AI Compliance Readiness
Enabling AI Adoption, Rooted in Strong Data Governance
Microsoft Data Security Assessment
InOutsource helps legal, accounting, and consulting firms adopt AI responsibly by protecting sensitive data, addressing critical confidentiality requirements, and mitigating insider risk. To address crucial compliance and data governance obligations catalyzed by AI adoption, firms are increasingly turning to core enabling technologies from Intapp (client guidelines, access policy definition, and internal restriction management) and Microsoft (data discovery, classification, monitoring, reporting, and posture management).
InOutsource is Your Firm’s Trusted Partner for Advancing AI Readiness
For over two decades, we have helped firms tackle a diverse range of complex information governance challenges, working closely with strategic partners and leveraging industry-standard technologies. Based on growing client interest in AI transformation, we have invested in expanding our Intapp practice to strengthen our expertise in ethical walls, and deepened our partnership with Microsoft — most recently achieving the designation of Microsoft Solutions Partner for Security.
For firms advancing AI adoption, prudent use of Microsoft technologies can prevent “broken silo” surfacing of restricted internal information to users by loosely-governed AI technologies. Our Microsoft consulting team is focused explicitly on data security.
Ready to Advance Your AI Journey? Start with a Data Security Assessment
An InOutsource Microsoft Data Security Assessment gives firms a clear, evidence-based view of how their data is protected across their Microsoft 365 tenant. This exercise helps firms prepare for secure AI adoption by providing visibility into their data and outlining practical steps to reduce risk and improve compliance.
These exercises execute quickly (a typical assessment projects takes four weeks) and create minimal internal overhead. Best of all, in many instances Microsoft will subsidize the cost of the engagement.
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Microsoft Data Security Assessments:
Details and Deliverables
It identifies gaps in governance, information protection, access controls, stale data, oversharing, insider risk, and user interactions with AI
It provides a benchmark comparing your organization with industry peers and a prioritized roadmap to strengthen the firm’s security posture
It delivers actionable next steps that include detailed recommendations, prioritized sample project plans, pilot/validation activities, and achievable timelines
FINDINGS
- Classification
- Stale Data
- Sensitive Data
- Internal & External Data Sharing
- Data at Risk
- Active vs Inactive
- Mailboxes and OneDrive
- AI Interactions & Shadow AI
- Compliance (ex. SOC2, ISO27001, and NIST Cybersecurity)
- Insider Risks
- Client Sensitive Information Type (SIT)
OUTCOMES
- Visibility into M365 ecosystem
- Identify data security risks and exposure scenarios
- Measured Security and Compliance gaps
- Actionable remediation plan
- Evidence for audits and incident response
Improved security and compliance readiness
RECOMMENDATIONS
- Align security risks and compliance gaps with technology solutions
- Action plan to remediate issues and enhance overall security posture
Unlocking AI Potential Responsibly, Without Unleashing Uncontrollable Risk
By aligning Microsoft’s data discovery and security capabilities with the practical realities of firm operations, InOutsource helps organizations meet client and professional obligations while accelerating meaningful AI transformation.
So whether your firm is at the early stages of setting internal AI strategy, is piloting AI solutions and validating initial use cases, or is pursuing more advanced technical scenarios — our team of experts stands ready to support you.
Learn More About Data Security Assessments
Reach out to learn more about how a Microsoft Data Security Assessment can advance your firm’s AI journey.
