Case Study ยท Ontario Crown corporation
Manual reporting cut ~60%, and loan data made Copilot-safe.
An Ontario Crown corporation managed critical loan and financial data across scattered spreadsheets, with manual reporting consuming significant staff time and sensitive data spread without consistent controls.
The challenge
Reporting was slow and error-prone, and the organization wanted to adopt Microsoft Copilot, but sensitive financial and personal data was over-exposed, making AISearch a compliance risk.
The approach
We consolidated the scattered workbooks into a single governed data model, automated the reporting with Power Platform, and applied Microsoft Purview classification, sensitivity labels and DLP so the right people see the right data, and Copilot never surfaces what it should not.
The outcome
Manual reporting effort dropped by roughly 60%, sensitive data was brought under consistent governance, and the environment became safe to enable Copilot, aligned to PIPEDA and the organization's compliance obligations.