Sales – Protect and Govern Sensitive Data – Build Intent Workshop

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Claim a customer

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

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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
Download Link
Last Updated
How to Deliver
Delivery guidance for the Sales - Protect and Govern Sensitive Data Workshop.
January 2023
Qualifying the Customer
Provides partner guidance for identifying customer opportunities.
January 2023
ReadMe – What’s in the Box
Summary of toolkit contents and delivery materials.
Download
January 2023
Sales and Marketing

Engage prospective customers and recommend workshop activities.

Asset
Description
Download Link
Last Updated
Pre-Sales Call
Introduces the Sales - Protect and Govern Sensitive Data Workshop and defines the workshop scope.
January 2023
Workshop Flyer
Template marketing flyer for the workshop.
January 2023
Workshop Invite
Email invitation template to send to customers.
January 2023
Statement of Work Template
Template to build the customer facing statement of work for workshop.
January 2023
Hours Estimate
Spreadsheet calculator used to estimate the level of effort to deliver the Sales - Protect and Govern Sensitive Data Workshop.
Download
January 2023
Assess the Customer

Evaluate customer scenarios in preparation for workshop activities.

Asset
Description
Download Link
Last Updated
Pre-Engagement and Kick-Off Deck
Introduces the Sales - Protect and Govern Sensitive Data Workshop and defines the workshop scope.
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January 2023
Art of the Possible

Execute workshop activities and drive customer engagement.

Asset
Description
Download Link
Last Updated
Master Delivery Guide
Detailed delivery and technical guide on completing the workshop.
January 2023
Module Guide - Exchange
Delivery guidance and instructions for completing the Exchange module.
January 2023
Module Guide - SharePoint
Delivery guidance and instructions for completing the SharePoint module.
January 2023
Module Guide - Teams
Delivery guidance and instructions for completing the Teams module.
January 2023
Module Guide – On-Premises
Delivery guidance and instructions for completing the on-premises module.
January 2023
Module Guide - Endpoint
Delivery guidance and instructions for completing the endpoints module.
January 2023
Rapid Delivery Checklist - Workshop
Quick reference guide to support highly experienced consultants.
January 2023
Rapid Delivery Checklist - Exchange
Checklist for successful delivery of the Exchange module.
January 2023
Rapid Delivery Checklist - SharePoint
Checklist for successful delivery of the SharePoint module.
January 2023
Rapid Delivery Checklist - Teams
Checklist for successful delivery of the Teams module.
January 2023
Rapid Delivery Checklist – On-Premises
Checklist for successful delivery of the on-premises module.
January 2023
Rapid Delivery Checklist - Endpoints
Checklist for successful delivery of the endpoints module.
Download
January 2023
Build the Plan

Create recommendations and next steps for customer scenarios.

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

Increase workshop efficacy through examples and test materials.

Asset
Description
Download Link
Last Updated
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 Numbers
Test document to validate custom sensitive information type.
January 2023
Supporting Illustrations
Illustration source file for the partner to customize the workshop.
January 2023
POE Template
Template document for completing customer proof of execution.
Download
January 2023
Man in a meeting room working on his laptop Man in a meeting room working on his laptop

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