The role in one sentence
Lead a 90-day engagement that turns a Fortune-class regulated enterprise’s unmanaged Power Platform, Copilot Studio, and M365 estate into a governed, classified, observable, ROI-tracked capability — and convert into a PTM full-time hire on successful delivery.
Why this role exists
Proactive Technology Management (PTM) Fusion has committed to a 90-day Power Platform and Copilot Studio governance program for a Fortune-class regulated enterprise client. The engagement runs in two phases:
- Phase 1 — Discovery & Assess (30 days). Inventory and risk-rank the estate (apps, flows, agents, environments, sensitivity-labeled data flows). Map current ALM, identity, Center of Excellence (CoE) Kit, and Microsoft Purview posture against PTM and Microsoft baselines. Quantify Copilot Studio agent exposure and observability gaps. Deliver a prioritized governance backlog with measurable ROI.
- Phase 2 — Implement & Govern (60 days). Stand up the CoE Kit, Power Platform DLP and environment strategy, and Purview-aligned classification, labeling, and retention policy. Wire Application Lifecycle Management (ALM) pipelines for both makers and pro-developers. Operationalize Copilot Studio agent governance — authentication, content moderation, audit. Light up an Azure Monitor and Log Analytics observability surface tied to the agreed value metric.
What you'll deliver
- A risk-ranked inventory of every app, flow, agent, environment, sensitivity label, and DLP policy across the client tenant.
- A current-state assessment of ALM, identity, Power Platform DLP, Microsoft Purview information protection, retention, audit, and Compliance Manager posture — mapped to PTM and Microsoft reference architectures.
- A prioritized governance backlog with one-line ROI rationale per item, ready to drive Phase 2 scope confirmation.
- A deployed and operating Power Platform CoE Kit with environment strategy, tenant- and environment-level DLP policies, and connector classification rationale.
- ALM pipelines (Power Platform Pipelines or ALM Accelerator + GitHub Actions / Azure DevOps) serving both citizen-developer and pro-developer paths.
- A Purview governance baseline: sensitivity label taxonomy with auto-labeling rules, M365 DLP policies covering Exchange / SharePoint / OneDrive / Teams / Endpoint, retention label and policy framework, audit (Standard or Premium) configuration, and Compliance Manager assessment posture.
- Copilot Studio agent governance with authenticated Entra-bound knowledge sources, content controls, audit logging, Purview-for-Copilot DSPM-for-AI configuration, and red-team review of high-exposure agents.
- A live observability surface built on Azure Monitor, Log Analytics, Application Insights, and Power BI — including diagnostic settings on Power Platform, KQL workbooks for governance KPIs, alert rules on policy drift, and an executive dashboard reporting against the value metric agreed during Discovery.
- Solution Architecture Document (SAD), Solution Design Document (SDD), and milestone roadmap authored against PTM templates and reviewed under our Maker-Checker discipline.
Who you are
You can hold a discovery conversation with a Chief Information Officer in the morning, run an Event Storming session with a finance director after lunch, and ship a Dataverse security-role design before dinner. You communicate in plain language to business owners and in precise technical terms to engineers, often in the same meeting.
You believe governance is a value engine, not a brake. You measure success in ROI delivered, not artifacts produced.