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BEFOREYOUDEPLOYCO-PILOTEven if you are planning a “pilot” launch to alimited number of departments, your teamsneed clear, documented policies. Consider thefollowing questions and let your answers guidewhat you do next.SPO Sites Lifecycle Management – Who owns eachSharePoint site? When do they expire or get archived? Power Platform Naming Conventions – Can youlook at a list of apps and instantly understand what theyare, who created them, for what department, and for whatpurpose? Default Environment Lockdown – Is your orgtreating the default Power Platform environment like aWild West sandbox? Data Sensitivity Labels & Access Reviews – Doyou know what CoPilot might expose when it searchesacross your environment?

BOUNDARIESBRINGBENEFITSI know. That sounds counterintuitive. But, rememberthat Co-Pilot is only as useful as the environment itoperates in. This isn’t about fear, it’s about readiness. Governancedoesn’t hinder your organization, it helps. Unlock smarter automation, AI integration, and anefficient, modern 365 environment that scales withyour evolving organization. In Part 2 of this series, we’ll walk through 5 essentialpolicies every organization needs before enablingCoPilot. From Power Platform security to Microsoft Teamssprawl prevention—you’ll get a playbook you can actuallyuse.