Security Assessment and Roadmap

For an audit or insurance questionnaire you have to answer, or a tenant that grew without a security baseline.

We assess your Microsoft 365 tenant and, if you need it, your on-premises infrastructure. We score it against Microsoft’s recommended settings and the rules you answer to, and hand you a roadmap in priority order.

How we help

Four assessments, each ending in a roadmap in priority order. The Microsoft 365 Security Assessment covers the tenant, and the other three go deeper on infrastructure, CIS Controls, or compliance.

Microsoft 365 Security Assessment

Typically 2–3 weeks

Your tenant’s security reviewed against Microsoft’s recommended settings: identity, Conditional Access and MFA, admin roles, sharing and guest access, email and cloud app protection, and Secure Score.

What you get

  • Business and technical security requirements, including guest access
  • Licensing, authentication, admin roles, and tenant settings reviewed
  • A Secure Score baseline to measure progress against
  • Findings ranked by risk and effort
  • A roadmap in priority order

Best for

A Microsoft 365 tenant whose sign-in, admin role, and email settings were never checked against a baseline.

Core infrastructure review

Typically 3–4 weeks

Active Directory, Group Policy, DNS and DHCP, SQL, network links, directory sync, patching, and lifecycle reviewed for security and resilience, ranked by business priority.

What you get

  • Findings from hands-on review, site visits, and user interviews
  • Assessment document: current state, requirements, risks
  • Recommendations per service and a deployment roadmap
  • Roadmap presented to leadership on site

Best for

On-premises infrastructure that nobody has reviewed as a whole in years.

Deciding what moves to Azure: Cloud Strategy and Roadmap

CIS Controls gap assessment

Your vulnerability scan results read against the CIS Critical Security Controls, machine by machine, and turned into a prioritized hardening plan.

What you get

  • Initial assessment report from your scan data
  • CIS Controls implementation plan in priority order
  • Domain controllers, servers, laptops, and desktops covered

Best for

An examiner or insurer asking for CIS alignment.

See Threat Protection

Compliance gap analysis

Typically 3–4 weeks

Your policies, runbooks, and controls mapped against the standards you answer to, with a risk and gap report and the program to close it.

What you get

  • Standards reviewed: NIST SP 800-53, PCI DSS, GLBA, and your regulator’s guidance
  • An assessment document built from a questionnaire and interviews
  • Risk and gap report with compliance mapping
  • A steering committee, communication plan, and risk register for the program

Best for

A credit union or financial firm with an exam on the calendar.

Not sure which fits? Request a meeting

Questions we get

What does the Microsoft 365 Security Assessment produce?

Findings across your Microsoft 365 tenant, a Secure Score baseline, and a roadmap ordered by risk and effort. The roadmap is presented to your leadership at the end.

Do you do the fixes too?

Yes, as separate projects: identity and access, Defender and Sentinel, Purview, and hardening. For vulnerabilities, the CIS Controls gap assessment produces the plan, Threat Protection does the one-time remediation, and Managed Security works the ongoing backlog. The roadmap is written so that your own team or another provider could carry it out as well.

See Managed Security

Which frameworks do you map to?

We map findings to the framework you answer to, such as NIST SP 800-53, PCI DSS, or GLBA, or to the CIS Critical Security Controls. Microsoft’s recommended settings are the baseline for the tenant review. If you need CMMC or FedRAMP, tell us up front so we can be clear about fit.

How long does an assessment take?

It depends on which assessment, and on how many sites, systems, and standards are in scope. Typical lengths are listed with the assessments above.

What changes the size of an assessment?

Mostly how many users, devices, and workloads are in scope, and whether on-premises infrastructure is included. The number of standards you answer to counts too, as does whether we also do the fixes.

Can you secure the tenant before we turn on Copilot?

Yes. Start with the Copilot Readiness Assessment, which checks what Copilot can see. This assessment covers broader tenant security, and labels across the organization are Data Security and Compliance.

How Copilot readiness works

Talk to us about Security Assessment and Roadmap

It starts with a 60-minute call. If we need more to scope it, a short questionnaire follows. Then a written proposal and statement of work. Once you approve, we begin with the Assess phase.