Microsoft Copilot can be powerful, but it also exposes weaknesses in Microsoft 365 permissions, SharePoint structure, Teams sprawl and data governance. Without preparation, Copilot can surface sensitive files to the wrong people and create compliance risk.

We can help with:

• Microsoft 365 Copilot readiness assessments
• SharePoint and Teams permissions reviews
• Data governance and sensitivity labelling
• Identity and Conditional Access review
• User training and adoption planning
• Security controls before Copilot deployment

AI agents are systems that act autonomously on behalf of users or the business — browsing, drafting, sending, accessing systems, and making decisions without step-by-step human instruction. They are increasingly common in Microsoft Copilot, ChatGPT, third-party SaaS platforms and custom integrations.

Agents introduce risks that traditional IT governance does not cover. An agent with broad access and no guardrails can exfiltrate data, take unintended actions, or operate outside the boundaries your policies assume.

Intellium helps organisations govern AI agent use responsibly:

• Identifying where agents are already operating in your environment
• Defining acceptable use boundaries, permission scopes and approval processes for agent deployment
• Establishing human-in-the-loop controls for high-risk agent actions
• Reviewing third-party agent integrations and their data access
• Developing agent-specific governance documentation aligned to your existing IT and privacy policies

If your organisation is deploying or evaluating any agentic AI capability — including Copilot Agents, Copilot Studio, or third-party AI automation platforms — agent governance should be part of your planning from the start.

Businesses need clear rules for how staff can use AI tools. Without them, shadow AI, inconsistent use and data leakage become inevitable.

We help create practical AI policies that cover:

• Acceptable use of AI tools, including personal and consumer AI
• Handling of client data, confidential information and personal information under the NZ Privacy Act
• Approval processes for new AI tools and integrations
• Roles and responsibilities for AI oversight

Our policies are designed to be usable — not just documents that sit on a SharePoint nobody reads.

AI introduces new security and privacy risks that may not be visible in a standard security review. We help identify how AI is being used across your environment and where sensitive data may be exposed.

This can include reviewing browser-based AI tools, SaaS AI platforms, Microsoft 365 permissions and data access, third-party AI integrations, and user behaviour patterns.

Deploying Microsoft Copilot is only half the work. Without practical training, most users default to the same habits and the investment goes to waste. Intellium’s Copilot training sessions give your team the skills and confidence to use Copilot effectively — across the tools they already use every day.

Our sessions are hands-on and practical, not slide-heavy overviews. We cover real use cases, prompting techniques, security and privacy considerations, and how to apply Copilot to your team’s actual workflows.

Training Programmes

We offer three session formats designed to meet teams at different stages of their Copilot journey.

Copilot User Awareness — An introduction to Copilot across Microsoft 365, covering AI basics, licensing, security and compliance, a practical prompting framework, and common app integrations. The right starting point for organisations just getting under way.

Copilot Chat Essentials — Practical guidance for everyday tasks, including security and privacy best practices and hands-on use cases covering research, summarisation, document drafting and data analysis.

Copilot Chat Deep Dive — Advanced features and customisation, including Work and Web grounding, chat history, prompt scheduling, pre-built and custom agents, team collaboration, and structured notebooks.

Standard and Customised Options

Our standard training delivers a consistent, proven pathway to upskilling your team quickly. For organisations with specific workflows or challenges, we can tailor content to your environment so your team learns how to apply Copilot to the work they actually do.

Sessions are available in half-day and express formats, and we offer ongoing support options including floorwalking and one-to-one coaching after the session.

Who Should Attend?

Copilot training is relevant across the organisation — not just IT. We work with Microsoft 365 users at all levels, business decision makers looking to unlock strategic value, HR and operations leads driving adoption, and IT professionals championing the rollout.

Intellium combines AI adoption experience with managed IT, Microsoft 365, cloud infrastructure, cyber security and business process expertise. We are not AI evangelists — we are a practical IT partner helping New Zealand businesses get the benefits of AI without the risks of moving too fast.

 

Talk to us about AI

Whether you are evaluating Microsoft Copilot, rolling out AI automation, or trying to get your policies and governance in order before AI use gets ahead of you, Intellium can help you plan, secure and implement the right approach.