CASB / DLP Pilot
A focused first step into SaaS app control or data-loss prevention, helping you test practical controls before a wider tenant-wide rollout.
Protect data without creating noise everywhere
CASB and DLP controls can help reduce risky sharing, shadow IT and data exposure, but broad policies can also create false positives and user friction.
This pilot keeps the first step controlled: one agreed SaaS app, user cohort or data pattern, with validation evidence and practical next steps.
What the pilot helps answer
We confirm the selected app, users or data pattern so the pilot has a clear boundary.
Controls are tested for practical fit, false positives, exceptions and operational impact.
You get evidence on what can move now versus what needs governance, classification or ownership work.
Common signs this is worth doing
but visibility of sharing, app behaviour or sensitive data movement is limited.
but the team wants evidence before switching on broad tenant-wide policies.
the business needs controls that reduce risk without interrupting normal work.
owners, exceptions and classification rules need to be tested in a small scope first.
What we focus on
The scope is agreed before work begins. The pilot is limited to selected SaaS apps, users, data patterns or policy goals.
Agreed users, apps, groups or data pathways that make sense for a controlled pilot.
Practical control intent, test data, safe examples, exceptions and validation method.
Baseline policy setup, tuning and evidence for the limited agreed scope.
False positives, owner review, exception handling and next-step recommendations.
What you get
Findings showing how selected SaaS or DLP controls behave in practice.
Practical notes on false positives, exceptions, owners and operational impact.
Gaps, priorities and recommendations for broader tenant or data-protection work.
How the pilot works
Scope
We confirm the app, users, data pattern, access method and validation contacts.
Prepare
We agree policy goals, test examples, exception handling and success criteria.
Validate
We set up or review agreed controls and capture fit, false positives and impact.
Decide
You choose whether to tune, expand, improve governance or move into managed tenant care.
What this is not
The pilot is limited to the agreed apps, users or data patterns unless separately scoped.
Legal sign-off, classification programme and organisation-wide governance transformation are separate work.
The pilot provides evidence and recommendations, not formal compliance certification or legal assurance.
Quick questions
Which platforms can be included?
The pilot is most commonly suited to Microsoft 365 or SaaS-heavy environments. Final platform and control-plane fit are confirmed during scoping.
Do you need admin access?
Administrative or delegated access to the relevant SaaS, CASB or DLP control plane is usually required for the pilot scope.
Will this block users immediately?
Not by default. The pilot should be scoped around safe validation, tuning, exception review and agreed policy behaviour before disruptive enforcement.
Are pilot prices published?
No. We confirm the estimate after scope, access requirements and deliverables are understood.
Want to test SaaS data controls safely?
Start with a short conversation. We will help confirm whether a CASB / DLP Pilot is the right first step, or whether a broader security exposure review, data governance project or managed tenant pathway makes more sense.
No hard sell. Just clarity and next steps.
Start with a free 30-minute IT conversation
hello@services.virtusgroup.biz
0800 847 887 (VIRTUS)
virtusgroup.co.nz