GET READY FOR AI
Prioritise the controls your next step depends on.
A useful security review starts with the business decision in front of you. That may be introducing Copilot, expanding agent use or improving the way your team handles security findings. We agree a focused scope and examine the evidence needed to turn that decision into a practical plan.
The review areas are chosen around your priorities.
A scoping conversation defines which areas, evidence and stakeholders belong in the engagement.
01
Identity and access
Review the agreed users, agent identities, permissions, access reviews and administrative responsibilities.
02
Data and information protection
Examine relevant sharing, data locations, sensitivity and policy questions for the selected AI use cases.
03
Threat and response workflows
Review how selected findings move from detection to investigation, escalation and authorised action.
04
A prioritised roadmap
Bring the findings into a practical record of priorities, evidence gaps, responsibilities and separately scoped next steps.
This is a scoped advisory review. It does not constitute a compliance certification, a penetration test or an incident-response service. Product requirements and any changes are confirmed separately.
Make the review useful to the people who act on it.
01
Choose the decision
Set the business objective and identify the systems, controls and stakeholders to include.
02
Review the evidence
Examine the agreed configuration, responsibilities and workflows with your authorised team.
03
Prioritise the work
Agree which findings need action, which need further evidence and who should own the next decision.
Start where the next decision needs evidence.
01
Prepare for AI
Understand the identity, sharing and data-control questions that should be resolved before a broader rollout.
02
Secure AI use
Review ownership, access and information protection around the AI use cases in scope.
03
Review AI in security operations
Assess a selected detection or response workflow, its evidence and its human approval points before introducing more automation.
Use your Microsoft investments with a clearer plan.
Depending on the agreed scope, the conversation may include Microsoft Entra, Microsoft Purview, Microsoft Defender, Microsoft Sentinel and Microsoft Agent 365. The right controls depend on your licences, configuration, data and operational responsibilities. Product capability alone does not establish that a control is configured or effective in your environment.
BEFORE YOU DECIDE
Practical questions.
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Is this only for a new Microsoft purchase?
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Is this a compliance certification?
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Does Braintree monitor our environment through this review?
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Can we focus on one control area?
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Will the review tell us to buy more licences?
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How do we start?
Focus on AI agent ownership.
Begin with the owners, access and data connections of the agents in scope.
LET’S GROW.
Start with a security decision your team can act on.
Define the question, review the relevant evidence and put the next piece of work in order.
