While technology is essential to nearly every aspect of modern business, it also brings increased risks of cyberattacks. We understand the unique pain points and budget constraints faced by Small and Medium-Sized Businesses (SMB), which is why we offer advanced, cost-effective Cyber security Protection Packages, GRC Compliance Packages and Secure AI adoption Packages to address these challenges effectively.
The Copilot Premium Package is delivered through a structured two-phase approach to ensure both effective implementation and sustained 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.
AI readiness assessment and Access Review
Microsoft 365 Copilot (Premium/Enterprise) rollout
Copilot Chat enablement across M365
Copilot for Office 365 Apps enablement (Word, Excel, Teams, SharePoint, Out Look, Power
Point, OneDrive, OneNote, Planner, Forms, Loop, Whiteboard)
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
Review Microsoft 365 licensing, Copilot eligibility and tenant readiness.
Identify suitable pilot users, priority departments and adoption groups.
Assess security: access, information-sharing and data-governance readiness.
High-level review departmental workflows and high-value Copilot use cases.
Identify future AI agent and workflow-automation opportunities.
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
Validate Copilot licence assignments and user eligibility.
Review relevant Microsoft 365 administration and Copilot settings.
Complete deployment and go-live readiness checks.
Prepare user communications and rollout guidance.
Establish user feedback and issue-reporting channels.
Define the initial Copilot support and escalation process.
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
Practical Copilot Chat productivity scenarios.
Guidance on web-grounded and work-grounded AI experiences.
Data-protection and responsible-use principles.
Safe, restricted and high-risk prompt guidance.
Prompt-writing fundamentals for clearer and more reliable outputs.
User FAQs, acceptable-use guidance and support information.
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:
Content and communication: Word, Outlook and PowerPoint for drafting, rewriting,
summarising, email management and presentation development.
Data and information collection: Excel and Forms for data exploration, trend identification,
analysis and survey preparation.
Meetings and collaboration: Teams, Loop and Whiteboard for meeting summaries, action
items, shared content, brainstorming and collaborative planning.
Knowledge and file management: SharePoint, OneDrive and OneNote for finding,
understanding, comparing and organising accessible business information.
Planning and execution: Planner for task planning, prioritisation, work organisation and next
step identification.
Training includes practical scenarios for relevant business functions such as sales, HR, finance,
operations, IT and management.
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.
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
Confirm agent availability and select the most relevant agents for the organisation.
Align each agent with suitable departments, users and business scenarios.
Configure approved access, visibility and ownership.
Deliver practical role-based training and usage guidance.
Validate access and expected behaviour.
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 Security Foundation establishes the essential controls required for responsible Copilot
adoption. It helps leaders understand where access, information sharing or governance
weaknesses could increase AI-related risk.
Included Scope
Review priority identity, user-access and administrative-role risks.
Assess oversharing across SharePoint, OneDrive and Teams.
Sensitive-information and external-sharing concerns.
Establish safe-use and acceptable-use guidance.
Review Microsoft-built agent access and restrictions.
Provide prioritised security findings and remediation recommendations.
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 helps ensure that custom Copilot agents use approved organisational knowledge,
reach the right users and operate within clearly defined security and governance boundaries.
Included Scope
Review agent purpose, users and approved knowledge sources.
Validate access, sharing and information-sensitivity requirements.
Establish ownership, approval and lifecycle responsibilities.
Test response quality, knowledge alignment and restricted-information handling.
Complete security review and go-live approval.
Record agents, owners and key limitations in the agent inventory.
Client Outcome
Custom 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.
A versatile digital coworker that interprets natural language instructions, breaks them into
actionable steps, and carries them out across files, applications, and online services to
streamline research, organization, and routine knowledge work in a consistent, automated way.
This service prepares selected employees and managers to use Cowork/Studeio 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
Confirm Cowork availability, licensing and suitable users.
Configure and validate approved user access.
Introduce Cowork built-in skills and scheduled activities.
Train employees to define, monitor and review multi-step tasks.
Provide practical scenarios aligned with common workplace activities.
Provide safe-use, human-review and basic manager guidance.
Client Outcome
Approved employees can use Cowork/Studeio confidently to complete more complex and recurring work, reducing manual effort while maintaining appropriate oversight.
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
Review priority workflows, recurring questions and knowledge-access challenges.
Identify high-value agent opportunities across relevant departments.
Assess available organisational knowledge, business value and implementation readiness.
Select four suitable agents from the CISO Online custom agent library.
Define target users, ownership, expected benefits and success measures.
Prepare a phased implementation roadmap and future opportunity list.
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.
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/Studeio 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
Review Copilot availability, licences and material access changes.
Identify inactive or underused licences and reallocation opportunities.
Review high-level adoption, user feedback and operational issues.
Highlight important Microsoft updates requiring customer action.
Provide minor configuration guidance and prioritised recommendations.
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
Review new, changed, restricted or retired Microsoft agents.
Review approved access, visibility and high-level usage.
Identify material adoption, access or user-understanding issues.
Recommend enabling, piloting, restricting or retiring agents.
Record priority actions and targeted training needs.
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
Review agent availability, access, ownership and user feedback.
Review representative responses and reported quality issues.
dentify outdated, conflicting or missing knowledge.
Complete minor instruction, starter-prompt and output improvements.
Maintain a prioritised agent issue and improvement backlog.
Client Outcome
The four custom agents remain useful, reliable and aligned with approved organisational knowledge and changing employee needs
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
Review material Copilot, agent and knowledge-access concerns.
Review significant sharing, sensitive-information and ownership issues.
Track unresolved security and governance actions.
Escalate material concerns to the nominated customer owner.
Provide practical, prioritised remediation recommendations.
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
Executive summary and key service highlights.
Copilot adoption, licence and access observations.
Microsoft-agent and custom-agent performance highlights.
Employee automation and prompt-governance highlights.
Material security, governance and user-feedback issues.
Improvements completed, open actions and next-month priorities.
Client Outcome
Leaders receive a clear, decision-focused monthly view of performance, risks, progress and actions without excessive technical reporting.
The quarterly executive review gives leadership a concise view of adoption, business value, risk and future AI priorities.
Included Scope
Review Copilot, agent and employee automation adoption.
Assess material productivity and process improvements.
Estimate time savings where suitable evidence is available.
Review business feedback and roadmap progress.
Identify underused capabilities and new opportunities.
Prepare a prioritised next-quarter roadmap and decision list.
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 works alongside popular Microsoft 365 Apps such as Word, Excel, PowerPoint, Outlook, and Teams. Microsoft 365 Copilot provides real-time intelligent assistance, enabling users to enhance their creativity,
productivity, and skills. Users enter a prompt in Copilot and Copilot responds with AI-generated information. The responses are in real-time and can include internet-based content and work content that users have permission to access. Users get content relevant to their work tasks, and in the context of the Microsoft 365 app they’re using.
Our cyber security team is made up of highly skilled professionals, all certified by leading companies like Microsoft, CISCO, F5, Juniper, and IQS. They stay up to date with the latest industry standards and technologies to ensure your business is protected against the ever-evolving threats in the digital world. With our team on your side, you can trust that your cyber security is in expert hands.
We are backed by leading security vendors and reputable associations to strengthen your cyber security. Our team of experts shares their knowledge and experience to provide you with the best solutions.
