Concept Overview
GRC AI Agent for RFP & Security Questionnaire Automation A streamlined, intelligent solution to automate, manage, and optimize security questionnaire assessments, leveraging Microsoft Copilot, Azure AI, and M365.
Key Features
- AI-Powered Questionnaire Completion • Automatically ingest and analyze questionnaires in XLS, DOC, PDF, or online portal forms. • Use Microsoft Copilot for Security, Azure AI Studio, and Azure OpenAI Service to generate contextually relevant responses. • Prepopulate responses based on a Knowledge Base and prior submissions. • Allow SMEs to review, refine, and approve AI-generated
- Intelligent Knowledge Base (Single Source of Truth) • A searchable, dynamic repository of pre-approved responses. • Integrate with Microsoft Purview, SharePoint, and Dataverse for secure storage. • Track response sources (policies, past assessments, stakeholder inputs). • Maintain version history and audit trails for each control/answer.
- Collaborative Review & Workflow Management • Assign specific questions or sections to SMEs/stakeholders for validation. • Use Power Automate to trigger notifications, approvals, and escalations. • Enable Microsoft Teams integration for real-time collaboration. • Implement role-based access control (RBAC) using Entra ID (Azure AD).
- Intelligent Response Optimization & Context Awareness • AI suggests contextual refinements based on previous responses. • Track control applicability across different frameworks (ISO 27001, SOC 2, NIST, etc.). • Automatically map responses to relevant compliance standards.
- Seamless Integration with Microsoft Ecosystem • M365 (Word, Excel, Outlook, SharePoint) for easy document handling. • Azure OpenAI for NLP-based response generation. • Microsoft Security Copilot to validate answers against compliance & risk posture. • Power BI dashboards for progress tracking & insights.
- Auditability & Compliance Tracking • Maintain comprehensive logs of all responses and edits. • Generate audit-ready reports for internal & external compliance. • Ensure traceability of every answer to its source (policy, SME, or past submission).
- Simple, Intuitive UI • User-friendly interface with drag-and-drop support for documents. • Customizable dashboards for monitoring response progress. • Smart filters & search capabilities for quick retrieval of past answers.