AI is the first technology in years that staff will adopt whether or not you have decided to. The risk is rarely the tool itself — it is that Copilot can instantly surface a decade of files nobody has looked at, including the ones with permissions that were never quite right. We are a security-first managed services provider, so we do this in that order: assess what your data would expose, close what it finds, then deploy under proper control. Afterwards, governance is part of your managed service rather than a project that ended.
Assess first
AI enabled only after the data is governed
What is included
- SharePoint data exposure review
- Knowledge structure review
- AI governance review
- Deployment readiness summary
- Recommended improvement plan
- Delivered in days, not months
What changes
You find out before your staff do
A data exposure assessment before AI is enabled, not after someone surfaces the wrong document.
Every question is logged
A full audit trail of what was asked, what was accessed and what was done with it.
Actions need a person
Anything that changes a record or sends a message is presented for approval. AI proposes; people decide.
Method
How Keystone works
Assess
We review your data exposure first – SharePoint permissions, sharing links, structure. AI never meets your data before you know what it would find.
Secure
Close what the assessment found. Permissions tightened, legacy links retired, governance controls in place.
Connect
Your systems are connected one at a time, each deliberately scoped. CRM, service desk, finance – nothing by default.
Ask
Your team asks questions in Microsoft Teams and gets real answers from live systems. No new application, no training programme.
Govern
Every query logged, actions gated behind human approval, access reviewed as part of your managed service.