Start with a free outside-in look, or go straight to the fixed-scope Technology & Security Baseline. Every offer has a defined scope, a written proposal, and a plain-English roadmap, with cyber insurance readiness as the most common trigger.
A fixed-scope review that gives business owners a clear view of what exists, what is exposed, what is undocumented, what is slowing the team down, and what should be fixed first.
The Baseline is the starting point for businesses that need a clear picture before they spend money fixing, replacing, outsourcing, or automating anything. It reviews Microsoft 365, identity, endpoints, backup readiness, documentation, AI usage, user lifecycle controls, and operational technology friction — then turns the findings into a practical roadmap.
The goal is not to bury you in technical noise. The goal is to identify the systems, risks, training gaps, and modernization opportunities that actually matter to the business.
Microsoft 365 / Entra ID, MFA, Conditional Access, admin roles, stale users, external access, and privileged accounts — who can get into your systems, and what happens when someone leaves.
Device inventory, RMM/MDM readiness, encryption, local admin exposure, EDR coverage, and patch posture — whether every laptop is protected, monitored, and up to date.
SPF, DKIM, DMARC, anti-phishing policies, mail forwarding rules, delegate permissions, and risky mail flow — the settings that stop attackers from spoofing your email or hijacking your inbox.
Firewall, VPN, Wi-Fi, segmentation posture, network documentation, and operational reliability issues — how your office connects, and whether it's built to keep unwanted traffic out.
Backup coverage, restore testing, recovery expectations, critical systems, Microsoft 365 data protection, and evidence gaps — proof you could actually get your data back, not just that backups run.
Onboarding, offboarding, access requests, password practices, phishing readiness, acceptable use, and employee technology training.
Asset inventory, vendor contacts, SOPs, licensing, admin ownership, support procedures, and what currently lives in someone's head.
Shadow AI usage, Copilot readiness, data exposure, approved/restricted tool categories, training needs, and safe automation opportunities — what AI tools your team is already using, and whether company data is at risk because of it.
Technology should not be reviewed only after something breaks. BlueStrata uses four practical review areas to keep SMB environments aligned with the direction of the business.
Growth, hiring, insurance, compliance, AI plans, operational goals, and upcoming business changes that technology needs to support.
Open findings, remediation progress, overdue decisions, unresolved risks, cyber insurance gaps, and next-quarter priorities.
Access, onboarding/offboarding, phishing readiness, AI usage, password behavior, training needs, and accountability.
Endpoints, backups, Microsoft 365, email security, network health, documentation, recovery readiness, and operational stability.
BlueStrata is intentionally scoped. Each offer has a defined trigger, scope, and outcome so a business can solve the problem in front of it without committing to an oversized support model.
A no-credential, outside-in review of your public-facing posture: email authentication, domain trust signals, web exposure indicators, and plain-English next steps.
Owners who want a low-friction first look before committing to a deeper review.
Review MFA, EDR, backups, encryption, email security, incident response documentation, admin controls, employee readiness, and evidence gaps before application or renewal.
SMBs facing renewal questions, premium pressure, new control requirements, or requests for technical evidence.
A structured review of Microsoft 365, users, devices, documentation, backups, security posture, AI usage, and operational technology gaps.
Businesses that need a defensible roadmap before modernization, cleanup, investment, or outsourcing decisions.
Secure and organize the Microsoft environment your business relies on: MFA, Conditional Access, admin roles, external sharing, OAuth apps, email security, permissions, and license hygiene.
Organizations that live in Microsoft 365 but have never systematically cleaned up identity, permissions, sharing, or tenant security.
Identify current AI usage, shadow AI risk, data exposure, Copilot and agent readiness, policy gaps, approval requirements, employee training needs, and safe first workflow candidates.
Businesses exploring AI, Copilot, agents, or automation that want productivity without unmanaged access to sensitive systems and data.
Inventory the environment, identify undocumented access and dependencies, clean up immediate risk, organize core documentation, and build a prioritized stabilization roadmap.
Businesses that have outgrown informal IT, inherited a messy environment, changed providers, or simply do not know what they own or how it is configured.
Not sure where to start? The external snapshot and the self-guided readiness check are different tools. Use the snapshot for an outside-in technical look, or take the readiness check for a quick internal maturity view.
Cyber insurance applications increasingly ask about controls small businesses used to assume were "handled": MFA, EDR, backups, encryption, email security, admin controls, incident response, and security awareness. BlueStrata helps you review and document the technology controls commonly requested during cyber insurance applications and renewals.
Review MFA enforcement, admin roles, stale accounts, shared credentials, and access control hygiene — the exact controls carriers check before they'll write or renew a policy.
Review EDR/AV coverage, patching, encryption, device ownership, and unsupported endpoint risk — whether every device is protected against the attacks carriers ask about.
Review backup scope, restore testing, Microsoft 365 data protection, recovery procedures, and business expectations — proof you could recover, not just that backups exist.
Review SPF, DKIM, DMARC, mail forwarding risk, phishing controls, and employee reporting procedures — the email safeguards most carriers now require in writing.
Review incident response documentation, acceptable use, employee security expectations, and escalation paths — what happens in the first hour of an incident, on paper.
Organize findings, screenshots, notes, and remediation recommendations so ownership understands what can be proven.
AI is already entering small businesses through chat tools, browser extensions, meeting assistants, Copilot, AI agents, SaaS platforms, and employee experimentation. BlueStrata helps leaders identify where AI can create measurable value, where it introduces risk, and what data, identity, approval, logging, and human-review controls should exist before adoption goes further.
Identify what AI tools employees may already be using and where sensitive company, client, financial, legal, or operational data could be exposed.
Define approved, restricted, and prohibited uses so employees can use AI safely without guessing what is allowed.
Review Microsoft 365 permissions, sharing, identity, data organization, and potential agent/tool access before Copilot, agents, or automated workflows are introduced.
Map practical use cases where AI can assist with drafting, summarizing, intake, SOPs, reporting, or internal knowledge — then define where humans must review or approve before anything is acted on.
Some organizations need BlueStrata to stay involved after the assessment or project. Those relationships are scoped around security, Microsoft 365, endpoint health, documentation, and roadmap execution, not unlimited helpdesk volume. For everyday IT support plans, see IT Support.
Assessments and projects do not require an ongoing agreement. BlueStrata recommends recurring support or oversight only when the environment, expectations, and workload are a good fit for both sides.
BlueStrata works with owners, operators, and lean internal technology teams that rely on Microsoft 365, cloud tools, endpoints, email, and sensitive business data — and need senior-level help with security, modernization, governance, or execution.
BlueStrata uses internal and production-style lab environments to validate security, automation, and AI patterns before they are recommended to clients. These are capability demonstrations — not client case studies.
AI-assisted intake, classification, response drafting, reviewer approval, audit history, and controlled outbound delivery — designed so AI prepares work but does not independently make client-facing decisions.
Hands-on network telemetry, detection, logging, endpoint and security-event visibility used to test how small environments can gain better awareness without pretending to operate an enterprise SOC.
Controlled data access, approval gates, logging, least privilege, and clearly defined action boundaries used to evaluate how AI assistants and agents can be introduced without giving automation more authority than it needs.
Assessment findings are translated into prioritized 30/60/90-day actions so security, resilience, Microsoft 365, documentation, and AI decisions support business direction instead of becoming disconnected technical projects.
Not sure which review fits? Book a free 30–45 minute discovery call. We start with questions about your business, then recommend the smallest scope that answers them.