Technology Governance & Migration In The AI Era

1. Thursday., March. 7, 2024 12:00 PM (EST)
Technology
Governance &
Migration In The AI Era
Richard Harbridge
2toLead Chief Technology
Officer & Microsoft MVP
Mastering Microsoft

2. If you want to drive the best competitive advantage each investment here matters.
Systems Processes Usage
Advantage
With AI

3. If you want to drive the best competitive advantage each investment here matters.
Data
(Systems)
Governance
(Processes)
Adoption
(Usage)
Advantage
With AI

4. If you want to drive the best competitive advantage each investment here matters.
Data
(Systems)
Governance
(Processes)
Advantage
With AI

5. Governance & Migration In The AI Era
Q: Why does
migration matter so
much in the AI era?

6. The results are clear, but the pace is also accelerating. Programming is the most mature of
these 3 sample workloads, but with Copilot we are seeing already significant improvement.
Study 1: Erik Brynjolfsson, Danielle Li, and
Lindsey R. Raymond. Generative AI at Work.
Study 2: Shakked Noy and Whitney Zhang
(2023): Experimental Evidence on the
Productivity Effects of Generative Artificial
Intelligence.
Study 3: Sida Peng, Eirini Kalliamvakou, Peter
Cihon, and Mert Demirer (2023): The Impact of
AI on Developer Productivity: Evidence from
GitHub Copilot.

8. By leveraging your data we improve the quality of the prompt, and the quality of the response
while doing responsible AI checks, security, compliance, privacy review and command generation.

9. Think of plugins as a bridge. This could be a bridge between data from the internet and
data a company keeps private or a bridge between a copilot and a back-end system.

10. Think of plugins as a bridge. This could be a bridge between data from the internet and
data a company keeps private or a bridge between a copilot and a back-end system.

11. Think of plugins as a bridge. This could be a bridge between data from the internet and
data a company keeps private or a bridge between a copilot and a back-end system.

12. Think of plugins as a bridge. This could be a bridge between data from the internet and
data a company keeps private or a bridge between a copilot and a back-end system.

13. Think of plugins as a bridge. This could be a bridge between data from the internet and
data a company keeps private or a bridge between a copilot and a back-end system.

14. Think of plugins as a bridge. This could be a bridge between data from the internet and
data a company keeps private or a bridge between a copilot and a back-end system.

15. Think of plugins as a bridge. This could be a bridge between data from the internet and
data a company keeps private or a bridge between a copilot and a back-end system.

16. Think of plugins as a bridge. This could be a bridge between data from the internet and
data a company keeps private or a bridge between a copilot and a back-end system.

17. Think of plugins as a bridge. This could be a bridge between data from the internet and
data a company keeps private or a bridge between a copilot and a back-end system.

18. Think of plugins as a bridge. This could be a bridge between data from the internet and
data a company keeps private or a bridge between a copilot and a back-end system.

19. Think of plugins as a bridge. This could be a bridge between data from the internet and
data a company keeps private or a bridge between a copilot and a back-end system.

20. Think of plugins as a bridge. This could be a bridge between data from the internet and
data a company keeps private or a bridge between a copilot and a back-end system.

21. Think of plugins as a bridge. This could be a bridge between data from the internet and
data a company keeps private or a bridge between a copilot and a back-end system.

22. By leveraging your data we improve the quality of the prompt, and the quality of the response
while doing responsible AI checks, security, compliance, privacy review and command generation.

23. By leveraging your data we improve the quality of the prompt, and the quality of the response
while doing responsible AI checks, security, compliance, privacy review and command generation.

26. Governance & Migration In The AI Era
Q: Why does
migration matter so
much in the AI era?

27. Governance & Migration In The AI Era
A: AI is made more
valuable as systems and
data are modernized.

28. Governance & Migration In The AI Era
Q: Why does
governance matter so
much in the AI era?

29. Governance isn’t JUST risk mitigation it’s also about efficiency (think of how roles, play
books, and structure help teams succeed) and driving better digital excellence (adoption).

30. Policies & Governance Assets
Planning
Analyzing
Coordinating
In other words, it’s not just policies but playbooks. The playbooks and execution pattern work is
arguably more important as the policies naturally are a by-product from better coordination/focus.

31. Governance & Migration In The AI Era
Q: Why does
governance of services
matter so much in the
AI era?

32. There are proven ways to tackle the complexity of planning and managing Microsoft and
it’s related collaboration or digital workplace services.

33. Governance & Migration In The AI Era
Q: Why does
governance of
information matter so
much in the AI era?

35. If you are using Purview and labelling strategies those will be supported OOTB with Copilot.

36. If you are using Purview and labelling strategies those will be supported OOTB with Copilot.

37. If you are using Purview and labelling strategies those will be supported OOTB with Copilot.

38. If you are using Purview and labelling strategies those will be supported OOTB with Copilot.

39. If you are using Purview and labelling strategies those will be supported OOTB with Copilot.

40. Governance & Migration In The AI Era
Q: Why does governance
of information management
matter so much in the AI
era?

42. Why Do We Need To Manage Sprawl?
What are the common issues that come with unmanaged sprawl of Microsoft Teams,
SharePoint Sites, or even Yammer Communities? www.M365Sprawl.com
Ineffective
Naming
Unclear Purpose Or
Workspace Focus
Unclear Official vs
Unofficial
Cannot Differentiate
At A Glance
Inappropriate Name
Usage
Owners
Missing
Orphaned
Teams/Sites
Unmanaged
Teams/Sites
Sponsor vs Owner
Challenge
Private Channels
(Don’t Require
Owner)
Redundant
Teams/Sites
Decreased User
Confidence
Inconsistent
Workspaces
Increased
Operational Load
Increased Costs To
Support
Data Loss
Risks
Limited Ability To
Target Labels For
Information
Protection
Limited Ability To
Determine Risk
Limited Ability To
Pro-actively Mitigate
Risks
Limited Permission
Review & Increased
Chances Of Over
Sharing
Loss Of
Control
Often Unmanaged
Use Of Apps (Cannot
Target)
Unmanaged
Integration
Limited Ability To
Target Labels For
Retention
No Clear Escalation If
Owner Missing Or
Unresponsive
Slower
Team/Site
Start
Not Tailored Or Fit To
Purpose
Inconsistent
Design/Layout Leads
To Relearning
Hesitation To
Optimize Created
Spaces
Technically
Challenging
Navigation
Productivity
Costs
Challenging For New
Users To Ramp
Hard To Find
Workspaces
Uncertain Who
Owns A Workspace
Reliance On Others
To Link
Training &
Adoption
Challenges
When To Use What
Challenges
No Consistency
Makes It Harder To
Train
Unmanaged
Workspaces Cannot
Be Targeted With
Guidance
Difficulty Identifying
Champions & Pro-
actively Targeting
Champions

43. It is important to have a process for new site and team creation and to automate the process so that
you can provide tailored, or templated experiences for users and better management/navigation.

44. Why is asking a few extra questions on provisioning so important? What value does this
extra metadata provide once we have it for reference?
Workspace
(Site/Team)
Metadata
Enables Default
Metadata
Empowers Effective
Labelling
Targeted Content
Protection
Targeted Retention
Management
Differentiate
Templates
Faster Adoption
Improved
Productivity
Consistency
Manage More
Effectively
Target Support
Improve Lifecycle
Management
Reduce Redundancy
& Empower
Discovery
Sample Metadata Questions
• What is the purpose or business reason
for this workspace?
• What division does this relate to?
• What department does this relate to?
• What product does this relate to?
• What customer does this relate to?
• What project does this relate to?
• Will this workspace contain highly
confidential information?
• Who is the business sponsor for this
workspace?
• What should the visibility of this
workspace be? Should it be shown in
the directory?

45. Since the registry or master list of sites, teams, and communities will now exist it is well worth
presenting to users in effective navigation experiences. Easiest way to show value of metadata.

46. By centralizing and governing the creation of ‘spaces’ (groups, teams, sites, etc.), we can
improve how we manage the lifecycle of these spaces.
Targeted Conditional Access Policies
Targeted Reviews & Escalation Processes
Targeted Block Download Policies
Targeted Default Sensitivity Policies

47. Use powerful tools to manage the
content lifecycle and control access
+ protection and tiered storage
Data Access Governance
Site Access Review
Restricted Access Controls
Content Event Insights
Copilot in the SharePoint Admin Center
Microsoft 365 Archive
Microsoft 365 Backup

48. Governance & Migration In The AI Era
Q: Why does
governance of usage
matter so much in the
AI era?

49. The Copilot Dashboard helps through readiness, adoption, and measurement.

50. The Copilot Dashboard helps through readiness, adoption, and measurement.

51. The Copilot Dashboard helps through readiness, adoption, and measurement.

52. Governance & Migration In The AI Era
Q: Why does
governance (in all it’s
forms) matter so much
in the AI era?

53. Governance & Migration In The AI Era
A: AI is more valuable the
better you Govern
(optimize) your data and
usage.

54. Governance & Migration In The AI Era
Q: What changes with
technology Governance
in the AI era?

55. The stakes in early days with AI are lower. So it’s important to embrace and learn sooner.
Image Source: Thomas Friedman, 2017

56. Governance is arguably the one way you can differentiate and manage/optimize at scale.

57. Quickly gain context into user intent and timing of risky activities, enabling you to tailor your
investigation with those specific dates in mind and quickly pinpoint sensitive files at risk.

58. Rapidly summarize alerts and highlight high-risk communications that may lead to a data
security incident or business conduct violation.

59. Generates quick summaries of documents in a review set, helping you save time and conduct
investigations more efficiently.

60. Automatically and continuously discover data security risks and provide organizations with an
aggregated view of total prompts and the sensitive information included in those prompts.

61. Automatically and continuously discover data security risks and provide organizations with an
aggregated view of total prompts and the sensitive information included in those prompts.

62. Automatically and continuously discover data security risks and provide organizations with an
aggregated view of total prompts and the sensitive information included in those prompts.

63. Automatically and continuously discover data security risks and provide organizations with an
aggregated view of total prompts and the sensitive information included in those prompts.

65. Governance
Demands
Optimize

66. Governance & Migration In The AI Era
Q: What changes with
technology Governance
in the AI era?

67. Governance & Migration In The AI Era
A: AI makes it critical for
your Governance to be
pro-active, scaled
and sustainable.

68. Governance & Migration In The AI Era
Q: What are the common
barriers to AI adoption in
organizations and how
can they be overcome?

69. A view of why Adoption (or Governance) like a service makes more sense in the AI era?
Adoption
Projects
•Typically oriented around a launch.
•Typically uses point in time metrics (before & after).
•“Tragedy of the commons” risk.
Adoption
Services
•Works better with continual launch.
•Works better with continual metrics.
•Joint ownership and collaborative nature of a service
model makes opposition obvious and public.

70. Governance isn’t JUST risk mitigation it’s also about efficiency (think of how roles, play
books, and structure help teams succeed) and driving better digital excellence (adoption).

71. We need to invest in key areas to enable and accelerate adoption. Governance isn’t
JUST RISK MITIGATION it’s also about efficiency and driving better digital excellence.
Governance
Policies &
Guidance

72. We need to invest in key areas to enable and accelerate adoption.
Adoption
Campaigns

73. You will love the way we work. Together. ™
The distribution of collaborative work is often extremely lopsided. In most cases, 20% to 35% of
value-added collaborations come from only 3% to 5% of employees.

81. Start implementing some of these practices in your organization today and shift from tackling
adoption and governance as projects to tackling adoption and governance like a service.
Adoption
Services
Advance
Governance
Readiness
Align With
Business
Objectives
Measure &
Review
Plan &
Execute
Adoption
Campaigns
Improve
Digital
Fitness &
Excellence

82. Governance & Migration In The AI Era
Q: What are the common
barriers to AI adoption in
organizations and how
can they be overcome?

83. Governance & Migration In The AI Era
A: We need to
approach as a
service, with teams
and scale + sustain.

84. Governance & Migration In The AI Era
Q: What steps should
organizations take to
effectively migrate to
AI powered technologies?

85. While it’s tempting to front-load optimization into the migration pattern it is rarely the most
efficient approach. There are better tools to optimize in the cloud or modern environment.
Migration
Success
Content
Migration
Solution
Migration
Restructure
Optimization
Expensive but predictable.
Prioritization matters as
does ROI here.
Restructuring can be
lighter in approach
focusing on permissions
and flattening sites to
ready them for Teams etc.

86. While it’s tempting to front-load optimization into the migration pattern it is rarely the most
efficient approach. There are better tools to optimize in the cloud or modern environment.
Migration
Success
Content
Migration
Solution
Migration
(Foundational)
Restructure
Optimization
This is easier in the cloud and means
that the improved experiences are
available sooner to more people (at
less cost). Optimization is the biggest
cost and the most likely to lead to
significant (if not near-never ending)
scope creep.
Example: Content owners
have better visibility into
things like view counts to
help optimize content in
the cloud.

87. Example: Content owners
have better visibility into
things like view counts to
help optimize content in
the cloud.
This is easier in the cloud and means
that the improved experiences are
available sooner to more people (at
less cost). Optimization is the biggest
cost and the most likely to lead to
significant (if not near-never ending)
scope creep.
While it’s tempting to front-load optimization into the migration pattern it is rarely the most
efficient approach. There are better tools to optimize in the cloud or modern environment.
Migration
Success
Content
Migration
Solution
Migration
(Foundational)
Restructure
Optimization

88. Optimization
Project
Migration
Project
While it’s tempting to front-load optimization into the migration pattern it is rarely the most
efficient approach. There are better tools to optimize in the cloud or modern environment.
Migration
Success
Content
Migration
Solution
Migration
(Foundational)
Restructuring
Restructure &
Optimization
Improved
Knowledge

89. Optimization
Services
While it’s tempting to front-load optimization into the migration pattern it is rarely the most
efficient approach. There are better tools to optimize in the cloud or modern environment.
Migration
Success
Content
Migration
Solution
Migration
(Light)
Restructuring
Envision &
Assess
Design
Implement
Adopt
Review
Migration
Project
Migration
Success
Content
Migration
Solution
Migration
(Foundational)
Restructuring

90. Optimization
Services
While it’s tempting to front-load optimization into the migration pattern it is rarely the most
efficient approach. There are better tools to optimize in the cloud or modern environment.
Migration
Success
Content
Migration
Solution
Migration
(Light)
Restructuring
Envision &
Assess
Design
Implement
Adopt
Review
Migration
Project
Migration
Success
Content
Migration
Solution
Migration
(Foundational)
Restructuring

91. Governance & Migration In The AI Era
A: Migration and
optimization (AI powered)
should be separated.
Migrate then optimize!

92. Governance & Migration In The AI Era
Q: What steps should
organizations take to
effectively migrate to
AI powered technologies?

93. Governance & Migration In The AI Era
Q: What steps should
organizations take to
effectively migrate to AI
powered technologies?

94. Cloud migration
is in the fast lane
But…
organizational
initiative5
vendors and
tools for an
organization6
of new apps will
embed AI by
20252
of new initiatives
will be cloud-
native by 20253
1. Gartner Says Four Trends Are Shaping the Future of Public Cloud – Gartner, August 2021
2. IDC FutureScape Outlines the Impact "Digital Supremacy" Will Have on Enterprise Transformation and the IT Industry | Business Wire –
IDC, October 2019
3. Gartner Identifies the Top Strategic Technology Trends for 2022 – Gartner, October 2021
4. 2023 Data Breach Investigations Report (DBIR) – Verizon, 2023
5. Flexera 2023 State of the Cloud Report
6. Going lean: How vendor consolidation creates big gains, MIT Technology Review, June 2020

95. Pressing
priorities
Be
AI-ready

96. Pressing
priorities
Be
AI-ready

97. Pressing
priorities
Be
AI-ready

98. Customer
profiles
Credit
behaviors
Statements and
quarterly snapshots
Population
behaviors
Public
records
Market and
economic analysis Investigative
reports
Social media
profiles

99. Colocate in the cloud
Microsoft Azure
Datasets Applications Infrastructure
Reduced
latency
Proven
Security & Governance
Proven
Azure Scalability

100. Infuse AI and ML
Azure
Cosmos DB
Azure
OpenAI
Virtual
assistant
Azure SQL
Database
Web
Application
Microsoft Fabric
Azure Synapse Analytics Power BI
Azure Machine Learning
Loan credit risk model
Training Inference Responsible AI
Increased collaboration
with compliance
Improved data quality Faster experimentation
innovation

101. Azure Machine Learning
Loan credit risk model
Initial processing Training Responsible AI
• Feature
engineering
• Training
• Evaluation
• Registration
• Fairness
• Interpretability
Power BI
Web
Application
Virtual
assistant
Azure Synapse Analytics
Azure SQL
Database
Azure OpenAI
Azure
Cosmos DB
Microsoft Fabric
Ensure secure and responsible AI
Microsoft’s Responsible AI principles
Fairness Inclusiveness Reliability & Safety Privacy & Security Accountability Transparency

102. + + +
Use cases
Generative
AI
Training and
inferencing
Data
engineering
Challenges
App
latency
Disparate
data systems
Infrastructure
performance

103. Azure Migrate
Your tool for Azure migration
On-premises or other clouds
Hyper-V
Discover, assess, migrate,
& modernize
Azure Migrate
Servers
Web apps
(ASP.NET, Java)
Data (SQL)
Azure
Azure
VM/AVS
Azure App
Service/AKS
Azure SQL

104. Getting to the cloud is just the start…
Automate repeatable configuration
and deployment tasks
Azure Resource
Manager
Azure
Blueprints
Azure Update
Manager
Azure
Automation
Observe across the stack and ensure
contingencies for failures
Azure
Monitor
Azure
Chaos Studio
Azure Traffic
Manager
Azure Managed
Grafana
Azure
Service Health
Azure Network
Watcher
Azure Site
Recovery
Azure
Backup
Azure Business
Continuity Center
Public
Preview
GA
View, organize and govern IT
inventory anywhere Azure
Policy
Azure
Automanage
Azure
Lighthouse
Azure Resource
Mover
Reduce risks to people, data, and resources
from malicious and accidental threats
Microsoft Defender
for Cloud
Microsoft
Sentinel
Azure
Key Vault
Azure
RBAC
Active
Directory
…and more!
Azure
Arc
Azure
Advisor
Azure Cost
Management
Azure
Migrate

105. Azure Migrate and Modernize & Azure Innovate
Guidance spanning Migration to Innovation in one place
Comprehensive
resources in one place
Direct access to
experts and funding
Extensive coverage
—from migration
to innovation
Learn more! aka.ms/AzureHeroOfferings

116. Governance & Migration In The AI Era
Q: What steps should
organizations take to
effectively migrate apps
to AI powered technologies?

117. Governance & Migration In The AI Era
A: Migration and
modernization (AI
enablement) can happen
at the same time.

118. Governance & Migration In The AI Era
Q: What future trends
do organizations need to
prepare for to stay ahead?

119. You will love the way we work. Together. ™
How the roadmap is broken down into categories
Facilitate Governance & Responsibly Empower
Absorb complexity into management, align with policies, simplify compliance, security and performance.
Establish An Effective Foundation
Foundational and important work from strategy to architecture that is necessary for continued digital workplace success.
Migrate & Modernize
Move away from legacy systems into long-term, supported, and more integrated experiences.
Foster Collaboration, Connection & Engagement
Make it easy and efficient for employees to onboard, teams to work together, from anywhere, to gain insights on
what is important and feel included.
Improve Communication, Navigation & Search
Provide more effective ways to communicate, reduce noise, feel informed, engaged and get their core tasks done
with increased efficiency.

120. You will love the way we work. Together. ™
PHASE 1 - Modernize
0-6 months
PHASE 2 – Connect & Integrate
6-12 months
PHASE 3 – Intelligent & Automated
12-24 months
A summary of the initiatives planned over the next 24 months
AI Workplace Strategy
& Roadmap
Modern Navigation
(With Semantic Search)
Connected Copilot
Experiences
Migrate & Develop AI
Content
Establish AI & Copilot
Backlog
AI & Copilot Scenario &
Journey Design
AI Governance Design
& Planning
Viva Engage Premium Pilot
(For Leaders)
Foster Collaboration, Connection
& Engagement
Improve Communication,
Navigation & Search
Migrate
& Modernize
Establish An
Effective Foundation
Facilitate Governance
& Responsibly Empower
AI Amplify Pilot
(For Leaders)
Employee Onboarding
Copilot(s)
Employee Assistant
Copilot Experiences
Copilot Directory
(Release 1)
Copilot Directory
(Release 2)
Viva Pulse Pilot
(For Leaders)
AI Amplify Rolling Pilots
(For Everyone)
Targeted AI Experience &
Search Optimization
Copilot Navigation &
Search Design
Copilot Integration &
Solution Design
AI Content Design &
Migration Planning
Configure &
Improve Security
Automating & Improving Targeted
Processes & Solutions (Release 1)
Viva Topics Pilot
(For Curators)
Bring Knowledge To Users In The Context Of
Their Work (Topics Broader Rollout)
Enhanced Copilot
Insights (Release 1)
Copilot Personalization
(Release 1)
Digital Center Of
Excellence (Release 1)
Digital Center Of
Excellence (Release 2)
Targeted Viva
Learning (Pilot)
Copilot For Microsoft 365 Launch

121. Governance & Migration In The AI Era
Q: What future trends
do organizations need to
prepare for to stay ahead?

122. Governance & Migration In The AI Era
A: Your strategy needs to
be integrated
otherwise it can’t be
forward-thinking.

123. If you want to drive the best competitive advantage each investment here matters.
Data
(Systems)
Governance
(Processes)
Advantage
With AI

124. Thank you!