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Copilot Governance Audit

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Greg Zelfond, SharePoint expert consultant

Microsoft Copilot depends on SharePoint as its main content source. If your SharePoint environment isn’t well-governed, Copilot can expose sensitive files, surface outdated content, or provide inconsistent answers.

This service ensures your SharePoint is Copilot-ready through a structured audit, and a clear governance plan, so your organization can use Copilot with confidence.

What You’ll Get

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Audit of the Environment

I review your SharePoint, OneDrive, and Teams environment against 40+ governance parameters covering security, permissions, external sharing, metadata, lifecycle, retention, monitoring, and Microsoft Purview information protection.

Every parameter is evaluated through a Copilot-readiness lens, because the same gaps that quietly hurt SharePoint today turn into incidents once Copilot is grounding on your tenant. Findings come from admin center review, configuration sampling, and short interviews with your team.

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Governance Audit Report

You will receive a written Governance Audit Report – a branded document with what I found, where the risk lives, and what to do about it.

Every parameter is rated for Severity and Risk paired with specific findings and concrete recommended actions.

An executive summary up front lets leadership get the full picture in two pages. It’s yours to keep, share, and present.

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Governance Plan

The audit tells you where you are. The governance plan is what you do next. If you engage me for this phase, I’ll translate the report’s findings and recommendations into a written governance plan – policies, ownership, and a phased remediation roadmap shaped around your environment. The result is a practical document your IT team, security leads, and business owners can follow without me in the room.

My Copilot SharePoint Governance Audit service is affordable and customizable, which is why it’s important to remember that every project is different! The best way to get an accurate idea of cost is to set up a meeting to discuss your company’s specific needs. Let’s get in touch!

Getting Started Is Easy!

Step 1: Get in touch using the form included below. Let me learn more about your situation and how I can help.

Step 2: I’ll get back to you within 24 hours to set up a 30-minute web meeting to discuss your business needs.

Step 3: Once we’ve established what you need, I’ll prepare a customized project proposal with a fixed fee estimate.

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“Greg delivered very detailed knowledge using context from examples that simplified a very confusing topic. His training is well-focused and includes specific tips that would be very time-consuming to track down otherwise. Greg’s style is clear and adaptive and allowed us to follow along through a session thick with content.”

Internet Services Provider
CA, USA

“Greg was efficient, flexible, and knowledgeable. He covered the right subjects in a way that was straightforward and clear. My team enjoyed the training session.”

Machine Manufacturer
NJ, USA

“Greg is extremely knowledgeable in SharePoint and answered all of our questions. I would highly recommend him for anyone looking to get a better understanding of SharePoint.”

IT Services
NY, USA

“Greg’s knowledge and passion about SharePoint shine through everything he does. Without him, our organization would be lost. I would recommend anyone serious about using SharePoint to contact Greg!”

Real Estate Association
FL, USA

“Greg explains things clearly and makes them simple. He tells you what you need to set up on the backend before implementing the solution, so you don’t try something and then can’t figure out why it doesn’t work. He understands real business cases and gives options.”

IT Firm
AZ, USA