SERVICES

Microsoft 365 Assessments, Consulting, and Fractional IT Leadership

ForgeNorth Advisory helps organizations strengthen Microsoft 365, prepare for Copilot and AI, and make informed technology decisions. Services range from focused assessments to hands-on consulting and fractional IT leadership, allowing you to bring in the right expertise for your environment. Every engagement is grounded in practical experience, clear guidance, and actionable recommendations.

MICROSOFT 365 ASSESSMENTS

Know what needs attention before the next investment.

Focused reviews of security, identity, governance, licensing, and AI readiness, with prioritized remediation guidance and a follow-up consultation.

AI READINESS

Copilot & AI Readiness

Evaluates whether your Microsoft 365 environment is ready to safely adopt Copilot and AI tools by reviewing key controls for consent, workload identities, sharing, and sensitivity labels.

Consent posture
Workload identities
Data exposure

AGENT IDENTITY

AI Agents & Non-Human Identity

Identifies Copilot, AI agent, app registration, service principal, and other non-human identity risks across Microsoft 365, Entra ID, and Azure.

Agent discovery
App permissions
Credential hygiene

SECURITY BASELINE

Microsoft 365 Baseline Security

Reviews foundational Microsoft 365 security controls, including identity, MFA, Conditional Access, admin access, email security, logging, and external sharing.

MFA enforcement
Admin access
Email defenses

DATA GOVERNANCE

Security & Data Governance

Includes everything in the Baseline Security assessment + assesses how Microsoft 365 protects, governs, labels, retains, and shares sensitive business data across users, groups, sites, and collaboration tools.

Sensitive data
Retention policies
External sharing

OPTIONAL ADDENDUM

Cyber Insurance Evidence Pack

Maps observed Microsoft 365, Entra ID, Defender, Copilot, AI agent, and non-human identity findings to common cyber insurance underwriting themes, clearly identifying verified evidence, exceptions, and areas requiring client attestation.

INSIDE YOUR ASSESSMENT

Actionable Insights. Clear Priorities. Measurable Impact.

Our Microsoft 365 security assessments deliver a comprehensive view of your risk posture, highlights what matters most, and provides a practical roadmap for improvement.

STRATEGIC CLARITY FOR IT LEADERS

We translate complex Microsoft 365 security controls into business-focused insight so you can reduce risk, strengthen controls, and drive results.

1. Executive Summary

High-level view of your overall risk posture across key Microsoft 365 areas.

5 high-risk areas require immediate attention.

2. Overall Risk Overview

Visual summary of risk distribution across assessment areas.

Risk distributed across identity, access, data, and governance.

3. Priority Action Plan (Next 30 Days)

Immediate actions to reduce exposure and strengthen your security foundation.

Focused, high-impact actions to address the most critical tasks identified in your environment.

These prioritized steps are designed to quickly reduce exposure, close security gaps, and strengthen your Microsoft 365 foundation.

Targeted actions that deliver the greatest risk reduction.

4. Key Findings

Examples of critical issues identified during the assessment.

High-risk identity and access gaps were detected that increase exposure to account compromise.

Legacy authentication and insecure settings create unnecessary risk.

Email security and domain authentication controls need attention.

Findings are validated and prioritized by risk and impact.

5. Risk & Governance Dashboard

Snapshot of risk posture and maturity across core domains.

Understand your maturity and where to focus next.

6. Recommended Remediation Roadmap

Prioritized roadmap on risk, impact, and effort.

A phased plan aligned to quick wins and long-term improvement.

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CONSULTING & REMEDIATION

Consulting and Remediation Services

Experienced support for specific challenges, projects, and improvements.

If you already know what needs attention, you do not need to begin with an assessment. ForgeNorth provides project-based consulting and hands-on support to resolve issues, improve configurations, support initiatives, and turn recommendations into completed work.

Consulting services may include:

Microsoft 365 and Entra ID administration and engineering
Identity and access management
Security and governance improvements
Copilot and AI readiness support

Licensing and cost optimization
Azure, AWS, and hybrid cloud operations
Automation and process improvement
Assessment remediation and project support

Discuss a Consulting Need

FRACTIONAL IT LEADERSHIP

Senior technology leadership, available on a fractional or interim basis.

ForgeNorth provides experienced IT leadership for organizations that need strategic direction and practical oversight without adding a full-time position. Fractional engagements can help establish priorities, improve operations, manage risk and cost, guide important initiatives, or provide continuity during a period of transition.

Support may include:

Technology strategy and roadmap development
IT operations and service improvement
Microsoft 365 and cloud governance
Budget, vendor, and licensing oversight
Risk and priority management
Project and initiative leadership
Team and stakeholder coordination
Interim leadership during organizational transitions

Because the work is led by a hands-on technologist, recommendations remain grounded in operational reality.

Tell us what you are trying to accomplish or resolve. We can help determine whether an assessment, consulting engagement, or fractional support arrangement makes the most sense.

Ask About Fractional Support

Not Sure Which Service Fits?