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The M365 Copilot Data Readiness Checklist with Nikki Chapple

21 snips
Dec 3, 2025
In this engaging discussion, Nikki Chappell, a Microsoft MVP and compliance expert with over 30 years of IT experience, shares her insights on preparing organizations for M365 Copilot deployment. She highlights challenges like data oversharing and provides a comprehensive readiness checklist. Nikki stresses the importance of archiving old information, monitoring sensitive data, and enhancing cross-team collaboration. The conversation also tackles the necessity of an AI governance council to support safe tool adoption and emphasizes a phased approach to data security.
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ANECDOTE

Migration Is Like Moving Boxes Into Closets

  • Nikki compares migrating to Microsoft 365 to stuffing boxes into a new house and never opening them.
  • That analogy highlights why historical migrations left massive hidden technical debt.
ADVICE

Transition Users Before Blocking Models

  • Don't block ChatGPT immediately; instead provide a sanctioned Copilot alternative first.
  • Block risky third-party models selectively (e.g., DeepSeek) while you deploy Copilot and train users.
ADVICE

Lock Down Public Teams Quickly

  • Do audit and convert public Teams/sites to private where appropriate to reduce exposure.
  • Use the SharePoint admin center or PowerShell to change public teams to private in bulk.
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