
Ready-Made Blueprints for Your Microsoft Projects
A platform for AI-powered Microsoft consulting. IT services delivered by AI agents. Proven blueprints. Your team implements and learns along the way.

What Is a Blueprint?
What Is a Blueprint?
Not an AI tool. A digital consulting process
A blueprint is a guided delivery process for a Microsoft project. Not a static document.
A blueprint is a guided delivery process for a Microsoft project. Not a static document.
Inside every blueprint: David and Richard's project experience. What steps in what order. What architecture decisions at what point. What pitfalls to avoid. Distilled from their practice. Trained into the AI agents.
Inside every blueprint: David and Richard's project experience. What steps in what order. What architecture decisions at what point. What pitfalls to avoid. Distilled from their practice. Trained into the AI agents.
The agents adapt the blueprint to your tenant and generate PowerShell scripts, admin center deep-links, step-by-step guidance, and auto-documentation for every change. Your team decides. The AI agents deliver.
The agents adapt the blueprint to your tenant and generate PowerShell scripts, admin center deep-links, step-by-step guidance, and auto-documentation for every change. Your team decides. The AI agents deliver.
All Available Blueprints
Every AI agent has a clearly defined role — like in an experienced consulting team
M365 Tenant Readiness
Microsoft 365
Security
Problem: Misconfigurations in the tenant lead to security gaps, licensing issues, and compliance risks.
Scope: Review global settings in Admin Center and Entra ID - Validate Entra Connect (users/groups/devices/writeback) - Consistent UPN strategy and hardening of admin accounts - Onboard domains, assess DNS and network access
Result: A stable, license-compliant M365 tenant as a reliable foundation for all subsequent projects.
Conditional Access
Microsoft 365
Security
Problem: Uncontrolled access is a primary risk — MFA and Conditional Access protect identities.
Scope: Gather requirements per user group - Policies for user risk, location, device/platform, and apps - Block legacy authentication, activate session controls - Structured rollout: Report-Only → Pilot → Go-Live
Result: Verifiably secured access with clear policies and high usability.
Defender for Office 365
Microsoft 365
Security
Problem: Phishing and malware via email are among the most common attack vectors in mid-market companies.
Scope: Safe Links and Safe Attachments including detonation - Configure anti-phishing and impersonation protection - Customize policies per user group - Reporting dashboard and end-user awareness materials
Result: Measurably fewer successful phishing attempts and a well-documented email security architecture.
Privileged Identity Management
Microsoft 365
Security
Problem: Permanently assigned admin roles are the preferred target for attackers and insider threats.
Scope: Inventory current role assignments - Identify critical roles for PIM protection - Configure just-in-time access (JIT) and approval workflows - Migrate existing permanent roles into PIM
Result: Verifiably reduced risk — even in the event of admin account compromise.
Self-Service Password Reset
Microsoft 365
Problem: Forgotten passwords block employees and burden the helpdesk with routine requests.
Scope: Implement SSPR in Microsoft Entra ID - Define authentication methods and security measures - Configure hybrid environments (writeback to on-premises AD) - Structured pilot and staged rollout
Result: Measurably lighter helpdesk load, higher user acceptance, and faster resolution for end users.
Mobile App Protection
Security
Problem: Mobile devices are the foundation of modern work — corporate data must be protected there too.
Scope: App Protection Policies for corporate data in mobile apps - Block access when protection measures are missing - Remote wipe processes for theft or loss - Works on managed and unmanaged devices (BYOD)
Result: Protected corporate data on mobile devices with full user convenience.
Intune Device Enrollment
Microsoft 365
Problem: Without central device management, compliance control and enforceable security policies are missing.
Scope: Existing Windows devices into Intune via Hybrid Join or Entra Join — Public DNS CNAMEs for auto-discovery — Compliance baseline (BitLocker, firewall, Defender, Secure Boot, minimum OS) — Automatic MDM enrollment GPO — Proof-of-value: one software deployment + one configuration profile — Staged wave rollout with compliance monitoring
Result: Existing Windows devices enrolled, compliance baseline active, proof-of-value scenarios deployed — ready for device-based Conditional Access.
Intune Autopilot
Microsoft 365
Problem: Manual provisioning ties up resources, delays productive starts, and is error-prone.
Scope: Configure Windows Autopilot (user-driven/self-deployment) - Set up Enrollment Status Page and Entra Join - Deploy standard apps, set compliance and configuration policies - End-to-end tests with pilot devices
Result: Halved setup time, employees productive faster, and measurably reduced IT effort.
Intune LAPS
Microsoft 365
Problem: Static local admin passwords pose a significant security risk during attacks.
Scope: Implement central Local Administrator Password Solution (LAPS) - Gradually deactivate existing local admin accounts - Decommission GPO-based LAPS solution - Guides for IT admins and end users
Result: Dynamic, centrally managed admin passwords and a verifiably reduced attack surface.
Exchange Online Mailflow
Microsoft 365
Security
Problem: Without correct SPF, DKIM, and DMARC, attackers spoof your domain and your legitimate emails land in Gmail's spam folder.
Scope: SPF consolidation per domain — DKIM signing for every M365 domain — Staged DMARC rollout from monitoring to enforcement — Anti-spoofing hardening and SMTP AUTH cleanup — Mail flow rule audit and sender inventory
Result: SPF, DKIM, DMARC validated against your real mail flow. Spoof protection active. DMARC rollout plan documented.
OneDrive Migration
Microsoft 365
Problem: Traditional network drives hinder mobile work and cause high operational overhead.
Scope: Inventory data, plan pilot with 20-30 users - Migrate home directories including Known Folder Move - Optimize sharing and sync settings - Training and communication packages for adoption
Result: Secure, mobile file access and measurably reduced dependency on traditional file servers.
MS Teams Collaboration
Microsoft 365
Problem: Without clear guidelines, Teams usage remains fragmented and inefficient.
Scope: Pragmatic approach for standard collaboration scenarios - Criteria for Teams Voice in internal communication - Lifecycle process for teams and messages - App baseline and process for new apps
Result: Unified, scalable, and secure Teams collaboration across all organizational units.
MS Teams Project Rooms
Microsoft 365
Problem: Projects need a standardized, instantly usable digital workspace.
Scope: Develop reusable templates for Teams project rooms - Involve stakeholders from project operations in the design - Guides for task planning, document management, and tool usage - Best practices for permissions and activities after project completion
Result: Fast, consistent project rooms that increase productivity.
External Collaboration
Microsoft 365
Problem: External collaboration must not run through shadow IT or insecure channels.
Scope: Set up B2B access (Guest/Direct Connect) and shared channels - Define governance (naming, owners, sensitivity labels) - Conditional Access/session controls for external access - Decision template for the right collaboration model with partners
Result: Efficient, secure collaboration with partners directly in Microsoft Teams.
Microsoft Purview DLP
Security
Microsoft 365
Problem: Without Data Loss Prevention, sensitive data can leave the organization uncontrolled — via email, SharePoint sharing, or Teams messages. GDPR fines hit mid-market companies existentially.
Scope: Data inventory and classification strategy for sensitive information types - DLP policies for Exchange, SharePoint, OneDrive, and Teams - Phased rollout: Simulation → Policy Tips → Enforcement - DLP Alerts Dashboard and incident reporting
Result: Verifiably protected corporate data with clear DLP policies and audit-ready documentation.
Microsoft Information Protection
Security
Microsoft 365
Problem: Without sensitivity labels, neither employees nor systems know which data is sensitive. Unclassified data cannot be protected.
Scope: Define label taxonomy with 4-6 core labels - Configure sensitivity labels for documents, emails, and containers - Set up default labels and mandatory labeling - Pilot group and phased rollout
Result: Structured data classification as the foundation for DLP, Copilot, and GDPR compliance.
Microsoft Bookings
Microsoft 365
Problem: Appointment scheduling via email ping-pong wastes time and nerves. External tools like Calendly add costs and data leakage to third parties.
Scope: Activate Bookings and set up shared booking pages - Teams integration for online meeting links - Power Automate workflows for appointment confirmations - Governance concept and end-user adoption
Result: Professional appointment booking directly in Microsoft 365 — no third-party tools, no workflow disruption.
WSUS Replacement
Microsoft 365
Security
Problem: WSUS has been deprecated since September 2024. No new features, increasing maintenance burden. The migration path to Intune and Windows Autopatch remains unclear for most IT teams.
Scope: Inventory existing WSUS infrastructure - Configure Intune Update Rings and Scan Source Policy - Activate Windows Autopatch and set up deployment rings - Create WSUS decommissioning plan
Result: Cloud-based patch management with automated compliance and audit-ready reporting — WSUS server decommissioned.
Microsoft 365 Apps Configuration
Microsoft 365
Security
Problem: Office Apps without central configuration: different versions, no macro security, no update channel management. The Semi-Annual Channel will be restricted starting July 2025.
Scope: Define update channel strategy (Monthly Enterprise as standard) - Cloud Policy Service for macro security and add-in management - M365 Apps Security Baseline via Intune - Phased rollout with pilot group
Result: Centrally managed Office Apps with consistent versions, security baseline, and audit-ready documentation.
Microsoft Teams Shifts
Microsoft 365
Problem: Shift scheduling via Excel, WhatsApp, or paper is error-prone and not GDPR-compliant. Legal requirements for time tracking are increasing the pressure.
Scope: Activate Shifts app and set up frontline teams - Configure Time Clock with geo-fencing - Schedule groups by roles and locations - Change management communication and training materials
Result: Central, mobile shift scheduling with time tracking — Excel and WhatsApp replaced.
Power Platform Basic Governance
Microsoft 365
Security
Problem: Power Platform grows uncontrolled: citizen developers build apps bypassing IT, the default environment is full of unused assets. Shadow IT, GDPR risks, and surprise licensing costs follow.
Scope: Define environment strategy and secure default environment - Configure DLP policies in 3-tier model - Tenant-wide connector classification - Deploy CoE Starter Kit basics
Result: Controlled Power Platform with clear governance rules, DLP policies, and audit-ready documentation.
Universal Print
Microsoft 365
Problem: On-premises print servers consume hardware, require maintenance, and need driver management on every endpoint. Remote employees cannot print without VPN.
Scope: Printer inventory and compatibility assessment - Universal Print Connector and printer registration - Configure Intune Printer Provisioning - Phased migration and print server decommissioning
Result: Cloud-based print management without print servers — printers deployed via Intune, license pool controlled.
Microsoft 365 Copilot Starter
Data & AI
Microsoft 365
Problem: Copilot licenses activated without preparation: oversharing exposes sensitive data, outdated documents deliver wrong answers, without change management usage stays below 20%.
Scope: Copilot Readiness Assessment and oversharing analysis - Data governance: sensitivity labels, DLP for Copilot - Technical configuration and pilot deployment - Adoption kit with use case catalog
Result: Securely deployed Copilot with cleaned-up permissions, active pilot group, and measurable productivity gains.
Assessment MS VDI
Microsoft 365
Azure
Problem: VMware price increases, aging RDS infrastructure, and remote work demands. Azure Virtual Desktop or Windows 365 — without a structured assessment, the wrong choice is made.
Scope: User persona analysis and application compatibility - Network readiness and latency measurement - Cost modeling: AVD vs. Windows 365 vs. hybrid - Decision matrix and migration roadmap
Result: Data-driven decision basis for the right VDI strategy — with cost comparison and migration roadmap.
Azure Quick Check
Azure
Security
Problem: Azure environments grow fast but governance lags behind. No tagging strategy, no budget alerts, too many owner roles. 20-40% of Azure spend is typically wasted.
Scope: FinOps analysis: costs, savings plans, orphaned resources - RBAC audit: privileged roles, least privilege - Policy compliance and Azure Advisor baseline - Prioritized action plan with quick wins
Result: Transparent Azure costs, cleaned-up permissions, and documented governance baseline with concrete savings potential.
Chat with Your Own Data
Data & AI
Azure
Problem: Company knowledge sits in SharePoint, file shares, and databases — but nobody finds it. 20% employee turnover means knowledge is lost when people leave.
Scope: Use case definition and data preparation - Azure AI Search index with hybrid search and semantic ranking - RAG pattern with Azure OpenAI implementation - Security and evaluation setup
Result: AI-powered chat that searches company documents and answers precisely — with source citations and access control.
Azure Monitoring
Azure
Problem: Without structured monitoring, Azure environments fly blind: outages are noticed only when users complain, costs rise uncontrolled, compliance evidence is missing.
Scope: Set up Log Analytics Workspace - Configure alerts with dynamic thresholds and action groups - Dashboards and workbooks for infrastructure overview - Azure Policy for consistent monitoring
Result: Proactive Azure monitoring with automatic alerts, dashboards, and cost-optimized log strategy.
Azure Landing Zone Setup
Azure
Security
Problem: Without a structured landing zone, Azure environments grow wild: uncontrolled subscriptions, missing governance, no network isolation. Every subsequent Azure project suffers from the missing foundation.
Scope: Management group hierarchy and dedicated subscriptions - Hub-and-spoke networking with firewall and VPN - Azure Policy initiatives for governance and compliance - IaC deployment with Bicep/Terraform
Result: Structured Azure environment following Cloud Adoption Framework — secure, scalable, and ready for workload migrations.
Azure Backup
Azure
Problem: Mid-market backup is patchy: some VMs backed up, others not. No tested restore process. On-premises backup software costs EUR 5,000-20,000 annually in license fees.
Scope: Configure Recovery Services Vault and backup policies - Activate VM, SQL, and Azure Files backup - Azure Policy for automatic backup enforcement - End-to-end restore test and runbook
Result: Reliable Azure backup with tested restore processes, automatic enforcement, and audit-ready documentation.
Azure Data Archiving
Azure
Problem: Old data sits in expensive storage tiers, retention requirements are met manually, tape backups are a dying model. Azure Archive Storage is >95% cheaper — but rarely configured.
Scope: Data classification by access frequency and retention requirements - Lifecycle management policies for automatic tiering - Immutable storage (WORM) for regulated data - Document rehydration strategy
Result: Automated data archiving with >95% cost reduction, WORM compliance, and documented access processes.
Azure Outbound Traffic
Azure
Security
Problem: Azure network costs are opaque: egress fees, redundant gateways, public endpoints. Default public IPs will be removed in September 2025 — unprepared organizations lose connectivity.
Scope: Network assessment with cost breakdown - Configure NAT Gateway and Private Endpoints - Consolidate hub-and-spoke with gateway transit - Set up Traffic Analytics and budget alerts
Result: Optimized Azure network costs with EUR 6,000-24,000 annual savings potential and September 2025 compliance.
Defender for Business
Security
Microsoft 365
Problem: Most mid-market companies have antivirus — but no Endpoint Detection & Response. Attacks are detected but not automatically stopped. Defender for Business is included in M365 Business Premium.
Scope: Device onboarding for Windows, macOS, iOS, Android - Security policies: Next-Gen Protection, ASR Rules, Firewall - Automatic Attack Disruption and Vulnerability Management - Define incident response process
Result: Complete endpoint security with EDR, automatic attack disruption, and audit-ready documentation.
Cloud Apps Discovery
Security
Microsoft 365
Problem: IT departments know 30-40 cloud apps — the actual number exceeds 1,000. Every unsanctioned app is a data leak and GDPR risk. Cloud App Discovery is included in M365 E3 but rarely activated.
Scope: Set up Cloud Discovery (MDE integration or log collector) - Risk analysis of top 50 apps - App discovery policies and sanctioning strategy - Shadow IT governance playbook
Result: Full transparency over all cloud apps in use with risk assessment and blocking strategy.
Defender for Cloud Apps
Security
Microsoft 365
Problem: Cloud apps are the new perimeter: SaaS applications, OAuth permissions, and shadow IT create an uncontrolled attack surface. Without CASB, DLP, session control, and OAuth app protection are missing.
Scope: Shadow IT discovery and app connectors configuration - Security policies: DLP, activity, discovery - Conditional Access App Control for critical apps - App governance and SaaS security posture management
Result: Controlled cloud app landscape with DLP, session control, and OAuth app governance — audit-ready.
Windows Hello for Business
Security
Microsoft 365
Problem: 80% of all breaches start with compromised passwords. Password resets account for 20-50% of all helpdesk calls. Windows Hello for Business offers passwordless authentication — included in every Windows license.
Scope: Configure Cloud Kerberos Trust (no PKI needed) - Intune WHfB Settings Catalog profile - Conditional Access: WHfB as authentication strength - Pilot group and phased rollout with training materials
Result: Passwordless authentication with biometrics or PIN — phishing-resistant, helpdesk-relieving, Zero Trust compliant.
Microsoft Foundry Platform Setup
Data & AI
Azure
Problem: Leadership expects AI results, but your IT has no platform to deliver them — no governance, no cost control, no path to scale.
Scope: Validate Azure subscription and create dedicated resource group - Set up Foundry resource and project in Germany West Central - Configure RBAC roles with least privilege - Enforce EU data residency - Set up cost management with budgets and alerts - Deploy first model (GPT-4.1-mini) - Document governance baseline
Result: A production-ready Microsoft Foundry environment in Germany West Central — RBAC, cost controls, and first model deployment configured, documented, and audit-ready.
M365 Tenant Readiness
Microsoft 365
Security
Problem: Misconfigurations in the tenant lead to security gaps, licensing issues, and compliance risks.
Scope: Review global settings in Admin Center and Entra ID - Validate Entra Connect (users/groups/devices/writeback) - Consistent UPN strategy and hardening of admin accounts - Onboard domains, assess DNS and network access
Result: A stable, license-compliant M365 tenant as a reliable foundation for all subsequent projects.
Conditional Access
Microsoft 365
Security
Problem: Uncontrolled access is a primary risk — MFA and Conditional Access protect identities.
Scope: Gather requirements per user group - Policies for user risk, location, device/platform, and apps - Block legacy authentication, activate session controls - Structured rollout: Report-Only → Pilot → Go-Live
Result: Verifiably secured access with clear policies and high usability.
Defender for Office 365
Microsoft 365
Security
Problem: Phishing and malware via email are among the most common attack vectors in mid-market companies.
Scope: Safe Links and Safe Attachments including detonation - Configure anti-phishing and impersonation protection - Customize policies per user group - Reporting dashboard and end-user awareness materials
Result: Measurably fewer successful phishing attempts and a well-documented email security architecture.
Privileged Identity Management
Microsoft 365
Security
Problem: Permanently assigned admin roles are the preferred target for attackers and insider threats.
Scope: Inventory current role assignments - Identify critical roles for PIM protection - Configure just-in-time access (JIT) and approval workflows - Migrate existing permanent roles into PIM
Result: Verifiably reduced risk — even in the event of admin account compromise.
Self-Service Password Reset
Microsoft 365
Problem: Forgotten passwords block employees and burden the helpdesk with routine requests.
Scope: Implement SSPR in Microsoft Entra ID - Define authentication methods and security measures - Configure hybrid environments (writeback to on-premises AD) - Structured pilot and staged rollout
Result: Measurably lighter helpdesk load, higher user acceptance, and faster resolution for end users.
Mobile App Protection
Security
Problem: Mobile devices are the foundation of modern work — corporate data must be protected there too.
Scope: App Protection Policies for corporate data in mobile apps - Block access when protection measures are missing - Remote wipe processes for theft or loss - Works on managed and unmanaged devices (BYOD)
Result: Protected corporate data on mobile devices with full user convenience.
Intune Device Enrollment
Microsoft 365
Problem: Without central device management, compliance control and enforceable security policies are missing.
Scope: Existing Windows devices into Intune via Hybrid Join or Entra Join — Public DNS CNAMEs for auto-discovery — Compliance baseline (BitLocker, firewall, Defender, Secure Boot, minimum OS) — Automatic MDM enrollment GPO — Proof-of-value: one software deployment + one configuration profile — Staged wave rollout with compliance monitoring
Result: Existing Windows devices enrolled, compliance baseline active, proof-of-value scenarios deployed — ready for device-based Conditional Access.
Intune Autopilot
Microsoft 365
Problem: Manual provisioning ties up resources, delays productive starts, and is error-prone.
Scope: Configure Windows Autopilot (user-driven/self-deployment) - Set up Enrollment Status Page and Entra Join - Deploy standard apps, set compliance and configuration policies - End-to-end tests with pilot devices
Result: Halved setup time, employees productive faster, and measurably reduced IT effort.
Intune LAPS
Microsoft 365
Problem: Static local admin passwords pose a significant security risk during attacks.
Scope: Implement central Local Administrator Password Solution (LAPS) - Gradually deactivate existing local admin accounts - Decommission GPO-based LAPS solution - Guides for IT admins and end users
Result: Dynamic, centrally managed admin passwords and a verifiably reduced attack surface.
Exchange Online Mailflow
Microsoft 365
Security
Problem: Without correct SPF, DKIM, and DMARC, attackers spoof your domain and your legitimate emails land in Gmail's spam folder.
Scope: SPF consolidation per domain — DKIM signing for every M365 domain — Staged DMARC rollout from monitoring to enforcement — Anti-spoofing hardening and SMTP AUTH cleanup — Mail flow rule audit and sender inventory
Result: SPF, DKIM, DMARC validated against your real mail flow. Spoof protection active. DMARC rollout plan documented.
OneDrive Migration
Microsoft 365
Problem: Traditional network drives hinder mobile work and cause high operational overhead.
Scope: Inventory data, plan pilot with 20-30 users - Migrate home directories including Known Folder Move - Optimize sharing and sync settings - Training and communication packages for adoption
Result: Secure, mobile file access and measurably reduced dependency on traditional file servers.
MS Teams Collaboration
Microsoft 365
Problem: Without clear guidelines, Teams usage remains fragmented and inefficient.
Scope: Pragmatic approach for standard collaboration scenarios - Criteria for Teams Voice in internal communication - Lifecycle process for teams and messages - App baseline and process for new apps
Result: Unified, scalable, and secure Teams collaboration across all organizational units.
MS Teams Project Rooms
Microsoft 365
Problem: Projects need a standardized, instantly usable digital workspace.
Scope: Develop reusable templates for Teams project rooms - Involve stakeholders from project operations in the design - Guides for task planning, document management, and tool usage - Best practices for permissions and activities after project completion
Result: Fast, consistent project rooms that increase productivity.
External Collaboration
Microsoft 365
Problem: External collaboration must not run through shadow IT or insecure channels.
Scope: Set up B2B access (Guest/Direct Connect) and shared channels - Define governance (naming, owners, sensitivity labels) - Conditional Access/session controls for external access - Decision template for the right collaboration model with partners
Result: Efficient, secure collaboration with partners directly in Microsoft Teams.
Microsoft Purview DLP
Security
Microsoft 365
Problem: Without Data Loss Prevention, sensitive data can leave the organization uncontrolled — via email, SharePoint sharing, or Teams messages. GDPR fines hit mid-market companies existentially.
Scope: Data inventory and classification strategy for sensitive information types - DLP policies for Exchange, SharePoint, OneDrive, and Teams - Phased rollout: Simulation → Policy Tips → Enforcement - DLP Alerts Dashboard and incident reporting
Result: Verifiably protected corporate data with clear DLP policies and audit-ready documentation.
Microsoft Information Protection
Security
Microsoft 365
Problem: Without sensitivity labels, neither employees nor systems know which data is sensitive. Unclassified data cannot be protected.
Scope: Define label taxonomy with 4-6 core labels - Configure sensitivity labels for documents, emails, and containers - Set up default labels and mandatory labeling - Pilot group and phased rollout
Result: Structured data classification as the foundation for DLP, Copilot, and GDPR compliance.
Microsoft Bookings
Microsoft 365
Problem: Appointment scheduling via email ping-pong wastes time and nerves. External tools like Calendly add costs and data leakage to third parties.
Scope: Activate Bookings and set up shared booking pages - Teams integration for online meeting links - Power Automate workflows for appointment confirmations - Governance concept and end-user adoption
Result: Professional appointment booking directly in Microsoft 365 — no third-party tools, no workflow disruption.
WSUS Replacement
Microsoft 365
Security
Problem: WSUS has been deprecated since September 2024. No new features, increasing maintenance burden. The migration path to Intune and Windows Autopatch remains unclear for most IT teams.
Scope: Inventory existing WSUS infrastructure - Configure Intune Update Rings and Scan Source Policy - Activate Windows Autopatch and set up deployment rings - Create WSUS decommissioning plan
Result: Cloud-based patch management with automated compliance and audit-ready reporting — WSUS server decommissioned.
Microsoft 365 Apps Configuration
Microsoft 365
Security
Problem: Office Apps without central configuration: different versions, no macro security, no update channel management. The Semi-Annual Channel will be restricted starting July 2025.
Scope: Define update channel strategy (Monthly Enterprise as standard) - Cloud Policy Service for macro security and add-in management - M365 Apps Security Baseline via Intune - Phased rollout with pilot group
Result: Centrally managed Office Apps with consistent versions, security baseline, and audit-ready documentation.
Microsoft Teams Shifts
Microsoft 365
Problem: Shift scheduling via Excel, WhatsApp, or paper is error-prone and not GDPR-compliant. Legal requirements for time tracking are increasing the pressure.
Scope: Activate Shifts app and set up frontline teams - Configure Time Clock with geo-fencing - Schedule groups by roles and locations - Change management communication and training materials
Result: Central, mobile shift scheduling with time tracking — Excel and WhatsApp replaced.
Power Platform Basic Governance
Microsoft 365
Security
Problem: Power Platform grows uncontrolled: citizen developers build apps bypassing IT, the default environment is full of unused assets. Shadow IT, GDPR risks, and surprise licensing costs follow.
Scope: Define environment strategy and secure default environment - Configure DLP policies in 3-tier model - Tenant-wide connector classification - Deploy CoE Starter Kit basics
Result: Controlled Power Platform with clear governance rules, DLP policies, and audit-ready documentation.
Universal Print
Microsoft 365
Problem: On-premises print servers consume hardware, require maintenance, and need driver management on every endpoint. Remote employees cannot print without VPN.
Scope: Printer inventory and compatibility assessment - Universal Print Connector and printer registration - Configure Intune Printer Provisioning - Phased migration and print server decommissioning
Result: Cloud-based print management without print servers — printers deployed via Intune, license pool controlled.
Microsoft 365 Copilot Starter
Data & AI
Microsoft 365
Problem: Copilot licenses activated without preparation: oversharing exposes sensitive data, outdated documents deliver wrong answers, without change management usage stays below 20%.
Scope: Copilot Readiness Assessment and oversharing analysis - Data governance: sensitivity labels, DLP for Copilot - Technical configuration and pilot deployment - Adoption kit with use case catalog
Result: Securely deployed Copilot with cleaned-up permissions, active pilot group, and measurable productivity gains.
Assessment MS VDI
Microsoft 365
Azure
Problem: VMware price increases, aging RDS infrastructure, and remote work demands. Azure Virtual Desktop or Windows 365 — without a structured assessment, the wrong choice is made.
Scope: User persona analysis and application compatibility - Network readiness and latency measurement - Cost modeling: AVD vs. Windows 365 vs. hybrid - Decision matrix and migration roadmap
Result: Data-driven decision basis for the right VDI strategy — with cost comparison and migration roadmap.
Azure Quick Check
Azure
Security
Problem: Azure environments grow fast but governance lags behind. No tagging strategy, no budget alerts, too many owner roles. 20-40% of Azure spend is typically wasted.
Scope: FinOps analysis: costs, savings plans, orphaned resources - RBAC audit: privileged roles, least privilege - Policy compliance and Azure Advisor baseline - Prioritized action plan with quick wins
Result: Transparent Azure costs, cleaned-up permissions, and documented governance baseline with concrete savings potential.
Chat with Your Own Data
Data & AI
Azure
Problem: Company knowledge sits in SharePoint, file shares, and databases — but nobody finds it. 20% employee turnover means knowledge is lost when people leave.
Scope: Use case definition and data preparation - Azure AI Search index with hybrid search and semantic ranking - RAG pattern with Azure OpenAI implementation - Security and evaluation setup
Result: AI-powered chat that searches company documents and answers precisely — with source citations and access control.
Azure Monitoring
Azure
Problem: Without structured monitoring, Azure environments fly blind: outages are noticed only when users complain, costs rise uncontrolled, compliance evidence is missing.
Scope: Set up Log Analytics Workspace - Configure alerts with dynamic thresholds and action groups - Dashboards and workbooks for infrastructure overview - Azure Policy for consistent monitoring
Result: Proactive Azure monitoring with automatic alerts, dashboards, and cost-optimized log strategy.
Azure Landing Zone Setup
Azure
Security
Problem: Without a structured landing zone, Azure environments grow wild: uncontrolled subscriptions, missing governance, no network isolation. Every subsequent Azure project suffers from the missing foundation.
Scope: Management group hierarchy and dedicated subscriptions - Hub-and-spoke networking with firewall and VPN - Azure Policy initiatives for governance and compliance - IaC deployment with Bicep/Terraform
Result: Structured Azure environment following Cloud Adoption Framework — secure, scalable, and ready for workload migrations.
Azure Backup
Azure
Problem: Mid-market backup is patchy: some VMs backed up, others not. No tested restore process. On-premises backup software costs EUR 5,000-20,000 annually in license fees.
Scope: Configure Recovery Services Vault and backup policies - Activate VM, SQL, and Azure Files backup - Azure Policy for automatic backup enforcement - End-to-end restore test and runbook
Result: Reliable Azure backup with tested restore processes, automatic enforcement, and audit-ready documentation.
Azure Data Archiving
Azure
Problem: Old data sits in expensive storage tiers, retention requirements are met manually, tape backups are a dying model. Azure Archive Storage is >95% cheaper — but rarely configured.
Scope: Data classification by access frequency and retention requirements - Lifecycle management policies for automatic tiering - Immutable storage (WORM) for regulated data - Document rehydration strategy
Result: Automated data archiving with >95% cost reduction, WORM compliance, and documented access processes.
Azure Outbound Traffic
Azure
Security
Problem: Azure network costs are opaque: egress fees, redundant gateways, public endpoints. Default public IPs will be removed in September 2025 — unprepared organizations lose connectivity.
Scope: Network assessment with cost breakdown - Configure NAT Gateway and Private Endpoints - Consolidate hub-and-spoke with gateway transit - Set up Traffic Analytics and budget alerts
Result: Optimized Azure network costs with EUR 6,000-24,000 annual savings potential and September 2025 compliance.
Defender for Business
Security
Microsoft 365
Problem: Most mid-market companies have antivirus — but no Endpoint Detection & Response. Attacks are detected but not automatically stopped. Defender for Business is included in M365 Business Premium.
Scope: Device onboarding for Windows, macOS, iOS, Android - Security policies: Next-Gen Protection, ASR Rules, Firewall - Automatic Attack Disruption and Vulnerability Management - Define incident response process
Result: Complete endpoint security with EDR, automatic attack disruption, and audit-ready documentation.
Cloud Apps Discovery
Security
Microsoft 365
Problem: IT departments know 30-40 cloud apps — the actual number exceeds 1,000. Every unsanctioned app is a data leak and GDPR risk. Cloud App Discovery is included in M365 E3 but rarely activated.
Scope: Set up Cloud Discovery (MDE integration or log collector) - Risk analysis of top 50 apps - App discovery policies and sanctioning strategy - Shadow IT governance playbook
Result: Full transparency over all cloud apps in use with risk assessment and blocking strategy.
Defender for Cloud Apps
Security
Microsoft 365
Problem: Cloud apps are the new perimeter: SaaS applications, OAuth permissions, and shadow IT create an uncontrolled attack surface. Without CASB, DLP, session control, and OAuth app protection are missing.
Scope: Shadow IT discovery and app connectors configuration - Security policies: DLP, activity, discovery - Conditional Access App Control for critical apps - App governance and SaaS security posture management
Result: Controlled cloud app landscape with DLP, session control, and OAuth app governance — audit-ready.
Windows Hello for Business
Security
Microsoft 365
Problem: 80% of all breaches start with compromised passwords. Password resets account for 20-50% of all helpdesk calls. Windows Hello for Business offers passwordless authentication — included in every Windows license.
Scope: Configure Cloud Kerberos Trust (no PKI needed) - Intune WHfB Settings Catalog profile - Conditional Access: WHfB as authentication strength - Pilot group and phased rollout with training materials
Result: Passwordless authentication with biometrics or PIN — phishing-resistant, helpdesk-relieving, Zero Trust compliant.
Microsoft Foundry Platform Setup
Data & AI
Azure
Problem: Leadership expects AI results, but your IT has no platform to deliver them — no governance, no cost control, no path to scale.
Scope: Validate Azure subscription and create dedicated resource group - Set up Foundry resource and project in Germany West Central - Configure RBAC roles with least privilege - Enforce EU data residency - Set up cost management with budgets and alerts - Deploy first model (GPT-4.1-mini) - Document governance baseline
Result: A production-ready Microsoft Foundry environment in Germany West Central — RBAC, cost controls, and first model deployment configured, documented, and audit-ready.
M365 Tenant Readiness
Microsoft 365
Security
Problem: Misconfigurations in the tenant lead to security gaps, licensing issues, and compliance risks.
Scope: Review global settings in Admin Center and Entra ID - Validate Entra Connect (users/groups/devices/writeback) - Consistent UPN strategy and hardening of admin accounts - Onboard domains, assess DNS and network access
Result: A stable, license-compliant M365 tenant as a reliable foundation for all subsequent projects.
Conditional Access
Microsoft 365
Security
Problem: Uncontrolled access is a primary risk — MFA and Conditional Access protect identities.
Scope: Gather requirements per user group - Policies for user risk, location, device/platform, and apps - Block legacy authentication, activate session controls - Structured rollout: Report-Only → Pilot → Go-Live
Result: Verifiably secured access with clear policies and high usability.
Defender for Office 365
Microsoft 365
Security
Problem: Phishing and malware via email are among the most common attack vectors in mid-market companies.
Scope: Safe Links and Safe Attachments including detonation - Configure anti-phishing and impersonation protection - Customize policies per user group - Reporting dashboard and end-user awareness materials
Result: Measurably fewer successful phishing attempts and a well-documented email security architecture.
Privileged Identity Management
Microsoft 365
Security
Problem: Permanently assigned admin roles are the preferred target for attackers and insider threats.
Scope: Inventory current role assignments - Identify critical roles for PIM protection - Configure just-in-time access (JIT) and approval workflows - Migrate existing permanent roles into PIM
Result: Verifiably reduced risk — even in the event of admin account compromise.
Self-Service Password Reset
Microsoft 365
Problem: Forgotten passwords block employees and burden the helpdesk with routine requests.
Scope: Implement SSPR in Microsoft Entra ID - Define authentication methods and security measures - Configure hybrid environments (writeback to on-premises AD) - Structured pilot and staged rollout
Result: Measurably lighter helpdesk load, higher user acceptance, and faster resolution for end users.
Mobile App Protection
Security
Problem: Mobile devices are the foundation of modern work — corporate data must be protected there too.
Scope: App Protection Policies for corporate data in mobile apps - Block access when protection measures are missing - Remote wipe processes for theft or loss - Works on managed and unmanaged devices (BYOD)
Result: Protected corporate data on mobile devices with full user convenience.
Intune Device Enrollment
Microsoft 365
Problem: Without central device management, compliance control and enforceable security policies are missing.
Scope: Existing Windows devices into Intune via Hybrid Join or Entra Join — Public DNS CNAMEs for auto-discovery — Compliance baseline (BitLocker, firewall, Defender, Secure Boot, minimum OS) — Automatic MDM enrollment GPO — Proof-of-value: one software deployment + one configuration profile — Staged wave rollout with compliance monitoring
Result: Existing Windows devices enrolled, compliance baseline active, proof-of-value scenarios deployed — ready for device-based Conditional Access.
Intune Autopilot
Microsoft 365
Problem: Manual provisioning ties up resources, delays productive starts, and is error-prone.
Scope: Configure Windows Autopilot (user-driven/self-deployment) - Set up Enrollment Status Page and Entra Join - Deploy standard apps, set compliance and configuration policies - End-to-end tests with pilot devices
Result: Halved setup time, employees productive faster, and measurably reduced IT effort.
Intune LAPS
Microsoft 365
Problem: Static local admin passwords pose a significant security risk during attacks.
Scope: Implement central Local Administrator Password Solution (LAPS) - Gradually deactivate existing local admin accounts - Decommission GPO-based LAPS solution - Guides for IT admins and end users
Result: Dynamic, centrally managed admin passwords and a verifiably reduced attack surface.
Exchange Online Mailflow
Microsoft 365
Security
Problem: Without correct SPF, DKIM, and DMARC, attackers spoof your domain and your legitimate emails land in Gmail's spam folder.
Scope: SPF consolidation per domain — DKIM signing for every M365 domain — Staged DMARC rollout from monitoring to enforcement — Anti-spoofing hardening and SMTP AUTH cleanup — Mail flow rule audit and sender inventory
Result: SPF, DKIM, DMARC validated against your real mail flow. Spoof protection active. DMARC rollout plan documented.
OneDrive Migration
Microsoft 365
Problem: Traditional network drives hinder mobile work and cause high operational overhead.
Scope: Inventory data, plan pilot with 20-30 users - Migrate home directories including Known Folder Move - Optimize sharing and sync settings - Training and communication packages for adoption
Result: Secure, mobile file access and measurably reduced dependency on traditional file servers.
MS Teams Collaboration
Microsoft 365
Problem: Without clear guidelines, Teams usage remains fragmented and inefficient.
Scope: Pragmatic approach for standard collaboration scenarios - Criteria for Teams Voice in internal communication - Lifecycle process for teams and messages - App baseline and process for new apps
Result: Unified, scalable, and secure Teams collaboration across all organizational units.
MS Teams Project Rooms
Microsoft 365
Problem: Projects need a standardized, instantly usable digital workspace.
Scope: Develop reusable templates for Teams project rooms - Involve stakeholders from project operations in the design - Guides for task planning, document management, and tool usage - Best practices for permissions and activities after project completion
Result: Fast, consistent project rooms that increase productivity.
External Collaboration
Microsoft 365
Problem: External collaboration must not run through shadow IT or insecure channels.
Scope: Set up B2B access (Guest/Direct Connect) and shared channels - Define governance (naming, owners, sensitivity labels) - Conditional Access/session controls for external access - Decision template for the right collaboration model with partners
Result: Efficient, secure collaboration with partners directly in Microsoft Teams.
Microsoft Purview DLP
Security
Microsoft 365
Problem: Without Data Loss Prevention, sensitive data can leave the organization uncontrolled — via email, SharePoint sharing, or Teams messages. GDPR fines hit mid-market companies existentially.
Scope: Data inventory and classification strategy for sensitive information types - DLP policies for Exchange, SharePoint, OneDrive, and Teams - Phased rollout: Simulation → Policy Tips → Enforcement - DLP Alerts Dashboard and incident reporting
Result: Verifiably protected corporate data with clear DLP policies and audit-ready documentation.
Microsoft Information Protection
Security
Microsoft 365
Problem: Without sensitivity labels, neither employees nor systems know which data is sensitive. Unclassified data cannot be protected.
Scope: Define label taxonomy with 4-6 core labels - Configure sensitivity labels for documents, emails, and containers - Set up default labels and mandatory labeling - Pilot group and phased rollout
Result: Structured data classification as the foundation for DLP, Copilot, and GDPR compliance.
Microsoft Bookings
Microsoft 365
Problem: Appointment scheduling via email ping-pong wastes time and nerves. External tools like Calendly add costs and data leakage to third parties.
Scope: Activate Bookings and set up shared booking pages - Teams integration for online meeting links - Power Automate workflows for appointment confirmations - Governance concept and end-user adoption
Result: Professional appointment booking directly in Microsoft 365 — no third-party tools, no workflow disruption.
WSUS Replacement
Microsoft 365
Security
Problem: WSUS has been deprecated since September 2024. No new features, increasing maintenance burden. The migration path to Intune and Windows Autopatch remains unclear for most IT teams.
Scope: Inventory existing WSUS infrastructure - Configure Intune Update Rings and Scan Source Policy - Activate Windows Autopatch and set up deployment rings - Create WSUS decommissioning plan
Result: Cloud-based patch management with automated compliance and audit-ready reporting — WSUS server decommissioned.
Microsoft 365 Apps Configuration
Microsoft 365
Security
Problem: Office Apps without central configuration: different versions, no macro security, no update channel management. The Semi-Annual Channel will be restricted starting July 2025.
Scope: Define update channel strategy (Monthly Enterprise as standard) - Cloud Policy Service for macro security and add-in management - M365 Apps Security Baseline via Intune - Phased rollout with pilot group
Result: Centrally managed Office Apps with consistent versions, security baseline, and audit-ready documentation.
Microsoft Teams Shifts
Microsoft 365
Problem: Shift scheduling via Excel, WhatsApp, or paper is error-prone and not GDPR-compliant. Legal requirements for time tracking are increasing the pressure.
Scope: Activate Shifts app and set up frontline teams - Configure Time Clock with geo-fencing - Schedule groups by roles and locations - Change management communication and training materials
Result: Central, mobile shift scheduling with time tracking — Excel and WhatsApp replaced.
Power Platform Basic Governance
Microsoft 365
Security
Problem: Power Platform grows uncontrolled: citizen developers build apps bypassing IT, the default environment is full of unused assets. Shadow IT, GDPR risks, and surprise licensing costs follow.
Scope: Define environment strategy and secure default environment - Configure DLP policies in 3-tier model - Tenant-wide connector classification - Deploy CoE Starter Kit basics
Result: Controlled Power Platform with clear governance rules, DLP policies, and audit-ready documentation.
Universal Print
Microsoft 365
Problem: On-premises print servers consume hardware, require maintenance, and need driver management on every endpoint. Remote employees cannot print without VPN.
Scope: Printer inventory and compatibility assessment - Universal Print Connector and printer registration - Configure Intune Printer Provisioning - Phased migration and print server decommissioning
Result: Cloud-based print management without print servers — printers deployed via Intune, license pool controlled.
Microsoft 365 Copilot Starter
Data & AI
Microsoft 365
Problem: Copilot licenses activated without preparation: oversharing exposes sensitive data, outdated documents deliver wrong answers, without change management usage stays below 20%.
Scope: Copilot Readiness Assessment and oversharing analysis - Data governance: sensitivity labels, DLP for Copilot - Technical configuration and pilot deployment - Adoption kit with use case catalog
Result: Securely deployed Copilot with cleaned-up permissions, active pilot group, and measurable productivity gains.
Assessment MS VDI
Microsoft 365
Azure
Problem: VMware price increases, aging RDS infrastructure, and remote work demands. Azure Virtual Desktop or Windows 365 — without a structured assessment, the wrong choice is made.
Scope: User persona analysis and application compatibility - Network readiness and latency measurement - Cost modeling: AVD vs. Windows 365 vs. hybrid - Decision matrix and migration roadmap
Result: Data-driven decision basis for the right VDI strategy — with cost comparison and migration roadmap.
Azure Quick Check
Azure
Security
Problem: Azure environments grow fast but governance lags behind. No tagging strategy, no budget alerts, too many owner roles. 20-40% of Azure spend is typically wasted.
Scope: FinOps analysis: costs, savings plans, orphaned resources - RBAC audit: privileged roles, least privilege - Policy compliance and Azure Advisor baseline - Prioritized action plan with quick wins
Result: Transparent Azure costs, cleaned-up permissions, and documented governance baseline with concrete savings potential.
Chat with Your Own Data
Data & AI
Azure
Problem: Company knowledge sits in SharePoint, file shares, and databases — but nobody finds it. 20% employee turnover means knowledge is lost when people leave.
Scope: Use case definition and data preparation - Azure AI Search index with hybrid search and semantic ranking - RAG pattern with Azure OpenAI implementation - Security and evaluation setup
Result: AI-powered chat that searches company documents and answers precisely — with source citations and access control.
Azure Monitoring
Azure
Problem: Without structured monitoring, Azure environments fly blind: outages are noticed only when users complain, costs rise uncontrolled, compliance evidence is missing.
Scope: Set up Log Analytics Workspace - Configure alerts with dynamic thresholds and action groups - Dashboards and workbooks for infrastructure overview - Azure Policy for consistent monitoring
Result: Proactive Azure monitoring with automatic alerts, dashboards, and cost-optimized log strategy.
Azure Landing Zone Setup
Azure
Security
Problem: Without a structured landing zone, Azure environments grow wild: uncontrolled subscriptions, missing governance, no network isolation. Every subsequent Azure project suffers from the missing foundation.
Scope: Management group hierarchy and dedicated subscriptions - Hub-and-spoke networking with firewall and VPN - Azure Policy initiatives for governance and compliance - IaC deployment with Bicep/Terraform
Result: Structured Azure environment following Cloud Adoption Framework — secure, scalable, and ready for workload migrations.
Azure Backup
Azure
Problem: Mid-market backup is patchy: some VMs backed up, others not. No tested restore process. On-premises backup software costs EUR 5,000-20,000 annually in license fees.
Scope: Configure Recovery Services Vault and backup policies - Activate VM, SQL, and Azure Files backup - Azure Policy for automatic backup enforcement - End-to-end restore test and runbook
Result: Reliable Azure backup with tested restore processes, automatic enforcement, and audit-ready documentation.
Azure Data Archiving
Azure
Problem: Old data sits in expensive storage tiers, retention requirements are met manually, tape backups are a dying model. Azure Archive Storage is >95% cheaper — but rarely configured.
Scope: Data classification by access frequency and retention requirements - Lifecycle management policies for automatic tiering - Immutable storage (WORM) for regulated data - Document rehydration strategy
Result: Automated data archiving with >95% cost reduction, WORM compliance, and documented access processes.
Azure Outbound Traffic
Azure
Security
Problem: Azure network costs are opaque: egress fees, redundant gateways, public endpoints. Default public IPs will be removed in September 2025 — unprepared organizations lose connectivity.
Scope: Network assessment with cost breakdown - Configure NAT Gateway and Private Endpoints - Consolidate hub-and-spoke with gateway transit - Set up Traffic Analytics and budget alerts
Result: Optimized Azure network costs with EUR 6,000-24,000 annual savings potential and September 2025 compliance.
Defender for Business
Security
Microsoft 365
Problem: Most mid-market companies have antivirus — but no Endpoint Detection & Response. Attacks are detected but not automatically stopped. Defender for Business is included in M365 Business Premium.
Scope: Device onboarding for Windows, macOS, iOS, Android - Security policies: Next-Gen Protection, ASR Rules, Firewall - Automatic Attack Disruption and Vulnerability Management - Define incident response process
Result: Complete endpoint security with EDR, automatic attack disruption, and audit-ready documentation.
Cloud Apps Discovery
Security
Microsoft 365
Problem: IT departments know 30-40 cloud apps — the actual number exceeds 1,000. Every unsanctioned app is a data leak and GDPR risk. Cloud App Discovery is included in M365 E3 but rarely activated.
Scope: Set up Cloud Discovery (MDE integration or log collector) - Risk analysis of top 50 apps - App discovery policies and sanctioning strategy - Shadow IT governance playbook
Result: Full transparency over all cloud apps in use with risk assessment and blocking strategy.
Defender for Cloud Apps
Security
Microsoft 365
Problem: Cloud apps are the new perimeter: SaaS applications, OAuth permissions, and shadow IT create an uncontrolled attack surface. Without CASB, DLP, session control, and OAuth app protection are missing.
Scope: Shadow IT discovery and app connectors configuration - Security policies: DLP, activity, discovery - Conditional Access App Control for critical apps - App governance and SaaS security posture management
Result: Controlled cloud app landscape with DLP, session control, and OAuth app governance — audit-ready.
Windows Hello for Business
Security
Microsoft 365
Problem: 80% of all breaches start with compromised passwords. Password resets account for 20-50% of all helpdesk calls. Windows Hello for Business offers passwordless authentication — included in every Windows license.
Scope: Configure Cloud Kerberos Trust (no PKI needed) - Intune WHfB Settings Catalog profile - Conditional Access: WHfB as authentication strength - Pilot group and phased rollout with training materials
Result: Passwordless authentication with biometrics or PIN — phishing-resistant, helpdesk-relieving, Zero Trust compliant.
Microsoft Foundry Platform Setup
Data & AI
Azure
Problem: Leadership expects AI results, but your IT has no platform to deliver them — no governance, no cost control, no path to scale.
Scope: Validate Azure subscription and create dedicated resource group - Set up Foundry resource and project in Germany West Central - Configure RBAC roles with least privilege - Enforce EU data residency - Set up cost management with budgets and alerts - Deploy first model (GPT-4.1-mini) - Document governance baseline
Result: A production-ready Microsoft Foundry environment in Germany West Central — RBAC, cost controls, and first model deployment configured, documented, and audit-ready.
M365 Tenant Readiness
Microsoft 365
Security
Problem: Misconfigurations in the tenant lead to security gaps, licensing issues, and compliance risks.
Scope: Review global settings in Admin Center and Entra ID - Validate Entra Connect (users/groups/devices/writeback) - Consistent UPN strategy and hardening of admin accounts - Onboard domains, assess DNS and network access
Result: A stable, license-compliant M365 tenant as a reliable foundation for all subsequent projects.
Conditional Access
Microsoft 365
Security
Problem: Uncontrolled access is a primary risk — MFA and Conditional Access protect identities.
Scope: Gather requirements per user group - Policies for user risk, location, device/platform, and apps - Block legacy authentication, activate session controls - Structured rollout: Report-Only → Pilot → Go-Live
Result: Verifiably secured access with clear policies and high usability.
Defender for Office 365
Microsoft 365
Security
Problem: Phishing and malware via email are among the most common attack vectors in mid-market companies.
Scope: Safe Links and Safe Attachments including detonation - Configure anti-phishing and impersonation protection - Customize policies per user group - Reporting dashboard and end-user awareness materials
Result: Measurably fewer successful phishing attempts and a well-documented email security architecture.
Privileged Identity Management
Microsoft 365
Security
Problem: Permanently assigned admin roles are the preferred target for attackers and insider threats.
Scope: Inventory current role assignments - Identify critical roles for PIM protection - Configure just-in-time access (JIT) and approval workflows - Migrate existing permanent roles into PIM
Result: Verifiably reduced risk — even in the event of admin account compromise.
Self-Service Password Reset
Microsoft 365
Problem: Forgotten passwords block employees and burden the helpdesk with routine requests.
Scope: Implement SSPR in Microsoft Entra ID - Define authentication methods and security measures - Configure hybrid environments (writeback to on-premises AD) - Structured pilot and staged rollout
Result: Measurably lighter helpdesk load, higher user acceptance, and faster resolution for end users.
Mobile App Protection
Security
Problem: Mobile devices are the foundation of modern work — corporate data must be protected there too.
Scope: App Protection Policies for corporate data in mobile apps - Block access when protection measures are missing - Remote wipe processes for theft or loss - Works on managed and unmanaged devices (BYOD)
Result: Protected corporate data on mobile devices with full user convenience.
Intune Device Enrollment
Microsoft 365
Problem: Without central device management, compliance control and enforceable security policies are missing.
Scope: Existing Windows devices into Intune via Hybrid Join or Entra Join — Public DNS CNAMEs for auto-discovery — Compliance baseline (BitLocker, firewall, Defender, Secure Boot, minimum OS) — Automatic MDM enrollment GPO — Proof-of-value: one software deployment + one configuration profile — Staged wave rollout with compliance monitoring
Result: Existing Windows devices enrolled, compliance baseline active, proof-of-value scenarios deployed — ready for device-based Conditional Access.
Intune Autopilot
Microsoft 365
Problem: Manual provisioning ties up resources, delays productive starts, and is error-prone.
Scope: Configure Windows Autopilot (user-driven/self-deployment) - Set up Enrollment Status Page and Entra Join - Deploy standard apps, set compliance and configuration policies - End-to-end tests with pilot devices
Result: Halved setup time, employees productive faster, and measurably reduced IT effort.
Intune LAPS
Microsoft 365
Problem: Static local admin passwords pose a significant security risk during attacks.
Scope: Implement central Local Administrator Password Solution (LAPS) - Gradually deactivate existing local admin accounts - Decommission GPO-based LAPS solution - Guides for IT admins and end users
Result: Dynamic, centrally managed admin passwords and a verifiably reduced attack surface.
Exchange Online Mailflow
Microsoft 365
Security
Problem: Without correct SPF, DKIM, and DMARC, attackers spoof your domain and your legitimate emails land in Gmail's spam folder.
Scope: SPF consolidation per domain — DKIM signing for every M365 domain — Staged DMARC rollout from monitoring to enforcement — Anti-spoofing hardening and SMTP AUTH cleanup — Mail flow rule audit and sender inventory
Result: SPF, DKIM, DMARC validated against your real mail flow. Spoof protection active. DMARC rollout plan documented.
OneDrive Migration
Microsoft 365
Problem: Traditional network drives hinder mobile work and cause high operational overhead.
Scope: Inventory data, plan pilot with 20-30 users - Migrate home directories including Known Folder Move - Optimize sharing and sync settings - Training and communication packages for adoption
Result: Secure, mobile file access and measurably reduced dependency on traditional file servers.
MS Teams Collaboration
Microsoft 365
Problem: Without clear guidelines, Teams usage remains fragmented and inefficient.
Scope: Pragmatic approach for standard collaboration scenarios - Criteria for Teams Voice in internal communication - Lifecycle process for teams and messages - App baseline and process for new apps
Result: Unified, scalable, and secure Teams collaboration across all organizational units.
MS Teams Project Rooms
Microsoft 365
Problem: Projects need a standardized, instantly usable digital workspace.
Scope: Develop reusable templates for Teams project rooms - Involve stakeholders from project operations in the design - Guides for task planning, document management, and tool usage - Best practices for permissions and activities after project completion
Result: Fast, consistent project rooms that increase productivity.
External Collaboration
Microsoft 365
Problem: External collaboration must not run through shadow IT or insecure channels.
Scope: Set up B2B access (Guest/Direct Connect) and shared channels - Define governance (naming, owners, sensitivity labels) - Conditional Access/session controls for external access - Decision template for the right collaboration model with partners
Result: Efficient, secure collaboration with partners directly in Microsoft Teams.
Microsoft Purview DLP
Security
Microsoft 365
Problem: Without Data Loss Prevention, sensitive data can leave the organization uncontrolled — via email, SharePoint sharing, or Teams messages. GDPR fines hit mid-market companies existentially.
Scope: Data inventory and classification strategy for sensitive information types - DLP policies for Exchange, SharePoint, OneDrive, and Teams - Phased rollout: Simulation → Policy Tips → Enforcement - DLP Alerts Dashboard and incident reporting
Result: Verifiably protected corporate data with clear DLP policies and audit-ready documentation.
Microsoft Information Protection
Security
Microsoft 365
Problem: Without sensitivity labels, neither employees nor systems know which data is sensitive. Unclassified data cannot be protected.
Scope: Define label taxonomy with 4-6 core labels - Configure sensitivity labels for documents, emails, and containers - Set up default labels and mandatory labeling - Pilot group and phased rollout
Result: Structured data classification as the foundation for DLP, Copilot, and GDPR compliance.
Microsoft Bookings
Microsoft 365
Problem: Appointment scheduling via email ping-pong wastes time and nerves. External tools like Calendly add costs and data leakage to third parties.
Scope: Activate Bookings and set up shared booking pages - Teams integration for online meeting links - Power Automate workflows for appointment confirmations - Governance concept and end-user adoption
Result: Professional appointment booking directly in Microsoft 365 — no third-party tools, no workflow disruption.
WSUS Replacement
Microsoft 365
Security
Problem: WSUS has been deprecated since September 2024. No new features, increasing maintenance burden. The migration path to Intune and Windows Autopatch remains unclear for most IT teams.
Scope: Inventory existing WSUS infrastructure - Configure Intune Update Rings and Scan Source Policy - Activate Windows Autopatch and set up deployment rings - Create WSUS decommissioning plan
Result: Cloud-based patch management with automated compliance and audit-ready reporting — WSUS server decommissioned.
Microsoft 365 Apps Configuration
Microsoft 365
Security
Problem: Office Apps without central configuration: different versions, no macro security, no update channel management. The Semi-Annual Channel will be restricted starting July 2025.
Scope: Define update channel strategy (Monthly Enterprise as standard) - Cloud Policy Service for macro security and add-in management - M365 Apps Security Baseline via Intune - Phased rollout with pilot group
Result: Centrally managed Office Apps with consistent versions, security baseline, and audit-ready documentation.
Microsoft Teams Shifts
Microsoft 365
Problem: Shift scheduling via Excel, WhatsApp, or paper is error-prone and not GDPR-compliant. Legal requirements for time tracking are increasing the pressure.
Scope: Activate Shifts app and set up frontline teams - Configure Time Clock with geo-fencing - Schedule groups by roles and locations - Change management communication and training materials
Result: Central, mobile shift scheduling with time tracking — Excel and WhatsApp replaced.
Power Platform Basic Governance
Microsoft 365
Security
Problem: Power Platform grows uncontrolled: citizen developers build apps bypassing IT, the default environment is full of unused assets. Shadow IT, GDPR risks, and surprise licensing costs follow.
Scope: Define environment strategy and secure default environment - Configure DLP policies in 3-tier model - Tenant-wide connector classification - Deploy CoE Starter Kit basics
Result: Controlled Power Platform with clear governance rules, DLP policies, and audit-ready documentation.
Universal Print
Microsoft 365
Problem: On-premises print servers consume hardware, require maintenance, and need driver management on every endpoint. Remote employees cannot print without VPN.
Scope: Printer inventory and compatibility assessment - Universal Print Connector and printer registration - Configure Intune Printer Provisioning - Phased migration and print server decommissioning
Result: Cloud-based print management without print servers — printers deployed via Intune, license pool controlled.
Microsoft 365 Copilot Starter
Data & AI
Microsoft 365
Problem: Copilot licenses activated without preparation: oversharing exposes sensitive data, outdated documents deliver wrong answers, without change management usage stays below 20%.
Scope: Copilot Readiness Assessment and oversharing analysis - Data governance: sensitivity labels, DLP for Copilot - Technical configuration and pilot deployment - Adoption kit with use case catalog
Result: Securely deployed Copilot with cleaned-up permissions, active pilot group, and measurable productivity gains.
Assessment MS VDI
Microsoft 365
Azure
Problem: VMware price increases, aging RDS infrastructure, and remote work demands. Azure Virtual Desktop or Windows 365 — without a structured assessment, the wrong choice is made.
Scope: User persona analysis and application compatibility - Network readiness and latency measurement - Cost modeling: AVD vs. Windows 365 vs. hybrid - Decision matrix and migration roadmap
Result: Data-driven decision basis for the right VDI strategy — with cost comparison and migration roadmap.
Azure Quick Check
Azure
Security
Problem: Azure environments grow fast but governance lags behind. No tagging strategy, no budget alerts, too many owner roles. 20-40% of Azure spend is typically wasted.
Scope: FinOps analysis: costs, savings plans, orphaned resources - RBAC audit: privileged roles, least privilege - Policy compliance and Azure Advisor baseline - Prioritized action plan with quick wins
Result: Transparent Azure costs, cleaned-up permissions, and documented governance baseline with concrete savings potential.
Chat with Your Own Data
Data & AI
Azure
Problem: Company knowledge sits in SharePoint, file shares, and databases — but nobody finds it. 20% employee turnover means knowledge is lost when people leave.
Scope: Use case definition and data preparation - Azure AI Search index with hybrid search and semantic ranking - RAG pattern with Azure OpenAI implementation - Security and evaluation setup
Result: AI-powered chat that searches company documents and answers precisely — with source citations and access control.
Azure Monitoring
Azure
Problem: Without structured monitoring, Azure environments fly blind: outages are noticed only when users complain, costs rise uncontrolled, compliance evidence is missing.
Scope: Set up Log Analytics Workspace - Configure alerts with dynamic thresholds and action groups - Dashboards and workbooks for infrastructure overview - Azure Policy for consistent monitoring
Result: Proactive Azure monitoring with automatic alerts, dashboards, and cost-optimized log strategy.
Azure Landing Zone Setup
Azure
Security
Problem: Without a structured landing zone, Azure environments grow wild: uncontrolled subscriptions, missing governance, no network isolation. Every subsequent Azure project suffers from the missing foundation.
Scope: Management group hierarchy and dedicated subscriptions - Hub-and-spoke networking with firewall and VPN - Azure Policy initiatives for governance and compliance - IaC deployment with Bicep/Terraform
Result: Structured Azure environment following Cloud Adoption Framework — secure, scalable, and ready for workload migrations.
Azure Backup
Azure
Problem: Mid-market backup is patchy: some VMs backed up, others not. No tested restore process. On-premises backup software costs EUR 5,000-20,000 annually in license fees.
Scope: Configure Recovery Services Vault and backup policies - Activate VM, SQL, and Azure Files backup - Azure Policy for automatic backup enforcement - End-to-end restore test and runbook
Result: Reliable Azure backup with tested restore processes, automatic enforcement, and audit-ready documentation.
Azure Data Archiving
Azure
Problem: Old data sits in expensive storage tiers, retention requirements are met manually, tape backups are a dying model. Azure Archive Storage is >95% cheaper — but rarely configured.
Scope: Data classification by access frequency and retention requirements - Lifecycle management policies for automatic tiering - Immutable storage (WORM) for regulated data - Document rehydration strategy
Result: Automated data archiving with >95% cost reduction, WORM compliance, and documented access processes.
Azure Outbound Traffic
Azure
Security
Problem: Azure network costs are opaque: egress fees, redundant gateways, public endpoints. Default public IPs will be removed in September 2025 — unprepared organizations lose connectivity.
Scope: Network assessment with cost breakdown - Configure NAT Gateway and Private Endpoints - Consolidate hub-and-spoke with gateway transit - Set up Traffic Analytics and budget alerts
Result: Optimized Azure network costs with EUR 6,000-24,000 annual savings potential and September 2025 compliance.
Defender for Business
Security
Microsoft 365
Problem: Most mid-market companies have antivirus — but no Endpoint Detection & Response. Attacks are detected but not automatically stopped. Defender for Business is included in M365 Business Premium.
Scope: Device onboarding for Windows, macOS, iOS, Android - Security policies: Next-Gen Protection, ASR Rules, Firewall - Automatic Attack Disruption and Vulnerability Management - Define incident response process
Result: Complete endpoint security with EDR, automatic attack disruption, and audit-ready documentation.
Cloud Apps Discovery
Security
Microsoft 365
Problem: IT departments know 30-40 cloud apps — the actual number exceeds 1,000. Every unsanctioned app is a data leak and GDPR risk. Cloud App Discovery is included in M365 E3 but rarely activated.
Scope: Set up Cloud Discovery (MDE integration or log collector) - Risk analysis of top 50 apps - App discovery policies and sanctioning strategy - Shadow IT governance playbook
Result: Full transparency over all cloud apps in use with risk assessment and blocking strategy.
Defender for Cloud Apps
Security
Microsoft 365
Problem: Cloud apps are the new perimeter: SaaS applications, OAuth permissions, and shadow IT create an uncontrolled attack surface. Without CASB, DLP, session control, and OAuth app protection are missing.
Scope: Shadow IT discovery and app connectors configuration - Security policies: DLP, activity, discovery - Conditional Access App Control for critical apps - App governance and SaaS security posture management
Result: Controlled cloud app landscape with DLP, session control, and OAuth app governance — audit-ready.
Windows Hello for Business
Security
Microsoft 365
Problem: 80% of all breaches start with compromised passwords. Password resets account for 20-50% of all helpdesk calls. Windows Hello for Business offers passwordless authentication — included in every Windows license.
Scope: Configure Cloud Kerberos Trust (no PKI needed) - Intune WHfB Settings Catalog profile - Conditional Access: WHfB as authentication strength - Pilot group and phased rollout with training materials
Result: Passwordless authentication with biometrics or PIN — phishing-resistant, helpdesk-relieving, Zero Trust compliant.
Microsoft Foundry Platform Setup
Data & AI
Azure
Problem: Leadership expects AI results, but your IT has no platform to deliver them — no governance, no cost control, no path to scale.
Scope: Validate Azure subscription and create dedicated resource group - Set up Foundry resource and project in Germany West Central - Configure RBAC roles with least privilege - Enforce EU data residency - Set up cost management with budgets and alerts - Deploy first model (GPT-4.1-mini) - Document governance baseline
Result: A production-ready Microsoft Foundry environment in Germany West Central — RBAC, cost controls, and first model deployment configured, documented, and audit-ready.
In 30 minutes we will show you the blueprint for your specific use case
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DAMALO | Agentic AI Platform for Microsoft Consulting & Implementation. Making IT expertise accessible and affordable for mid-market companies.


© 2026 DAMALO GmbH

In 30 minutes we will show you the blueprint for your specific use case
Find the right blueprint
DAMALO | Agentic AI Platform for Microsoft Consulting & Implementation. Making IT expertise accessible and affordable for mid-market companies.


© 2026 DAMALO GmbH

In 30 minutes we will show you the blueprint for your specific use case
Find the right blueprint
DAMALO | Agentic AI Platform for Microsoft Consulting & Implementation. Making IT expertise accessible and affordable for mid-market companies.


© 2026 DAMALO GmbH

In 30 minutes we will show you the blueprint for your specific use case
Find the right blueprint
DAMALO | Agentic AI Platform for Microsoft Consulting & Implementation. Making IT expertise accessible and affordable for mid-market companies.


© 2026 DAMALO GmbH
