1. Scope of Service
A. Copilot Readiness & Enablement
Tenant configuration review (Entra ID, M365 apps, Teams, SharePoint, OneDrive)
Security baseline validation (MFA, Conditional Access, DLP posture)
Licensing alignment (Business Premium + Copilot Business)
Data access and sensitivity review
AI governance policy creation (acceptable use, data boundaries, risk controls)
Deployment roadmap tailored to the SMB’s workflows
B. Copilot Deployment
Copilot Business activation and configuration
App‑level enablement (Word, Excel, PowerPoint, Outlook, Teams)
Copilot Chat setup with organizational controls
Initial AI agent templates (department‑specific)
Admin analytics configuration
C. Adoption & Training
Role‑based training sessions (leadership, operations, sales, admin)
“First 30 Prompts” starter kit customized to the client
Monthly use‑case workshops
AI literacy and responsible‑use training
D. Ongoing Management
Monthly usage analytics and insights
Prompt optimization and workflow tuning
Quarterly governance review
New feature enablement and change management
Support for AI agent lifecycle (creation, updates, retirement)
2. Deliverables
Initial Deliverables
Copilot Readiness Assessment (PDF or web‑based)
AI Governance Policy (customized)
Deployment Plan & Timeline
Ongoing Deliverables
Monthly Adoption Report
3. How It Pairs With Defender for Business
Copilot Business and Defender for Business complement each other perfectly:
A. Security Baseline for AI
Defender for Business provides:
Endpoint protection
Threat detection
Vulnerability management
Ransomware protection
This becomes the security foundation for safe AI usage.
B. AI Governance + Security = Complete Risk Posture
Copilot introduces:
Data access considerations
Prompt‑based data exposure risks
AI agent governance
Defender for Business mitigates:
Compromised accounts
Malicious files
Unsafe endpoints feeding data into Copilot
C. Bundled Value Proposition
“Secure AI Productivity for SMBs”
One monthly price
One governance framework
One support channel
One roadmap