INTELLIGENT GOVERNANCE

NUDGE
Governance That Actually Works

Intelligent automation for Microsoft 365 that uses Now–Know–Next insights to drive continuous improvement, reduce cost, and prepare your organization for AI

What Is NUDGE?

A unified governance engine that blends user nudges, automated remediation, and Copilot orchestration into one proactive system

Ask or Detect

Detects risk, waste, and compliance gaps across your Microsoft 365 environment in real-time

Nudge

Sends contextual nudges to users via Teams or Copilot with real-time actions and guidance

Automate

Automates remediation or orchestrates workflows with self-healing playbooks

"We believe this next generation of AI will unlock a new wave of productivity growth, with powerful Copilots designed to remove the drudgery from our daily tasks and jobs, freeing us to rediscover the joy of creation."

— Satya Nadella, Chairman & CEO, Microsoft

Core Components

Nudge Engine

Sends adaptive cards in Teams with real-time actions, providing contextual guidance exactly when and where users need it

Self-Healing Playbooks

Automate responses to policy or security violations, enabling your environment to fix itself without admin intervention

Copilot Integration

Natural language commands for governance like "NUDGE, show me all overshared files in Finance"

Dashboards

Visualize cost, risk, and readiness across M365 with real-time insights and actionable metrics

Why NUDGE Matters

The Challenge

License waste and uncontrolled sprawl

Unused licenses and duplicated data drain budgets

Oversharing and compliance risks

Data leakage and privilege drift create vulnerabilities

Poor metadata and search quality

Cluttered environments reduce findability

Low Copilot effectiveness

Bad data hygiene undermines AI capabilities

The Impact

Cost Optimization

Reclaim unused licenses, eliminate duplicated data, reduce excess storage

Experience Enhancement

Improve findability, declutter Teams, accelerate Copilot responses

Security Reinforcement

Prevent data leakage, manage privilege drift, control guest access

How NUDGE Works: The Now–Know–Next Framework

Three phases that turn governance from reactive to proactive

1

Now

Detect what's happening in real time

  • Identify inactive licenses
  • Detect overshared files
  • Find unused Teams
  • Spot compliance gaps
2

Know

Learn from historical trends

  • Analyze user behavior
  • Track license utilization
  • Measure data quality
  • Understand patterns
3

Next

Predict and improve

  • Recommend automation
  • Suggest training needs
  • Adjust policies dynamically
  • Optimize continuously

Who Does What in the Era of Copilot

NUDGE ensures humans focus on context and creativity while AI handles repetition and remediation

Employee Tasks

Human-only tasks requiring judgment or context

• Approving guest access

• Applying sensitivity labels

• Strategic decisions

Employee + Copilot Tasks

Copilot supports decision-making or summarization

• Reviewing Teams activity

• Tagging content with metadata

• Assisted workflows

Copilot Tasks

Fully automated self-healing or orchestration

• License reclamation

• Orphaned site cleanup

• MFA enforcement

Common Use Cases & Nudges

Cost Optimization

USE CASE 1

DETECT

Unused Power BI or Viva licenses

NUDGE

"Would you like to release this license?"

AUTOMATE

Auto reclaim if no response after 7 days

Security & Compliance

USE CASE 2

DETECT

Overshared or unlabeled files

NUDGE

Send adaptive card with revoke/keep options

AUTOMATE

Auto-remove public sharing if ignored

Experience Improvement

USE CASE 3

DETECT

Inactive Teams and orphaned sites

NUDGE

Prompt owners to archive or delete

AUTOMATE

Auto-archive after timeout

Copilot Readiness

USE CASE 4

DETECT

Missing metadata and unstructured content

NUDGE

Prompt departments to tag documents

MEASURE

Track improvement via Copilot Effectiveness Score

"The beauty of NUDGE is that it's governance without the overhead. It just handles things in the background."

— Head of IT Operations, Healthcare Provider

How NUDGE Enhances Copilot ROI

Making Copilot smarter, safer, and more effective

Data Cleaning

Cleans up data sources for accurate Copilot answers

Workflow Embedding

Embeds governance nudges into daily workflows

Natural Language

Enables natural language commands like "NUDGE, show me all overshared files"

Quality Improvement

Improves both data quality and user readiness for AI adoption

Example NUDGE Commands with Copilot

→ NUDGE, show me all overshared files in Finance.

Instantly identifies compliance risks

→ NUDGE, reclaim inactive licenses last 90 days.

Automatically optimizes costs

→ NUDGE, archive unused Teams in Marketing.

Reduces sprawl and clutter

→ NUDGE, show Copilot effectiveness score.

Measures AI readiness and impact

Key Features & Integrations

Microsoft Graph API

Real-time detection

Power Automate

Orchestration engine

Teams Adaptive Cards

Interactive nudges

ServiceNow

Escalation & audit

Power BI

ROI visibility

Frequently Asked Questions

Q What Problems Does NUDGE Solve?

NUDGE addresses license waste, oversharing, sprawl, and compliance gaps. It also tackles low Copilot performance caused by poor data hygiene, turning these challenges into opportunities for optimization and security.

Q How Does It Work With Copilot?

NUDGE acts as Copilot's governance layer—keeping your data structured, safe, and optimized for AI queries. It ensures Copilot has clean, well-organized data to work with, dramatically improving response accuracy and user trust.

Q Is It Fully Automated?

Yes, for many cases. But NUDGE always starts with Ask or Detect → Nudge → Automate—ensuring human review where necessary. This balanced approach maintains governance without creating admin bottlenecks.

Q Who Benefits?

IT Admins

Automated self-healing and audit trails

Compliance Teams

Enforce policies without friction

End Users

Friendly, actionable nudges

Executives

Measurable ROI and risk reduction

Why You Should Care

Cut Waste

Save money on unused licenses and storage through intelligent automation

Reduce Risk

Detect and fix oversharing automatically before it becomes a breach

Boost AI

Improve Copilot accuracy through better data governance and hygiene

Empower People

Make compliance and optimization easy through intelligent nudges

NUDGE Turns Microsoft 365 Governance Into an Intelligent System

Now

Acts with detection and nudges

Know

Learns through analytics

Next

Drives automation & Copilot integration

By combining user engagement, AI orchestration, and self-healing automation, NUDGE ensures your organization's data, licenses, and security stay optimized—without adding admin overhead.

Ready to transform your Microsoft 365 governance? We offer multiple pathways to get started: Book a consultation to discuss your specific governance challenges, take our readiness assessment to evaluate your current state, or explore our learning resources to understand how NUDGE integrates with the A.D.O.P.T. Framework.