AI Discovery & Risk Scan

AI adoption usually starts in one of two ways: (1) Leadership wants ROI quickly. (2) Employees already started without asking.

Either way, you need the same thing: a clear use-case plan and defensible guardrails.

This engagement produces a practical package: what to do, what not to do, what to fix first, and what to document so Legal/Compliance isn't dragged in at the last minute.

What This Answers (Fast)

  • What AI use cases are worth it, and which are trapdoors?
  • Where is sensitive data likely to be exposed?
  • What guardrails do we need now vs later?
  • Which tools/vendors are safe enough to pilot?
  • What decisions must be documented to be defensible?

What You Get

  • Use-Case Inventory and Prioritization — Ranked by value, feasibility, and risk — so you stop debating AI in the abstract.
  • Practical Risk and Exposure Scan — Where AI touches regulated or sensitive content and what needs control.
  • Minimum Governance Starter Kit — Artifacts you can hand to Legal/Security: use-case intake + approval workflow, basic policy stack outline (acceptable use + data handling + escalation), evidence expectations (what decisions get recorded).
  • 90-Day Action Plan — Owners, sequencing, quick wins, and dependencies (including modern workplace realities).

What We Review

  • Current AI usage (sanctioned + shadow)
  • Data types and sensitive workflows (Legal, HR, Finance, client/customer data)
  • Your collaboration stack realities (M365 / Google Workspace / Slack)
  • Regulatory and contractual risk surface (GDPR, HIPAA, state privacy laws, client terms) for operational implications, not legal analysis

How It Works

  • Step 1 — Intake and Interviews — Leaders, IT, Legal/Compliance, and 1–2 representative teams.
  • Step 2 — Analysis and Risk Scan — Use-case prioritization + exposure patterns + early recommendations.
  • Step 3 — Working Session and Final Package — A concrete plan you can execute — without relying on heroics.

Who This Is For

  • Mid-sized organizations moving fast (and feeling the risk)
  • Teams stuck between "ban it" and "roll it out everywhere"
  • Legal/Compliance leaders who want a sane decision flow
  • Strategic leaders who need adoption to scale without chaos

Next Steps

Book a Discovery Call

Rolling out Copilot specifically? M365 Copilot Readiness

Need ongoing governance after the scan? AI Governance Operating Model