AI Foundation: Make the AI You Already Have Safe and Useful

We connect Microsoft 365 Copilot, Claude or ChatGPT to your own knowledge, lock it down, tune it and train your people. Live in 2 to 6 weeks, with no new infrastructure.

Level 1Connect and GovernLevel 2AutomateLevel 3Transform
Delivery time
2 to 6 weeks
Platforms
Microsoft 365 Copilot, Claude or ChatGPT
Footprint
No new infrastructure
Your data
Stays in your environment

Where Most Organisations Are Today

Licensed, Not DeliveringSeats are assigned, but nobody has the time to set the platform up or show people how to use it.
No GuardrailsNo acceptable use policy, default settings, and company data flowing through tools nobody is watching.
Stalled After the PilotAdoption never stuck, so staff went back to personal AI accounts.
Why it comes first

The Bare Minimum for Running AI

Every organisation running AI needs these fundamentals in place. Agents, automation and advanced AI all build on them.

What's included

Five Modules, One Package

Your knowledge hubTuned to your organisation
Governed, ongoingAcceptable use policyHardened settingsDrift monitoringMonthly reporting

Assess

Know your exposure first.

Shadow AI discovery, an oversharing scan and a licence review, so you know where you stand before anything changes.

Govern

Guardrails before launch.

An acceptable use policy and hardened platform settings, aligned to the Privacy Act 2020 and in place before go-live.

Connect

Answers from your own documents.

Native connectors to SharePoint, OneDrive and your other knowledge sources. They respect existing permissions and cite the source.

Tune

Consistent answers for everyone.

Your brand voice, house style and key skills built in, so answer quality doesn't depend on who's asking.

Enable

Adoption that sticks.

Staff training, an AI help guide your team can ask questions of, and support for your internal champions.

The uplift

What Your Organisation Gets

  • Time BackStaff stop hunting across systems for the same information.
  • Return on What You Pay ForIdle licences start earning their cost, and unused seats are found.
  • Risk Off the TableOversharing found and contained, and governance in place before go-live.
  • Confidence for LeadershipA clear answer for audits, board questions and compliance.
  • Support for Your AI ChampionA delivered platform behind them, instead of a side project.
  • A Safe Base to Build OnAgents and automation can follow without risk underneath.

What Changes Day to Day

TodayWith AI Foundation
Generic answers with no link to your businessAnswers from your own documents, with citations
Quality depends on who's promptingThe same standard for everyone
Staff on personal AI accountsA sanctioned platform people want to use
Unknown data exposureOversharing found and contained before go-live
Licences assigned, value never realisedLicences that earn their cost

Your Data Stays Yours

  • Your DataStays in your own systems. Model training on your data is switched off and confirmed in writing.
  • Your PermissionsPeople only see what they're already allowed to see.
  • Your EnvironmentRuns under your own vendor agreements. We host nothing, and you can switch it off any time.
Your AI platform · Connected to your knowledge

Can I take two weeks off in March?

Yes. You have 14 days of annual leave available2, so ten working days fits. Leave of more than five days needs four weeks' notice, so request it by early February1.

1Leave Policy.docx· SharePoint2Your leave balance· HR system

Answered from sources you're allowed to see

Live in 2 to 6 Weeks

  1. 01Discover and AssessMap your knowledge and use cases. Find shadow AI, oversharing and unused licences.
  2. 02Govern and ConnectPolicy and settings in place, then your knowledge connected and checked.
  3. 03Tune and EnableBrand voice built in, staff trained and your next AI opportunities reported.
  4. 04OngoingAI Governance and Support keeps it governed after go-live.

Work We've Delivered

National logistics company

Secure Microsoft Copilot Rollout

Data access risks found and fixed before deployment, allowing a secure enterprise rollout.

Challenge
The client wanted Copilot but was concerned staff could reach sensitive information because of inconsistent permissions.
What we did
A Copilot readiness assessment covering security, permissions, licensing, governance and data exposure.
Organisation-wide adoption

From Curiosity to Confidence

Staff were interested in AI but lacked confidence in how to use it well. AI onboarding, practical training and tailored guidance built around real business tasks.

Higher adoption, better prompts and measurable productivity gains across teams.

AI Foundation Questions

Do we need Microsoft 365 Copilot?

No. AI Foundation works with Microsoft 365 Copilot, Claude or ChatGPT. Copilot works inside Word, Excel, Outlook and Teams. Claude and ChatGPT are standalone apps with connectors into Microsoft 365 and other systems. We help you choose during discovery.

Is a Microsoft 365 Copilot rollout safe for our data?

It is once the groundwork is done. Copilot answers from everything a person can open, so we find and contain oversharing, harden the settings and put a policy in place before it goes live.

Is our data used to train AI models?

No. Model training on your data is switched off and confirmed in writing.

Do you host anything?

No. Everything runs inside your own environment, under your own vendor agreements.

How long does it take?

2 to 6 weeks, delivered in phases with milestones along the way.

See Where You Stand Before You Start

The Free AI Assessment shows what AI is in use, what it can reach and where the gaps are.