Power Platform and Copilot Studio Governance
Creating a perfect Power Platform implementation from day one usually takes far more resources than most organizations have available. Our offering has a different purpose. We want to give your organization enough knowledge, understanding and control to make well-founded decisions, prioritize the right actions and keep building on a sustainable foundation over time. As an owner or administrator of the platform, you should be able to sleep well at night.
A clear method in three steps
The offering is structured in three phases. Together they build knowledge, give a fact-based picture of the current situation and make clear what should be prioritized going forward.
Phase 1: Knowledge sharing and shared understanding
A training session that gives the people involved a common knowledge base around Power Platform, Copilot Studio and related AI services.
Phase 2: Current state analysis of Power Platform and Copilot Studio
A fact-based review of how the platform is set up, administered and governed, and how it is used at an overall level.
Phase 3: Our recommendations
A concrete basis for decision-making with prioritized recommendations, based on your organization's current situation, needs and conditions.
Phase 1: Knowledge sharing and shared understanding
Purpose and goals
The purpose is to create a common knowledge base around Power Platform, Copilot Studio and related AI features. Participants gain an overall understanding of the platform's possibilities, key concepts, security aspects, management issues and cost drivers.
The goal is to give decision-makers, platform owners and other key people enough understanding to make well-founded decisions about continued management and use.
Target group and participants
The training is aimed at people who are responsible for, influence or make decisions about Power Platform, Copilot Studio and related AI services.
Typical participants are platform owners, IT managers, administrators, information and security officers, digitalization leads and business representatives. Developers and power users (colleagues who build their own apps and automations) can also join when needed.
Scope and content
The training gives an overall introduction to Power Platform, Copilot Studio and related AI services. We go through the platform's components, environment strategy, administration, data loss prevention (DLP), connectors, governance and management. The content also covers application lifecycle management (ALM), agents, license and cost models, and an introductory look at Microsoft Purview and Agent 365.
Way of working and your involvement
The phase is carried out as a 3-hour training session where Exobe presents the relevant areas and adapts the content when needed. The focus is on knowledge transfer and shared understanding. Questions and dialogue are encouraged, but participants do not need to prepare anything.
Deliverables
After the training you receive the presentation material. The session is held in your Teams environment and can be recorded if you wish. The material can be used to support continued dialogue and to spread knowledge internally.
Value and expected results
After the training, participants share a basic understanding of the platform's possibilities, risks, cost drivers and important choices.
This creates a common language between the business, IT and other stakeholders, and makes continued dialogue, prioritization and decisions easier.
Phase 2: Current state analysis of Power Platform and Copilot Studio
Purpose and goals
The purpose is to give a fact-based picture of how Power Platform and Copilot Studio are set up, administered and governed today. The analysis focuses on the platform's structure, configuration, security settings and overall usage.
The goal is to identify strengths, risks and areas for improvement, and to create a foundation for our recommendations in Phase 3.
Scope and content
The analysis covers your organization's Power Platform, including tenant and environment settings, security and administration configuration, environment structure, DLP policies, connectors, Dataverse, an overall inventory of apps, flows and agents, and relevant license and capacity areas.
Way of working and your involvement
The current state analysis is carried out by Exobe, who review available settings, configurations and administrative information. The work requires the necessary permissions to the relevant admin portals. You normally do not need to contribute any ongoing effort.
Deliverables
The results of the analysis are compiled and used as the basis for our recommendations in Phase 3.
Value and expected results
The analysis gives an objective picture of how the platform is set up and managed today. It identifies strengths, risks and areas for improvement as a basis for prioritization and recommendations.
The focus is on understanding the current situation and identifying the actions that make the biggest difference, given your organization's needs and conditions.
Phase 3: Our recommendations
Purpose and goals
The purpose is to turn the current state analysis into concrete recommendations for how Power Platform and Copilot Studio should be governed, managed and developed going forward.
The goal is to provide a clear basis for decision-making, with prioritized actions based on the strengths, risks and areas for improvement we have identified.
Scope and content
Exobe develops recommendations in the areas where the analysis has found risks, deviations, opportunities for improvement or a need for further governance.
The recommendations can cover, for example, environment strategy, security, data handling, DLP, administration, Dataverse, licenses and capacity, Copilot Studio, AI governance, monitoring and lifecycle management.
The recommendations are prioritized based on risk, business value and feasibility.
Way of working and your involvement
Exobe compiles and documents the recommendations and presents them at a joint review meeting, where risks, areas for improvement and proposed actions are gone through.
Your involvement consists of attending the review, asking questions and taking a position on the recommendations presented.
Deliverables
You receive a recommendations document that summarizes the current situation, identified risks and areas for improvement, and Exobe's recommendations for the continued work.
The recommendations are also presented at a joint review meeting, where the content, priorities and proposed actions are explained and discussed.
Value and expected results
Your organization gets a clear picture of which actions should be prioritized to strengthen governance, security, management and use of the platform.
The aim is to lay the right foundation, prioritize the right actions and give your organization the conditions to manage and develop the platform in a secure and sustainable way over time.
FAQ
What does unmanaged Power Platform usage mean in practice?
It means that applications, flows, and agents are created and used without a common structure for how they should be named, shared, and maintained. Connections to external services emerge that the organization does not control, licenses are consumed without a consolidated view of costs, and security risks that previously did not exist begin to take shape.
Do we need to do this before scaling up Power Platform?
It depends on how well your current governance and operating model are established. In many organizations, there is a gap between how the platform is intended to be used and how it is actually used. Creating a clear understanding of this before scaling reduces the risk of uncontrolled growth and enables more informed decisions about how the platform should be governed.
What do we gain from an assessment of Power Platform and Copilot Studio?
You receive a fact-based view of your environment, identified risks and improvement areas, as well as concrete recommendations for how the platform should be governed and scaled going forward. This provides a solid foundation for using Power Platform and Copilot Studio in a safe and sustainable way.
Does this step include implementation and configuration changes?
No. The assessment is limited to creating understanding and supporting decision-making. Any actions, such as DLP adjustments, environment restructuring, or the introduction of a Center of Excellence, are handled as separate steps once decisions on direction have been made.
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