WHITEPAPER
The Copilot Control Plane: A Governance-First Blueprint for Secure AI at Work
Discover how enterprises can unlock AI-driven productivity with confidence.
This whitepaper introduces the Copilot Control Plane, a governance-first framework that helps organizations adopt Microsoft 365 Copilot securely and responsibly, aligning AI innovation with enterprise-grade security, compliance, and trust.
What you can gather from this whitepaper?
This whitepaper explores why traditional CRM often fails to deliver ROI, how Agentforce’s trusted architecture (Data Cloud, Einstein Trust Layer, and embedded AI agents) enables proactive engagement, and how enterprises across BFSI, healthcare, retail, and SaaS are unlocking measurable outcomes. Discover the roadmap to translate Salesforce investments into faster decisions, lower costs, and stronger customer relationships.
The Copilot Control Plane Framework
Discover a 5 layer blueprint that brings structure and security to AI adoption. From data readiness and identity management to device compliance and governance, this framework ensures every Copilot interaction is protected, traceable, and aligned with enterprise standards.
A Phased Approach to Copilot Adoption
Learn how to move from pilot to enterprise-wide enablement with confidence. This step-by-step roadmap balances speed and safety, helping organizations assess readiness, design robust controls, roll out to high-value personas, and scale responsibly for measurable ROI.
Strengthening Enterprise Security with Copilot
See how Microsoft Purview, Entra ID, Intune, and Defender together create a secure AI ecosystem. The paper demonstrates how Purview-driven governance embeds Zero Trust principles directly into Copilot, minimizing data exposure while maximizing business agility.
Common Pitfalls to Avoid
Gain a clear roadmap —from pilot to proof of value, including a phased adoption approach, key measurement lenses, and workforce readiness strategies to ensure sustainable results.
