Perspective
Research notes on strategy, architecture, security, data, providers, implementation, and automation—including AI when it can be used under clear controls.
Read the editorial standards
AI use and control
4 min read
A seven-part control test for deciding whether a proposed use is clear, contained and reviewable enough to enter day-to-day work.
Principals, operations leaders, compliance leaders, and technology leads
Architecture and security
3 min read
Copilot reflects the Microsoft 365 environment beneath it. Identity, permissions, sharing, information protection, audit and retention should be understood before broad use.
Principals, operations leaders, technology leads, and technology providers
Security and client information
4 min read
The amended rule calls for a current view of customer information, the providers that handle it, and the response the firm can execute when unauthorized access occurs.
Principals, operations leaders, compliance leaders, and technology leads
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