# BEMO AI Capability & Governance

Turn AI from an unmanaged risk into a governed, secure, and scalable business advantage.

**You’re already using AI. The question is: are YOU in control of it?**

AI is no longer optional. Your employees are already using tools like Copilot, ChatGPT, and AI agents, whether IT approved them or not.

**You must choose: govern AI proactively or manage AI chaos reactively.**

We treat AI as a core business capability, built on the same foundations as security, compliance, and IT operations.

- Block shadow AI and prevent data leaks
- Deploy Copilot securely
- Build the security and governance to support AI agent development
- Achieve audit-ready AI compliance

## How Our AI Offerings Help Your Business

AI adoption is happening fast, but without structure, it creates more risk than value.

BEMO’s AI Practice doesn’t force you to choose between AI adoption and security. We provide a structured four-stage journey that transforms AI from shadow risk to strategic advantage.

#### Managed AI - Shadow AI

Establish a secure AI baseline

**[View Shadow AI Details](/content/managed-ai/shadow-ai/index.html)**

#### Managed AI - Securing Copilot

Secure and monitor Copilot

**[View Copilot Details](/content/managed-ai/securing-copilot/index.html)**

#### Managed AI - Agent Governance

Govern AI agents

#### Managed AI - AI Compliance

Ready your organization for certification

**[View ISO 42001 Compliance Details](/content/compliance/iso-42001/index.html)**

## Not Sure Where to Start?

Every company is at a different stage in their AI journey. The good news is we've lived this process in our own flesh. Over the past year, our team transformed BEMO from zero AI to an AI-augmented 'frontier firm'

Whether you’re:

:: Trying to understand AI usage risks,

:: Looking to deploy Copilot securely, or

:: Ready to build AI agents or pursue certification...

We’ll help you identify your current stage and the right next step.

- Managed AI - Shadow AI
- Managed AI - Securing Copilot
- Managed AI - Agent Governance
- Managed AI - AI Compliance

|  | Managed AI - Shadow AI | Managed AI - Securing Copilot | Managed AI - Agent Governance | Managed AI - AI Compliance |
| --- | --- | --- | --- | --- |
| Best for | Companies with unmanaged AI usage and no visibility | SMBs deploying Microsoft 365 Copilot | Organizations ready to deploy governed AI agents | Companies pursuing formal ISO 42001 compliance certification |
| Primary outcome | Block shadow AI, establish a secure baseline | Secure Copilot deployment with audit-ready logging | Security and governance that supports agent development | Certified AI management system |
| Implementation <br>this is our standard timeline but it may vary depending on company size | 4 weeks | 6 weeks | 12 weeks | 6–7 months |

## Your AI Maturity Journey

AI adoption doesn’t happen all at once, and it shouldn’t.

Our approach is designed to adapt to your business maturity, so you only invest in what you need today, while keeping the door open to scale as your organization grows and becomes more confident with AI.

This isn’t theory: it’s the exact path BEMO followed internally. From blocking shadow AI to building governed AI systems, every stage reflects real-world experience, not guesswork.

### Stage 1) Block uncontrolled AI

#### Managed AI - Shadow AI

Establish a safe, governed baseline by controlling if/how sensitive data can interact with external, unmanaged AI tools (ChatGPT, Claude, Gemini, etc.)

- Detect unsanctioned AI tools used by employees
- Block high-risk external AI platforms
- Prevent sensitive data from being shared externally
- Gain full visibility into AI usage patterns
- Enable audit-ready reporting for compliance

### Stage 2) Secure & monitor Copilot

#### Managed AI - Securing Copilot

Enable Microsoft 365 Copilot without data leakage, compliance gaps, or audit blind spots.

- Data governance and permissions cleanup
- DLP (Data Loss Prevention) policies for AI
- Conditional access and security controls
- Full audit logging of AI activity
- Continuous monitoring and threat detection

### Stage 3) Begin your Agentic journey

#### Managed AI - Agent Governance

Build your first AI agent, governed from day one

- AI use case identification and design
- Build security and governance that supports agent development
- Security, access, and monitoring setup
- AI Control Board governance framework
- Lifecycle management and continuous improvement

### Fully Governed AI

#### Stage 4) Managed AI - AI Compliance (ISO 42001)

Achieve formal AI management system certification, demonstrating AI governance to customers and regulators.

- AI governance policies and frameworks
- Risk assessments and AI system inventory
- Audit preparation and evidence collection
- Integration with compliance platforms (Drata/Vanta)
- Certification readiness for ISO 42001

## BEMO AI Offering Requirements

These are the minimum tools and licenses you need per stage to work efficiently

BEMO solutions are designed to scale as your business grows; along with your Diamond or Platinum cybersecurity packages.

### Managed AI - Shadow AI

### Managed AI - Securing Copilot

### Managed AI - Agent Governance

### Managed AI - AI Compliance

|  | ### Managed AI - Shadow AI | ### Managed AI - Securing Copilot | ### Managed AI - Agent Governance | ### Managed AI - AI Compliance |
| --- | --- | --- | --- | --- |
| Requirements |
| Microsoft 365 E5, Entra Suite |  |  |  |  |
| BEMO Diamond or Platinum cybersecurity package |  |  |  | ✔️<br>\*Requires Platinum Security |
| Microsoft 365 Copilot |  |  |  |  |
| BEMO Managed Compliance + Drata/Vanta Framework |  |  |  |  |

## Frequently Asked Questions

The top questions we get about AI governance as a service for small businesses:

- Do I need a security package before implementing AI solutions with BEMO?

Yes. AI capabilities at BEMO are **not deployed without a security and compliance foundation in place**.

All AI offerings require:

- Active security controls (such as Diamond or Platinum packages)
  - Data protection and identity management systems
  - Governance and audit capabilities

- Does BEMO custom build AI Agents as part of its services?

No. We do not offer custom AI agent development as a service. Instead, we specialize in AI agent security and governance. Our team helps you design and launch your first AI agent while establishing the security frameworks, policies, and governance structures your organization needs to safely build, deploy, and scale its own AI agents.

- How does BEMO help businesses scale their AI capabilities over time?

BEMO uses a **maturity-based model**, allowing businesses to adopt AI at their own pace while keeping a clear path to scale.

This means:

- You only invest in what you need today
  - You can expand into more advanced AI capabilities as your organization matures
  - Your AI environment remains aligned with security, compliance, and governance requirements

- Do we have to follow every stage, or can we start at a more advanced AI offering?

It depends on your organization’s current level of AI maturity.

While we typically recommend following a **structured, stage-by-stage approach** to ensure everything is secure and properly governed, not every business starts at the same point.

During our initial consultation, we assess:

- Your existing security and compliance foundation
  - Current AI usage (including tools like Copilot or agents)
  - Data governance and risk exposure

If your organization is already more advanced, we’ll **place you at the right stage** and build from there, so you’re not paying for what you don’t need.

The goal is to meet you where you are, while still ensuring your AI environment is **secure, scalable, and aligned with best practices**.

- What is ISO 42001 and who needs it?

ISO 42001 is an international standard for AI management systems, designed to ensure AI is governed with the same rigor as security or compliance frameworks like ISO 27001 or SOC 2.

It is most relevant for organizations that:

- Use AI systems in production (e.g., Copilot or AI agents)
  - Operate in regulated industries (finance, healthcare, government)
  - Need to demonstrate AI governance to customers or partners
  - Want to prepare for emerging AI regulations

Achieving ISO 42001 helps businesses prove trust, reduce risk, and gain a competitive advantage in markets where AI accountability is becoming essential.