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AI governance for energy companies

Make AI useful across the business. Keep shared files in scope.

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. Cocha helps your IT team put approved AI tools and practical controls in place.

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

What your team needs to decide.

Contractor access

Review guest accounts, shared groups, access expiry, and who owns each external relationship.

Operations information in M365

Identify which business and operations documents a proposed connector can reach, and which should be outside the pilot.

AI already in use

Discuss approved tools, employee workflows, and available network evidence to choose a practical path from informal use to governed deployment.

Focus on the business data your AI can reach.

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.

An access baseline

Permissions and sharing questions tied to the Microsoft 365 sources selected for review.

A defined rollout boundary

Approved tools, users, sources, and connector settings, with an agreed test and escalation process.

Clear control ownership

Responsibilities for access reviews, employee guidance, exceptions, and changes to AI capabilities.

Our work here concerns enterprise IT, Microsoft 365 data access, and AI governance. OT, SCADA, industrial safety, and pipeline compliance assessments require their own specialist scope.

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 R. Combs brings 30 years in IT and 15 years working with law firms to the access and governance questions shared across organizations. Gabriella San Miguel coordinates project activity and scheduling.

Already have an agreed project? Request a project conversation.

Questions before you begin

Will this assess our operational technology systems?

No. This starting point covers enterprise AI and Microsoft 365. It does not assess industrial control systems or establish operational safety.

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.