UNCOVER HIDDEN RISKS. STRENGTHEN YOUR MICROSOFT 365 ENVIRONMENT.

Do You Know Where Your Microsoft 365 Environment Is Exposed?

Get an independent assessment of your security, identity, data governance, and AI readiness with clear findings and practical recommendations.

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Context, Not Just Findings

Automated tools can identify configuration concerns, licensing issues, and potential risks. However, they don’t determine which findings matter, how they affect Copilot and AI readiness, and what can be changed safely without disrupting your organization.

ForgeNorth Advisory evaluates each finding within the context of your environment, business priorities, existing licensing, and operational constraints. You receive practical recommendations instead of a simple findings report.

Understand what matters, why, and how to safely remediate.

Identify identity risks, excessive access, oversharing, and configuration issues that could expose more information when AI makes organizational content easier to find.

Identify identity risks, excessive access, oversharing, and configuration issues that could expose more information when AI makes organizational content easier to find.

Evaluate whether your policies, responsibilities, and licensing decisions support a controlled and cost-effective Copilot deployment.

Microsoft 365 decisions are easier with clear, experienced guidance.

ForgeNorth Advisory works with organizations that use Microsoft 365 and need an independent review of their readiness, risk, governance, or licensing.

You are considering Copilot and want to understand what should be addressed before purchasing licenses or beginning deployment.

Copilot has already been introduced but security, permmissions, governance, adoption, or licensing have not been thoroughly evaluated.

You need to understand whether SharePoint, OneDrive, Teams, or identity permissions could allow users or AI tools to access more information than needed.

You want to confirm that your Microsoft 365 licenses, administrative controls, policies, and responsibilities support your organization’s needs.

Who We Serve

Choose Your Assessment

Every assessment includes prioritized remediation guidance and a follow-up call to review the findings and answer questions.

Download Assessment Deliverables

  • Select an assessment below to request more information.

* Includes identification of configuration concerns, underused Microsoft security and governance capabilities, licensing or capability misalignment, and practical opportunities to improve value from existing Microsoft 365, Copilot, and Entra investments.

FORGENORTH ADVISORY · LIMITED PILOT

Microsoft 365 Security Assessment Pilot

We’re selecting a limited number of organizations to participate in our Microsoft 365 Assessment Pilot Program.

Qualified organizations receive more than 50% off on either our Microsoft 365 Baseline Security or Microsoft 365 Security & Data Governance fixed-scope assessments in exchange for structured feedback and participation in an approved, anonymized case study.

Microsoft 365 Baseline Security Assessment

$750 $1995

Evaluate your Microsoft 365 security posture, identify configuration weaknesses, and receive prioritized recommendations to strengthen your defenses.*

Microsoft 365 Security & Data Governance Assessment

$1500 $3250

Go beyond baseline security to assess data protection, sharing controls, and governance configurations, including sensitivity labeling and DLP when available.*

*Assessment coverage depends on your Microsoft 365 licensing, enabled features, and available evidence.

Pilot pricing applies to qualifying environments and defined assessment scopes. Final eligibility and scope are confirmed before engagement.

Clear Findings. Practical next steps.


01

Executive Summary

A concise overview of your current environment, key concerns, and overall priorities.

02

Detailed Findings

Clear documentation of each finding, its significance, and the Microsoft 365 services it affects.

03

Prioritized Remediation Guidance

Practical recommendations organized by urgency, impact, and implementation effort.

04

Follow-Up Walkthrough

A live review of the results, recommendations, and questions with an experienced Microsoft 365 advisor.

How it Works

A focused review, from start to finish.

Conversation

Initial Consultation

We discuss your environment, priorities, licensing, and the concerns you want the assessment to address.

Conversation

Secure Review

ForgeNorth Advisory evaluates the relevant Microsoft 365 configurations, controls, access, and licensing.

Conversation

Findings and Guidance

You receive documented findings, prioritized recommendations, and a follow-up walkthrough.

Experience you can trust


20 + Years

in Enterprise
Microsoft Environments


Assessments are informed by over 20 years operating and securing enterprise Microsoft environments, including identity, endpoint management, hybrid infrastructure, Conditional Access, automation, and Microsoft 365 security operations.


Ready to strengthen your Microsoft 365 environment?