Phase 2: Structured AI Enablement and Integration

Phase 2: Structured AI Enablement and Integration

Foundation Building – Controlled Integration into Enterprise Tools

As organizations become aware of AI usage and its associated risks, they shift from reactive containment to proactive enablement. This phase focuses on formalizing AI adoption, where Security and IT teams actively support Copilots, AI assistants, and SaaS-integrated AI tools. These tools are no longer operating in the shadows. They are integrated into core workflows such as CRM systems, ticketing platforms, document suites, and development pipelines.

The goal of this stage is to enable AI securely by establishing clear access boundaries, assigning ownership, and embedding AI into identity, governance, and security frameworks.

Key Challenge: Overprivileged AI Tools and Unscoped Access

Many AI tools, especially Copilots, require access to organizational systems to provide value. Without strict controls, these integrations are often granted excessive permissions. Whether interacting with Salesforce, Jira, G-Suite, or Office 365, Copilots may be capable of reading, writing, or deleting data far beyond what’s necessary.

Example Risk: A Jira Copilot is authorized using an inherited admin token and begins auto-merging tickets, bypassing required human review and violating change management policy.

IAM Risk: Non-Human Identity Explosion Without Attribution

As AI tools become embedded in workflows, they increasingly operate under their own credentials or tokens. These Non-Human Identities (NHIs), like bots, Copilots, and scripts, are often provisioned without consistent IAM policy, tracking, or delegation mapping. This results in:

  • No clear ownership of AI identities

  • Difficulty distinguishing between actions taken by humans versus AI

  • Users and developers may use their own identities for agents

  • Gaps in audit trails and accountability

Outcome: Organizations cannot determine who did what; was it the employee, or the AI acting on their behalf.

Security Risk: Secrets in Scripts, Impersonation Without Guardrails

Many early AI integrations are built in ways that hardcode secrets or tokens into scripts, or authorize AI systems to act without proper authorization or scoping. This opens the door to lateral movement, privilege escalation, and insider misuse.

Critical Risk: AI Copilots executing sensitive actions using unrestricted service accounts, with no session logging or runtime policy enforcement.

Solution Focus: Enforce Structured Integration and Identity Governance

As AI moves into the mainstream of the enterprise, the focus shifts from containment to control. When multiple autonomous AI agents interact using generic or shared Non-Human Identities (NHIs), it becomes nearly impossible to trace the origin of a malicious or erroneous command. This lack of auditable trails hinders incident response, forensics, and recovery efforts. Organizations must establish guardrails that allow AI to thrive safely, transparently, and with accountability.

Integration and Access Management

  • Implement formal intake and review processes for Copilots and AI assistants

  • Require impersonation and delegation mapping between users and AI tools

  • Use role-based templates to define what data each AI integration can access

  • Choose a solution to discover, manage and secure NHIs 

Secure Credential and Token Management

  • Prohibit hardcoded secrets and rotate API tokens regularly

  • Vault credentials for all AI integrations and scripts

  • Treat AI tools as first-class identities with unique scopes and lifecycle management

Governance and Oversight

  • Establish a provisioning playbook per AI tool, including scoping, logging, and ownership

  • Develop and enforce:

    • Copilot Integration Policy

    • Third-Party AI Policy, including vendor evaluation and data boundaries

  • Enable individual and organizational level reporting to audit and assess for anomalies

Strategic Outcome

This phase focuses on establishing a foundation for scalability. With consistent access controls, NHI governance, and formal tool onboarding, enterprises can harness the full productivity benefits of AI tools while maintaining visibility, traceability, and control. Structured integration enables AI to become a secure, scalable part of daily operations and prepares the organization for the next maturity phase: deploying proprietary models and internal AI infrastructure.

Foundation Building – Controlled Integration into Enterprise Tools


As organizations become aware of AI usage and its associated risks, they shift from reactive containment to proactive enablement. This phase focuses on formalizing AI adoption, where Security and IT teams actively support Copilots, AI assistants, and SaaS-integrated AI tools. These tools are no longer operating in the shadows. They are integrated into core workflows such as CRM systems, ticketing platforms, document suites, and development pipelines.

The goal of this stage is to enable AI securely by establishing clear access boundaries, assigning ownership, and embedding AI into identity, governance, and security frameworks.

Key Challenge: Overprivileged AI Tools and Unscoped Access

Many AI tools, especially Copilots, require access to organizational systems to provide value. Without strict controls, these integrations are often granted excessive permissions. Whether interacting with Salesforce, Jira, G-Suite, or Office 365, Copilots may be capable of reading, writing, or deleting data far beyond what’s necessary.

Example Risk: A Jira Copilot is authorized using an inherited admin token and begins auto-merging tickets, bypassing required human review and violating change management policy.

IAM Risk: Non-Human Identity Explosion Without Attribution

As AI tools become embedded in workflows, they increasingly operate under their own credentials or tokens. These Non-Human Identities (NHIs), like bots, Copilots, and scripts, are often provisioned without consistent IAM policy, tracking, or delegation mapping. This results in:

  • No clear ownership of AI identities

  • Difficulty distinguishing between actions taken by humans versus AI

  • Users and developers may use their own identities for agents

  • Gaps in audit trails and accountability

Outcome: Organizations cannot determine who did what; was it the employee, or the AI acting on their behalf.

Security Risk: Secrets in Scripts, Impersonation Without Guardrails

Many early AI integrations are built in ways that hardcode secrets or tokens into scripts, or authorize AI systems to act without proper authorization or scoping. This opens the door to lateral movement, privilege escalation, and insider misuse.

Critical Risk: AI Copilots executing sensitive actions using unrestricted service accounts, with no session logging or runtime policy enforcement.

Solution Focus: Enforce Structured Integration and Identity Governance

As AI moves into the mainstream of the enterprise, the focus shifts from containment to control. When multiple autonomous AI agents interact using generic or shared Non-Human Identities (NHIs), it becomes nearly impossible to trace the origin of a malicious or erroneous command. This lack of auditable trails hinders incident response, forensics, and recovery efforts. Organizations must establish guardrails that allow AI to thrive safely, transparently, and with accountability.


Integration and Access Management

  • Implement formal intake and review processes for Copilots and AI assistants

  • Require impersonation and delegation mapping between users and AI tools

  • Use role-based templates to define what data each AI integration can access

  • Choose a solution to discover, manage and secure NHIs 

Secure Credential and Token Management

  • Prohibit hardcoded secrets and rotate API tokens regularly

  • Vault credentials for all AI integrations and scripts

  • Treat AI tools as first-class identities with unique scopes and lifecycle management

Governance and Oversight

  • Establish a provisioning playbook per AI tool, including scoping, logging, and ownership

  • Develop and enforce:

    • Copilot Integration Policy

    • Third-Party AI Policy, including vendor evaluation and data boundaries

  • Enable individual and organizational level reporting to audit and assess for anomalies

Strategic Outcome

This phase focuses on establishing a foundation for scalability. With consistent access controls, NHI governance, and formal tool onboarding, enterprises can harness the full productivity benefits of AI tools while maintaining visibility, traceability, and control. Structured integration enables AI to become a secure, scalable part of daily operations and prepares the organization for the next maturity phase: deploying proprietary models and internal AI infrastructure.

Foundation Building – Controlled Integration into Enterprise Tools


As organizations become aware of AI usage and its associated risks, they shift from reactive containment to proactive enablement. This phase focuses on formalizing AI adoption, where Security and IT teams actively support Copilots, AI assistants, and SaaS-integrated AI tools. These tools are no longer operating in the shadows. They are integrated into core workflows such as CRM systems, ticketing platforms, document suites, and development pipelines.

The goal of this stage is to enable AI securely by establishing clear access boundaries, assigning ownership, and embedding AI into identity, governance, and security frameworks.


Key Challenge: Overprivileged AI Tools and Unscoped Access


Many AI tools, especially Copilots, require access to organizational systems to provide value. Without strict controls, these integrations are often granted excessive permissions. Whether interacting with Salesforce, Jira, G-Suite, or Office 365, Copilots may be capable of reading, writing, or deleting data far beyond what’s necessary.

Example Risk: A Jira Copilot is authorized using an inherited admin token and begins auto-merging tickets, bypassing required human review and violating change management policy.


IAM Risk: Non-Human Identity Explosion Without Attribution


As AI tools become embedded in workflows, they increasingly operate under their own credentials or tokens. These Non-Human Identities (NHIs), like bots, Copilots, and scripts, are often provisioned without consistent IAM policy, tracking, or delegation mapping. This results in:

  • No clear ownership of AI identities

  • Difficulty distinguishing between actions taken by humans versus AI

  • Users and developers may use their own identities for agents

  • Gaps in audit trails and accountability

Outcome: Organizations cannot determine who did what; was it the employee, or the AI acting on their behalf.


Security Risk: Secrets in Scripts, Impersonation Without Guardrails

Many early AI integrations are built in ways that hardcode secrets or tokens into scripts, or authorize AI systems to act without proper authorization or scoping. This opens the door to lateral movement, privilege escalation, and insider misuse.


Critical Risk: AI Copilots executing sensitive actions using unrestricted service accounts, with no session logging or runtime policy enforcement.


Solution Focus: Enforce Structured Integration and Identity Governance

As AI moves into the mainstream of the enterprise, the focus shifts from containment to control. When multiple autonomous AI agents interact using generic or shared Non-Human Identities (NHIs), it becomes nearly impossible to trace the origin of a malicious or erroneous command. This lack of auditable trails hinders incident response, forensics, and recovery efforts. Organizations must establish guardrails that allow AI to thrive safely, transparently, and with accountability.


Integration and Access Management

  • Implement formal intake and review processes for Copilots and AI assistants

  • Require impersonation and delegation mapping between users and AI tools

  • Use role-based templates to define what data each AI integration can access

  • Choose a solution to discover, manage and secure NHIs 

Secure Credential and Token Management

  • Prohibit hardcoded secrets and rotate API tokens regularly

  • Vault credentials for all AI integrations and scripts

  • Treat AI tools as first-class identities with unique scopes and lifecycle management

Governance and Oversight

  • Establish a provisioning playbook per AI tool, including scoping, logging, and ownership

  • Develop and enforce:

    • Copilot Integration Policy

    • Third-Party AI Policy, including vendor evaluation and data boundaries

  • Enable individual and organizational level reporting to audit and assess for anomalies

Strategic Outcome

This phase focuses on establishing a foundation for scalability. With consistent access controls, NHI governance, and formal tool onboarding, enterprises can harness the full productivity benefits of AI tools while maintaining visibility, traceability, and control. Structured integration enables AI to become a secure, scalable part of daily operations and prepares the organization for the next maturity phase: deploying proprietary models and internal AI infrastructure.