01
Identity & access
Start with who can sign in, what they can reach, and whether that access still makes sense.
- Account and administrator access
- Sign-in safeguards
- Joiner, mover, and leaver practices
Microsoft Secure Workplace
Your Microsoft workplace.
Built around security.
Your people need room to work. Your business information needs boundaries. Bring both together with a more intentional approach to Microsoft security.
Not ready for an audit? Start with a free 15-minute IT Fit Call.
Clear priorities. Practical controls. A documented path forward.
One connected foundation
- 01
The right access. For the right people.
- 02
A consistent foundation for everyday work.
- 03
Thoughtful boundaries around business data.
Connected by policy. Supported by clear ownership.
Microsoft-focused security
Business-first priorities
Findings you can act on
- Identity
Who can sign in, and what they can reach.
- Devices
A known, maintained foundation for work.
- Collaboration
Boundaries for email and shared work.
- Information
Clear ownership of sensitive business data.
Illustrative approach · Scope and responsibilities agreed before work begins
01 / The opportunity
Make security part of how work happens.
Email. Shared files. Remote access. Every working day depends on the connections between your people, their devices, and your information.
Microsoft Secure Workplace starts with a simple question: are those connections protected in a way that fits your business? The goal is a practical security foundation, with fewer assumptions and clearer responsibilities.
Start with what matters. Understand what is exposed. Know what to do next.
02 / Areas of focus
A connected workplace.
Not disconnected fixes.
Look across the environment, not just at one setting or product. These four areas create the starting point for a more deliberate security conversation.
02
Device security
Bring business devices into a clearer security baseline, wherever your team works.
- Device inventory and ownership
- Configuration and update practices
- Business and personal device boundaries
03
Email & collaboration
Look at the places where everyday communication can expose sensitive information.
- Email and account risks
- Shared files and external access
- Collaboration settings and ownership
04
Data protection & governance
Connect technical settings to the policies, responsibilities, and information your business depends on.
- Sensitive information and sharing
- Retention and access decisions
- Documented policies and responsibilities
03 / Business outcomes
Confidence comes
from clarity.
The goal is not a longer list of tools. It is a clearer understanding of your environment and a more manageable set of security decisions.
Less uncertainty.
Understand which accounts, devices, and shared workspaces need attention.
More intentional access.
Make access a business decision, not something inherited and forgotten.
Priorities that make sense.
Separate the changes that matter now from improvements you can plan over time.
A record you can use.
Keep decisions, responsibilities, and next steps in a form your team can refer back to.
04 / A useful record
Security should leave
a paper trail.
A conversation can surface a concern. A written record helps your team understand it, assign responsibility, and decide what happens next.
Keep the focus on business impact and practical next steps—not a report that needs another report to explain it.
Explore the auditIllustrative report outline
Your workplace.
A clearer picture.
- 01 Scope & context
- The systems reviewed and the business priorities behind the work.
- 02 Observations & gaps
- What was observed, why it matters, and what still needs clarification.
- 03 Prioritized next steps
- Recommended actions, proposed owners, and decisions to make.
Sample structure only. Deliverables depend on the agreed engagement scope.
05 / Our approach
From “where do we stand?”
to “here is the plan.”
- Step 01
Understand
Discuss how your team works, what information matters, and the concerns driving the review.
An agreed scope
- Step 02
Review
Examine the relevant access, device, collaboration, and policy settings within that scope.
A view of the current state
- Step 03
Prioritize
Turn observations into a practical sequence of actions with clear responsibilities.
A documented action plan
- Step 04
Plan the next step
Agree which changes to tackle, who will own them, and how progress should be reviewed.
A path forward
The exact scope, access requirements, timing, and any implementation work are agreed before the engagement begins.
06 / Common questions
Before we
get started.
A few practical questions about scope, existing tools, and what a review can—and cannot—tell you.
Where would we start?
Start by identifying the information and working practices that matter most to your business. A scoped audit provides a way to review the current environment before deciding which changes to make.
Do we need to replace our existing IT provider?
A focused review can sit alongside your existing IT arrangements. Responsibilities, access, and any follow-on work should be agreed with the people who already support your environment.
Will we need different Microsoft licenses?
That depends on your current licenses and the controls you decide to use. Licensing should be reviewed before recommendations become implementation commitments; this page does not assume that every feature is included in every plan.
Can the review account for remote and hybrid work?
Remote access, business devices, personal-device use, and external sharing can all be considered when defining the review scope. The starting point is how your people actually work.
Does this guarantee security or compliance?
No. A review can help identify gaps and document next steps, but it cannot eliminate every risk or serve as a compliance certification. The scope and limitations should be clear before work begins.
Your next step
Know where your workplace stands.
Start with a focused review of the systems, access, and information your business depends on.