A structured review of your Microsoft security and compliance posture
We combine stakeholder sessions, technical analysis and lab validation to show how exposed your data, identities and workloads are, and what to fix first.
- Format
- Remote or on-site
- Sessions
- Focused working sessions with key stakeholders
- Validation
- Use cases tested in our lab
- Outcome
- Report, recommendations and roadmap
From business drivers to technical evidence
An assessment links what the business needs to protect with what the environment actually shows.
- Business drivers, regulatory requirements and the risks that matter most to your organization
- Current configuration of Microsoft Purview, Microsoft Entra ID and Microsoft Defender
- Sensitive data discovery in the repositories agreed in the scope
- Access and sharing patterns that create oversharing risk, including readiness for Copilot
- Gaps against Microsoft best practices and industry standards
- Use cases specific to your environment, validated in a lab before any recommendation
A focused engagement with clear outputs
Your team does not need to set aside staff to learn a solution from scratch. We keep the time we ask of them short and tied to your use cases.
Discovery sessions
We meet your principal stakeholders in short, focused sessions to understand requirements, priorities and the current state of the environment.
Analysis and lab validation
Our architects run scans and configuration reviews, then validate the use cases raised in the sessions in a lab environment.
Readout and roadmap
We present the findings, demonstrate how the proposed solution addresses them and agree on the roadmap with your team.
Documentation your team can execute
Business requirements
A summary of the factors driving the initiative and the requirements any solution has to meet.
Solution architecture and design
A high-level presentation of how the proposed solution meets your needs, with Synergy Advisors recommendations.
Use cases and roadmap
The validated use cases and a prioritized plan for moving from assessment to implementation.
When an assessment makes sense
- Organizations starting a Microsoft security or compliance initiative that need a clear baseline
- Teams that cannot dedicate staff to study a new solution full time
- Leaders who need evidence of risk before approving investment
- IT teams preparing for audits, migrations or Copilot adoption
Apply the approach to a specific risk
The same approach runs across all our assessment scenarios. Pick the one closest to your priority.
Start your assessment
Share your priorities and we will propose the scope, participants and timeline that fit your environment.
Scoped to your environmentWe agree on workloads, repositories and timelines before work starts.
Minimal disruptionSessions are short and planned around your team’s availability.
English or SpanishSessions and deliverables in the language your team works in.