Platform

Comprehensive Microsoft 365 security management, optimization, and revenue generation — all in one powerful platform.

Maximize Revenue with License Optimization & Task Costing

Turn licensing insights into profit. Identify overused and underused Microsoft 365 licenses, match tasks to required licenses, and calculate time-to-complete — unlocking upsell opportunities and reducing waste.

  • Review all client licenses to spot overuse and underuse
  • Identify which security tasks require which license tiers
  • Highlight upsell opportunities based on unmet needs
  • Track estimated hours for task completion and resource planning
  • Reduce wasted spend by reallocating unused licenses
  • Generate reports to justify license changes to clients
Maximize Revenue with License Optimization & Task Costing

Comprehensive Microsoft 365 Security Posture at a Glance

Gain instant visibility into your entire Microsoft 365 environment. Identify risks, ensure compliance, and take decisive action to protect your organization — all from a single, easy-to-use dashboard.

  • Real-time security scoring across all Microsoft 365 tenants
  • Continuous risk assessment with actionable remediation steps
  • Compliance mapping for NIST, CIS, HIPAA, and cyber insurance
  • Executive dashboards with trends and multi-tenant benchmarking
  • User security reviews (MFA, risky sign-ins, license status)
  • O365 encryption verification (IRM & RMS)
  • Microsoft security alerts and compliance notifications
  • Exchange connector monitoring for unauthorized changes
  • App registration activity tracking to prevent abuse
Comprehensive Microsoft 365 Security Posture at a Glance

Automated Microsoft 365 Security Remediation

Resolve critical security risks instantly with one-click, intelligent, policy-driven automation. Save time, ensure consistency, and protect every tenant without manual effort.

  • One-click remediation for high-priority security issues
  • Intelligent automation with built-in approval workflows
  • Bulk actions across multiple tenants simultaneously
  • Safe configuration rollback to previous states
  • Custom remediation policies tailored to different client profiles
Automated Microsoft 365 Security Remediation

Automated Security Assessments on Your Schedule

Stay ahead of risks with automated, scheduled security assessments that ensure continuous security, uncover issues early, and keep clients informed with clear, actionable reports.

  • Flexible scheduling: run assessments daily, weekly, or monthly
  • Custom assessment templates tailored to specific industries
  • Automated report generation with direct client delivery
  • Historical assessment tracking and trend analysis
  • Instant alerts for critical security findings
Automated Security Assessments on Your Schedule

Standardized Security Baselines with Full Version Control

Create, deploy, and maintain consistent, industry-aligned security configurations across your entire client base — with built-in version control to track, approve, and adapt changes over time.

  • Pre-built, industry-specific security baselines
  • Tools to create and modify custom baselines
  • Version control with detailed change tracking and approvals
  • Client-specific customization options for tailored security
  • Automated compliance monitoring against baselines
Standardized Security Baselines with Full Version Control

Prospecting Scans

Impress prospects with comprehensive, non-intrusive security assessments that reveal gaps, quantify improvement opportunities, and clearly demonstrate the ROI of your services — all in under 3 minutes and without requiring client Microsoft credentials.

  • Non-intrusive security assessment scans
  • Professional prospect reports with executive summaries
  • ROI calculations for recommended improvements
  • Gap analysis against industry best practices
  • Sales-ready presentations and proposal materials
Prospecting Scans

Integrations

Maximize efficiency and eliminate manual data entry by connecting directly to your PSA, Microsoft 365 environments — keeping all your security data unified and actionable.

  • Deep PSA integration (ConnectWise, Autotask, Kaseya)
  • Microsoft Graph API for complete Microsoft 365 visibility
  • Custom API access for advanced workflow automation
  • Native CIPP integration for Microsoft 365 administration at scale
Integrations

Drift Detection & Configuration

Stay in control when Microsoft or tenant admins change configurations. Baseline drift detection instantly flags deviations from your approved security baselines, helping you maintain compliance and restore secure settings fast.

  • Continuous monitoring for changes against approved security baselines
  • Detect drift caused by Microsoft updates or tenant admin modifications
  • Instant alerts for unauthorized or unexpected configuration changes
  • One-click rollback to baseline-compliant settings
  • Full version history and change tracking for audits
  • Custom baseline policies per client or industry
Drift Detection & Configuration

Branded Client Portal for Security Insights & Collaboration

Give your clients secure, self-service access to their security posture, reports, and recommendations — all in a branded portal that builds trust, improves transparency, and streamlines communication.

  • White-labeled portal with your branding and logo
  • Real-time security scorecards and posture updates
  • Access to compliance reports, risk assessments, and trends
  • Secure document sharing and audit-ready report downloads
  • Client-specific remediation recommendations and status tracking
Branded Client Portal for Security Insights & Collaboration

Ready to see how Optimize365 can transform your Microsoft 365 security management?

Book a Demo