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Data Security Envisioning Workshop

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Why run this

  • Make data risk visible. Identify oversharing, stale sensitive content, risky exfil paths, and AI interactions using your signals.
  • Protect without blocking work. Align labels, DLP, Insider Risk, and retention with how your teams actually collaborate.
  • Win business trust. Give data owners clear guardrails and a review process they can manage.

What you get

  • Discovery across your estate. SharePoint, Teams, Exchange, endpoints, and third‑party apps where relevant.
  • Mandatory coverage. Exchange Online, SharePoint Online, Teams, and Insider Risk Management.
  • Options to deep‑dive. Compliance Manager assessment, on‑prem data discovery, Windows endpoints, Communication Compliance, or Data Security for AI.
  • A targeted plan. Label design, priority DLP policies, ownership model, and change approach that avoids disruption.

Who it’s for

  • Baseline: 300–5,000 Entra ID Plan 1 PAU and 250+ MAU across Microsoft 365.
  • Business‑led programmes that need Legal, HR, and Data Owners engaged from the start.

Format

  • Delivered over an extended period.
  • Kick‑off to enable Purview and required services; configure discovery safely.
  • Background discovery and data gathering for up to a month.
  • Analysis of stale/sensitive data, leakage paths, insider risk, and AI interactions.

Client time required (3 days)

  • Scoping and stakeholder scheduling: 60–90 minutes (sponsor, coordinator).
  • Working time across the engagement window:
    • Legal/Compliance: 1–2 hours (governance decisions, review flows).
    • Data Owners/HR: 2–4 hours (process walkthroughs, decisions).
    • SecOps/IT platform: 4–6 hours (signals review, policy design).
  • Lightweight check‑ins during discovery: 30 minutes per checkpoint.
  • Final readout and plan: 60–90 minutes.
  • These hours are human effort only. Elapsed duration is typically 2–4 weeks while discovery runs and results are analysed.

Questions to consider

Which collaboration spaces would you secure first and why?
What exceptions process keeps work moving while reducing risk?
Which data types require retention or legal hold, and for how long?
How will you measure policy impact on productivity and incident rates?

Client story

A UK manufacturer wanted to protect R&D designs and reduce oversharing in collaboration sites. Supply chain partners were asking for tighter controls before agreeing new work.

An in tenant discovery across SharePoint and Teams used Purview signals to highlight overshared sites and stale high risk data. Stakeholders defined a label set for intellectual property, set retention where needed, and designed targeted DLP policies. Engineering onboarded to Insider Risk to spot exfiltration early.

After 30 days, sensitive sites carried stricter sharing, priority DLP policies were live for engineering projects, and the label and retention plan had board approval.

Start your Microsoft Security Workshop Journey

We’re here to help, so to speak with our team and learn more about how JUMPSEC can benefit your organisation, just complete the below form and one of our team will be in touch.

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