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Independent IT security review - Canada Français
Secure M365 Scope a review
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Independent review · Canada

Make the next IT security decision with evidence.

A scoped, point-in-time review connects current configuration, tenant context, and dependencies to the decisions your team actually needs to make.

Scope a review Inspect the representative deliverable

Finding model - representative

From an uncertain question to an owned decision.

  1. QuestionWhich access path needs to be understood?

    The review starts from the decision, not a universal checklist.

  2. Evidence + contextPolicies, exclusions, licensing, dependencies.

    Configuration is read together with tenant context.

  3. Decision + ownerChange, accept, investigate, or defer.

    Every disposition keeps its rationale and accountable person.

  4. RecheckFresh evidence after an approved change.

    Closure requires evidence, not a completed task.

Illustrative structure only. No client result or tenant state.

The written scope

Access begins on paper-not in the tenant.

Schedule A - Review scopeModel · completed in writing

  1. Review questionthe decision this review must support
  2. Areas and exclusionswhere the review looks-and where it stops
  3. Evidence method and periodhow configuration is read, and when
  4. Reviewer and responsibilitiesnamed in writing before any access
  5. Deliverables and rechecksummary, register, and closure evidence

Authorized byDate

Illustrative structure only. No client result or tenant state.

Before any evidence is opened, the engagement exists as one page both sides can read: the question, the boundaries, the evidence method, the reviewer, and the deliverables. Scoping a review means completing this page together-in writing.

Check the proof standard before access

The right triggers

Review when a decision can no longer rest on assumptions.

Inherited tenantNobody can explain the intent behind current settings. Access changeA project depends on unmapped policies, exclusions, or applications. Security backlogRecommendations have accumulated without sequence, ownership, or closure evidence.

Offer architecture

One defined review. Changes are a separate decision.

No recurring per-user plan is attached to this offer. Scope and commercial terms are confirmed after preparation.

Primary engagement

Security configuration review

  • written question, scope, and exclusions
  • agreed access method and evidence period
  • findings tied to context and decisions
  • summary, detailed register, and handoff
See the method

If separately authorized

Planning, hardening, and recheck

  • an explicit disposition for each finding
  • dependencies, pilot, and recovery plan
  • approved changes only
  • fresh evidence and remaining items
See remediation planning

Not included by default

Incident response, help desk, continuous monitoring, penetration testing, compliance certification, or a guaranteed outcome.

Review areas

Cover the paths that matter-not all of Microsoft 365 by default.

AreaIdentity and Conditional Access

MFA, methods, users, applications, exclusions, and device signals.

 AreaPrivileged administration

Assignments, business reason, standing or eligible access, and emergency access.

 AreaSharing and consent

Teams, SharePoint, OneDrive, guests, links, and applications.

 AreaPriorities and change

Impact, dependencies, owners, sequence, recovery, and recheck.
Compare scope questions

Before access

Put accountability and engagement boundaries in writing.

The method, boundaries, and representative deliverable help you assess the approach. The written scope then connects an accountable person to specific scope, access, and deliverables.

Read the proof standard

Before authorization, the written scope names:

  • the accountable reviewer and role
  • verifiable relevant experience
  • conflicts and subcontractors
  • access, data, deliverables, and responsibilities

Review path

Each step removes a different uncertainty.

  1. ScopeDecision, stakeholders, areas, exclusions.
  2. ObserveAgreed evidence, period, and limits.
  3. InterpretContext, dependencies, and options.
  4. DecideOwner, sequence, and next evidence.

What the result is for

A useful deliverable improves the decision-not only the documentation.

For leadership

Understand material themes, review limits, open decisions, and the dependencies that change the order of work.

For IT owners

Trace the observed evidence, priority rationale, available options, and the person responsible for the next decision.

For implementation

Turn only approved decisions into sequenced work with prerequisites, pilot, recovery, and recheck evidence.

Start without sharing secrets

Bring the trigger, decision, and known constraints.

The local planner prepares a brief. Do not include passwords, recovery codes, customer names, tenant exports, or regulated data.

Scope a review