Claude went live company-wide in a read-only configuration.
From “is it safe?” to firm-wide in one launch.
A permissions audit, clear decisions, and practical guidance helped Cogenuity Partners roll out Claude in Microsoft 365 in a read-only configuration.
Each identified risk was fixed or formally accepted.
An implementation guide for IT and a one-page staff guide.
THE STARTING POINT
What would AI be able to see?
Cogenuity Partners, a private equity firm, wanted Claude inside Microsoft 365. Before moving ahead, the partners needed a clear answer to a basic question: what would the connector be able to see?
WHAT TAKITO DELIVEREDClarity before the rollout.
- 01
Understand the permissions
Takito audited the Microsoft 365 tenant’s permissions and mapped where an AI connector would inherit existing oversharing.
- 02
Make the decisions clear
The partners received a plain-English readiness assessment. Each identified risk was either fixed or formally accepted, with a documented record of the decision.
- 03
Prepare the people
The IT administrator received a step-by-step implementation guide. Staff received a one-page guide to the do’s and don’ts.
- 04
Launch with a defined configuration
The firm went live company-wide in a read-only configuration, supported by the documented decisions and practical rollout guidance.
THE OUTCOME
A defined launch. Documented decisions.
Cogenuity moved from uncertainty about AI access to a company-wide launch with a defined read-only configuration and a documented audit trail behind the decisions. The rollout gave partners clarity, IT a practical implementation path, and staff guidance they could use.