Building a Secure Foundation for Copilot and Future AI
A global shipping company with operations across vessels, terminals, and regional offices partnered with Infotechtion to strengthen data protection, improve information governance, and prepare for Microsoft Copilot and future AI agents.
Microsoft Purview was selected to help protect sensitive information, reduce oversharing risk, improve lifecycle governance, and support responsible AI adoption. The customer is now planning to test Microsoft E7 to help establish stronger governance and control for the next wave of AI agent adoption.

Business Challenges
- Limited visibility into sensitive business data
- Growing Shadow AI and oversharing risk
- Demand for Copilot and AI automation without enough guardrails
- Legacy OpenText content management reducing AI effectiveness
Solution
Infotechtion delivered a focused program including:
- AI Policy and Procedure
- Data Management Policy and Procedure
- Microsoft Purview for Information Protection, DLP, Lifecycle Management, Risk visibility, Data Map, and Data Catalog
- AI and Agent-ready information architecture
Infotechtion Data Security as a Service
Infotechtion's Data Security as a Service (DSaaS) gave the customer an operating model with roles and responsibilities for monitoring and continuous improvement, not just a one-time implementation. It helps the organization continuously reduce risk, strengthen governance, improve Purview maturity, and adapt controls as AI, data, and business needs evolved.
Outcomes
- Improved readiness for Copilot and future AI and Agents
- Reduced oversharing and Shadow AI risk
- More consistent data protection across operations
- A clearer roadmap for maturing AI and Agent governance
Next Steps
Please contact us for a free consultation or a demonstration.