Insyto Consulting Services

Microsoft 365 Security & Compliance Consulting

Insyto assesses Microsoft 365 security and compliance configuration across identity, threat protection, devices and information governance. We document findings and design a prioritized control roadmap; implementation and ongoing operations remain separate services.

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Decision pathwayINSYTO / CONSULTING
  1. 01Identity
  2. 02Devices
  3. 03Threat controls
  4. 04Information
  5. 05Control roadmap
Decision-ready roadmap

Evidence and priorities guide the next decision; deployment is a separate scope.

When this engagement is useful

Security, compliance and Microsoft 365 leaders who need an integrated tenant review before remediation, Copilot adoption, audit preparation or governance investment.

  • Security responsibilities are split across multiple Microsoft portals and internal owners.
  • Sensitive-data controls and collaboration permissions have developed independently.
  • Available licenses contain controls that are unconfigured, inconsistent or poorly understood.
  • Teams cannot distinguish technical configuration gaps from policy and ownership gaps.

What Insyto reviews

We agree the tenant workloads and obligations in scope, inspect available configuration and evidence, and connect technical findings to policy, ownership and remediation decisions.

Assessment domains
  1. Identity and access baselineMicrosoft Entra ID
  2. Threat protectionMicrosoft Defender
  3. Endpoint and application accessMicrosoft Intune and Entra ID
  4. Information governance and complianceMicrosoft Purview, Teams and SharePoint

Microsoft Entra ID

Identity and access baseline

Review the access controls protecting Microsoft 365 workloads.

  • MFA and Conditional Access coverage and exceptions
  • Privileged roles, guest access and lifecycle controls
  • Identity governance ownership and outstanding access risk

Microsoft Defender

Threat protection

Assess configured protection and the process for acting on findings.

  • Relevant Defender workload configuration and coverage
  • Email, identity, endpoint and cloud-app protection dependencies
  • Alert ownership, unresolved recommendations and escalation practices

Microsoft Intune and Entra ID

Endpoint and application access

Examine how device posture and applications affect tenant access.

  • Device enrollment and compliance coverage
  • Application and device access requirements
  • Policy conflicts, exclusions and ownership boundaries

Microsoft Purview, Teams and SharePoint

Information governance and compliance

Review how sensitive information is classified, protected and retained.

  • Sensitivity labels, DLP and retention configuration
  • Sharing, workspace ownership and data-access exposure
  • Audit, eDiscovery and governance responsibilities relevant to scope

Evidence behind the assessment

The review uses agreed tenant configuration, license and policy exports, sharing and permission reports, relevant Defender and Purview findings, and discussions with security, compliance and workload owners. We identify where licensing, permissions or missing reporting limit confidence.

The review is not a legal opinion, certification or guarantee of compliance. Regulatory interpretation and risk acceptance remain with the organization and its qualified advisors.

Business questions the engagement answers

  • Which Microsoft 365 control gaps create material business or data risk?
  • Where are licensed capabilities unconfigured or misaligned with requirements?
  • Which findings require policy decisions rather than technical changes?
  • How should remediation be sequenced across identity, devices, threat protection and data?

What your team receives

The final materials separate observed findings, assumptions and decisions so leadership and delivery teams can act on the same record.

  • Microsoft 365 security and compliance findings for the agreed workloads.
  • A configuration, evidence and ownership gap register.
  • Information-protection and governance direction where in scope.
  • A prioritized remediation roadmap with implementation dependencies.
  • An executive summary of material risks, decisions and next actions.

What the findings mean

Findings separate control misconfiguration from missing policy decisions and unclear ownership. The roadmap identifies which changes need Entra, Intune, Defender or Purview implementation and which controls need continuing administration after handoff.

How the engagement works

01

Define scope and obligations

Confirm workloads, stakeholders, business requirements, licenses, access and the evidence available for review.

02

Assess configuration and governance

Inspect controls and practices, interview owners and document findings and evidence limitations.

03

Sequence remediation

Validate material findings and provide an executive summary and prioritized implementation roadmap.

Configuration changes, deployments, migrations and recurring administration are not included automatically. Those activities begin only under an approved implementation or managed-service scope.

From findings to implementation and operations

Consulting identifies decisions and priorities. The next engagement depends on the findings; it is not predetermined by the assessment.

Connection to Private Enterprise AI

A governed Microsoft 365 information and identity baseline can support controlled enterprise AI. AI design and implementation remain separate from this tenant assessment.

Explore Private Enterprise AI

Evidence and guidance

Entra, Defender, Intune and Purview are the relevant tenant platforms; the review is limited to the controls actually in scope. Explore Microsoft technology

Insyto is based in Valley Center and serves organizations across San Diego County, including Carlsbad, Vista, San Marcos, Encinitas and Oceanside. Explore our service areas and San Diego consulting context.

Clarify the Microsoft 365 controls that need attention

Tell us which tenant workloads, obligations and business changes are driving the review. We can define a practical assessment boundary and the decisions its findings must support.

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