AI Business Enablement

by Bauer Automate

Your AI Rules Are Written. Now Make Your Tenant Enforce Them.

If you struggle with an AI policy nobody is actually held to, staff using whatever tool they found on their own, or a Copilot bill nobody approved, AI Business Enablement turns your rules into settings.

AIBE comes in two tiers. Essentials gives you the policy, the brand voice and the prompt library as documents your team can use on day one. Complete adds the governance layer, deployed by a Bauer consultant inside your own Microsoft 365 tenant, so the policy applies whether or not any individual person opts in.

Why AI Governance Matters Now

Your staff are already using AI. The only open question is whether they are doing it under rules you wrote. Enforced AI governance helps you:

Put the rules in front of people at the moment they use AI, not during onboarding six months ago
Keep client data, financials and personal information out of tools you never approved
Answer your insurer, your auditor and your clients when they ask what your AI policy is
See AI spend coming, rather than meeting it on the invoice
Defend wire and payment requests against voice cloning and deepfakes with a written verification step
Sound like one company instead of however many people are pasting their own instructions

A policy in a folder changes nothing. A policy wired into the tool changes everything.

What This Is Costing You Right Now

A signed policy nobody is held to

A policy in a folder changes nothing on its own. Until the rules reach people inside the tool they are typing into, compliance is a promise rather than a control, and the first time you find out it was only a promise is after something has already gone out.

Prompts nobody can find

A prompt library only pays off where staff already work. Emailed as a file, it gets downloaded once, saved somewhere personal, and forgotten by the second week. The work you paid for stays in a folder.

Every person's AI sounds like a different company

When your brand voice lives in each person's own settings, it lasts exactly as long as they keep it pasted in. New hires start from nothing, and nobody notices until a client does.

AI spend with no ceiling

Credit-billed AI can run up a bill nobody approved, and the first anyone hears about it is the invoice. Without budgets and alerts there is no setting standing between enthusiasm and a surprise.

What We Deliver:

AIBE is not a longer document. It is the written rules your team will actually follow, plus, at the Complete tier, the configuration that turns those rules into settings inside the Microsoft 365 you already pay for.

1. Your AI Acceptable Use Policy

A branded Word document and PDF with an acknowledgement and signature page, built from a 27-section master and tuned to your industry and the rules that apply to you.

Authorized and prohibited tools, with an appendix set to your approved list
A green, yellow and red data-classification protocol
Output verification, intellectual property, and disclosure requirements
Voice-cloning and deepfake defenses, with financial-verification steps for payment and wire requests
BYOD, training, vendor compliance and incident reporting
Industry tailoring for law, accounting, real estate, trades and industrial, or general professional services

2. Your Brand Voice as a Reusable System Prompt

Extracted from your real writing, not from a questionnaire, and delivered ready to paste.

Variants for Microsoft Copilot, Claude, ChatGPT and Gemini, all four included
A per-platform setup guide for each, self-serve and needing no admin
At the Complete tier, the same voice as a centrally managed agent nobody has to paste

3. A Ready-to-Import Prompt Library

Curated and production-tested, delivered in Microsoft's import format with a rollout guide.

Eight departments covered: Finance, HR, Sales, Marketing, Project Management, IT, Procurement and Customer Success
Openly licensed, so it is yours to adapt and extend
At the Complete tier, published tenant-wide to the Prompt Gallery where your tenant supports it

4. A Plain-Language Onboarding Pack for Staff

Three client-branded guides written for people who did not ask to become AI experts.

A which-tool quick guide covering Copilot, Claude, ChatGPT and Gemini
A comparison matrix scoring 50 or more everyday use cases across the major tools and their modes
A Microsoft 365 Copilot agent-landscape guide

5. The Copilot Governance Layer

The Complete tier only. A Bauer consultant configures these in your Microsoft 365 tenant with your admin present, and every setting is confirmed with you before it goes on.

The Copilot AI disclaimer, wired to your own AI policy page so the rules are one click from the prompt box
Your AI subprocessor choice, set deliberately rather than left at whatever the default was the day your tenant was created
Your approved-terminology dictionary, uploaded so Teams transcription stops mangling your product names, your people and your clients
A Declarative Copilot Agent, carrying your brand system prompt, grounded on your SharePoint branding library and pinned for the people who need it
The Edge Copilot and browser branding policy, your colour, name and logo, with security defaults set
The Microsoft 365 Copilot app deployed and pinned, plus your agent orchestration rules
Budgets and alerts on credit-billed AI, with a short written budget policy you own
Your meeting AI archive settings, matched to what your policy says about retention
Your early-access path, new features first or stable first, decided with you and written down so the next person inherits a decision instead of a mystery

6. A Community Agent and Skill Set

Installed and configured to your tools and your voice, openly licensed, with the original authors credited.

Essentials: ten curated, no-admin agents and skills
Complete: 23 published entries, your starter ten plus 13 more including deployment flavours and two automations
Three further bundles available once our engineers have inspected them

7. Optional Add-Ons

Quoted separately and never folded into a tier, so the tier price stays the tier price.

The AI Adoption Session
The executive prompt ladder
Customer-tuned AI SOPs
The branded document-generation skill install
The AIBE Annual Refresh, a yearly re-issue of your policy, prompt pack and library with a summary of what changed

Who This Is For

AIBE is for organizations whose staff are already using AI, with or without permission.

Law Firms

Privilege, confidentiality and a regulator who will eventually ask what your policy says.

Accounting Practices

Client financial data, and wire requests that need a verification step in writing.

Real Estate and Brokerages

Agents on their own devices, using their own tools, representing your brand.

Trades and Industrial

Field staff, BYOD, and a policy that has to be readable by everyone,

Professional Services

Client-facing writing that should sound like the firm, not like whoever drafted it.

Anyone With Copilot Licences

You are paying for it. This is how you get governance out of it.

If your insurer or your largest client has started asking about AI use, this is the answer they are looking for.

How it Works

1. Tell Us About Your Firm

A short intake: your industry, the tools you use, the rules that apply to you, a few samples of your real writing, and who holds tenant admin.

2. We Build Your Artifacts

Your tailored AI policy, your extracted brand voice, the prompt library and the staff guides, assembled by our team and returned for one review round.

3. We Deploy the Layer

Complete only. A Bauer consultant configures Copilot in your tenant against our deployment runbook, with your admin present and every setting confirmed before it goes on.

4. You Get the Runbook

The runbook, your written budget policy, and a record of every setting we changed, handed over so your team can maintain it without us.

What we touch, and what we do not

We configure the Copilot governance settings named on this page, with your admin present, and we show you each one before we turn it on. We do not read your content, we do not change your security posture beyond the browser defaults listed above, and we hand you the runbook so nothing we did is a secret.

What you will need: a Global Admin who can approve the Copilot settings, about an hour for the intake call, a few samples of your real writing, and whoever owns the policy available to sign it.

How It Is Packaged

Two tiers, and the difference between them is one thing: admin access.

Tier	Best For	What You Get	What You Need	Price
Essentials	Firms who need the rules, the voice and the prompts written, without anything touching the tenant.	A tailored AI Acceptable Use Policy, branded and signature-ready Your brand voice as a system prompt for Copilot, Claude, ChatGPT and Gemini A prompt library across eight departments, ready to import A staff onboarding pack and a which-tool quick guide Ten no-admin agents and skills, installed and configured	No admin access (Documents and prompts only)	Contact Us
Complete	Firms who want the policy enforced by the tenant itself, for everyone, whether or not any individual opts in.	Everything in Essentials, plus: Copilot admin-policy deployment across your tenant Your prompts published tenant-wide, where supported A Declarative Copilot Agent carrying your brand voice, pinned and centrally managed Budgets and alerts on credit-billed AI, with a written budget policy 23 agents and skills, plus three more on inspection The deployment runbook, handed to your admin	Global Admin (Deployed with your admin present)	Contact Us

Cumulative. Move up later and 100% of what you paid for Essentials credits toward Complete. Complete is included at no charge for our first 100 On Brand 365 clients.

See All AIBE Features

Not Sure Which Tier? Ask Us

The full breakdown lists every feature by tier, the add-ons, and everything that is not built at any tier.

100% Upgrade Credit

Move up later and every dollar you paid for Essentials is credited toward Complete or . Nothing you set up today is wasted, and the upgrade is added scope rather than a better version of what you already bought.

AIBE Annual Refresh

Rules age faster than tools do. A yearly re-issue of your policy, your system prompt pack and your prompt library, with a short summary of what changed. For artifact-only customers with no On Brand Care plan; if you already have Care, this is part of your coverage.

What Actually Separates Complete From Essentials

One thing: admin. Essentials is document and prompt work, and nothing touches your tenant. Complete is the Microsoft 365 Copilot admin-policy deployment, the configuration that puts your policy and your prompts into force across the tenant, for everyone, whether or not any individual person sets anything up.

That is why Complete needs a Global Admin and Essentials does not. It is also why the Declarative Copilot Agent is a Complete deliverable and not an Essentials one: a centrally managed, pinned agent is something only an administrator can publish. Everything else in the two tiers is the same work. The difference is whether it is a document you hand out or a setting we turn on.

Your Declarative Copilot Agent

Built on your brand system prompt, grounded on your SharePoint branding library, then pinned for the people who need it. Because it is a Declarative Copilot Agent, there is no per-message consumption meter attached to it and no per-seat subscription to renew.

Buying On Brand 365? Complete comes with it.

AIBE Complete is included at no charge for our first 100 On Brand 365 clients. On Brand 365 puts your brand on every document, device and screen across your Microsoft 365, and Complete governs the AI sitting on top of it. If you are heading toward 365 anyway, do not buy Complete separately. Ask us and we will show it as a zero-dollar line on your proposal.

See the Whole 365 On Brand Family

What AIBE Is Not

We would rather you found this out here than in month three.

Not legal advice. Your AI policy is a strong, tailored starting point, not counsel. Have your own lawyer review it before you adopt it.

Not licensing. You provide your own Microsoft 365 Copilot licences. We do not resell them, and AIBE does not give you Copilot if you do not already have it.

Not brand rollout. The Enterprise Brand Manager, organization asset libraries, org fonts and brand images in Copilot ship on On Brand Pro and 365, as do Brand Voice Pass and Brand Template Enforcer. We will tell you which product you actually need.

Not a security assessment. We do not review your tenant's security posture or change it beyond the browser defaults listed on this page. That is a different engagement.

Not a guarantee on the Prompt Gallery. Publishing organizational prompts tenant-wide is currently a Frontier preview feature. General availability has not shipped, so we do not promise it.

Training is recommended an add-on. The AI Adoption Session and the executive prompt ladder are real, and they are quoted separately. A comprehensive Training Plan, Change Management, and Practical Guidance with one of our AI-native expert consultants is recommended for ultimate success.

Not content access. We do not read your documents, your mail or your chats, at either tier. The 365OnBrand voice extraction prompts are yours to run in your environment and we do not need the outputs (unless you want us to help your IT team push it to everyone)

How Long It Takes

Days, not weeks, on the documents. The tenant deployment is scheduled around your admin's availability. What moves the timeline:

How quickly you can get us writing samples and your approved-tools list
How many compliance regimes need overlays applied
Whether the policy owner is available to review in one round or several
For Complete, when your Global Admin can sit with our consultant

Most firms sign a finished policy inside two weeks of the intake call.

Frequently Asked Questions

Do we need Microsoft 365 Copilot licences to buy this?

For Essentials, no. The policy, the brand voice prompts, the prompt library and the staff guides work across Copilot, Claude, ChatGPT and Gemini. For Complete, yes, because the governance layer configures Copilot. We do not resell licensing either way.

Is the AI policy legal advice?

No. It is a tailored, signature-ready starting point built from a 27-section master and tuned to your industry and the regimes you name. Have your own counsel review it before you adopt it.

What access do you need to our tenant?

Essentials needs none. Complete needs a Global Admin who can approve the Copilot settings, present while our consultant works. Every setting is shown to you before it goes on, and the runbook is handed over afterwards. Your IT can do the work over a Teams call and drive the session if you'd prefer to keep the access in house.

Will you read our documents or email?

No, at either tier. We ask for a few samples of your real writing so we can extract your brand voice, and you choose what to send or you can run a few prompts yourself and share it to your team without us even seeing it with our self-serve instructions.

Can we start with Essentials and upgrade later?

Yes. 100% of what you paid for Essentials credits toward Complete or toward On Brand 365. The upgrade adds scope rather than replacing what you already bought.

What happens when Microsoft changes Copilot?

That is what the AIBE Annual Refresh covers: a yearly re-issue of your policy, your system prompt pack and your prompt library, with a summary of what changed. If you have an On Brand Care plan it is already included and we do not bill it twice.

Why is the Declarative Copilot Agent only in Complete?

Because only an administrator can publish and pin a centrally managed agent. Essentials gives you the same brand voice as a system prompt each person pastes in themselves; Complete makes it a managed agent nobody has to maintain.

Ready to Put Your AI Rules Into Force?

Tell us about your firm, your tools and who holds tenant admin, and we will map the deployment and tell you which tier you actually need. If what you actually need is a full brand rollout rather than AI governance, we will point you at towards the 365 On Brand service instead.

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