Data Security Envisioning Workshop

Know what’s hiding in your data. Act before it becomes a risk.

Heartland Business Systems’s Data Security Envisioning Workshop

More than 80% of leaders say data leakage is their top concern with generative AI. With sensitive information scattered across email, Teams, SharePoint and beyond, the risks are real, and often invisible.

The Data Security Envisioning Workshop from HBS gives you a clear picture of where your data is exposed, who poses a risk, and what to do about it. Powered by Microsoft Purview, this engagement surfaces the threats that live inside your environment so you can act with confidence.

What We'll Do Together

Our security experts work directly with your team to:

• Scan Microsoft 365 repositories and communication channels for sensitive information
• Identify risks from dark organizational data: unclassified, unmonitored, or forgotten data that creates exposure
• Assess insider risk behaviors that could threaten your organization
• Review your environment against key data protection and compliance standards
• Provide a Security Check report with findings and actionable insights
• Walk you through Microsoft's approach to data security and insider risk management
  

How It Works

The workshop follows a structured four-step process:

1. Pre-Engagement Meeting
   We learn your priorities, compliance objectives and key business drivers.
2. Data Security Check
   We scan your Microsoft 365 environment across Exchange Online, SharePoint, Teams, and Insider Risk Management (with optional modules for endpoints, on-premises data stores, Communication Compliance and Generative AI data security).
3. Microsoft Purview Portfolio Overview
   We walk through Microsoft's data security and compliance toolset and how it maps to your environment.
4. Recommendations and Next Steps
   We present findings and define a clear path forward.
   

What You'll Walk Away With

• A Security Check report with findings from the automated discovery process
• A list of prioritized recommendations and next steps to take action on
• A better view into Microsoft's approach to data security and insider risk
• An optional Compliance Manager Tenant Assessment report with improvement actions
• A long-term compliance strategy with key initiatives and tactical next steps
  

Why HBS

HBS has deep expertise in compliance, security, and data governance. Our team helps organizations understand their risk posture and build a stronger foundation with Microsoft Purview.

Contact us to find out if you are eligible for funding programs to aid with the cost of this assessment.