Context received
The agreed workload boundary, approved inventory exports, and read-only administrative evidence.
Simplicity IT Professional Service | Three-week assessment
Secure AI Productivity with Microsoft Agent 365: 3-Week Identity and Security Assessment
Agent programs become difficult to govern when ownership, identity, data controls, threat protection, and operating evidence are not aligned before production use.
What this assessment gives you
- An agent inventory and ownership model for the agreed Microsoft 365, Microsoft Copilot Studio, Microsoft Foundry, and custom-agent scope.
- A prioritized risk register and target model for agent identity, data security, threat protection, and lifecycle governance.
- A customer-owned 90-day roadmap with prerequisites, decision gates, and accountable owners.
- An executive findings workshop and operational handoff.
How the engagement runs
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Week 1: Read-only discovery
Confirm scope, identify owners and sponsors, inventory in-scope agents, and review the available security and compliance posture.
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Week 2: Gap analysis and target design
Create the identity, policy, data security, threat protection, ownership, and risk views. Optional validation is confined to a customer-approved test tenant or lab.
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Week 3: Decision support and handoff
Deliver findings, governance runbook, implementation backlog, and a phased 90-day roadmap for customer review.
Sample assessment artifacts
These illustrative examples show the deliverables you can expect. They use synthetic data and do not depict customer environments.
Evidence to decision flow
Evidence reviewed
Simplicity IT analyzes the in-scope evidence against the documented service questions. Production activity remains read-only.
Your decision
A named customer owner reviews findings, priorities, dependencies, and any proposed next step before production work is scoped.
Evidence retained
The agreed report, decision log, and handoff record are retained according to the customer agreement. Customer content is not reused for marketing.
Your approval before production changes
The assessment does not make production changes. A named customer owner reviews the findings, priorities, dependencies, and proposed next step before any follow-on work is scoped or performed.
Scope and boundaries
- No production configuration changes are included in an assessment.
- No license purchase, legal opinion, penetration test, custom software build, or product subscription is included.
- Follow-on implementation and managed operations require a separate approved scope.
- Findings depend on the access, inventory, and evidence made available during the engagement.
Microsoft technologies in scope
- Microsoft Agent 365
- Microsoft Entra Agent ID
- Microsoft Purview
- Microsoft Defender
Request a scoping call
Tell us about your environment and priorities. We will confirm the scope, schedule, and purchasing options with you before work begins.
Discuss this engagement