SECURITY REVIEWS
Choose the review your next security decision needs.
Microsoft security, identity, data and AI governance are connected decisions. Start with a scoped review of the controls your next AI step depends on, or focus on the ownership, access and human approval points of the AI agents entering your business.
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RELATED SECURITY RESOURCES
Guides for your next security decision.
THE BRAINTREE APPROACH
A posture, not a project. It runs in a loop.
Security changes as the business changes. Braintree connects the control baseline, daily signals and incident findings, so each review informs the next improvement. The work covers the identities, devices, information and cloud services in scope.
01
Assess
Baseline Microsoft Secure Score, map the gaps and document the risk register. Agree priorities with the people responsible for the systems and information at risk.
02
Harden
Configure the agreed controls, from conditional access and multi-factor authentication to sensitivity labels and retention. Record the configuration and the exceptions that still need an owner.
03
Monitor
Bring the relevant Defender and Sentinel signals into the monitoring process. Tune detections and agree coverage, escalation and response responsibilities before an incident tests the arrangement.
04
Respond
Contain, remediate and report within the agreed scope. Feed the findings back into the risk register and control baseline, with evidence of what changed and why.
SERVICE SCOPE
What’s in scope.
01
Identity and privileged access
Assess Microsoft Entra ID controls including multifactor authentication, Conditional Access and privileged identity management. Review administrative roles and access ownership so the remediation plan addresses standing privilege as well as everyday user access.
02
Endpoint protection
Review Microsoft Defender for Endpoint, attack-surface reduction and device-compliance requirements. Connect security findings with the Intune management scope and the team responsible for investigating or remediating a device issue.
03
Email and collaboration protection
Assess Defender for Office 365 protection and the configuration of features such as Safe Links and Safe Attachments where licensed. Define the covered services and the operational process for responding to suspected phishing or malicious content.
04
Information governance
Evaluate sensitivity labels, data loss prevention and retention requirements using Microsoft Purview. Connect the technical controls to the information the organisation handles, its ownership and the evidence needed to explain how it is protected.
05
Cloud security and response
Review Defender for Cloud coverage and the role of Microsoft Sentinel in collecting and investigating security signals. Establish the workload scope, logging requirements, response playbooks and escalation responsibilities before agreeing managed operations.
Turn a posture review into a prioritised plan.
Start with the tenant and workload evidence available for the agreed scope. A useful security review distinguishes configuration gaps, missing coverage and operational responsibilities that are unclear.
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An identity, endpoint, data and cloud control baseline.
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A risk register with owners and remediation priorities.
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Logging, detection and response coverage findings.
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Playbook, escalation and reporting requirements.
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A scoped improvement plan and the evidence used to review progress.
01
Find the gaps between a control and a response
An organisation can own several security products while missing endpoint coverage, privileged-account oversight or a clear incident decision-maker. Begin with the assets, identities and information that must be protected, then examine whether the relevant controls and operational responses are actually in place.
Microsoft Defender, Sentinel, Entra and Purview have different roles across threat protection, security operations, identity and information governance. Their integration can support a joined-up investigation, but it does not define who is authorised to contain an incident. Braintree’s review should connect product configuration with coverage, evidence, escalation and the people accountable for action.
02
Prepare evidence that shows coverage and responsibility
Bring the identity and endpoint inventories, enabled security plans, log sources, existing policies and incident procedures. Include exceptions, unmanaged devices and third-party monitoring responsibilities. A finding should distinguish an absent control from an unlicensed capability, a configuration problem or a control whose operation cannot yet be demonstrated.
The agreed improvement scope should identify remediation owners and how changes will be validated. For monitoring and response, define access, coverage periods, severity handling and permitted containment actions. Customer leaders retain decisions that interrupt business activity or trigger organisational reporting. The handover should record escalation contacts, playbook ownership and unresolved risks. Product capabilities and regional deployment options do not by themselves establish contractual service coverage or organisational compliance.
03
Security decisions to document
Decision
Evidence to examine
What to agree
Coverage
Users, devices, cloud resources, information and required signals.
Which assets and log sources are protected, excluded or awaiting onboarding.
Response authority
Incident impact, internal responsibilities and permitted actions.
Who may isolate, disable, restore or escalate, and when approval is required.
Evidence and improvement
Configuration findings, incident records and accepted exceptions.
A risk-based backlog, owners and validation of completed changes.
BEFORE YOU DECIDE
Practical questions.
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Does Secure Score establish compliance?
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Can existing security tools remain?
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What does managed response include?
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Is a security review the same as continuous monitoring?
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Can Braintree work alongside an existing security team?
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Which logs should be connected to Sentinel?
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Who approves automatic containment?
BUILD YOUR BUSINESS CASE
Give leadership a clear view of the security gaps.
The problem to solve.
Separate alerts, broad permissions and unclear escalation make it difficult to explain which risks are controlled and which still need an owner.
What success should look like.
Prioritise the controls and response gaps around business exposure, with named responsibilities and evidence that can be reviewed over time.
Bring these into the discussion.
A useful starting point for your team and the people approving the investment.
Useful reading for your proposal.
Evidence, examples and questions to take into the decision.
Insight
5 August 2025
Application security
Design security into the application
Use the CRM example to examine access, integration and governance early in the project.
Read the insight
Insight
14 August 2026
Security operations
Keep the investigation workflow usable
Review the runbooks and access that analysts need when security tooling changes.
Read the insight
Customer story
7 September 2023
Related customer experience
Efficient Group: infrastructure and risk together
A broader Microsoft infrastructure and workplace example that includes cybersecurity priorities.
Read the customer story
LET’S GROW.
Work through the next step with Braintree.
Bring the gaps you can already see. We can help scope the controls, monitoring and ownership needed to address them.
