The 5Cs Modern Workplace Framework

A Practical and Strategic Model for Microsoft 365 and Copilot Readiness

The Framework

If you’ve spent any time in marketing or strategy, you’ve probably come across a 5C framework: Company, Customers, Competitors, Context and Collaborators.

Different flavours exist, but the idea is the same: Simple structure, clear thinking, better decisions. 

We’ve taken that same principle and applied it to a problem we see every day in enterprise IT and the public sector:  
How do you modernise the digital workplace and enable Copilot without increasing risk, chaos or cost? 

The result is what we call the 5Cs Modern Workplace Framework. 

It’s not a theoretical model. It’s a practical flow we use on real programmes across government, energy, financial services, and regulated industries especially where Microsoft 365, SharePoint, Teams, Purview and Copilot are in play. 

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Why another framework? 

Because too many organisations are still migrating content without understanding it, rolling out Teams without structure, enabling Copilot before governance is ready or discovering oversharing and risk after the fact.

In marketing, 5C frameworks help teams avoid blind spots. In the modern workplace, the stakes are higher with data exposure, compliance, and AI risk. 

So, we asked a simple question: What are the minimum building blocks you need before AI really works at scale? 

 

The five pillars:


This framework is grounded in real-world delivery experience across government and regulated industries and is supported by Proventeq’s CPS modules and Gov360 capabilities.

Content

Establish a trusted content foundation

Purpose: To reduce risk and complexity by understanding, rationalising, and cleaning up enterprise content before migration or AI enablement.

Collaboration

Design structure into modern work

Purpose: To create clarity and consistency in how collaboration tools are used across the organisation.

Communication

Embed ways of working

Purpose: To ensure the digital workplace becomes the primary channel for communication via Teams, engagement via Viva, and collaboration via SharePoint.

Control

Govern by design

Purpose: To embed security, compliance, and records management into the modern workplace without impeding productivity.

Copilot

Enable AI with confidence

Purpose: To activate Copilot and AI capabilities on a governed, high-quality content estate with measurable value.

From Modern Workplace to Frontier Firm

Microsoft describes Frontier Firms as organisations that combine AI, digital tools, and new ways of working to fundamentally change how work gets done — moving faster, collaborating more effectively and making better decisions at scale. 

In our experience, becoming a Frontier Firm is not about turning Copilot on early.  It is about preparing the organisation so AI can be trusted, adopted, and scaled. 

The 5Cs Modern Workplace Framework provides the structural foundation required for organisations to transition toward a Frontier Firm model by ensuring: 

  • Information is understood and governed 
  • Collaboration is structured and intentional 
  • Co-authoring and real-time collaboration become the default 
  • Behaviour and adoption are actively managed 
  • AI is introduced safely and with measurable value 
  • AI insight is converted into action through governed workflows embedded in the flow of work

Without these foundations, AI accelerates fragmentation rather than transformation. 

Content: Don’t move the mess

Before you migrate or enable AI, you need to know what you actually have.  We start by discovering, analysing, and rationalising content across: 

  • File shares
  • Desktops
  • SharePoint (classic and modern
  • Legacy ECM platforms (FileNet, OpenText, Oracle, Documentum)

Using Proventeq CPS Discovery and Migration modules, we analyse the content estate to identify ROT (redundant, obsolete, and trivial information), uncover stale and orphaned data and surface overshared or high-risk content. 

This process also reveals ownership and permission issues, providing the clarity needed to reduce risk, rationalise content, and create a safer foundation for migration and Copilot adoption.

Outcome: A smaller, cleaner, lower-risk content estate and a much safer foundation for Copilot. 

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Collaboration: Structure the way work happens

Microsoft Teams, SharePoint, and OneDrive are powerful but only when designed deliberately.

Here we focus on:

  • Information architecture and taxonomy
  • Clear patterns for Teams, sites, and workspaces
  • Rules for where content lives and why
  • Lifecycle management from creation to archive

This is where CPS Migration and Metadata modules come into play, ensuring structure is applied consistently not manually through our provisioning capability.

A core objective of this stage is enabling co-authoring as a default way of working, ensuring documents, knowledge, and decisions are created collaboratively in real time across Teams, SharePoint, and Microsoft 365, rather than fragmented across emails, attachments, and personal drives.

Outcomes:

  • Less duplication and collaboration that actually scales.  
  • Increased Co-Authoring and reduced document duplication with faster decision cycles through shared, live content. 

Communication: Make the digital workplace the default

Technology adoption fails when behaviour doesn’t change. 

This stage is about embedding ways of working, not just deploying tools: 

  • Leadership communication via Teams and Viva
  • Department and frontline engagement
  • Communities of practice
  • Clear norms around channels, meetings, and content sharing

We often layer in Gov360 here using insights, and guardrails to reinforce the right behaviours across departments and roles. 

Outcome: Higher adoption, less email sprawl, and a digital workplace people actually use. 

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Control: Governance by design

Governance shouldn’t arrive after the incident. 

At this stage we apply: 

  • Sensitivity labels and classification
  • Retention and records management
  • DLP and insider risk controls
  • Oversharing and restricted search boundaries

This is where Microsoft Purview and E5 security controls come together with CPS enforcing governance during migration, including access conditions and device trust, not as an afterthought. 

Outcome: A governed environment that supports productivity, not one that blocks it. 

Copilot: Activate AI with confidence

Copilot is incredibly powerful but it amplifies whatever environment it’s given. 

Only once the first four Cs are in place do we focus on: 

  • Copilot readiness validation
  • Role-based Copilot scenarios
  • Prompt libraries and guardrails
  • Adoption metrics and value tracking

With Gov360, organisations can continuously monitor and optimise Copilot usage, ensuring AI delivers value without increasing risk. Copilot delivers value when insight can safely trigger actions, approvals, and business processes not when it stops at answers to prompts.

Outcome: Faster time-to-value from Copilot, fewer surprises, and measurable productivity gains. 

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Why the 5Cs work? 

Just like classic 5C frameworks in marketing and strategy, the strength of this model lies in its simplicity. It keeps complexity manageable, forces the right conversations to happen at the right time, and helps organisations avoid common and costly mistakes. 

Most importantly, it reflects a fundamental truth of modern AI adoption: AI does not fix weak foundations, it exposes them. By addressing structure, governance, behaviour, and readiness before AI is introduced at scale, the 5Cs create the conditions for sustainable transformation rather than short-term experimentation. 

A Function-Led Approach to Accelerate Value 

To ensure early momentum, the 5Cs framework can be applied function by function, focusing on areas where Copilot and modern collaboration deliver immediate impact. 

This approach delivers visible business value early, while reinforcing standards that scale across the organisation. 

Typical early-win functions include Legal, HR, Finance and PMO/Projects, where Copilot and modern collaboration deliver fast, visible impact.

 

Early-Win Functions

Typical early-win functions are those where Copilot and modern collaboration deliver fast, visible impact.
Legal

Controlled co-authoring of contracts and policies with sensitivity labels and retention applied by design, supported by Copilot for secure summarisation and drafting.

HR

Structured knowledge bases and policy co-authoring, reinforced through Viva Engage-led communication and Copilot-powered Q&A to support consistent employee guidance.

Finance

Governed document collaboration that reduces duplication and enables Copilot-assisted reporting and analysis for faster, more accurate decision-making.

PMO / Projects

Standardised Teams workspaces with live co-authoring and Copilot-enabled insights to accelerate status reporting and project visibility.

Want to go deeper? 

If you’re: 

  • Planning a Microsoft 365 or SharePoint modernisation
  • Preparing for Copilot or already piloting it
  • Concerned about oversharing, compliance, or AI risk
  • Operating in government or a regulated industry

We can help. 

Get in touch with Proventeq to explore how the 5Cs Modern Workplace Framework, CPS modules, and Gov360 can be applied to your organisation pragmatically, safely, and at scale. 

The 5Cs Modern Workplace Framework provides a practical, strategic, and defensible pathway for organisations to evolve into Frontier Firms, balancing innovation, collaboration, and AI with control, governance, and trust. 

Copilot is the outcome, not the starting point.

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