Part 1 sorted your Copilot agents into three tiers of inheritance. Part 2 got your environment ready to turn Copilot on. This one zooms out, because Copilot is only one room in the house. Here’s the uncomfortable truth. Your people are not using one AI. They’re using Copilot, and the free chatbot in the browser, […]
Avoiding AI Data Leaks: Governing All of Your AI, Not Just Copilot Read More »
In the first piece, I made the case that Copilot inherits your security… until it doesn’t. Some agents inherit your permissions completely, some only partly, and some not at all. If you haven’t read that one, start there. It’s the why behind everything below. This one is the how. Because knowing that AI inherits your
Why some Microsoft 365 Copilot agents inherit your user security, some only partly do, and some don’t at all, and why that difference matters Key Takeaways The popular advice that “Copilot just inherits your existing security” is true, but only for the basic Copilot experience most people picture. As Copilot agents get more capable and
Copilot Inherits Your Security. Until It Doesn’t. Read More »
Key Takeaways: Why is AI literacy becoming essential for technology leaders? Boards and investors increasingly expect technology executives to evaluate AI opportunities, manage risk, and connect AI initiatives to measurable business outcomes. Does AI literacy mean executives need to be AI experts? No. Effective technology leaders do not need to build AI models themselves, but
AI Literacy Is Now a Core Requirement for Technology Executives Read More »
Key Takeaways Why should organizations invest in AI innovation now? Because the right AI use case can create measurable value quickly by reducing manual work, improving accuracy, and helping teams focus on higher-value tasks. Does AI innovation need a brand-new budget? Not always. Savings from Microsoft 365 optimization, cloud waste reduction, and managed services can
Just Do It: Why Bold Action Is the Best Strategy for Funding AI Innovation Read More »
Executive Summary As financial services firms move past the experimentation phase of digital transformation, 2026 demands a sharper focus: converting technology investments into measurable operational and client-facing value. This briefing is designed for CIOs, CTOs, and technology leaders in private equity, wealth management, and accounting who are responsible for aligning IT strategy with business outcomes.
2026 Technology Priorities for Financial Services CIOs & CTOs Read More »
Throughout this series I have spoken about ways to repurpose IT spend into AI innovation. The first two posts covered budget recovery from M365 license underutilization and cloud waste. Today I want to discuss another option that doesn’t show up in your license renewals or monthly cloud invoice. Most mid-market organizations will benefit from shifting
The Operating Cost You Haven’t Cut Yet: How MSP and MSSP Services Fund AI Innovation Read More »
Nonprofits in 2026 are operating in a new environment where technology is directly tied to mission success. The nonprofit sector is facing limited budgets and limited resources, making cost-effective technology adoption essential. Artificial intelligence, data governance, cloud platforms, and cybersecurity are no longer isolated IT initiatives. They are strategic priorities that affect fundraising, program delivery,
Nonprofit 2026 IT Trends: From AI Adoption to Cyber Resilience Read More »
Key Takeaways Legal technology is now essential, not optional, for firm competitiveness and credibility. AI tools are actively reducing administrative burdens but require careful governance. Predictive analytics and data insight are baseline expectations in 2026, not differentiators. Secure, cloud-based collaboration is the norm, with AI integrations enhancing efficiency. Unregulated AI use poses serious risks around
2026 Legal Tech Trends Read More »
Key Takeaways Microsoft consolidation can unlock major IT savings by eliminating redundant third-party tools SMBs can now match enterprise-grade security without the enterprise-grade price tag New Microsoft Business Premium add-ons offer feature parity with the E5 license at a 37% discount Enterprises can eliminate the “redundant tech tax” and reinvest in AI initiatives like Copilot
Maximizing Microsoft 365 Value to Fund AI Innovation (Part 2) Read More »
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