Overview
Merit Ontario, a publicly funded organization that supports distance education across Ontario, engaged Inside View to further strengthen its Microsoft 365 security posture, device governance, and readiness for emerging AI capabilities. As the organization expanded its reliance on cloud collaboration, leadership required stronger endpoint controls, improved visibility into sensitive information, and a structured approach to future Copilot adoption.
Inside View delivered a focused security and governance engagement that standardized device enrollment, enhanced information visibility, and prepared the organization for responsible AI enablement while simultaneously aligning its increase in usage, governance, and security considerations with its goals of long-term Microsoft 365 sustainability.
Challenges
- Inconsistent device enrollment and endpoint configuration
- Limited visibility into sensitive information across user devices and cloud storage
- Growing reliance on Microsoft Teams and SharePoint without structured security alignment
- No formal readiness assessment prior to enabling AI capabilities, such as Microsoft Copilot
- Lack of governance maturity to support long-term scalability
Solution
- Device Enrollment & Endpoint AlignmentSupported structured device enrollment using Microsoft Autopilot and Intune, standardizing configuration policies and improving endpoint consistency across all staff devices.
- Information Visibility & Governance ControlLeveraged Microsoft Purview capabilities to improve visibility into sensitive information across the Microsoft 365 environment and strengthen governance alignment
- Microsoft 365 Security & Policy AlignmentReviewed tenant configuration, access controls, and governance practices to ensure scalable, best-practice security alignment.
- Copilot Readiness AssessmentConducted a governance-first AI readiness review, evaluating data exposure risks, permission hygiene, and policy maturity prior to enabling Copilot functionality.
- Cybersecurity Awareness EnablementSupported organizational awareness around secure collaboration practices and responsible information handling within Microsoft 365.
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Outcome
- Standardized device enrollment and improved endpoint consistency
- Increased visibility into sensitive information across Microsoft 365
- Strengthened governance maturity supporting scalable growth
- Reduced risk exposure prior to AI enablement
- Positioned the organization for responsible Microsoft Copilot adoption
