Usage – Mitigate Compliance and Privacy Risks – Build Intent Workshop

Help customers respond and manage to risky behaviors and discovery requests in their organization with Microsoft Purview.

The Usage - Mitigate Compliance and Privacy Risks Workshop helps customers learn and experience how to respond and investigate risky behaviors and data discovery requests in the organization using the Microsoft Purview tools and solutions they already own. The workshop helps show a customer how they can take advantage of Microsoft Purview search and investigation solutions to more effectivity identity, respond to, and manage risk and compliance cases in their organizations. Workshop Topics include:

  • Describing how to solve business solutions using the Microsoft Purview tools they already own
  • Helping the customer move from not only identifying risks, but also investigating them
  • Providing the customer with additional capabilities when performing data discovery and investigation in Microsoft 365
  • Developing next steps to guide a customer through a broader Microsoft Purview rollout

Questions about this workshop?

Download the workshop kit


Partner Readiness

Enable partners to effectively land workshop scenarios

Master Delivery Guide
Detailed delivery and technical guide on completing the Workshop.
Hours Estimate
Spreadsheet to estimate the level of effort to deliver the workshop.
Instructions - RiskInvestigator
Guidance and leave behind document for the partner on executing the RiskInvestigator section of the workshop.
ReadMe - What's in the Box
Summary of toolkit contents and delivery materials.
Sales and Marketing

Engage prospective customers and recommend workshop activities

Workshop Invite: One Page Flyer
Template marketing flyer to advertise the workshop.
Workshop Invite: Email Template
Email invitation template to send to customers.
Statement of Work Template
Template to build the customer facing statement of work for the workshop.
Assess the Customer

Evaluate customer scenarios in preparation for workshop activities

Compliance Baseline Questionnaire
Template for collecting information on the customer’s production environment.
Instructions - Development Tenant Signup
Guidance for the customer and partner on activating the Microsoft 365 Development Sandbox.
Instructions - Compliance Activation Assessment
Instructions for the customer and partner on running the CAA Script.
Art of the Possible

Execute workshop activities and drive customer engagement

Pre-Engagement and Kick-Off Deck
Introduces the workshop and defines the scope.
Closeout Deck
Template for the partner presentation of the results to the customer.
RiskInvestigator Deck
Introduces Customer to RiskInvestigator Scenario.

Increase workshop efficacy through examples and test materials

Supporting Illustrations
Illustration source file for the partner to customize the Workshop.
POE Template
Template document for completing customer proof of execution.
Man in a meeting room working on his laptop Man in a meeting room working on his laptop

Investments and incentives

Partner investments and incentives can help drive the technical and workplace innovations you need to advance your business and your customers’ digital transformation. Let’s build, innovate, and grow together to make more possible.