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Use Cases

Your Microsoft 365 security practice, end to end.

From the first sales conversation to ongoing management — find your use case in seconds, and discover the ones you haven’t tapped yet.

Explore

Find your use case

Filter by your role and where you are in the client lifecycle. Analyze powers discovery and reporting; Manage powers the fixes and the upkeep.

I work in…

Where in the client lifecycle?

11 ways MSPs put CloudCapsule to work — filter to find yours

Analyze

Win new business with instant security assessments

Turn a cold prospect into a security conversation in 60 seconds.

Run a no-touch assessment of a prospect’s Microsoft 365 tenant and hand them a branded, executive-ready report that makes real risk obvious — without tying up a senior engineer. Sales can run it themselves.

  • Close faster with hard evidence
  • Let non-technical sellers run assessments
  • Stand out from competitors who quote blind
Analyze

Scope onboarding accurately before you commit

Know exactly what you’re inheriting before day one.

Assess a new client’s tenant up front to size the real remediation effort, surface licensing gaps, and price the engagement right — so onboarding doesn’t quietly destroy your margin.

  • Accurate onboarding estimates
  • No surprise vulnerabilities
  • Set the security baseline from the start
Manage

Baseline every tenant to a known-good standard

Deploy your proven configuration to every new tenant in minutes.

Capsules let you push a standardized, outcome-grouped security configuration across tenants one-to-many, so every client starts from the same hardened baseline instead of a hand-built snowflake.

  • Consistent baselines across the book
  • Dramatically faster onboarding
  • Fewer manual, error-prone steps
Analyze

Deliver recurring security reviews clients actually value

Walk into every QBR with proof of progress.

Generate branded, framework-mapped reports on demand for monthly, quarterly, or annual reviews — and show measurable security improvement over time that justifies the relationship and the stack.

  • Demonstrate ROI in every review
  • Justify the security spend
  • Open natural upsell conversations
Manage

Catch and fix configuration drift before it’s an incident

Know the moment a critical setting quietly reverts.

Drift detection flags when MFA, Conditional Access, or Defender settings change out from under you, and auto-correction puts them back — across your entire portfolio, between reviews.

  • Stop silent security regressions
  • Reduce risk between assessments
  • Less manual re-auditing
Manage

Remediate misconfigurations without the manual slog

100+ one-click Quick Fixes and guided workflows.

Fix what the assessment finds: one-click Quick Fixes for misconfigurations with a clear correct state, and guided workflows for changes that need licensing or impact review — with every action documented.

  • Remediate in minutes, not tickets
  • Fewer change-control mistakes
  • An audit trail of every change
Analyze

Get clients cyber-insurance ready

Surface insurer-relevant gaps before the questionnaire lands.

See exactly which controls insurers ask about — MFA, backups, EDR, privileged access — and close the gaps ahead of renewal so the application is a formality, not a fire drill.

  • Smoother policy renewals
  • Better coverage and pricing odds
  • New remediation project revenue
Analyze

Prove compliance against CIS, NIST CSF & Essential 8

Map Microsoft 365 to the frameworks clients are measured against.

Every assessment maps findings to CIS Controls, NIST CSF 2.0, Essential 8, and Microsoft baselines — with evidence and the exact users or devices affected, not just a Secure Score number.

  • Audit-ready evidence on demand
  • Track posture against frameworks over time
  • Win compliance-driven projects
Explore CIS resources
Analyze + Manage

Make every client Copilot- and AI-ready, securely

Turn AI interest into a secure-by-design rollout.

Before switching on Microsoft Copilot, assess oversharing and access risks so AI doesn’t surface data it shouldn’t — then remediate. Interest in AI becomes a funded, security-led project.

  • Safe, defensible Copilot adoption
  • New AI-readiness revenue
  • Reduce data-exposure risk
Get the AI Readiness Kit
Analyze + Manage

Run security for a whole portfolio from one screen

Multi-tenant command for your entire book of business.

See posture across every tenant at a glance, turn Manage on only where it pays off, and standardize security without logging into dozens of admin centers. Scale the practice without scaling headcount.

  • Portfolio-wide visibility
  • Per-tenant cost control
  • Operational leverage as you grow
Manage

Give clients co-managed visibility they trust

From executive summary to full co-managed access.

Share the right level of visibility with each client — exec summaries for owners, deeper access for their internal IT — and make security a transparent, shared service instead of a black box.

  • Build durable client trust
  • Cut back-and-forth on reports
  • Stickier, higher-tier relationships

Analyze → Manage

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Ready?

See it on your own tenants

Start by assessing a tenant in 60 seconds, or book a walkthrough and we’ll map CloudCapsule to your practice.