Execution Timeline: Q3 2026
Industry: Multifamily Property Development and Management
Company Size: ~380 users
Engagement: AI Governance and Roadmapping
The Problem
This property management company had already standardized on Claude, with about 50 staff on a company plan and a strong legal-team policy for AI-drafted documents. Enthusiasm was high, and teams were building their own Claude tools. Leadership wanted its general AI policy and Microsoft 365 settings to keep pace before AI reached more company data.
The Solution
- Mapped real AI use with a staff survey and AI usage and risk matrix.
- Reviewed the governance baseline, including existing policies, decision rights and how new AI requests are approved.
- Assessed Microsoft 365 data protection, including what Claude’s Microsoft 365 connection can read and change.
- Drafted a new AI usage policy for the tools in use today, keeping the legal drafting policy in place.
- Delivered a site-by-site sharing report across 283 SharePoint sites.
Did You Know?
50 of 54 surveyed employees (93%) were already using AI. Because an AI tool working on a user’s behalf can reach everything that user can reach, sharing settings are AI settings.
The Results
- Strengths confirmed. Multifactor sign-in was required for all users, and users cannot grant broad permissions to outside apps on their own.
- Sharing measured site by site, so fixes start where they cause the least disruption.
- A policy that matches the tools, delivered with a one-page getting-started guide.
- A quick win agreed. New sharing links will default to view instead of edit.
- Client-owned governance. An AI group is forming, and editable deliverables feed the client’s AI committee dashboard.
Ready to put AI to work safely? Contact GadellNet’s AI Strategy & Adoption team about where to start.