Purpose
This pilot is for organisations that want an evidence-based first step into SaaS app control or data-loss prevention without committing immediately to a full tenant-wide rollout. Iit is intended to validate basic CASB and/or DLP controls for a defined SaaS, user cohort, or data pattern so the client can understand control fit, false-positive risk, and the next sensible protection steps.
What you get
- Discovery of the selected apps, users, data patterns, and policy goals for the pilot
- Baseline CASB and/or DLP policy setup for the agreed limited scope, including tuning and exceptions
- Validation evidence, findings, and practical notes on control fit and operational impact
- Close-out summary with gaps, priorities, and next-step recommendations
Typical outcomes
- Clearer understanding of how selected SaaS/data controls behave in practice
- Evidence of what is actionable now versus what needs broader governance or data-classification maturity
- A controlled starting point for wider tenant or data-protection work
Typical pilot scope
A focused CASB and/or DLP pilot for a limited set of apps, users, or data patterns. Final scope, assumptions, exclusions, and validation boundaries are confirmed through intake and the SoW.
Best fit
- M365 or SaaS-heavy environments concerned about data exposure, shadow IT, or unapproved app behaviour
- Teams that want practical evidence before broader DLP or tenant-wide CASB rollout
- Organisations able to provide named owners for policy validation and exception review
Prerequisites
- Administrative or delegated access to the relevant SaaS / CASB / DLP control plane for the pilot scope
- Named owner for the pilot scope, validation contacts, and an agreed approach to exceptions or false positives
- Agreed test data, patterns, or safe examples consistent with the pilot risk posture
Assumptions and boundaries
- The pilot is limited to the agreed apps, users, or data patterns only
- This pilot does not include organisation-wide DLP rollout, legal sign-off, or full data-governance transformation
- The final engagement detail, assumptions, exclusions, and validation boundaries are confirmed in the SoW before work begins
Common risks we look for
- False positives that interrupt legitimate user activity
- Weak underlying data classification or ownership making policy design harder
- Unexpected operational impact from broad or noisy controls
- The pilot being treated as a full compliance or legal programme
What happens after the pilot
If the pilot confirms the right direction, Virtus can help you plan wider tenant hardening, data-protection uplift, or the next appropriate managed or project path.
Roll into managed → Tenant Care for Microsoft 365
Start pilot scoping
Use the intake form to tell us about your current environment, priorities, and the outcome you want to achieve. If the scope looks suitable, we will confirm the next step and send the SoW for approval.
Start pilot scoping
