Microsoft 365 Security Envisioning workshop

Modern organizations are producing more data than ever before, and with that comes increased risk. Sensitive files, legacy content, shadow data stores, oversharing, and insider activity can expose organizations to breach, compliance, and reputational threats.

Our workshop brings clarity to your data security posture by running a guided, automated Data Security Check across your Microsoft 365 environment and translating those findings into actionable governance and mitigation strategies.

We help you bridge the gap between risk discovery, security insights, and operational next steps.

Activities to Be Carried Out

Our engagement follows the exact structure recommended by Microsoft for the Data Security Envisioning Workshop:

Phase 1: Pre‑Engagement & Readiness

We align scope, clarify expectations, and prepare your environment.

Activities include:

• Identify key stakeholders across security, compliance, and IT architecture.
• Validate licensing needs and discovery prerequisites.
• Define mandatory and optional modules (Exchange, SharePoint, Teams, Insider Risk, Compliance Manager, On‑Prem, Endpoints, Communication Compliance, Generative AI risk).
• Confirm timelines, responsibilities, and data access requirements.

Phase 2: Data Security Check - Automated Discovery

We configure and launch the Microsoft‑driven automated discovery process.

Activities include:

• Configure cloud discovery services within Microsoft Purview.
• Enable scanning across Microsoft 365 repositories and communication channels.
• Monitor insider activity signals (endpoints, sharing patterns, USB activity, etc.).
• Run a structured 2–3 week automated scan to detect: 
• Sensitive information (PII, PCI, IP, regulated data).
• Stale data stored years beyond lifecycle expectations.
• Risky user activity (exfiltration, unusual access patterns).
• Shadow AI indicators and oversharing risks for Copilot readiness.

This phase produces a real‑world view of your data risks anchored in your actual environment.

Phase 3: Analysis, Reporting & Recommendations

We transform raw discovery findings into actionable guidance.

Activities include:

• Analyze findings across all mandatory and selected optional modules.
• Prioritize high‑impact risks based on severity, business exposure, and likelihood.
• Map risks to Microsoft Purview controls and mitigation paths.
• Develop governance, lifecycle, and compliance recommendations.
• Build your final findings pack including: 
• Risk summaries
• Remediation recommendations
• Governance and lifecycle actions
• Quick‑win and long‑term initiatives

End Goal

By the end of this engagement, your organization will have a clear, evidence‑based understanding of the data security risks across Microsoft 365 — including sensitive information exposure, insider activity, stale content, and AI‑related oversharing risks.

You will receive a risk‑aligned roadmap that accelerates your Purview adoption and strengthens your compliance and governance posture.

Benefits

• Uncover Hidden Risks

• Automated discovery surfaces dark data, stale content, and insider activity patterns that traditional assessments overlook.

• Actionable Prioritization

• We translate thousands of findings into the issues that matter most, and provide deployable next steps to resolve them.

• Strengthened Data Governance
• Establish clear ownership, lifecycle expectations, and governance controls aligned with Microsoft Purview.
• Copilot‑Safe Environment
• Identify oversharing and data exposure vulnerabilities before activating generative AI solutions.
• Accelerated Security Posture

• Move from reactive security to proactive data protection with a Microsoft‑aligned framework backed by real telemetry.