Non-Profit · Security & Governance

Driving security, device governance, and AI readiness across a nonprofit Microsoft 365 environment

A focused security and governance engagement that strengthened endpoint controls, improved information visibility, and prepared the organization for responsible AI enablement.

100%
Devices enrolled
Reduced
Risk exposure
AI-ready
Copilot governance
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

What was holding Merit Ontario back

  • 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
Inside View's Solution

A governance-first approach to digital transformation

Device Enrollment & Endpoint Alignment

Supported structured device enrollment using Microsoft Autopilot and Intune, standardizing configuration policies and improving endpoint consistency across all staff devices.

Information Visibility & Governance Control

Leveraged Microsoft Purview capabilities to improve visibility into sensitive information across the Microsoft 365 environment and strengthen governance alignment

Microsoft 365 Security & Policy Alignment

Reviewed tenant configuration, access controls, and governance practices to ensure scalable, best-practice security alignment.

Copilot Readiness Assessment

Conducted a governance-first AI readiness review, evaluating data exposure risks, permission hygiene, and policy maturity prior to enabling Copilot functionality.

Cybersecurity Awareness Enablement

Supported organizational awareness around secure collaboration practices and responsible information handling within Microsoft 365.

Technology Snapshot

Built on Microsoft 365

Microsoft IntuneMicrosoft AutopilotMicrosoft PurviewMicrosoft Entra IDCopilot Readiness Assessment FrameworkMicrosoft 365 Security & Governance Best Practices
Outcomes

Measurable results from day one

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

"Merit Ontario now operates with a governance-aligned, security-conscious Microsoft 365 environment that supports both operational efficiency and future innovation."

— Inside View Consulting Team

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