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AI deployment & governance

Put useful AI into production. Keep control as it changes.

Deploy Claude Enterprise and Microsoft 365 Copilot with clear data boundaries, accountable owners, and a plan for ongoing governance. Cocha works alongside your IT and security team from the first rollout through the changes that follow.

60-minute working session · Written findings · Follow-up review · No obligation to purchase

Three connected parts of a governed rollout.

Deploy approved tools

Define practical use cases, select the enterprise controls you need, and agree on a pilot scope before expanding access.

Control connected data

Review identities, sharing, permissions, and connectors. Validate protections against the workflows your team intends to use.

Keep governance current

Review new capabilities, connector changes, and policy exceptions. Give each change an owner and a decision record.

Experience with real rollout decisions.

Claude Enterprise rollout

Cocha supported a net-new Claude rollout for a large Canadian law firm. The client’s feedback emphasized controls and considerations their team had not identified before Cocha became involved.

Copilot rollout and ongoing governance

Cocha supports a large U.S. law firm with its Copilot rollout and ongoing advice as the ecosystem changes.

Engagement summaries, not direct client quotations. Client names are withheld.

Senior-led delivery with Steven R. Combs: 30 years in IT and 15 years working with law firms. Gabriella San Miguel coordinates projects, scheduling, and business operations.

From readiness to implementation to ongoing advice.

Start with a focused diagnostic. Where deeper analysis or changes are needed, we agree on a paid scope with your team before work begins. Implementation and ongoing advisory are tailored to the environment, not included in the free Snapshot.

A rollout decision

An agreed scope, named owners, evidence gaps, and criteria for moving a pilot forward.

Controls your team can operate

Permissions and connector decisions, configuration records, test results, and a handoff appropriate to the agreed implementation scope.

A governance routine

A review cadence, change log, escalation path, and priorities for the next round of work.

Start with your industry’s context.

AI governance for law firms

Cocha helps law-firm CIOs and CISOs deploy Claude Enterprise and Copilot with permissions, connected data, and ongoing governance in view.

AI governance for energy companies

For oil and gas teams using Claude or Copilot, the starting point is often Microsoft 365: contractor access, operations documents, and the files already shared through Teams and SharePoint.

AI governance for PE-backed companies

Cocha helps CIOs, CISOs, and operating teams at PE-backed companies deploy Claude and Copilot with practical data controls and clear responsibilities.

A useful next step before a bigger commitment.

The free AI Readiness Snapshot covers five areas: data security posture, data access, monitoring coverage, Shadow AI exposure, and a Microsoft Secure Score baseline.

Your administrator reviews and runs a read-only SharePoint exposure script before the 60-minute working session. We provide written findings within five business days after the session and receipt of the required inputs, then hold a 30-minute review.

A bounded diagnostic, not a complete tenant audit, penetration test, regulatory certification, or implementation plan.

Read the Snapshot scope · See preparation requirements

Bring your existing IT team.

We work alongside internal IT, security, and your MSP. Your team remains part of the decisions, implementation, and handoff.

Steven leads the advisory work. Gabriella San Miguel coordinates project activity and scheduling.

Already have an agreed project? Request a project conversation.

Questions before you begin

Can you help if AI is already deployed?

Yes. We can start with the tools and workflows already in use, identify control gaps, and scope improvements with your team.

Do we have to buy anything after the Snapshot?

No. The working session, written findings, and follow-up review are free. You can act on the findings with your own team. Deeper assessments, implementation, and advisory are scoped separately.

When will you respond?

We aim to respond within 4–8 business hours, Monday–Friday, 8 AM–5 PM Central. The overall schedule depends on your team's availability and the agreed inputs.

Read before you book.

Existing Cocha articles relevant to these decisions.