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Typical Microsoft 365 and Cloud/AI Engagement and Scope of Services

1. Governance

The objective of this engagement is to establish and maintain Microsoft 365 and AI security governance through initial implementation services and ongoing monthly governance. These services help ensure that the Microsoft 365 environment remains secure, compliant, and properly managed.

– Microsoft Intune Deployment and Management: Deployment and configuration of Microsoft Intune to support centralized endpoint management, device compliance, and secure access across the organization.
– Identity and Access Management: Configuration and management of Microsoft Entra ID, including Conditional Access policies to enforce secure authentication, access controls, and device compliance requirements.
– AI Enablement and Governance: Enablement and governance of Anthropic Claude Enterprise, including SAML-based single sign-on (SSO) integration with Microsoft Entra ID, Conditional Access enforcement, administrative policy configuration, approved SharePoint connector integration, and integration with Microsoft Defender for Cloud Apps and Microsoft Purview Data Loss Prevention (DLP).
– AI Acceptable Use and Training: Guidance on AI acceptable use policies, responsible AI adoption, data handling, and end-user awareness training.

This engagement aims to deliver a securely governed Microsoft 365 and AI-enabled environment aligned with Microsoft security recommendations and the organization’s internal security and compliance requirements.

2. Typical Implementation Services

2.1 Preparation and Provisioning

– Analyze and audit the existing Microsoft 365 environment, including users, devices, licensing, and current security configurations.
– Review licensing requirements and map the appropriate Microsoft Entra ID and Microsoft Intune licenses to support the planned deployment.
– Prepare and provision the Intune tenant environment and required administrative configurations.
– Identify deployment requirements, dependencies, and potential security gaps.

2.2 Policy Configuration and Security Baselines

– Configure the Microsoft Intune environment, including device configuration profiles, security policies, and compliance policies.
– Create, test, and deploy baseline Conditional Access policies in Microsoft Entra ID.
– Establish standardized workstation configurations to improve security, consistency, and usability.
– Configure printer mappings, SharePoint access, OneDrive redirection and synchronization, BitLocker encryption, automatic screen locking, and other agreed workstation settings.
– Validate policy enforcement and confirm that the configurations meet the organization’s operational and security requirements.

2.3 Mobile Device Management (iOS and Android)

– Configure Microsoft Intune Mobile Application Management (MAM) and applicable mobile device management policies.
– Implement application protection policies to safeguard corporate data on supported iOS and Android devices.
– Configure device enrollment and compliance requirements where applicable.
– Apply appropriate controls to corporate applications and organizational data while minimizing disruption to end-user productivity.
– Test mobile access, data protection, and compliance enforcement.

2.4 Enrollment and End-User Adoption

Onsite and virtual end-user orientation sessions will introduce staff to the organization’s Microsoft 365 environment, device management framework, and security requirements.

Training will cover the following topics:

– Microsoft Intune: Device management, device registration, enrollment, and use of the Intune Company Portal to access company resources.
– Microsoft Entra ID: Secure sign-in practices, multifactor authentication where configured, Conditional Access, and identity protection.
– Self-Service Password Reset (SSPR): How to access and use the password reset portal.
– Email Security: How to review and release quarantined email messages in accordance with organizational policies and permissions.
– Sensitivity Labels and Data Protection: An overview of implemented Microsoft Purview sensitivity labels, data classification, and associated security policies.
– Responsible AI Usage: Guidance on approved AI tools, appropriate use cases, sensitive information handling, and organizational AI policies.
– Security Awareness: Practical guidance on security best practices, user responsibilities, and the dos and don’ts of the implemented security controls.

3. AI Enablement and Governance

3.1 Anthropic Claude Enterprise Deployment and Microsoft Security Integration

– Provision and configure the Anthropic Claude Enterprise tenant.
– Integrate Claude Enterprise with Microsoft Entra ID using SAML-based single sign-on (SSO).
– Configure Conditional Access enforcement in accordance with the organization’s identity and access policies.
– Configure administrative policies within the Anthropic console, including data retention settings, model training opt-out settings, and Model Context Protocol (MCP) connector consent governance, subject to the available enterprise features.
– Configure one approved SharePoint connector and validate its access permissions, data exposure controls, and sensitivity label handling.
– Update Microsoft Defender for Cloud Apps configurations to govern Claude as an approved enterprise application, where supported by the applicable licensing and integration capabilities.
– Configure Microsoft Purview DLP policies to help protect sensitive organizational information when interacting with Claude, subject to supported service integrations and licensing.
– Validate the end-to-end authentication, access control, connector permissions, and data protection configurations.

3.2 AI Acceptable Use Policy and End-User Training

– Review and update the organization’s existing Acceptable Use Policy to include Claude-specific requirements.
– Define approved AI use cases, prohibited activities, and requirements for handling confidential and sensitive information.
– Establish guidelines for AI connector approvals, data sharing, and administrative consent.
– Define escalation and reporting procedures for suspected data exposure, policy violations, or inappropriate AI usage.
– Provide end-user guidance on responsible AI usage and compliance with organizational security requirements.

4. Ongoing Monthly Governance Services

The following services provide ongoing oversight, monitoring, reporting, and recommendations to maintain the organization’s Microsoft 365 and AI security posture.

4.1 Microsoft Intune Policy Governance and Configuration Drift Monitoring

– Review Intune configuration and security policies.
– Monitor device compliance and identify configuration drift.
– Review policy exceptions and recommend corrective actions.
– Provide guidance on maintaining consistent endpoint security standards.

4.2 Microsoft Entra ID Conditional Access and Identity Risk Monitoring

– Review Conditional Access policies and enforcement.
– Monitor available identity risk and sign-in risk alerts.
– Review authentication anomalies and access-related security events.
– Recommend policy adjustments to address emerging identity risks.

4.3 Microsoft Defender Security Posture Monitoring and Alert Review

– Review available Microsoft Defender security posture information and alerts.
– Identify significant security findings and configuration gaps.
– Review relevant alerts and recommend remediation actions.
– Provide guidance on improving the organization’s security posture.

4.4 Microsoft Defender Device Compliance Monitoring and Review

– Review endpoint security and device compliance status.
– Identify noncompliant or at-risk devices.
– Review relevant endpoint security alerts and policy exceptions.
– Recommend remediation steps and improvements to device security controls.

4.5 Microsoft Purview DLP and Sensitivity Labeling Oversight

– Review configured Data Loss Prevention policies and sensitivity labels.
– Assess policy effectiveness and identify recurring violations.
– Provide recommendations for policy tuning and improved data protection.
– Review exceptions and support the appropriate handling of policy-related incidents.

4.6 Microsoft Purview Data Exposure Monitoring and Policy Tuning Guidance

– Review available data security and exposure insights.
– Identify potential oversharing, inappropriate access, and data protection gaps.
– Recommend improvements to permissions, labeling, and DLP policies.
– Provide guidance on reducing the risk of unauthorized data access or disclosure.

4.7 Anthropic Claude Usage Monitoring and Connector Consent Review

– Review available Claude Enterprise usage and administrative activity information.
– Review approved connector configurations and consent permissions.
– Assess compliance with organizational AI usage and data handling policies.
– Identify potential risks associated with connector access and AI-related data exposure.
– Recommend adjustments to administrative controls and approved AI usage practices.

4.8 Third-Party Application Oversight

– Review third-party application integrations and OAuth permissions.
– Identify applications with excessive permissions, suspicious access patterns, or elevated risk.
– Review application consent grants and recommend remediation where necessary.
– Assess third-party application security updates and reported vulnerabilities using available security information.
– Provide recommendations for reducing risks associated with third-party applications.

4.9 Security Posture Reporting and Executive Summary

– Prepare a monthly security posture report covering key findings, policy status, identified risks, and recommended actions.
– Summarize significant security alerts, device compliance trends, identity risks, and data protection observations.
– Track outstanding remediation items and provide status updates.
– Prepare an executive summary highlighting the organization’s security posture and priority areas for improvement.

4.10 Cyber Insurance and Audit Documentation Support

– Assist with the preparation and organization of security documentation for cyber insurance reviews and audit requests.
– Provide available evidence of relevant Microsoft 365 security configurations, policies, and governance activities.
– Document identified gaps, remediation recommendations, and implementation status.
– Support responses to reasonable security and compliance documentation requests within the agreed scope.

5. Engagement Outcomes

The engagement is intended to establish and maintain a securely governed Microsoft 365 and AI environment through standardized endpoint management, identity and access controls, data protection policies, approved AI integrations, user awareness, and ongoing security oversight.

The monthly governance services provide continuing visibility into the security posture, help identify configuration and compliance gaps, and support informed decisions about remediation and risk reduction.

The scope, service frequency, reporting requirements, supported integrations, and remediation responsibilities will be agreed upon before implementation. Service delivery is subject to the organization’s Microsoft and Anthropic licensing, available product capabilities, and agreed access permissions.