Sales – Mitigate Compliance and Privacy Risks – Build Intent Workshop

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Demonstrate how Microsoft Purview helps customers detect, investigate, and take action to mitigate risk and ensure compliance in their modern workplace.

The Sales - Mitigate Compliance and Privacy Risks Workshop is designed to provide customers with examples of potential data leaks and data theft within their Modern Work environments. Through this workshop, you can help your customers identify deviations from common corporate policies using Microsoft 365 E5-associated technologies. Workshop deliverables will help partners:

  • Uncover risky user activities in the customer environment
  • Discover privacy, policy, and regulatory risks, by evaluating user communication inside the organization
  • Help customers to better understand, prioritize, and mitigate the identified privacy and regulatory risks
  • Develop customer confidence in the value of Microsoft 365 E5

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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.

Asset
Description
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ReadMe – What’s in the Box
Summary of toolkit contents and delivery material.
January 2023
How to Deliver
Delivery guidance for the Sales - Mitigate Compliance and Privacy Risks Workshop.
January 2023
Qualifying the Customer
Provides partner guidance for identifying customer opportunities.
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January 2023
Sales and Marketing

Engage prospective customers and recommend workshop activities.

Asset
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Pre-Sales Call
Introduces the Sales - Mitigate Compliance and Privacy Risks workshop and defines the workshop scope.
January 2023
Workshop Flyer
Template marketing flyer for the workshop.
January 2023
Workshop Invite
Template to send to attract participation to the workshop.
January 2023
Statement of Work Template
Template to build the customer facing statement of work for the workshop.
January 2023
Hours Estimate
Spreadsheet calculator used to estimate the level of effort to deliver the Sales - Mitigate Compliance and Privacy Risks Workshop.
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January 2023
Assess the Customer

Evaluate customer scenarios in preparation for workshop activities.

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Pre-Engagement and Kick-Off Deck
Introduces the Sales - Mitigate Compliance and Privacy Risks workshop and defines the workshop scope.
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January 2023
Art of the Possible

Execute workshop activities and drive customer engagement.

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Description
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Master Delivery Guide
Detailed delivery and technical guide on completing the workshop.
January 2023
Module Guide – Insider Risk Discovery
Delivery guidance and instructions for completing the Insider Risk Discovery module.
January 2023
Module Guide – Communication Compliance
Delivery guidance and instructions for completing the Communication Compliance module.
January 2023
Module Guide – Privacy Risk Management
Delivery guidance and instructions for completing the Privacy Risk Management module.
January 2023
Rapid Delivery Checklist - Workshop
Quick reference guide to support highly experienced consultants.
January 2023
Rapid Delivery Checklist – Insider Risk Management
Checklist for the successful delivery of the Insider Risk Management module.
January 2023
Rapid Delivery Checklist – Communication Compliance
Checklist for successful delivery of the Communication Compliance module.
January 2023
Rapid Delivery Checklist – Privacy Risk Management
Checklist for the successful delivery of the Privacy Risk Management module.
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January 2023
Build the Plan

Create recommendations and next steps for customer scenarios.

Asset
Description
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Close Out Deck
Template for the partner presentation of the results to the customer.
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January 2023
Resources

Increase workshop efficacy through examples and test materials.

Asset
Description
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Test Credit Card
Test document to validate out-of-box sensitive information type.
January 2023
Test Project Enigma
Test document to validate custom sensitive information type.
January 2023
Test Employee Numbers
Test document to validate the sample sensitive information type.
January 2023
Test Social Security Number
Test document to validate the custom sensitive information type.
January 2023
Employe Resignations Simulation Template
Import file to support the simulated HR connector.
January 2023
Supporting Illustrations
Illustration source file for the partner to customize the workshop.
January 2023
POE Template
Template to capture delivery experience and outcome of the workshop.
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January 2023
Man in a meeting room working on his laptop Man in a meeting room working on his laptop

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