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Case Study

M365 Governance & Acceptance Group Agreement & Protocol Notes

Qudits established a centralized governance and acceptance process for the company-wide Microsoft 365 rollout, aligning IT, Data Privacy, and the Group Works Council through structured documentation.

Situation

Numerous new M365 functionalities, complex co-determination requirements, and diverse internal stakeholder needs required a centralized process to manage changes and releases in alignment with IT, Data Privacy, and the Group Works Council.

Solution

Analysis of current M365 usage and applicable Group Agreement No. 22. Documentation and categorization of new functionalities (B1-B30). Creation and alignment of structured protocol notes covering purpose, use, risks, and governance. Definition of a standardized approval process for future functionalities.

Impact

Definition and establishment of a clear governance and acceptance process for the company-wide rollout of Microsoft 365. Ensuring regulatory, operational, and co-determination compliance through structured documentation (Group Agreement & Protocol Notes) and a coordinated approval workflow.

Qudits’ role: Advisory role as Data Privacy & Compliance Consultant

Facts & Figures

  • 30+ M365 functionalities evaluated (B1-B30)
  • 1 central Group Agreement + 2 supporting protocol notes
  • 1 coordinated governance process incl. works council & IT alignment
Related service: Organisationsentwicklung