CASE STUDY # 13

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Microsoft 365 | Azure | Email Security | Data Protection | Microsoft Defender

Transitioning to Microsoft 365 for Enhanced Email Security and Data Protection

Our client is a psychotherapy and counseling center located in New York. They were looking to upgrade their email security/data protection systems as they were facing challenges with their email encryption and data loss prevention solution. Basically, they were fast becoming obsolete. We, as consultants, were approached to replace their Zix email security system with M365 advanced security features. We set a goal to ensure the client could continue to secure sensitive client data, prevent data breaches, comply with industry regulations, and adopt a more workable and scalable solution. 

The Challenge:

The client org was using Zix for things like email encryption, data protection, threat detection, etc. but they had been facing several issues:

  • Obsolete Technology: Zix’s services weren’t anymore in sync perfectly with their growing needs.
  • Inefficiency: Their existing system had become quite cumbersome, quite difficult to manage.
  • Security Gaps: Zix couldn’t deliver sufficient protection against new, evolving email threats and had left their sensitive data at risk.
  • Regulatory Compliance: The client needed to be sure of their security practices as they wanted them fully compliant with privacy/data protection regulations.

All in all, they required a solution that would bring better security while integrating smoothly with their existing infrastructure.

The Solution:

We recommended a comprehensive plan for migration to Microsoft 365 for all the stuff in discussion: email encryption, data loss prevention (DLP), advanced threat protection, etc. We specifically configured Microsoft Purview for encryption and DLP policies as well as Microsoft Defender for Office 365 for threat protection.

We customized the solution to meet their needs:

  • Email Encryption: We used Microsoft Purview Message Encryption & Azure Information Protection so they could secure their critical communications.
  • Data Loss Prevention: We set up strong, our “secret sauce” DLP policies to secure their email data, SharePoint data, OneDrive data, etc. to further strengthen their data posture.
  • Threat Protection: We configured Microsoft Defender to deliver some dependable protection against phishing, malware, other email based threats.

Ultimately, the solution we did was fully personalized to match the functionalities they were enjoying with Zix while bringing to the table even more reliable security features with  Microsoft 365.

How We Did It:

The implementation was carried out in several key phases:

  1. Planning & Assessment
  2. Configuration of Services
  3. Pilot Testing
  4. Full Rollout
  5. Monitoring & Optimization

We performed the migration so as to maintain minimal disruption times. Also, the client was educated on using the new systems via our dedicated training sessions.

What We Achieved:

  • First rate encryption; failproof data safeguards.
  • Simplified solution to cut through bottlenecks and ramping up output.
  • Locked in full compliance; any crucially sensitive data’s privacy made intact.
  • A solution built to grow; adapting quite effortlessly to demands as they shift.
  • Cut expenses; eliminated outdated legacy systems.

Conclusion

We integrated Microsoft 365 that fairly facilitated the resolution of the client’s technological obsolescence, security deficiencies, severe compliance gaps, and whatnot. 

We implemented some really unique advanced email encryption, data protection mechanisms, and threat defense mechanisms, based on which, the solution reinforced the client’s security framework while also optimizing their overall operational efficiency. This bespoke system ensured scalability, sustainability, addressing all the immediate requirements they had stated and comfortably positioned them for future resilience they need in a cost-effective paradigm.

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