Data Security Envisioning Workshop
Identify data security risks and gain visibility into sensitive information across your environment.
Uncover hidden risks, analyze sensitive data exposure, and understand how Microsoft Purview can help strengthen data protection and compliance controls.
Apex Digital offers this workshop fully funded to many organizations, representing an $8,000 value.
What is the Data Security Envisioning Workshop?
Data security challenges often stem from limited visibility. Many organizations struggle to understand where sensitive information resides, how data is being shared, and what risks insider behavior may introduce.
The Data Security Envisioning Workshop is a guided engagement designed to identify data security and compliance risks across your Microsoft 365 environment.
Apex Digital works with your team to analyze organizational data, evaluate potential data exposure, and map findings to practical next steps using Microsoft Purview tools.
The workshop is delivered remotely and designed to be completed quickly, with minimal disruption to your team.
What to expect with the workshop
Comprehensive Risk Findings
Receive a Data Security Check report highlighting sensitive data exposure, risk patterns, and key insights from automated discovery across your Microsoft 365 environment.
Clear Security & Compliance Guidance
Gain a structured understanding of Microsoft’s approach to data protection, insider risk management, and compliance controls, including an optional Compliance Manager assessment when applicable.
Actionable Next Steps
Walk away with prioritized recommendations, practical mitigation strategies, and a defined roadmap to strengthen data security and compliance posture.
Workshop timeline
The Data Security Envisioning Workshop follows a structured engagement model delivered over approximately two to three weeks.
Pre-engagement
We begin with a planning and alignment session to understand your environment, priorities, and discovery criteria.
What’s involved
-
Introductory call with Apex Digital
-
Identification of key stakeholders
-
Definition of discovery scope
- Alignment on workshop objectives
We begin with a planning and alignment session to understand your environment, priorities, and discovery criteria.
What’s involved
-
Introductory call with Apex Digital
-
Identification of key stakeholders
-
Definition of discovery scope
- Alignment on workshop objectives
Data Security Check Setup and Configuration
We conduct a 2-hour kickoff meeting to finalize scope and confirm which modules will be included.
Every Data Security Check begins with a core setup activity to apply required trial licenses, define permissions and access, and configure sensitive information types that are relevant to your organization.
This phase ensures discovery tools are properly configured and aligned to your data security priorities before analysis begins.
Mandatory Modules:
- E-mail (Exchange Online)
- Document storage (SharePoint Online)
- Collaboration (Microsoft Teams)
- Insider Risk Management (user behavior related to sensitive data)
Optional Modules (choose at least one)
- Compliance Manager
- On-premises data repositories (file shares or SharePoint Server libraries)
- Windows 10/11 endpoint devices
- Communication Compliance
- Data security for Generative AI
We conduct a 2-hour kickoff meeting to finalize scope and confirm which modules will be included.
Every Data Security Check begins with a core setup activity to apply required trial licenses, define permissions and access, and configure sensitive information types that are relevant to your organization.
This phase ensures discovery tools are properly configured and aligned to your data security priorities before analysis begins.
Mandatory Modules:
- E-mail (Exchange Online)
- Document storage (SharePoint Online)
- Collaboration (Microsoft Teams)
- Insider Risk Management (user behavior related to sensitive data)
Optional Modules (choose at least one)
- Compliance Manager
- On-premises data repositories (file shares or SharePoint Server libraries)
- Windows 10/11 endpoint devices
- Communication Compliance
- Data security for Generative AI
Automated Discovery
(2 Weeks)
Following setup and configuration, Microsoft Purview tools perform automated discovery and analysis across selected data repositories.
During this period, telemetry and data patterns are collected to identify sensitive information exposure, risky sharing behaviors, stale data, and potential insider risk indicators.
This approach ensures findings reflect real-world usage and activity rather than static snapshots.
What this phase uncovers
- Sensitive and high-risk data patterns
- Oversharing and data exposure risks
- Stale or aging data repositories
- Risky user activities
- Potential AI-related data risks
Following setup and configuration, Microsoft Purview tools perform automated discovery and analysis across selected data repositories.
During this period, telemetry and data patterns are collected to identify sensitive information exposure, risky sharing behaviors, stale data, and potential insider risk indicators.
This approach ensures findings reflect real-world usage and activity rather than static snapshots.
What this phase uncovers
- Sensitive and high-risk data patterns
- Oversharing and data exposure risks
- Stale or aging data repositories
- Risky user activities
- Potential AI-related data risks
Microsoft Purview Portfolio Overview
Your team receives a structured overview of Microsoft Purview capabilities relevant to your findings, priorities, and regulatory considerations.
This includes:
- Microsoft’s approach to data protection
- Data classification and labeling strategies
- Insider risk management controls
- Data loss prevention capabilities
- Compliance monitoring tools
Your team receives a structured overview of Microsoft Purview capabilities relevant to your findings, priorities, and regulatory considerations.
This includes:
- Microsoft’s approach to data protection
- Data classification and labeling strategies
- Insider risk management controls
- Data loss prevention capabilities
- Compliance monitoring tools
Recommendations and Next Steps
The workshop concludes with a detailed findings review and a prioritized action plan.
What you receive
- Data Security Check findings report
- Identified data security risks and patterns
- Recommendations mapped to solutions
- Actionable next steps
- Guidance for improving compliance posture
The workshop concludes with a detailed findings review and a prioritized action plan.
What you receive
- Data Security Check findings report
- Identified data security risks and patterns
- Recommendations mapped to solutions
- Actionable next steps
- Guidance for improving compliance posture
Why organizations choose the Data Security Envisioning Workshop
Organizations use this workshop to:
- Gain visibility into sensitive and high-risk data
- Understand insider risk exposure
- Identify stale data and oversharing risks
- Prepare for generative AI data protection challenges
- Build a defensible data protection strategy
Many organizations are eligible to receive this workshop fully funded through Microsoft, representing an $8,000 value.
Why choose Apex Digital Solutions?
Apex Digital is a Microsoft Solutions Partner with deep experience delivering Microsoft security engagements for organizations of all sizes. We focus on practical guidance, clear outcomes, and helping teams make informed decisions.
When we deliver these workshops, we:
– Help you understand how Microsoft security tools apply to real risks
– Tailor each session to your environment and priorities
– Translate findings into clear, usable next steps
Explore our other workshop opportunities
Apex Digital Solutions offers several security workshops. Your organization may be eligible for a fully funded engagement with one or more.
Cloud Security Envisioning Workshop
Threat Protection Envisioning Workshop
Modern SecOps Envisioning Workshop
Ready to see if you qualify?
If you want visibility into data security risks and access to a funded Microsoft engagement, check eligibility to get started.
