Sales – Protect and Govern Sensitive Data – Build Intent Workshop

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Help customers understand, manage, and mitigate hidden privacy and regulatory risks within their own environment with Microsoft Purview.

The Sales - Protect and Govern Sensitive Data Workshop is designed to provide customers with examples of privacy and regulatory risks in the organizational data contained within their own Modern Work environments. The workshop helps you create compelling ways for customers to remediate the risks through Microsoft 365 E5-associated technologies. Workshop topics include: 

  • Uncovering data risks in the customer environment
  • Building customer confidence and mitigating risk through data-driven analytics and visualization
  • Identifying solutions in Microsoft Purview that reduce privacy and regulatory risks and help meet compliance expectations
  • Developing customer recognition of Microsoft 365 E5 value

Questions about this workshop?

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Download the workshop kit

Click here to download all workshop assets

Assets

Partner Readiness

Enable partners to effectively land workshop scenarios.

How to Deliver
Delivery guidance for the Sales – Protect and Govern Sensitive Data Workshop.
Qualifying the Customer
Provides partner guidance for identifying customer opportunities.
ReadMe - What's in the Box
Summary of toolkit contents and delivery materials.
Sales and Marketing

Engage prospective customers and recommend workshop activities.

Pre-Sales Call
Introduces the Sales - Protect and Govern Sensitive Data Workshop and defines the workshop scope.
Workshop Flyer
Template marketing flyer for the workshop.
Workshop Invite
Email invitation template to send to customers.
Statement of Work Template
Template to build the customer facing statement of work for workshop.
Hours Estimate
Spreadsheet calculator used to estimate the level of effort to deliver the Sales - Protect and Govern Sensitive Data Workshop.
Assess the Customer

Evaluate customer scenarios in preparation for workshop activities.

Pre-Engagement and Kick-Off Deck
Introduces the Sales - Protect and Govern Sensitive Data Workshop and defines the workshop scope.
Art of the Possible

Execute workshop activities and drive customer engagement.

Master Delivery Guide
Detailed delivery and technical guide on completing the workshop.
Module Guide - Exchange
Delivery guidance and instructions for completing the Exchange module.
Module Guide – SharePoint
Delivery guidance and instructions for completing the SharePoint module.
Module Guide - Teams
Delivery guidance and instructions for completing the Teams module.
Module Guide – On-Premises
Delivery guidance and instructions for completing the on-premises module.
Module Guide - Endpoint
Delivery guidance and instructions for completing the endpoints module.
Rapid Delivery Checklist - Workshop
Quick reference guide to support highly experienced consultants.
Rapid Delivery Checklist - Exchange
Checklist for successful delivery of the Exchange module.
Rapid Delivery Checklist – SharePoint
Checklist for successful delivery of the SharePoint module.
Rapid Delivery Checklist - Teams
Checklist for successful delivery of the Teams module.
Rapid Delivery Checklist – On-Premises
Checklist for successful delivery of the on-premises module.
Rapid Delivery Checklist - Endpoints
Checklist for successful delivery of the endpoints module.
Build the Plan

Create recommendations and next steps for customer scenarios.

Close Out Deck
Template for the partner presentation of the results to the customer.
Resources

Increase workshop efficacy through examples and test materials.

Test Credit Card
Test document to validate out-of-box sensitive information type.
Test Project Enigma
Test document to validate custom sensitive information type.
Test Employee Numbers
Test document to validate the sample sensitive information type.
Test Social Security Number
Test document to validate custom sensitive information type.
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

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