A safe, securely configured Copilot and AI rollout: tenant readiness, permissions, security controls and a managed go-live. Training and enablement run alongside via AI Training, so ,you and your business are ready.
Copilot inherits every permission, share link and label in your Microsoft 365 tenant, a quick rollout often surfaces data the wrong people shouldn’t see, exposes documents nobody knew were over-shared and creates risks that only show up after the fact. We treat the rollout as what it actually is: a security and configuration project, not a button-press.
Microsoft 365 configuration, licence alignment and a documented pre-deployment health check.
Over-shared sites, broken inheritance and sensitive content identified before Copilot can index it.
Sensitivity labels, Data Loss Prevention, Conditional Access configured before go-live, not after.
Pilot group first, then phased expansion with usage and security monitoring at each step.
Timeline depends on the state of your Microsoft 365 environment, your data structure and the size of the team being onboarded. Every step has a named owner and a written output.
Microsoft 365 configuration audit, licence alignment, pre-deployment health checks.
Identify over-shared sites, broken inheritance and sensitive data Copilot should not surface.
Sensitivity labels, DLP policies, conditional access — the controls Copilot needs in place first.
Controlled launch to a pilot group, with usage and security telemetry from day one.
Phased expansion across the wider team, documentation, optional ongoing managed support.
If Copilot is already live, the usual starting point is an audit of your tenant configuration, permissions, sensitivity labels and DLP. We identify the security and configuration gaps and put a remediation plan in place —typically completed inside two weeks.
The questions our SME clients ask most often. If there’s something missing, the easiest next step is a 20-minute call — no slide deck, no sales pitch.
Microsoft Copilot is designed to work within your existing Microsoft 365 security and access controls. Users should only be able to access information they already have permission to see. We review these permissions before deployment to reduce the risk of sensitive information being shared too widely.
Yes, this is recommended. Copilot can make it easier for users to find information across Microsoft 365, so existing file permissions, shared folders and data access should be reviewed. We help identify excessive access and recommend practical improvements before wider deployment.
Yes. Many organisations begin with a controlled pilot involving a selected group of users. This allows you to test security, collect feedback, identify valuable use cases and understand the likely benefits before committing to a wider rollout.
We review identity controls, user permissions, data sharing, sensitivity labels and data loss prevention policies. We can also help configure access rules so that sensitive information is handled appropriately and Copilot is introduced in a controlled way.
Timescales depend on the size of your organisation and the condition of your Microsoft 365 environment. A small pilot may be completed quickly, while a larger rollout may require additional security, data and training work. We provide a clear delivery plan before the project begins.
Most Businesses start with training or deployment, then add governance and ongoing support as the rollout matures. Not sure where to begin? A 20-minute call with one of our experts settles it.
Practical training to get real value from AI. Copilot-led skills for everyday users, covering Copilot and Claude, matched to the work each team does.
Practical templates, policy guidance and advisory support to put proper structure around how AI gets used in your business.
Keep momentum after go-live with hands-on support, user enablement and governance checks.
— Primary Care Workforce Academy
— Maxis GBN
— Curlew Capital
“PSTG are incredibly responsive and knowledgeable, always ready to tackle any challenge we face. Thanks to their support, we’ve been able to focus more on our core mission to provide patient‑centred healthcare in Bromley.”
— Bromley GPA
The same approach we take to every service we deliver — calm, sequenced, measurable.
Get the foundations right.
Permissions, security, tenant readiness so AI is safe before it scales.
Build the everyday skills and prompt patterns that turn licences into real, measurable productivity.
Govern what you have, decide what comes next, and keep AI moving at the pace of your business.
Say ‘yes’ to a practical partnership designed around what your organisation needs next.
Reduce risks and get rapid expert support.
Lower costs and streamline your Microsoft environment.
Build a roadmap that supports long-term growth & compliance.