.
Following discovery, CISO Online customises, tests and deploys two selected employee workflow automations within the customer’s Microsoft 365 and Cowork/Studio environment.
Included Scope
Client Outcome
Two customised employee workflow automations that reduce repetitive work, improve consistency and help employees complete recurring activities more efficiently.
This service treats high-value prompts and scheduled Copilot activities as managed business assets. It improves consistency while reducing duplicated, outdated or unnecessarily risky prompts.
Included Scope
Client Outcome
A reliable and maintainable prompt environment that improves output consistency, encourages reuse of approved practices and reduces unmanaged AI activity.
Extends protection to employee AI automations, actions and recurring activities, while introducing
ongoing visibility and escalation of material AI-security concerns. This service helps incorporate
relevant Copilot and agent risks into the organisation’s existing security, service-management or
SOC processes.
Included Scope
Client Outcome
The organisation can use more advanced AI automation with stronger control over access, data
movement and consequential actions, while gaining ongoing visibility of material AI-security
issues and a clear process for escalation through existing security operations.
The Advanced User Training & Adoption service prepares employees and relevant business stakeholders to use Microsoft 365 Copilot and the AI capabilities deployed under their selected package safely, effectively and responsibly.
CISO Online provides focused, role-based training aligned with the organisation’s enabled Copilot applications, Microsoft-built agents, custom agents, Cowork/Studio capabilities and employee workflow automations. Training is limited to the capabilities included in the customer’s package and configured within their Microsoft 365 environment.
The service focuses on practical workplace use, safe information handling, human review and clear ownership. It is designed to provide users with the essential skills required for adoption without creating an extensive or costly enterprise learning programme.
Client Outcome
Employees gain the confidence and practical skills required to use approved AI capabilities effectively, while managers and owners understand how to support adoption, maintain oversight and focus AI use on valuable business outcomes.
The AI Foundation Maintenance service provides essential oversight of the Microsoft 365 Copilot
environment. It helps the organisation maintain reliable access, manage licences effectively and
respond to important Microsoft service changes.
Included Scope
Client Outcome
A stable and supportable Copilot environment with improved visibility over licence value, adoption,
operational issues and required improvements.
This service keeps enabled Microsoft-built agents aligned with current business needs, user demand and Microsoft product availability.
Included Scope
Client Outcome
The organisation continues to provide relevant Microsoft agents to the right users while avoiding
unnecessary, outdated or low-value capabilities.
This service maintains the four CISO Online custom agents deployed during rollout, helping preserve their relevance, answer quality and alignment with organisational knowledge.
Included Scope
Client Outcome
The four custom agents remain useful, reliable and aligned with approved organisational knowledge and changing employee needs.
This service maintains the two employee workflow automations deployed during rollout and confirms that they continue to support relevant business activities.
Included Scope
Client Outcome
The two employee automations continue to reduce repetitive work and produce useful,
consistent outputs without allowing unnecessary recurring activities to continue unmanaged.
This service provides a focused review of material AI-related access, sharing, information-protection and governance concerns. It does not replace the customer’s internal security team or managed SOC.
Included Scope
Client Outcome
Customer stakeholders maintain visibility over important AI risks and governance gaps while retaining responsibility for security operations and remediation decisions.
The monthly report gives management one concise view of Copilot operations, adoption, agents, automations, security and required decisions.
Report Coverage
Client Outcome
Leaders receive a clear, decision-focused monthly view of performance, risks, progress and actions without excessive technical reporting.
This service maintains the organisation’s approved prompt templates and significant scheduled Copilot activities as controlled business assets.
Included Scope
Client Outcome
The prompt library remains useful, consistent and appropriately governed, helping employees reuse trusted practices while reducing duplication and unmanaged recurring AI activities.
The quarterly executive review gives leadership a concise view of adoption, business value, risk
and future AI priorities.
Included Scope
Client Outcome
Executives receive an evidence-informed view of AI value, adoption and risk, enabling better
decisions about optimisation, future investment and next-quarter priorities.
Microsoft 365 Copilot is an AI-powered productivity tool that uses large language models (LLMs) and integrates your data with the Microsoft Graph and Microsoft 365 Apps. It brings AI into the tools employees already use, helping them work faster, reduce repetitive effort and improve everyday productivity. Copilot Chat and Microsoft-built agents support activities such as research, analysis, writing, planning and information discovery, while custom agents can provide organisation-specific support using approved business knowledge. For more advanced adoption, AI-driven employee automation can streamline recurring, multi-step work such as reporting, planning, project coordination and communication, creating a practical path from everyday AI assistance to higher-value automation.
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