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Not everyone needs the same AI tools, how do I make that visible?

A per-role tools matrix prevents paying the most expensive license for everyone or marketing using private accounts because they got nothing assigned. One table with role on the row and tool in the column gives clarity for license buying and for the policy.

Try this first

  1. 1List your roles, not names. For example management, sales, marketing, finance, IT, support, development, production. Eight to twelve roles is workable.
  2. 2Put the tools you are considering in the columns: M365 Copilot, ChatGPT Team, Claude Team, Gemini Workspace, GitHub Copilot, Cursor, Perplexity, a meeting notetaker.
  3. 3Fill each cell with: default, on request, or not allowed. Default means license is auto-assigned at hire, on request means approval needed.
  4. 4Decide who approves the 'on request' track, usually direct manager plus IT. Keep turnaround short or shadow IT will grow.
  5. 5Review the matrix every quarter. Tools and licenses move fast, and people change roles.

When to bring us in

Want a first matrix that fits the M365 and NIS2 obligations you already have, we can set it up for you.

See also

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