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Copilot in the Real World: How Cascade Environmental Is Managing GenAI Rollouts at Scale

GenAI Security
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Highlights

  • Cascade Environmental is rolling out Microsoft Copilot to a distributed, non-technical workforce.
  • Oversharing risks, especially in SharePoint and OneDrive, require proactive governance.
  • Copilot success hinges on clear communication, phased adoption, and identity-aware permissioning.

GenAI is no longer the domain of early adopters. It's reaching every corner of the enterprise. In this webcast recap, we highlight key insights from Lisa Choi, Director of IT at Cascade Environmental, on what it takes to safely and successfully roll out Microsoft Copilot to a dynamic, dispersed workforce.

Whether you're in IT or leading a broader digital transformation, Lisa’s lessons on permissions, communication, and governance provide a practical roadmap for secure GenAI adoption.

Rolling Out Copilot Beyond Tech Teams

At Cascade, Copilot isn’t just being piloted in IT or engineering. It’s being deployed across field staff, sales, and administrative roles. That diversity brings unique challenges:

  • Technical proficiency varies — not everyone is fluent in AI prompts or platform behavior.
  • Data access is decentralized — shared drives and legacy permissions create oversharing risks.
  • Use cases are evolving — Copilot’s role differs by function, which affects governance.

Lisa’s approach: start small, communicate often, and treat Copilot not as a tool but as a workplace transformation.

“We’re a blue-collar company… the majority of our workforce are not going to be tech-savvy. We need to ensure that everyone, from the drillers in the field to our C-level executives, understands the goal of what we’re trying to do with technology.”
Lisa Choi, Director of Enterprise Architecture, Cascade Environmental

Custom vs. Out-of-the-Box GenAI Adoption

One of the most debated decisions in GenAI rollouts: should you deploy Copilot as-is or build something more custom?

Cascade is sticking with out-of-the-box Microsoft Copilot, but with enhanced oversight. For Lisa, the key is balancing velocity with control. Her team ensures every rollout includes:

  • Preflight access reviews
  • Baseline training
  • Use case scoping tied to business outcomes

Oversharing Is Still the Biggest Risk

Lisa emphasized that Copilot’s tight integration with SharePoint and OneDrive can backfire if permissions aren’t cleaned up first.

Examples she’s seen (and preempted):

  • Sensitive folders inherited org-wide visibility
  • Users accessing documents through Copilot they shouldn’t see
  • Prompt history unintentionally capturing proprietary data
“If you don’t have SharePoint set up correctly, it’s similar to opening the door to everyone in the entire world to come into your house.”
Lisa Choi, Director of Enterprise Architecture, Cascade Environmental

Building Guardrails Through Communication and Governance

To get ahead of risk, Lisa’s team focuses on alignment across departments, including:

  • Governance committees with IT, compliance, and department leads
  • Clear enablement messaging to set expectations and reduce fear
  • Support paths for non-technical users to ask questions or flag issues

This isn’t just IT’s job. It’s a cross-functional effort.

What’s Next: Identity-Aware AI

Lisa sees the future of GenAI moving toward “agentic” systems — ones that not only generate but act. To prepare, her team is doubling down on:

  • Role-based access controls
  • Data classification and labeling
  • AI-aware identity governance
“I don’t think [GenAI] is going to replace people… it’s going to give them time back. If you spend all day doing one thing, now you can do more things. It broadens the skill set you already have.”
Lisa Choi, Director of Enterprise Architecture, Cascade Environmental

Final Takeaway: Be Strategic, Be Proactive

Copilot promises productivity gains, but without structure, it can create exposure. Cascade’s approach shows that practical governance, strong communication, and cross-team collaboration are the foundation for secure GenAI success.

Ready to dive into the full discussion? Watch the webcast at the top of this page.

About the Author

Copilot in the Real World: How Cascade Environmental Is Managing GenAI Rollouts at Scale

Highlights

  • Cascade Environmental is rolling out Microsoft Copilot to a distributed, non-technical workforce.
  • Oversharing risks, especially in SharePoint and OneDrive, require proactive governance.
  • Copilot success hinges on clear communication, phased adoption, and identity-aware permissioning.

GenAI is no longer the domain of early adopters. It's reaching every corner of the enterprise. In this webcast recap, we highlight key insights from Lisa Choi, Director of IT at Cascade Environmental, on what it takes to safely and successfully roll out Microsoft Copilot to a dynamic, dispersed workforce.

Whether you're in IT or leading a broader digital transformation, Lisa’s lessons on permissions, communication, and governance provide a practical roadmap for secure GenAI adoption.

Rolling Out Copilot Beyond Tech Teams

At Cascade, Copilot isn’t just being piloted in IT or engineering. It’s being deployed across field staff, sales, and administrative roles. That diversity brings unique challenges:

  • Technical proficiency varies — not everyone is fluent in AI prompts or platform behavior.
  • Data access is decentralized — shared drives and legacy permissions create oversharing risks.
  • Use cases are evolving — Copilot’s role differs by function, which affects governance.

Lisa’s approach: start small, communicate often, and treat Copilot not as a tool but as a workplace transformation.

“We’re a blue-collar company… the majority of our workforce are not going to be tech-savvy. We need to ensure that everyone, from the drillers in the field to our C-level executives, understands the goal of what we’re trying to do with technology.”
Lisa Choi, Director of Enterprise Architecture, Cascade Environmental

Custom vs. Out-of-the-Box GenAI Adoption

One of the most debated decisions in GenAI rollouts: should you deploy Copilot as-is or build something more custom?

Cascade is sticking with out-of-the-box Microsoft Copilot, but with enhanced oversight. For Lisa, the key is balancing velocity with control. Her team ensures every rollout includes:

  • Preflight access reviews
  • Baseline training
  • Use case scoping tied to business outcomes

Oversharing Is Still the Biggest Risk

Lisa emphasized that Copilot’s tight integration with SharePoint and OneDrive can backfire if permissions aren’t cleaned up first.

Examples she’s seen (and preempted):

  • Sensitive folders inherited org-wide visibility
  • Users accessing documents through Copilot they shouldn’t see
  • Prompt history unintentionally capturing proprietary data
“If you don’t have SharePoint set up correctly, it’s similar to opening the door to everyone in the entire world to come into your house.”
Lisa Choi, Director of Enterprise Architecture, Cascade Environmental

Building Guardrails Through Communication and Governance

To get ahead of risk, Lisa’s team focuses on alignment across departments, including:

  • Governance committees with IT, compliance, and department leads
  • Clear enablement messaging to set expectations and reduce fear
  • Support paths for non-technical users to ask questions or flag issues

This isn’t just IT’s job. It’s a cross-functional effort.

What’s Next: Identity-Aware AI

Lisa sees the future of GenAI moving toward “agentic” systems — ones that not only generate but act. To prepare, her team is doubling down on:

  • Role-based access controls
  • Data classification and labeling
  • AI-aware identity governance
“I don’t think [GenAI] is going to replace people… it’s going to give them time back. If you spend all day doing one thing, now you can do more things. It broadens the skill set you already have.”
Lisa Choi, Director of Enterprise Architecture, Cascade Environmental

Final Takeaway: Be Strategic, Be Proactive

Copilot promises productivity gains, but without structure, it can create exposure. Cascade’s approach shows that practical governance, strong communication, and cross-team collaboration are the foundation for secure GenAI success.

Ready to dive into the full discussion? Watch the webcast at the top of this page.

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