1. Office 365 Security Assessment Workshop
Customer Strategy Meeting
<Presenter Name>

2. 1 2 3 4 5 Agenda Introduction Strategic Vision Discussion
Review Current Security Posture
Identify Opportunities
Next steps and Actions 2 3 4 5

3. Strategy Discussion - Introduction
The purpose of this meeting is to:
Understand your security vision
Identify strengths, distinctions and uniqueness of your business environment
Discuss current cloud security posture
Review of the current security solutions in your environment
Identify opportunities to increase cloud security posture
Identify gaps and potential threats which should be considered

4. Team Introductions
Name Please share your name and where are you based?
Role
Please share your role in the company, which business unit or team you are part of, what other roles have you had? (Internal/External)
Ask everyone on the meeting to present themselves. Note takers should capture this information in the provided template. Limit to 30 seconds per person.
Expectations
Please share your expectations of the session?

5. Strategic Vision Discussion

6. Security Vision Tell us about your business
What is unique about your company and what are its strengths?
How does your business currently use Office 365
Which regulations are you required to comply with?
What is your Office 365 Security vision?
What are the most important security objectives you wish to accomplish in the coming months, years?
What Office 365 scenarios do you plan to deploy?

7. Current Cloud Security Posture

8. Current Security Solutions
How do you protect your systems/data?
What is your current threat detection solution?
How do you monitor threats?
What types of threats have you identified or acted upon in the past?
What type of data do you protect?
Is there a common platform in place to monitor and detect threats?

9. Identify Opportunities

10. Identify Opportunities
What concerns do you have about moving to the cloud?
What secure solutions would you implement if money were no object?
What are some potential threats that could impact your business, which you currently may not have a solution for?
Do you need to meet any specific compliance obligations including HIPAA, GDPR and/or PCI DSS?
Identify Gaps and potential customer opportunities