A structured, Microsoft-aligned engagement that gives your leadership team complete visibility into your data risk before your next AI rollout or compliance audit.
100+
Over 100 Microsoft Ecosystems
Analyzed And Optimized
Financial institutions must Know Their Customer. Modern organizations face the same imperative with their data. You cannot deploy AI safely, pass audits confidently, or reduce breach risk without first knowing what data you have, where it lives, and who has access.
Sensitive data multiplies across SharePoint, OneDrive, Teams, and email without anyone tracking it. Shadow data grows entirely outside any governance framework.
Files shared with anyone who has the link. Permissions from ended projects still active years later. Exposure grows silently and no one is reviewing it.
Microsoft 365 Copilot inherits every oversharing problem you already have. Enabling AI without first understanding your data exposure is one of the most critical hidden risks organizations face today.
HIPAA, GDPR, and CCPA require demonstrated control over your data. Without a clear inventory, every audit becomes a reactive scramble with real financial and reputational consequences.
The 3-Day Assessment
A structured, Microsoft-aligned discovery engagement. Not an IT project. A business-level risk assessment that answers four questions every executive should be able to answer.
Full mapping of sensitive data including PII, PHI, financial, and confidential content across your Microsoft 365 environment. Where it lives, who owns it, and what is exposed.
Identification of overshared files, sites, and external access patterns. Includes a specific AI exposure analysis showing what Microsoft 365 Copilot can already see right now.
A business-level report with your top data risks and governance maturity score. Ready to present to your leadership team and board with confidence.
A prioritized roadmap with quick-win risk reductions and your recommended governance maturity path as the next structured step forward.
May qualify for Microsoft funding through the MCI program.
Know Your Data Assessment and Governance Jumpstart
This engagement is designed for organizations running Microsoft 365 with 250 or more seats. It is ideal for mid-sized companies whose leadership needs structured visibility into data risk before deploying AI, going through a compliance audit, or making governance investment decisions.
The assessment is designed to deliver your four core deliverables within 3 business days of kickoff. No lengthy procurement, no complex setup. We use read-only access to your existing Microsoft environment and no new software is required.
Through Microsoft’s Customer Investment program, qualifying organizations can receive a fully funded or heavily subsidized engagement at no cost. Eligibility is based on organization size, Microsoft licensing, and project scope. We check your eligibility as part of the initial 15-minute conversation.
No. The assessment is the starting point of a structured, phased governance program. You receive a board-ready Executive Risk Report, a prioritized 90-Day Action Plan, and the option to continue into Tier 2 and Tier 3 of the DGaaS maturity model. There is real substance and a program behind it.
Schedule a Discovery Call. We will review your Microsoft funding eligibility and outline your first steps toward audit-ready governance. No commitment. No technical prerequisites. Just clarity.
