Read the Smart Stack 4.0 Guide

    Smart Stack 4.0 · Trusted Data Suite

    AI-Ready Trusted Data@ Speed and Scale

    Finally, AI has trusted enterprise data to work with, and your knowledge is ready to deliver more value.

    Your organization already holds the knowledge to support better answers and stronger decisions. It sits across communications, file shares, SharePoint, and archives, mixed with outdated content, duplication, and sensitive information.

    The January 2027 offering identifies what matters, prepares it for use, and connects trusted information to the tools your teams rely on. As a Microsoft companion built for multicloud environments, it helps you get more value from AI and analytics while addressing information costs and risk.

    See the Benefits in Action

    Make Every Information Investment Count

    Stop paying to store and process information that adds no value. Identify what to retain, what to remediate, and what AI can use, then put approved knowledge to work across the platforms you already own.

    Power AI With Trust

    Give AI relevant enterprise knowledge with the context and permissions to support better answers and more confident decisions.

    Keep Sensitive Data Safe

    Find sensitive information and access gaps so your teams can address exposure before putting more data to work with AI.

    Protect Critical Records

    Keep communications and critical records searchable and defensible, so legal and compliance teams can respond with confidence.

    What Your Organization Gains

    Lower Costs, Stronger Protection, Better AI

    Know where to reduce waste and which information AI can use. Approved Collections can go directly to Portal activation or to Memory when preservation is required.

    1. Find Savings and Exposure

      Trusted Data Lens

      See where redundant content, sensitive data, and access gaps are driving cost or risk. Focus your first investment where it can deliver measurable value.

    2. Give AI Better Information

      Trusted Data Refinery

      Separate useful knowledge from outdated content and duplication. Prepare approved Collections in place so AI and analytics receive relevant information with source context.

    3. Respond With Confidence

      Trusted Data Memory

      Find the communications and records you need for an audit, investigation, or legal request, with retention controls and evidence of where they came from.

    4. Make Knowledge Productive

      Trusted Data Portal

      Reuse approved information across supported AI, analytics, and workflows. Help teams spend less time assembling information and more time applying it to business decisions.

    Your Information Performance Platform

    Reduce Costs, Protect Records, and Put AI to Work

    See where to save, protect the information your business depends on, and give AI trusted knowledge. Connect Refinery, Memory, Toolkit, and Portal as one Trusted Data Suite. The Total Performance Dashboard is a separate PremCloud application; Intelligence Nexus hardware is an optional Toolkit addition.

    Total Performance DashboardSee where better information can reduce cost, address risk, and improve AI readiness.

    A separate PremCloud application, the Total Performance Dashboard gives leadership a shared view of findings across the assessed estate. Connect information costs and exposure to business priorities, assign accountable owners, and track the evidence that shows whether each action delivered value.

    • See what information exists across assessed sources, where it lives, and how it is used.
    • Separate authoritative and valuable information from ROT, duplicates, and abandoned content.
    • Expose sensitive data, oversharing, ownership gaps, legal holds, and retention coverage.
    • Measure readiness for Copilot, Fabric, Foundry, analytics, and enterprise agents.
    • Connect storage, compute, legal, and operational improvements to measurable economics.
    • Prioritize the highest-value actions and track progress as the estate improves.
    Intelligence NexusBring dedicated processing and storage to the information your business depends on.

    An optional Trusted Data Toolkit addition, Intelligence Nexus runs Smart Stack applications and selected AI workloads on dedicated infrastructure aligned to your data and residency requirements.

    • Plan Smart Stack application, AI, and storage capacity around your business workloads.
    • Keep sensitive information and selected AI processing within approved deployment boundaries.
    • Unify application compute, dedicated AI/GPU compute, intelligence, and storage.
    • Strengthen data sovereignty across customer facilities and approved regional environments.
    • Provide the controlled foundation for customer-selected open-weight models.
    • Expand AI processing and archive capacity without rebuilding the operating environment.
    Trusted Data RefineryMake valuable files ready for AI while identifying avoidable cost and exposure.

    Understand and prepare the information already in your file estate. In-place analysis identifies what deserves attention, enriches useful content, and creates approved Collections for AI and analytics.

    • Read Microsoft File Shares, Linux File Shares, SharePoint, and a defined, limited set of additional file systems in place.
    • Establish a factual inventory of files, folders, repositories, metadata, and source coverage.
    • Enrich information with metadata, content, OCR, classification, ownership, permission, and relationship intelligence.
    • Identify ROT, duplicates, sensitive information, stale permissions, and high-value content.
    • Prepare enterprise information for governance, analytics, legal, business, and AI use.
    • Organize approved, high-signal information into Trusted Data Collections.
    Trusted Data MemoryPreserve critical records so your teams can find and defend the information they need.

    Keep supported communications and critical records searchable, with retention controls and source context. Give legal and compliance teams the preserved evidence they need to respond with confidence.

    • Capture supported communications with attachments, participants, metadata, and context.
    • Enforce retention requirements across preserved information.
    • Apply legal holds without disrupting ordinary business operations.
    • Maintain source context and audit evidence using supported preservation controls.
    • Accelerate search, review, eDiscovery, investigation, and defensible export.
    • Preserve institutional memory as people, systems, and regulations change.
    Trusted Data PortalPut approved information to work through AI, analytics, and accountable workflows.

    Use the Suite activity center and Unified Optic to see data flow, tool activity, utilization, and governed actions. Connect prepared information to supported destinations while keeping consequential actions subject to human approval.

    • Bring intelligence, evidence, Collections, approvals, workflows, and activation together.
    • Control who can access information and what they are authorized to see.
    • Keep human review, approval, and accountability in consequential decisions.
    • Create, approve, manage, and reuse Trusted Data Collections.
    • Connect Smart Stack findings to governed enterprise workflows and actions.
    • Activate approved data through supported Mirroring, Feeder, API, and MCP integrations.
    Trusted Data ToolkitExtend the value of trusted information across more business priorities.

    Explore planned tools for discovery, data preparation, AI readiness, and approved activation. Connect trusted information to the next business task.

    Trusted Data LensReveal where your Microsoft estate needs attention before you invest in remediation.

    Trusted Data Lens surfaces Microsoft estate signals to help prioritize where Smart Stack 4.0 should go to work.

    • Unifies signals from Microsoft 365, SharePoint, Teams, Exchange, Purview, and Power BI.
    • Exposes governance gaps, external sharing, dormancy, ownership issues, and retention coverage.
    • Creates focused, read-only intelligence while Microsoft remains the policy authority.
    Data MirroringPut approved Trusted Data where Microsoft analytics and AI can use it.

    Data Mirroring activates only the information worth activating, projecting governed Smart Stack intelligence into Fabric and OneLake.

    • Mirrors approved Trusted Data instead of copying the entire enterprise estate.
    • Preserves provenance, classifications, permissions, and Collection context.
    • Creates an analytics-ready foundation for Power BI, Copilot, Foundry, and agents.
    Safe Data DropGovern sensitive information from the moment it enters the enterprise.

    Safe Data Drop provides a controlled intake pathway for sensitive information submitted by authorized internal and external parties.

    • Supports outside counsel, advisors, consultants, boards, and other approved sources.
    • Preserves attribution, tracking, chain of custody, and controlled handling.
    • Connects submitted information directly to governed Portal workflows.
    Trusted Data FeederGive AI relevant enterprise information that is prepared for its intended use.

    The Trusted Data Feeder is the disciplined supply line between the Trusted Data Layer and approved enterprise AI environments.

    • Delivers approved information to Copilot and other authorized model environments.
    • Keeps enterprise AI grounded in policy-aligned Trusted Data.
    • Defines the approved information supplied through supported AI integrations.
    ROI CalculatorTurn the condition of the data estate into a measurable business case.

    The ROI Calculator translates Smart Stack findings into the financial language CIOs, CFOs, and executive teams need to make decisions.

    • Models potential savings using the available calculator inputs and your assumptions.
    • Connects data volumes, duplication, and avoidable processing to the business case.
    • Supports comparison with license and deployment costs before committing to expansion.
    Copilot Readiness ScannerDetermine whether enterprise information is ready for Microsoft Copilot.

    The Copilot Readiness Scanner turns AI readiness into a measurable remediation program instead of a broad technology assumption.

    • Identifies oversharing, stale permissions, guest access, ownership gaps, and sensitive-data exposure.
    • Shows what should be protected, remediated, excluded, or promoted.
    • Creates an approved Trusted Data foundation before broad Copilot activation.
    MIP Mapper for PurviewMake Microsoft Purview governance actionable across legacy and non-native data.

    MIP Mapper connects Smart Stack classification intelligence to the customer’s Microsoft sensitivity-label environment.

    • Maps approved Smart Stack classifications to customer-defined sensitivity labels.
    • Preserves equal or stronger existing protection.
    • Keeps Microsoft Purview as the policy authority while Smart Stack strengthens execution.
    SupervisorCreate a more intelligent and defensible communications-review process.

    Supervisor helps regulated organizations move from fragmented sampling and manual review toward consistent, structured supervision.

    • Supports regulated communications surveillance and policy-based review.
    • Identifies exceptions and documents reviewer decisions.
    • Maintains a defensible audit trail across the supervisory process.
    Synthetic Data SimulatorTest Smart Stack workflows without exposing production information.

    The Synthetic Data Simulator creates safe environments for demonstrations, training, classification testing, and workflow validation.

    • Protects sensitive customer information during testing.
    • Accelerates development, evaluation, and user training.
    • Validates workflows before production data is introduced.
    Data Migration SuiteModernize enterprise information without beginning with a blind migration.

    The Data Migration Suite inventories, maps, moves, and reconciles information while preserving the context required for defensible modernization.

    • Reduces ROT and duplicate content before movement.
    • Protects retained populations and identifies accountable ownership.
    • Preserves metadata, provenance, and evidentiary context throughout migration.
    Explore Capabilities in Development

    These roadmap capabilities extend the platform into additional workflows, AI, legal, healthcare, and connectivity applications. They are in development.

    Structured Data ComposerTurn Trusted Data into governed, reusable, Structure-Ready Data.

    Structured Data Composer is in development to shape mirrored information for analytics and business workflows. Planned controls preserve context from preparation through approval.

    • Creates governed transformation recipes with preview and validation.
    • Preserves lineage, version history, execution evidence, and approval.
    • Separates transformation authorship from publication authority.
    Trusted Action HubTurn Smart Stack intelligence into approved, accountable enterprise action.

    The Trusted Action Hub is in development to connect findings to the systems where customers manage work. Planned handoffs carry evidence, ownership, approval, and status.

    • Packages evidence, ownership, approval, status, exceptions, and audit.
    • Plans approved handoffs into operational systems through supported integrations.
    • Creates a closed loop from discovery through action, verification, and audit.
    Trusted Agent of IntelligenceTurn completed Smart Stack findings into executive intelligence.

    A governed agent designed to reason over approved Smart Stack evidence, scans, Collections, and Archive resources.

    • Assess AI readiness and material data risks.
    • Compare repositories, departments, and opportunities.
    • Prioritize the actions and Collections that matter most.
    Trusted Agent BuilderBuild governed agents on approved enterprise knowledge.

    A controlled experience for defining an agent’s purpose, knowledge, boundaries, blueprint, and evaluation requirements.

    • Begin with approved Trusted Data Collections.
    • Establish operating boundaries before deployment.
    • Make the relationship between the agent and its knowledge explicit.
    Trusted Transformation AgentCoordinate complex Trusted Data missions across people, products, and systems.

    A mission-oriented agent for moving work through scope, analysis, review, remediation, Collection creation, activation, and approval.

    • Coordinate multi-stage Trusted Data programs.
    • Keep consequential actions subject to authorization.
    • Preserve progress, evidence, and accountability.
    Trusted Agent DockCreate a governed exchange point for enterprise agents.

    A developing control point connecting approved agents to Trusted Data resources and governed Smart Stack services.

    • Control agent access to information.
    • Support governed tool and knowledge exchange.
    • Preserve identity, policy, provenance, and audit.
    Trusted CRMTurn relationship history into institutional memory.

    Trusted CRM will connect customer records to governed communications, meetings, contracts, files, and commitments.

    • Build account intelligence from enterprise evidence.
    • Keep summaries traceable to trusted sources.
    • Reduce dependence on incomplete manual CRM history.
    Trusted Matter LayerOrganize legal information around one canonical matter foundation.

    A matter-centered intelligence layer connecting SharePoint, Exchange, Memory, Refinery, Portal, Collections, and MCP.

    • Connect custodians, sources, holds, policies, and permissions.
    • Preserve matter context without blind movement.
    • Give legal workflows one governed foundation.
    Trusted Legal MemoryPreserve legal knowledge as a durable institutional asset.

    Trusted Legal Memory will convert approved precedent, playbooks, matter history, and work product into portable institutional intelligence.

    • Preserve permissions, provenance, review, and audit.
    • Protect knowledge when people and systems change.
    • Create a governed foundation for legal AI.
    Epic-Ready Data FeederPrepare governed information for Epic-related analytics and AI.

    A destination-specific Data Feeder designed around healthcare schemas, validation, provenance, and policy controls.

    • Use Trusted Data Collections as governed input.
    • Shape information for Epic-related requirements.
    • Establish a reusable destination-specific delivery model.
    Teams Meeting IntelligenceTurn meetings, transcripts, recordings, and action items into governed intelligence.

    A focused Smart Stack capability for bringing Microsoft Teams meeting information into the Trusted Data picture.

    • Preserve meeting context and artifacts.
    • Connect decisions to accountable owners.
    • Extend institutional memory across collaboration.
    Foundry LensSee which enterprise sources are grounding Microsoft Foundry agents.

    A developing Lens that will resolve agent grounding sources back to their canonical enterprise origins.

    • Make agent grounding visible.
    • Identify source quality and governance gaps.
    • Connect Foundry activity to Trusted Data.
    Google Workspace ConnectorExtend the Trusted Data strategy to approved Google Workspace sources.

    A developing source connection preserving Smart Stack standards for context, governance, and evidence.

    • Expand approved source coverage.
    • Maintain defined and controlled connectivity.
    • Bring information into the same Trusted Data model.
    Amazon S3 ConnectorBring approved Amazon S3 information into the Trusted Data foundation.

    A developing connection for extending Smart Stack intelligence to selected Amazon S3 environments.

    • Support mixed enterprise data estates.
    • Preserve source context and governance.
    • Create controlled pathways for analysis and activation.