Build controlled collaboration across portfolio, clients, and advisors in Microsoft 365. We deliver migrations, security hardening, and governance using Defender, Entra ID, Intune, and Purview; aligned to audit and confidentiality demands.
Delivered co-managed or fully managed with clear SLAs and measurable improvements.
Your Challenges
- Secure “deal room” collaboration with external parties
- Phishing/BEC targeting invoices, wires, and approvals
- Privileged roles and high-risk data on mixed devices
- Retention, legal hold, and audit trails for regulators and clients
What We Do with Microsoft 365?
Client data DLP, retention/eDiscovery for audits, secure collaboration across portfolio teams.
Migrations
- Google/legacy → Exchange Online
- File shares → SharePoint/OneDrive
- Microsoft Teams rollout
- Tenant-to-tenant for acquisitions
- Permission mapping to keep deal rooms clean.
Security Hardening
- Role-based Conditional Access
- Intune device compliance
- Defender anti-phish and impersonation protections
- PIM for privileged roles
Governance & Compliance
- Sensitivity labels
- Data loss prevention for financial/client data
- Retention/eDiscovery/legal hold.
- Least-privilege site/Team permissions
License Optimization
- E3/E5 mapping
- Copilot readiness guardrails
Why Microsoft + Right Click?
- Built for regulated and high-stakes environments
- Co-managed model that works with your IT team (or fully managed)
- Fixed-scope sprints for quick wins, ongoing management when you need it
- Clear SLAs and a named team. No black box
What You’ll Get from the Optimization Assessment?
- Current-state review: Secure Score, CA policies, device compliance, mail/security posture
- License & feature mapping: E3/E5 guidance, add-on rationalization, Copilot readiness guardrails
- Prioritized roadmap: 10–15 fixes across identity, endpoint, email, and data protection (30/60/90 days)
How it works?
- Discovery call (30–45 min): Align on business goals, confirm scope, compliance drivers and success metrics
- Assessment & Plan: We analyze your tenant and present a prioritized 30/60/90-day roadmap.
- Sprint Delivery: Fixed-scope sprints (migration, hardening, governance) with measurable outcomes.
- Operate (Optional): Ongoing co-managed support and continuous improvement.
Outcomes to Expect
- Stronger protection against BEC and impersonation
- Safer external sharing with clients and advisors
- Faster audit responses with clear retention and search
Checkout What Microsoft has to say about Right Click:
FAQs
- Do you work with our existing IT team?
Yes. We handle migrations, security, and governance while your team focuses on users and projects. - Do we need E5?
Not always. We map controls to the licenses you have and recommend upgrades only when they materially reduce risk or cost. - Can you handle tenant-to-tenant migrations?
Yes. Identity, mail, files, and Teams, including permission mapping and change management. - What compliance frameworks do you support?
We align Microsoft 365 features to your needs (e.g., HIPAA, SEC/FINRA, CMMC/DFARS) and provide practical, audit-friendly outputs.