Govern Microsoft 365

You bought it. Use it right.

The Situation

Microsoft 365 seems like an inevitability, but it’s not as simple as migrating from one version of Office to another. With Microsoft 365, Microsoft is introducing a fundamentally new way of working using tools that are deceptively similar to its on-premises offerings but which work differently in the cloud. What’s different about SharePoint Online? How can I safely enable OneDrive for my end users? What are the implications of moving my users to Teams from Skype for Business?

There’s a lot that is new when it comes to Microsoft 365, and it’s not always easy to navigate.

The result is a defined plan for controlling Microsoft 365 by leveraging hard controls to align Microsoft’s toolset with your needs and creating acceptable use policies and communication plans to highlight the impact of the transition to Microsoft 365 on the end-user population.

Blueprint Contents

Govern Microsoft 365 – Phases 1-3
Microsoft 365 Capability Assessment
Microsoft 365 Control Map
Microsoft Teams Acceptable Use Policy
Microsoft SharePoint Online Acceptable Use Policy
Microsoft OneDrive Acceptable Use Policy
Microsoft 365 Communication Plan Template

Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.

9.1/10

Overall Impact

$17,958

Average $ Saved

Average Days Saved

Member Testimonials
Client	Texas Bank & Trust Company
Experience	Workshop
Impact	9/10
$ Saved	$2,720
Days Saved	5
Testimonial	Best part is Venkat and his knowledgebase. The worst part is the many configuration controls that no longer exist or exist in different forms in ... Best part is Venkat and his knowledgebase. The worst part is the many configuration controls that no longer exist or exist in different forms in different places than presented.

Member Testimonials
Client	City of Lake Oswego
Experience	Guided Implementation
Impact	10/10
$ Saved	$10,880
Days Saved	5
Testimonial	Being provided a list of best practice recommendations Being provided a list of best practice recommendations

Member Testimonials
Client	Catholic Charities of Santa Clara County
Experience	Guided Implementation
Impact	9/10
$ Saved	N/A
Days Saved	5
Testimonial	Thank You so much John for your advice and guidance on the 365 configurations. You feedback is extremely helpful and valuable to us. We very much a... Thank You so much John for your advice and guidance on the 365 configurations. You feedback is extremely helpful and valuable to us. We very much appreciate our engagement. Best regards, Amanda

Member Testimonials
Client	SAIT
Experience	Workshop
Impact	8/10
$ Saved	$50,000
Days Saved	47
Testimonial	Best - Reviewing each M365 application was appreciated and will provide us with some great framework on how to improve our M365 environment. Worst... Best - Reviewing each M365 application was appreciated and will provide us with some great framework on how to improve our M365 environment. Worst - 4 days of meetings is a bit jarring but understand why it's needed.

Member Testimonials
Client	The New Zealand Institute for Plant and Food Research Limited
Experience	Guided Implementation
Impact	10/10
$ Saved	$34,000
Days Saved	20
Testimonial	Best part was the firsthand experience of the technical requirements and ability to propose a suggested road map along with supporting tools! Best part was the firsthand experience of the technical requirements and ability to propose a suggested road map along with supporting tools!

Member Testimonials
Client	Workplace Safety & Prevention Services
Experience	Guided Implementation
Impact	7/10
$ Saved	$2,000
Days Saved	10
Testimonial

Member Testimonials
Client	Lussier Cabinet D`Assurance - LDP
Experience	Workshop
Impact	9/10
$ Saved	$5,000
Days Saved	5
Testimonial	This is an intensive work, but Info-Tech was able to adapt the schedule and timing with our busy schedule. This is an intensive work, but Info-Tech was able to adapt the schedule and timing with our busy schedule.

Member Testimonials
Client	HEALTH CARE COMPLAINTS COMMISSION
Experience	Guided Implementation
Impact	7/10
$ Saved	$4,500
Days Saved	5
Testimonial	Sam presented the research well. The topic of governing Microsoft 365 is massive, and it seemed difficult to initially see where the HCCC should fo... Sam presented the research well. The topic of governing Microsoft 365 is massive, and it seemed difficult to initially see where the HCCC should focus, given its very small team and limited available capacity. More practical demonstration and hands-on development of the templates might assist future calls.

Member Testimonials
Client	Canadian Defence Academy
Experience	Workshop
Impact	10/10
$ Saved	$50,000
Days Saved	23
Testimonial	Venkat was extremely knowledgeable and answered all our questions promptly. No negative experiences come to mind. Venkat was extremely knowledgeable and answered all our questions promptly. No negative experiences come to mind.

Member Testimonials
Client	The Rhode Island Foundation
Experience	Workshop
Impact	10/10
$ Saved	$23,800
Days Saved	7
Testimonial	We moved the needle and developed a solid plan to be better prepared for M365 deployment and governance. We moved the needle and developed a solid plan to be better prepared for M365 deployment and governance.

Member Testimonials
Client	Kids in Need of Defense (KIND)
Experience	Guided Implementation
Impact	10/10
$ Saved	$15,755
Days Saved	10
Testimonial

Member Testimonials
Client	Kappa Delta Sorority
Experience	Guided Implementation
Impact	10/10
$ Saved	$6,850
Days Saved	10
Testimonial	The guided approach is always the best part, and we were able to complete the work fairly quickly so I can move into our next steps. John's knowled... The guided approach is always the best part, and we were able to complete the work fairly quickly so I can move into our next steps. John's knowledge of Microsoft and specifically the three applications we reviewed as extremely helpful for my understanding.

Member Testimonials
Client	Seneca Gaming Corporation
Experience	Workshop
Impact	10/10
$ Saved	N/A
Days Saved	2
Testimonial	Venkat was very knowledgeable, helpful and flexible. Sometimes the conversation would wander off topic a bit but it was valuable conversation. Venk... Venkat was very knowledgeable, helpful and flexible. Sometimes the conversation would wander off topic a bit but it was valuable conversation. Venkat would help facilitate those conversations, but would also keep us on course to finish the workshop. He would also bring back information related to those other topics for us and provide real examples to help us make informed decisions. He did a great job with the workshop.

Member Testimonials
Client	United Counties of Leeds & Grenville
Experience	Guided Implementation
Impact	8/10
$ Saved	$10,000
Days Saved	10
Testimonial

Member Testimonials
Client	Akin Gump Strauss Hauer & Feld LLP
Experience	Workshop
Impact	10/10
$ Saved	$21,760
Days Saved	10
Testimonial	Scheduling of workshop can be optimized and be easy for customers. We had few scoping calls instead one. ... Scheduling of workshop can be optimized and be easy for customers. We had few scoping calls instead one. The workshop content, discussions, presentation delivery were very good and valuable. Thank you.

Member Testimonials
Client	Experience	Impact	$ Saved	Days Saved	Testimonial
Texas Bank & Trust Company	Workshop	9/10	$2,720	5	Best part is Venkat and his knowledgebase. The worst part is the many configuration controls that no longer exist or exist in different forms in ... Best part is Venkat and his knowledgebase. The worst part is the many configuration controls that no longer exist or exist in different forms in different places than presented.
City of Lake Oswego	Guided Implementation	10/10	$10,880	5	Being provided a list of best practice recommendations Being provided a list of best practice recommendations
Catholic Charities of Santa Clara County	Guided Implementation	9/10	N/A	5	Thank You so much John for your advice and guidance on the 365 configurations. You feedback is extremely helpful and valuable to us. We very much a... Thank You so much John for your advice and guidance on the 365 configurations. You feedback is extremely helpful and valuable to us. We very much appreciate our engagement. Best regards, Amanda
SAIT	Workshop	8/10	$50,000	47	Best - Reviewing each M365 application was appreciated and will provide us with some great framework on how to improve our M365 environment. Worst... Best - Reviewing each M365 application was appreciated and will provide us with some great framework on how to improve our M365 environment. Worst - 4 days of meetings is a bit jarring but understand why it's needed.
The New Zealand Institute for Plant and Food Research Limited	Guided Implementation	10/10	$34,000	20	Best part was the firsthand experience of the technical requirements and ability to propose a suggested road map along with supporting tools! Best part was the firsthand experience of the technical requirements and ability to propose a suggested road map along with supporting tools!
Workplace Safety & Prevention Services	Guided Implementation	7/10	$2,000	10
Lussier Cabinet D`Assurance - LDP	Workshop	9/10	$5,000	5	This is an intensive work, but Info-Tech was able to adapt the schedule and timing with our busy schedule. This is an intensive work, but Info-Tech was able to adapt the schedule and timing with our busy schedule.
HEALTH CARE COMPLAINTS COMMISSION	Guided Implementation	7/10	$4,500	5	Sam presented the research well. The topic of governing Microsoft 365 is massive, and it seemed difficult to initially see where the HCCC should fo... Sam presented the research well. The topic of governing Microsoft 365 is massive, and it seemed difficult to initially see where the HCCC should focus, given its very small team and limited available capacity. More practical demonstration and hands-on development of the templates might assist future calls.
Canadian Defence Academy	Workshop	10/10	$50,000	23	Venkat was extremely knowledgeable and answered all our questions promptly. No negative experiences come to mind. Venkat was extremely knowledgeable and answered all our questions promptly. No negative experiences come to mind.
The Rhode Island Foundation	Workshop	10/10	$23,800	7	We moved the needle and developed a solid plan to be better prepared for M365 deployment and governance. We moved the needle and developed a solid plan to be better prepared for M365 deployment and governance.
Kids in Need of Defense (KIND)	Guided Implementation	10/10	$15,755	10
Kappa Delta Sorority	Guided Implementation	10/10	$6,850	10	The guided approach is always the best part, and we were able to complete the work fairly quickly so I can move into our next steps. John's knowled... The guided approach is always the best part, and we were able to complete the work fairly quickly so I can move into our next steps. John's knowledge of Microsoft and specifically the three applications we reviewed as extremely helpful for my understanding.
Seneca Gaming Corporation	Workshop	10/10	N/A	2	Venkat was very knowledgeable, helpful and flexible. Sometimes the conversation would wander off topic a bit but it was valuable conversation. Venk... Venkat was very knowledgeable, helpful and flexible. Sometimes the conversation would wander off topic a bit but it was valuable conversation. Venkat would help facilitate those conversations, but would also keep us on course to finish the workshop. He would also bring back information related to those other topics for us and provide real examples to help us make informed decisions. He did a great job with the workshop.
United Counties of Leeds & Grenville	Guided Implementation	8/10	$10,000	10
Akin Gump Strauss Hauer & Feld LLP	Workshop	10/10	$21,760	10	Scheduling of workshop can be optimized and be easy for customers. We had few scoping calls instead one. ... Scheduling of workshop can be optimized and be easy for customers. We had few scoping calls instead one. The workshop content, discussions, presentation delivery were very good and valuable. Thank you.

ITRG Provides Proven Results for IT Leaders

30,000+

ITRG members spanning the Global 2000

$400M+

Cut from IT costs with our pricing intelligence and advisory support

+8%

Increase in stakeholder satisfaction where IT leaders used Info-Tech services

9.5/10

Member-related value across +50,000 analyst calls, workshops and projects

About Info-Tech Research Group

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

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