DefenderDefender XDR
Correlated incident investigation
Investigate a phishing attack that spreads from email into devices and business accounts.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Cross-workload alert correlation
- Affected assets and evidence
- Unified incident queue
What Simba can deliver
- Incident timeline and scope
- Containment and recovery actions
Best suited to
Organizations with several Microsoft security workloads
Licensing & prerequisites
Coverage depends on licensed products, onboarding and available telemetry.
Microsoft documentation
Discuss this use case ↗DefenderDefender XDR
Threat hunting and custom detections
Find suspicious activity that routine alerts miss and detect repeated attack patterns.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- KQL and guided hunting
- Endpoint, email and identity queries
- Scheduled custom detection rules
What Simba can deliver
- Environment-specific hunt queries
- Validated detection rules
Best suited to
Businesses with security telemetry and specialist investigation needs
Licensing & prerequisites
Relevant workload licenses and hunting permissions required; raw data retention is limited.
Microsoft documentation
Discuss this use case ↗DefenderDefender XDR
Automatic attack disruption
Limit ransomware spread while analysts investigate and restore safe access.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Cross-workload attack recognition
- Device and identity containment
- Reversible response actions
What Simba can deliver
- Approved response policy
- Disruption review and recovery record
Best suited to
Organizations with critical shared systems
Licensing & prerequisites
Requires supported, configured workloads; actions differ by environment. External IAM preview actions excluded.
Microsoft documentation
Discuss this use case ↗DefenderDefender XDR
SOC workflow integration
Keep security cases, escalation records and customer reporting aligned.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Incident APIs
- Hunting APIs
- Security data integration
What Simba can deliver
- Security case integration
- Tested escalation workflow
Best suited to
Businesses with service desks or security operations
Licensing & prerequisites
API permissions, quotas, workload licenses and integration-platform costs apply.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Business
Small-business endpoint protection
Give a Detroit small business a managed security baseline for employee devices.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Simplified policy setup
- Endpoint detection and response
- Automated remediation
- Core vulnerability assessment
What Simba can deliver
- Device onboarding and baseline
- Recurring security review
Best suited to
Small and medium businesses
Licensing & prerequisites
Defender for Business supports organizations up to 300 users; server protection needs extra licenses.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Endpoint
Managed antivirus and malware prevention
Protect office computers while keeping legitimate accounting, legal and scheduling software usable.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Behavior-based malware detection
- Cloud-assisted protection
- Protection updates
- Scan performance tuning
What Simba can deliver
- Antivirus policy and exclusions review
- Protection health report
Best suited to
Law firms, clinics, CPA offices and business owners
Licensing & prerequisites
Supported endpoint plan and operating system required; capabilities differ by platform.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Endpoint
Attack surface reduction
Reduce common malware entry paths without disrupting approved business applications.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Risky script controls
- Office process restrictions
- Credential-theft defenses
- Audit and block modes
What Simba can deliver
- Tested hardening policy
- Documented exception register
Best suited to
Businesses with Windows workstations and servers
Licensing & prerequisites
Windows-specific prerequisites apply; advanced management and reporting need suitable entitlements.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Endpoint
Web and network threat protection
Reduce exposure to phishing websites and unwanted content on business devices.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Malicious website protection
- Category-based web filtering
- Custom IP and URL indicators
What Simba can deliver
- Web protection policy
- Exception and blocked-activity review
Best suited to
Offices, churches, day cares and mobile workforces
Licensing & prerequisites
Supported endpoint plan required; browser and protocol limitations affect enforcement.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Endpoint
USB and peripheral controls
Control removable storage use around client files, financial records and shared workstations.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Removable-media access rules
- Read, write and execution restrictions
- Device activity reporting
What Simba can deliver
- Approved-device policy
- Device-control validation report
Best suited to
Law firms, clinics and CPA offices
Licensing & prerequisites
Supported Windows or macOS devices required; server support and feature parity are limited.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Endpoint
Endpoint investigation and containment
Investigate a compromised laptop and contain it before it affects other business systems.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Device isolation
- Investigation packages
- Live response
- Action history
What Simba can deliver
- Endpoint evidence summary
- Authorized containment and recovery record
Best suited to
Businesses needing incident response
Licensing & prerequisites
Available response actions vary by plan and operating system; the full set requires Endpoint P2.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Endpoint
Automated endpoint investigation
Reduce repetitive alert handling while analysts retain control of consequential actions.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Automated evidence investigation
- Remediation recommendations
- Approval-based or automated actions
What Simba can deliver
- Automation and approval settings
- Remediation review record
Best suited to
Organizations with recurring endpoint alerts
Licensing & prerequisites
Requires eligible endpoint subscription; automation settings and platform support determine behavior.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Endpoint
Cross-platform deployment and operations
Extend protection to office computers and field devices used by contractors and towing teams.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Windows, macOS and Linux onboarding
- Mobile threat protection
- Security ecosystem integration
What Simba can deliver
- Deployment and coverage inventory
- Onboarding and health-support runbook
Best suited to
Mixed-device businesses and remote teams
Licensing & prerequisites
Validate supported operating systems and plan-specific features; servers require suitable separate licensing.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Office 365
Impersonation and phishing protection
Reduce fake supplier, executive and payment-change messages reaching business staff.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- User impersonation detection
- Domain impersonation detection
- Mailbox intelligence
What Simba can deliver
- Protected-user and domain policy
- False-positive review process
Best suited to
Finance teams, CPA offices and contractors
Licensing & prerequisites
Advanced impersonation protections require Defender for Office 365 P1 or P2.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Office 365
Safe Links protection
Help staff avoid credential theft when opening links in daily collaboration.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Time-of-click URL checks
- Email link protection
- Supported Teams and Office link checks
What Simba can deliver
- Safe Links configuration
- Client-coverage validation
Best suited to
All Microsoft 365 businesses
Licensing & prerequisites
Defender for Office 365 required; supported clients, link formats and policy settings limit coverage.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Office 365
Safe Attachments protection
Screen incoming invoices, contracts and applications for malicious attachments.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Attachment sandbox analysis
- Quarantine controls
- Dynamic Delivery
What Simba can deliver
- Attachment protection policy
- Quarantine handling procedure
Best suited to
Law firms, NGOs, clinics and finance teams
Licensing & prerequisites
Defender for Office 365 required; Dynamic Delivery is limited to Exchange Online mailboxes.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Office 365
Collaboration file malware protection
Reduce malware spread through shared client files and project document libraries.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Safe Attachments for SharePoint
- OneDrive and Teams file protection
- Malicious file investigation
What Simba can deliver
- Collaboration protection settings
- Shared-file response runbook
Best suited to
Document-heavy organizations
Licensing & prerequisites
Defender for Office 365 and supported Microsoft 365 workloads required.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Office 365
Email and campaign investigation
Identify who received a malicious email and who may have interacted with it.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Real-time detections
- Threat Explorer
- URL click investigation
- Campaign analysis
What Simba can deliver
- Recipient and exposure assessment
- Approved message-removal actions
Best suited to
Businesses facing phishing and account-compromise risk
Licensing & prerequisites
P1 provides real-time detections; Threat Explorer and broader actions require P2 and appropriate permissions.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Office 365
Automated email investigation
Contain related malicious messages after an email compromise is detected.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Automated alert investigation
- Compromised-user investigation
- Remediation approval workflows
What Simba can deliver
- Investigation automation setup
- Remediation decision log
Best suited to
Microsoft 365 businesses with email incident exposure
Licensing & prerequisites
Defender for Office 365 P2 required; configure approvals and authorized response scope.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Office 365
Attack simulation and awareness training
Coach staff who handle payments, donations, patient information or client documents.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Phishing simulations
- Targeted training assignments
- Simulation results
What Simba can deliver
- Authorized simulation campaign
- Training completion and learning report
Best suited to
Law firms, NGOs, churches, clinics and CPA offices
Licensing & prerequisites
Eligible Defender for Office 365 P2 entitlement required; scenarios and recipients are agreed in advance.
Microsoft documentation
Discuss this use case ↗DefenderMicrosoft 365 mailbox protection
Email filtering and quarantine operations
Keep business email usable while managing suspicious mail and false positives.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Anti-spam and anti-malware policies
- Spoofing controls
- Quarantine and submissions
- Post-delivery purge
What Simba can deliver
- Mail security configuration review
- Quarantine and release procedure
Best suited to
All cloud-mailbox organizations
Licensing & prerequisites
Baseline protection is included with cloud mailboxes; advanced Defender features need additional entitlement.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Office 365
Teams messaging threat protection
Reduce malicious external chat activity aimed at staff and business accounts.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Teams allow and block controls
- User-reported messages
- Message quarantine and purge
What Simba can deliver
- Teams threat policy setup
- Reported-message response process
Best suited to
Organizations using Teams with external contacts
Licensing & prerequisites
Feature availability differs between P1 and P2 and by Teams experience; validate tenant support.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Identity
Identity threat detection
Detect account misuse before an attacker reaches sensitive files or administrator access.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Credential-abuse detection
- Privilege-change alerts
- Lateral movement signals
- Domain-compromise indicators
What Simba can deliver
- Identity sensor and telemetry validation
- Identity incident investigation
Best suited to
Businesses with Active Directory or supported hybrid identity infrastructure
Licensing & prerequisites
Defender for Identity entitlement and supported sensors or connectors required.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Identity
Identity exposure assessment
Remove identity weaknesses that could expose privileged accounts and business systems.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Risky configuration findings
- Lateral-movement path analysis
- Identity posture recommendations
What Simba can deliver
- Prioritized identity remediation plan
- Post-change validation evidence
Best suited to
Organizations with directory infrastructure
Licensing & prerequisites
Requires eligible identity licensing and sufficient connected identity signals.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Identity
Compromised-account response
Scope account compromise and coordinate safe access recovery.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Identity investigation context
- Unified incident correlation
- Supported account remediation
What Simba can deliver
- Account compromise assessment
- Authorized account recovery checklist
Best suited to
Businesses with sensitive accounts
Licensing & prerequisites
Response options depend on identity source, permissions and deployed components.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Cloud Apps
Shadow IT and application discovery
Find unsanctioned file-sharing and business apps before they create unmanaged data exposure.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Cloud application discovery
- Usage visibility
- Application risk assessment
What Simba can deliver
- Business application inventory
- Approve, restrict or replace recommendations
Best suited to
Organizations with growing SaaS use
Licensing & prerequisites
Defender for Cloud Apps licensing and supported discovery data sources required.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Cloud Apps
SaaS security posture management
Correct weak security settings across supported business SaaS applications.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Connected-app configuration review
- Security recommendations
- Secure Score integration
What Simba can deliver
- Prioritized SaaS hardening backlog
- Configuration improvement review
Best suited to
Businesses using several cloud applications
Licensing & prerequisites
Supported app connectors, permissions and eligible licenses required; coverage varies by app.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Cloud Apps
Sensitive information protection in SaaS
Reduce unintended sharing of client, donor and employee information in connected cloud apps.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Sensitive-file discovery
- Label-aware policies
- External collaborator controls
What Simba can deliver
- Cloud sharing risk assessment
- Data-protection policy configuration
Best suited to
Law firms, NGOs and businesses handling confidential records
Licensing & prerequisites
Connected-app support and Defender for Cloud Apps required; Purview integrations need applicable entitlements.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Cloud Apps
Browser access and session controls
Let staff work through approved browser sessions while limiting downloads to unmanaged devices.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Conditional access integration
- Download restrictions
- Session monitoring
- Malicious upload blocking
What Simba can deliver
- Access and session policy design
- Browser and native-client validation
Best suited to
Remote teams handling sensitive business data
Licensing & prerequisites
Defender for Cloud Apps and applicable identity entitlements required; session controls do not cover all native clients.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Cloud Apps
OAuth application governance
Identify business integrations with excessive access or suspicious data use.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- App permission visibility
- Anomalous app activity alerts
- App governance policies
- Risky app remediation
What Simba can deliver
- OAuth application risk register
- Approved restriction and remediation actions
Best suited to
Businesses using connected apps and automation
Licensing & prerequisites
Supported Entra, Google or Salesforce integrations and applicable Cloud Apps licensing required.
Microsoft documentation
Discuss this use case ↗DefenderDefender Vulnerability Management
Asset and software vulnerability visibility
Identify vulnerable applications across business devices and plan practical fixes.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Software inventory
- Device vulnerability assessment
- Exposure recommendations
What Simba can deliver
- Software and vulnerability inventory
- Remediation ownership register
Best suited to
Businesses with distributed devices
Licensing & prerequisites
Core and premium features differ by endpoint or vulnerability-management plan and platform.
Microsoft documentation
Discuss this use case ↗DefenderDefender Vulnerability Management
Risk-based remediation management
Fix exploitable weaknesses affecting important business systems before lower-impact issues.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Threat-informed prioritization
- Critical-asset context
- Remediation tasks
- Progress tracking
What Simba can deliver
- Prioritized remediation backlog
- Verified closure and exceptions report
Best suited to
Businesses with patching backlogs
Licensing & prerequisites
Applicable vulnerability-management licensing required; Intune integration needs its own eligibility.
Microsoft documentation
Discuss this use case ↗DefenderDefender Vulnerability Management
Certificate, extension and firmware assessment
Find expiring certificates, risky browser add-ons and device weaknesses outside ordinary patch lists.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Certificate inventory and weaknesses
- Browser-extension risk
- Hardware and firmware findings
What Simba can deliver
- Specialist asset risk register
- Renewal and remediation schedule
Best suited to
Organizations with varied endpoint software and hardware
Licensing & prerequisites
These assessments can require premium vulnerability-management entitlement; platform support varies.
Microsoft documentation
Discuss this use case ↗DefenderDefender Vulnerability Management
Security baseline and network-share assessment
Check security settings and file-share weaknesses against agreed technical baselines.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Benchmark configuration assessments
- Network-share exposure review
- Authenticated Windows assessment
What Simba can deliver
- Baseline findings and exceptions
- Remediation evidence pack
Best suited to
Organizations preparing customer assurance or security reviews
Licensing & prerequisites
Premium vulnerability-management features and supported platforms required; technical assessment is not certification.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Cloud
Cloud configuration and asset posture
Find avoidable Azure, AWS and Google Cloud configuration risks.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Multicloud resource inventory
- Security recommendations
- Foundational secure score
What Simba can deliver
- Cloud security baseline review
- Prioritized configuration corrections
Best suited to
Businesses operating cloud workloads
Licensing & prerequisites
Foundational CSPM and paid Defender CSPM differ; connector setup and supported resources determine coverage.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Cloud
Cloud attack-path and exposure analysis
Prioritize cloud weaknesses that could expose important applications or confidential data.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Cloud security graph
- Attack-path analysis
- Risk hunting
- Sensitive-data context
What Simba can deliver
- Critical attack-path assessment
- Remediation sequence and owners
Best suited to
Organizations with connected cloud resources
Licensing & prerequisites
Advanced analysis requires paid Defender CSPM and supported resource coverage.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Cloud
Cloud security control assessment
Prepare technical evidence for customer security reviews and applicable control frameworks.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Regulatory compliance assessments
- Governance assignments
- Remediation tracking
What Simba can deliver
- Control findings and evidence
- Owner-based corrective action plan
Best suited to
Regulated and assurance-driven businesses
Licensing & prerequisites
Paid-plan and framework availability varies; dashboards do not establish legal compliance or certification.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Servers
Hybrid and cloud server protection
Protect the servers behind business applications and limit risky administrative access.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Server EDR
- Vulnerability assessment
- File integrity monitoring
- Just-in-time access options
What Simba can deliver
- Server coverage and response baseline
- Server incident and exposure review
Best suited to
Businesses with Windows or Linux servers
Licensing & prerequisites
Defender for Servers P1/P2 features differ; file monitoring and access capabilities require suitable plan and environment.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Containers
Container and Kubernetes protection
Reduce security risk in containerized business applications before and after deployment.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Image vulnerability assessment
- Cluster configuration review
- Runtime threat detection
- Sensor coverage monitoring
What Simba can deliver
- Container hardening and scan setup
- Runtime response runbook
Best suited to
Software businesses and organizations using Kubernetes
Licensing & prerequisites
Defender for Containers and supported cloud/cluster configuration required; preview-only coverage excluded.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Storage
Cloud file and storage threat protection
Screen uploads and investigate unusual access to cloud-held business documents.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Storage anomaly detection
- Malware scanning
- Sensitive-data threat context
- Event-driven response integration
What Simba can deliver
- Storage protection configuration
- Malware handling and response workflow
Best suited to
Businesses with upload portals or Azure storage
Licensing & prerequisites
Separate storage plan and scanning charges can apply; automated quarantine requires configured integration.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Databases
Database threat and vulnerability management
Protect customer and financial records held in supported SQL systems.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- SQL vulnerability assessments
- Suspicious access detection
- SQL injection alerts
What Simba can deliver
- Database security assessment
- Database alert response procedure
Best suited to
Businesses with SQL-backed applications
Licensing & prerequisites
Select the correct database protection plan and supported deployment; database-engine coverage differs.
Microsoft documentation
Discuss this use case ↗DefenderDefender for App Service
Web application threat monitoring
Detect suspicious activity against business websites and application services hosted in Azure.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- App Service attack detection
- Workload security alerts
- Investigation context
What Simba can deliver
- Application monitoring configuration
- Application incident runbook
Best suited to
Businesses running Azure App Service applications
Licensing & prerequisites
Requires Defender for App Service coverage for supported workloads; does not replace application security testing.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Cloud
Secret-store and control-plane monitoring
Detect misuse of application secrets and suspicious changes to Azure resources.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Key Vault access threat detection
- Suspicious resource-management activity
- Cloud alert correlation
What Simba can deliver
- Key Vault and control-plane monitoring
- Secret exposure response procedure
Best suited to
Cloud application and IT teams
Licensing & prerequisites
Relevant Key Vault and Resource Manager protection plans and resource support required.
Microsoft documentation
Discuss this use case ↗DefenderDefender for APIs
Business API security
Identify unused or exposed APIs and investigate attacks against business integrations.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- API inventory
- Authentication exposure findings
- Sensitive data classification
- Runtime threat detection
What Simba can deliver
- API security findings and hardening plan
- API incident monitoring setup
Best suited to
Businesses exposing customer or operational APIs
Licensing & prerequisites
Defender for APIs runtime coverage requires supported APIs published through Azure API Management.
Microsoft documentation
Discuss this use case ↗DefenderDefender for AI Services
Generative AI threat monitoring
Detect suspicious interactions with supported AI applications that handle business information.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Prompt-related threat alerts
- AI activity monitoring
- Defender XDR incident integration
What Simba can deliver
- AI workload monitoring setup
- AI incident investigation procedure
Best suited to
Businesses deploying Azure generative AI applications
Licensing & prerequisites
GA coverage applies to supported Azure AI text models; image/audio tokens are not scanned; separate consumption charges apply.
Microsoft documentation
Discuss this use case ↗DefenderDefender for Cloud
Code-to-cloud security operations
Help developers fix source and deployment weaknesses affecting live business applications.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- DevOps security findings
- Infrastructure-as-code exposure
- Secret findings
- Code-to-cloud risk context
What Simba can deliver
- Repository and pipeline security review
- Developer remediation backlog
Best suited to
Software teams using GitHub, Azure DevOps or GitLab
Licensing & prerequisites
Connector, repository scanning and paid CSPM entitlements vary; validate each capability before rollout.
Microsoft documentation
Discuss this use case ↗DefenderDefender for IoT
Operational technology monitoring
Understand and monitor connected workshop or industrial equipment without installing endpoint agents on it.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Agentless network visibility
- OT device inventory
- Protocol-aware anomaly detection
- Vulnerability findings
What Simba can deliver
- OT monitoring design and inventory
- Site-specific alert response runbook
Best suited to
Manufacturers and businesses with eligible operational equipment
Licensing & prerequisites
Site-based OT licensing and sensors required; deployment needs operational approval. Unified Defender portal experience is Preview.
Microsoft documentation
Discuss this use case ↗DefenderDefender for IoT
Enterprise connected-device visibility
Find unmanaged printers and connected office equipment missed by the laptop inventory.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Printer and smart-device discovery
- IoT exposure findings
- Defender for Endpoint integration
What Simba can deliver
- Connected-device inventory
- Segmentation and remediation recommendations
Best suited to
Clinics, offices, churches and shared facilities
Licensing & prerequisites
Eligible enterprise IoT/Endpoint entitlement and discovery coverage required; not all devices support direct remediation.
Microsoft documentation
Discuss this use case ↗DefenderDefender EASM
Internet-facing asset discovery
Find forgotten business domains and exposed web infrastructure across acquisitions or old projects.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Domain and host discovery
- Related infrastructure inventory
- Active and historical asset visibility
What Simba can deliver
- Validated external asset inventory
- Asset ownership and cleanup plan
Best suited to
Businesses with websites, domains and public infrastructure
Licensing & prerequisites
Requires Defender EASM deployment and applicable Azure charges; inferred ownership must be validated.
Microsoft documentation
Discuss this use case ↗DefenderDefender EASM
External security hygiene monitoring
Prioritize external weaknesses before customers or attackers find them.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Internet exposure dashboards
- Web-component vulnerability signals
- Certificate and infrastructure hygiene
What Simba can deliver
- External exposure findings
- Owner-assigned remediation review
Best suited to
Businesses with public-facing services
Licensing & prerequisites
External findings are observations requiring validation; EASM is not a substitute for authenticated testing.
Microsoft documentation
Discuss this use case ↗DefenderThreat analytics in Defender
Threat intelligence and exposure briefings
Translate emerging threats into relevant actions for the business and SOC.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Threat research reports
- Impacted-asset context
- Exposure and mitigation guidance
What Simba can deliver
- Business-relevant threat briefing
- Targeted hunting and mitigation tasks
Best suited to
Businesses receiving managed security services
Licensing & prerequisites
Eligible Defender entitlement needed; Endpoint P1 alone is insufficient. Standalone Defender TI is retired; preview-only experiences excluded.
Microsoft documentation
Discuss this use case ↗DefenderSecurity Exposure Management
Cross-environment exposure prioritization
Choose security improvements based on important business assets across the environment.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Unified asset security context
- Endpoint and cloud exposure visibility
- Critical-asset prioritization
What Simba can deliver
- Business-critical exposure register
- Prioritized improvement roadmap
Best suited to
Organizations with multiple security workloads
Licensing & prerequisites
Adjacent Defender-portal capability; eligibility, connectors and data coverage must be verified separately.
Microsoft documentation
Discuss this use case ↗PurviewInformation protection
Sensitive data discovery and custom classification
Find client identifiers, patient information and financial records before designing protection.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Built-in information detectors
- Custom patterns, keywords and confidence rules
- Credential-pattern detection where licensed
What Simba can deliver
- Sensitive-data inventory
- Tested classification rulebook
Best suited to
Compliance officer; practice owner
Licensing & prerequisites
Credential detectors require advanced entitlements; validate workload-specific detection.
Microsoft documentation
Discuss this use case ↗PurviewInformation protection
Exact data match classification
Identify actual customer or employee records with fewer irrelevant alerts.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Match specific protected database values
- Hash-based reference-data matching
- Refresh sensitive reference datasets
What Simba can deliver
- Reference-data matching pipeline
- Detection accuracy report
Best suited to
Security lead; data owner
Licensing & prerequisites
Requires eligible classification rights and a maintained reference dataset.
Microsoft documentation
Discuss this use case ↗PurviewInformation protection
Document and content classifiers
Recognize contracts, bids and legal documents that simple number patterns miss.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Pretrained document classifiers
- Custom classifiers trained on business samples
- Conditions for labeling, retention and DLP
What Simba can deliver
- Validated document classifier
- Representative evaluation set
Best suited to
Legal operations; records manager
Licensing & prerequisites
Custom classifiers support English; encrypted content is excluded.
Microsoft documentation
Discuss this use case ↗PurviewInformation protection
Data activity and labeling visibility
Show managers where sensitive information moves and where staff need support.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Filter label and DLP activity
- Review file-egress events
- Save investigation views
What Simba can deliver
- Monthly data-risk report
- Prioritized policy-tuning backlog
Best suited to
CISO; office manager
Licensing & prerequisites
Activity explorer is delayed telemetry with a 30-day view, not real-time monitoring.
Microsoft documentation
Discuss this use case ↗PurviewInformation protection
Sensitivity labels and document encryption
Protect confidential client documents when staff share or download them.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Classification labels and visual markings
- Rights-based encryption
- Default labels and downgrade justification
What Simba can deliver
- Published label taxonomy
- Document sharing acceptance tests
Best suited to
Law firm; CPA office; clinic
Licensing & prerequisites
Manual and advanced labeling entitlements differ; validate supported apps.
Microsoft documentation
Discuss this use case ↗PurviewInformation protection
Automatic sensitivity labeling
Reduce manual handling mistakes when large volumes of sensitive documents arrive.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Client recommendations and automatic labels
- Service-side Exchange, SharePoint and OneDrive policies
- Simulation before enforcement
What Simba can deliver
- Auto-labeling policies
- Simulation and rollout report
Best suited to
Compliance lead; growing business
Licensing & prerequisites
Advanced licensing required; Exchange service labeling covers transit, not stored mail.
Microsoft documentation
Discuss this use case ↗PurviewInformation protection
Workspace and meeting sensitivity
Create confidential project workspaces with consistent collaboration settings.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Labels for Teams, groups and SharePoint sites
- Control external sharing and unmanaged-device access
- Supported meeting and chat protections
What Simba can deliver
- Workspace sensitivity standards
- Tested collaboration configurations
Best suited to
Professional services; contractor
Licensing & prerequisites
Meeting protections and container settings have separate prerequisites.
Microsoft documentation
Discuss this use case ↗PurviewInformation protection
On-premises information protection
Bring legacy file shares into a consistent data-protection programme.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Scan supported file repositories
- Identify and label sensitive files
- Apply configured protection policies
What Simba can deliver
- Repository discovery report
- Scanner deployment and support runbook
Best suited to
Office manager; infrastructure lead
Licensing & prerequisites
Requires scanner infrastructure, service permissions and eligible labeling rights.
Microsoft documentation
Discuss this use case ↗PurviewInformation protection
Protected business email
Exchange tax records, contracts or referral documents with intended recipients.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Encrypt email and supported attachments
- Restrict forwarding and content use
- Apply mail-flow protection rules
What Simba can deliver
- Protected-email configuration
- Staff sending and recipient guide
Best suited to
CPA office; law firm; clinic
Licensing & prerequisites
Requires eligible rights-management licensing and supported recipient workflows.
Microsoft documentation
Discuss this use case ↗PurviewInformation protection
Customer-controlled service encryption
Support customers that require more control over encryption of cloud-stored business data.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Customer Key for supported cloud workloads
- Data encryption policies
- Customer-managed key lifecycle
What Simba can deliver
- Key-management design
- Recovery and rotation procedures
Best suited to
Regulated business; security architect
Licensing & prerequisites
Eligible workload licensing and key-management prerequisites apply; cloud data at rest only.
Microsoft documentation
Discuss this use case ↗PurviewInformation protection
Double Key Encryption for restricted records
Protect a small set of highly restricted records with customer-held keys.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Two-key protection for selected content
- Customer-controlled key service
- Sensitivity-label integration
What Simba can deliver
- Restricted-data encryption pilot
- Key-service recovery plan
Best suited to
Legal director; regulated enterprise
Licensing & prerequisites
Advanced licensing and customer-hosted key service; disables Copilot and several cloud processing features for protected content.
Microsoft documentation
Discuss this use case ↗PurviewInformation protection
Customer Lockbox approval
Give the business a formal approval step before eligible support access to customer content.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Customer approval of eligible Microsoft support access
- Time-bound request workflow
- Auditable access decisions
What Simba can deliver
- Support-access approval procedure
- Lockbox configuration evidence
Best suited to
Compliance officer; IT manager
Licensing & prerequisites
Available only with eligible plans; applies to supported Microsoft service operations.
Microsoft documentation
Discuss this use case ↗PurviewData loss prevention
Email and collaboration DLP
Reduce accidental disclosure of client, financial or patient information.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Content-aware Exchange rules
- SharePoint and OneDrive sharing controls
- Teams message controls where entitled
What Simba can deliver
- DLP policy baseline
- Business workflow test results
Best suited to
Law firm; NGO; clinic; CPA office
Licensing & prerequisites
Entitlements vary across Exchange, file collaboration and Teams.
Microsoft documentation
Discuss this use case ↗PurviewData loss prevention
Endpoint information protection
Reduce sensitive-file leakage from office computers and remote staff devices.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Monitor or restrict USB and print actions
- Control clipboard and browser upload paths
- App and device-specific policy controls
What Simba can deliver
- Endpoint DLP rollout
- Device coverage and exception register
Best suited to
SMB owner; security lead
Licensing & prerequisites
Requires eligible Endpoint DLP rights and supported, onboarded Windows or macOS devices.
Microsoft documentation
Discuss this use case ↗PurviewData loss prevention
Cloud-app and analytics data protection
Protect sensitive exports and files across approved business applications.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Supported cloud-app DLP integrations
- Fabric and Power BI policy coverage
- Connected-app coverage where available
What Simba can deliver
- Application coverage matrix
- Tested cross-app protection policies
Best suited to
Finance leader; IT manager
Licensing & prerequisites
Connector and application entitlements vary; some connected-app integrations are preview.
Microsoft documentation
Discuss this use case ↗PurviewData loss prevention
Browser controls for cloud and AI apps
Reduce staff uploading customer information into unsanctioned web and AI tools.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- DLP in Edge for Business
- Managed and unmanaged-device scenarios
- Control transfers involving supported cloud apps
What Simba can deliver
- Browser protection rollout
- Approved-app and exception list
Best suited to
Office manager; security lead
Licensing & prerequisites
Prerequisites vary by scenario; unmanaged-app protection can incur consumption charges.
Microsoft documentation
Discuss this use case ↗PurviewData loss prevention
Network data protection
Extend sensitive-data controls to supported network paths outside Microsoft 365.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Classify supported outbound web content
- Control uploads, prompts and web submissions
- Integrate with Microsoft Entra Global Secure Access
What Simba can deliver
- Network DLP design
- Traffic coverage validation
Best suited to
Multi-site business; security architect
Licensing & prerequisites
Purview and Entra licensing apply; coverage and release status depend on integration.
Microsoft documentation
Discuss this use case ↗PurviewData loss prevention
Sensitive data controls for AI
Let staff use AI with explicit rules for confidential business information.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Inspect supported AI interaction paths
- Use labels and DLP to reduce exposure
- Assess app-specific protection coverage
What Simba can deliver
- AI data-handling controls
- Scenario-based leakage tests
Best suited to
Business owner; AI programme lead
Licensing & prerequisites
Copilot-specific DLP and other AI controls vary by feature, app and preview status.
Microsoft documentation
Discuss this use case ↗PurviewData loss prevention
DLP monitoring and response
Keep protection effective while resolving staff work disruptions quickly.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Alert triage and incident investigation
- Policy simulation and exception tuning
- Defender incident integration
What Simba can deliver
- Data-loss incident playbook
- Monthly detection and tuning report
Best suited to
CISO; operations manager
Licensing & prerequisites
Alert capabilities and integration depend on licenses and configured locations.
Microsoft documentation
Discuss this use case ↗PurviewInsider risk
Insider risk detection and case handling
Identify unusual data removal while protecting employee privacy through controlled review.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Correlate departure and exfiltration signals
- Investigate potential data theft or leakage
- Pseudonymized identities and restricted case access
What Simba can deliver
- Insider-risk policies
- Human review and escalation procedure
Best suited to
HR; legal; CISO
Licensing & prerequisites
Eligible Insider Risk Management entitlement, signals and regional availability required.
Microsoft documentation
Discuss this use case ↗PurviewInsider risk
Adaptive data protection
Tighten controls when risky behaviour increases without treating every employee identically.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Risk-based DLP controls
- Dynamic user-risk levels
- Optional retention and access-control integrations
What Simba can deliver
- Adaptive control policy
- Risk-threshold validation report
Best suited to
Security leader; HR
Licensing & prerequisites
Requires connected solution entitlements; retention and Conditional Access integrations are preview.
Microsoft documentation
Discuss this use case ↗PurviewInsider risk
Information barriers
Separate conflicting client matters or restricted internal teams.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Restrict collaboration between defined groups
- Enforce Teams, SharePoint and OneDrive boundaries
- Apply segment-based policies
What Simba can deliver
- Communication boundary design
- Cross-group access test evidence
Best suited to
Law firm; financial services
Licensing & prerequisites
Eligible Information Barriers licensing; this is not an Exchange email barrier.
Microsoft documentation
Discuss this use case ↗PurviewCompliance operations
Communication compliance review
Support a documented investigation process for inappropriate or risky business communications.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Review flagged business-conduct communications
- Detect sensitive disclosures
- Human triage, remediation and pseudonymization
What Simba can deliver
- Supervision policy set
- Reviewer workflow and evidence log
Best suited to
HR; compliance officer
Licensing & prerequisites
Licensing and connector coverage vary; detections require human review.
Microsoft documentation
Discuss this use case ↗PurviewCompliance operations
Audit search and evidence collection
Determine who changed permissions, accessed content or performed an administrative action.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Search user and administrator events
- Export audit results
- Use audit APIs for investigation workflows
What Simba can deliver
- Audit readiness baseline
- Repeatable investigation searches
Best suited to
IT manager; legal; security lead
Licensing & prerequisites
Audit Standard normally retains 180 days; supported activity coverage varies.
Microsoft documentation
Discuss this use case ↗PurviewCompliance operations
Advanced audit retention and investigation
Preserve an investigation trail for incidents discovered months after the event.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Longer retention for eligible events
- Custom audit retention policies
- Additional investigation properties
What Simba can deliver
- Audit retention design
- Retention and access verification
Best suited to
Regulated business; legal director
Licensing & prerequisites
Premium entitlement required; ten-year retention needs a separate add-on and policy.
Microsoft documentation
Discuss this use case ↗PurviewCompliance operations
eDiscovery search, preservation and export
Preserve and collect business records for disputes and internal investigations.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Case-based content searches
- Investigation holds
- Controlled evidence exports
What Simba can deliver
- Case and hold configuration
- Search and export evidence register
Best suited to
Law firm; legal director
Licensing & prerequisites
Capabilities depend on eDiscovery licensing; retention is not a backup service.
Microsoft documentation
Discuss this use case ↗PurviewCompliance operations
Advanced eDiscovery review
Reduce the material legal teams need to review while retaining context.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Review sets, tagging and analytics
- OCR, conversation context and deduplication
- Cloud-attachment and version collection
What Simba can deliver
- Prepared review set
- Documented review and export workflow
Best suited to
Legal team; regulated enterprise
Licensing & prerequisites
Premium eDiscovery rights required; some advanced query and guest-review options are preview.
Microsoft documentation
Discuss this use case ↗PurviewRecords and lifecycle
Retention and defensible deletion
Keep business records for an approved period and remove obsolete material systematically.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Retention policies and item labels
- Automatic application and adaptive scopes where licensed
- Supported Copilot interaction retention
What Simba can deliver
- Business retention schedule
- Implemented retention and deletion policies
Best suited to
SMB owner; records manager
Licensing & prerequisites
Workload, auto-application and adaptive-scope entitlements differ.
Microsoft documentation
Discuss this use case ↗PurviewRecords and lifecycle
Records management and disposition
Manage contracts, HR records and other formal records through an approved lifecycle.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- File plans and record declarations
- Event-based retention
- Disposition review and deletion evidence
What Simba can deliver
- Configured records file plan
- Disposition approval and evidence workflow
Best suited to
Compliance officer; legal operations
Licensing & prerequisites
Advanced records entitlements required; regulatory-record controls require deliberate design.
Microsoft documentation
Discuss this use case ↗PurviewCompliance operations
Compliance assessments and evidence tracking
Turn compliance requirements into owned tasks, technical changes and reviewable evidence.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Assessment templates and custom assessments
- Owner-assigned improvement actions
- Risk-based progress and evidence tracking
What Simba can deliver
- Prioritized controls action plan
- Maintained assessment evidence pack
Best suited to
Clinic; CPA office; NGO; regulated business
Licensing & prerequisites
Template availability depends on licensing; a score does not certify compliance.
Microsoft documentation
Discuss this use case ↗PurviewCompliance operations
Exchange privileged task approval
Reduce standing administrative access to sensitive mailbox operations.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Just-in-time privileged Exchange tasks
- Approver groups
- Time-bound approval workflow
What Simba can deliver
- Privileged task policies
- Approval and emergency-access procedure
Best suited to
IT manager; security lead
Licensing & prerequisites
Eligible Purview Privileged Access Management rights; scope is Exchange Online.
Microsoft documentation
Discuss this use case ↗PurviewData security posture
Controlled collection of data-risk signals
Collect the signals needed for security while limiting unnecessary information intake.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Choose monitored sources and activities
- Filter collected events
- Scope AI interaction collection
What Simba can deliver
- Signal collection matrix
- Documented collection policies
Best suited to
Privacy lead; security operations
Licensing & prerequisites
Underlying workload licensing applies; collection itself does not enforce DLP.
Microsoft documentation
Discuss this use case ↗PurviewData security posture
Data Security Investigations
Identify what information an incident exposed and prioritize containment work.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Scope exposed data
- Semantic search and AI categorization
- Examine data risks with human validation
What Simba can deliver
- Exposure assessment report
- Remediation task register
Best suited to
CISO; incident manager
Licensing & prerequisites
Azure-linked consumption, role and regional prerequisites require validation.
Microsoft documentation
Discuss this use case ↗PurviewData security posture
Data Security Posture Management
Find weak data controls before expanding AI use or external collaboration.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Inventory sensitive-data risks
- Assess access and protection gaps
- Track prioritized remediation
What Simba can deliver
- Data exposure baseline
- Recurring remediation dashboard
Best suited to
Business owner; CISO
Licensing & prerequisites
Expanded DSPM is preview in Microsoft's overview; tenant availability and entitlements vary.
Microsoft documentation
Discuss this use case ↗PurviewData security posture
AI data governance and evidence
Give management evidence that staff use approved AI within defined information boundaries.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Monitor supported AI use
- Apply audit and retention controls
- Review sensitive AI communications
What Simba can deliver
- AI governance control matrix
- AI activity review report
Best suited to
Business owner; compliance lead
Licensing & prerequisites
Coverage is app-specific; current DSPM replaces DSPM for AI (classic).
Microsoft documentation
Discuss this use case ↗PurviewData governance
Data estate discovery and scanning
Locate important data across databases, cloud storage and existing systems.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Register and scan supported data sources
- Capture technical metadata and classifications
- Monitor scanning and metadata capacity
What Simba can deliver
- Data-source inventory
- Scheduled scanning configuration
Best suited to
Data owner; IT manager
Licensing & prerequisites
Data Map scanning and capacity can incur consumption charges; source coverage varies.
Microsoft documentation
Discuss this use case ↗PurviewData governance
Unified Catalog and business data products
Help teams find trustworthy information for reporting and automation.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Organize governance domains
- Publish curated data products
- Assign data owners and business context
What Simba can deliver
- Initial business data catalog
- Data ownership and stewardship register
Best suited to
Finance leader; data officer
Licensing & prerequisites
Enterprise governance setup and billing prerequisites apply.
Microsoft documentation
Discuss this use case ↗PurviewData governance
Data lineage and impact analysis
Explain where business figures originate and assess the effect of system changes.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Trace supported source-to-report flows
- Inspect asset and column relationships
- Fill agreed gaps with custom metadata
What Simba can deliver
- Critical-report lineage map
- Documented lineage coverage gaps
Best suited to
Finance leader; data engineer
Licensing & prerequisites
Connector-specific lineage coverage; current and classic experiences differ.
Microsoft documentation
Discuss this use case ↗PurviewData governance
Data quality measurement
Identify missing, inconsistent or unreliable data before it feeds reports or AI.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Profile supported data assets
- Configure quality rules
- Track asset, product and domain scores
What Simba can deliver
- Data quality rules and baseline
- Owner-assigned remediation backlog
Best suited to
Finance leader; operations manager
Licensing & prerequisites
Supported sources and governance consumption prerequisites apply.
Microsoft documentation
Discuss this use case ↗PurviewData governance
Governed data access and stewardship
Make data access requests understandable, accountable and aligned to business use.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Data-product access request policies
- Business glossary and critical data elements
- Governance health actions and objectives
What Simba can deliver
- Data access request workflow
- Glossary and stewardship standards
Best suited to
Data owner; compliance officer
Licensing & prerequisites
Verify source-level enforcement and billing; catalog approval alone is not universal access control.
Microsoft documentation
Discuss this use case ↗ExchangeMailboxes & collaboration
User mailboxes and lifecycle
Give employees a managed business inbox from joining through role changes.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Mailbox provisioning
- Aliases
- Quotas
- Automatic replies
What Simba can deliver
- Mailbox configuration baseline
- Joiner and mover checklist
Best suited to
Business owners and IT
Licensing & prerequisites
Exchange Online entitlement required; client and plan limits apply.
Microsoft documentation
Discuss this use case ↗ExchangeMailboxes & collaboration
Shared departmental inboxes
Let a clinic reception or contractor office handle one team address with named access.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Shared mailboxes
- Full Access
- Send As
- Shared calendar
What Simba can deliver
- Configured shared inbox
- Ownership and access register
Best suited to
Operations managers
Licensing & prerequisites
Licensed users need delegated access; storage, archiving, and hold can add license requirements.
Microsoft documentation
Discuss this use case ↗ExchangeMailboxes & collaboration
Executive mailbox delegation
Allow authorized assistants to support executives without sharing passwords.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Send on behalf
- Read and manage
- Separate sending rights
What Simba can deliver
- Delegation matrix
- Tested access and removal procedure
Best suited to
Executives and office managers
Licensing & prerequisites
Exchange Online entitlement required; client and plan limits apply.
Microsoft documentation
Discuss this use case ↗ExchangeMailboxes & collaboration
Room and equipment booking
Prevent conflicting reservations for church rooms, clinic spaces, and shared equipment.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Room mailboxes
- Equipment mailboxes
- Booking delegates
- Booking limits
What Simba can deliver
- Resource calendar setup
- Booking rules and staff guide
Best suited to
Facilities and operations
Licensing & prerequisites
Exchange Online entitlement required; client and plan limits apply.
Microsoft documentation
Discuss this use case ↗ExchangeMailboxes & collaboration
Calendar and contact collaboration
Coordinate appointments and team availability using agreed sharing boundaries.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Shared calendars
- Free/busy information
- Contact access
What Simba can deliver
- Sharing configuration
- Staff scheduling guide
Best suited to
Professional service teams
Licensing & prerequisites
Exchange Online entitlement required; client and plan limits apply.
Microsoft documentation
Discuss this use case ↗ExchangeMailboxes & collaboration
Distribution and recipient groups
Send announcements to the right staff group with controlled membership.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Distribution groups
- Membership management
- Delivery restrictions
- Moderation
What Simba can deliver
- Group structure and owners
- Membership review procedure
Best suited to
HR and operations
Licensing & prerequisites
Exchange Online entitlement required; client and plan limits apply.
Microsoft documentation
Discuss this use case ↗ExchangeMailboxes & collaboration
Address book organization
Give staff a relevant directory across locations and business units.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Global address lists
- Address book policies
- Directory segmentation
What Simba can deliver
- Address book design
- Recipient visibility review
Best suited to
Multi-location businesses
Licensing & prerequisites
Availability and administration rights vary by subscription.
Microsoft documentation
Discuss this use case ↗ExchangeMailboxes & collaboration
Outlook and mobile access
Resolve everyday email access issues for remote and mobile workers.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Outlook connectivity
- Web access
- Mobile mailbox access
What Simba can deliver
- Client configuration and troubleshooting
- Access support runbook
Best suited to
All businesses
Licensing & prerequisites
Desktop Outlook rights and device controls are separate from a mailbox-only subscription.
Microsoft documentation
Discuss this use case ↗ExchangeMail flow & delivery
Business domain configuration
Align business email addresses and routing with company domains.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Accepted domains
- Authoritative routing
- Internal relay domains
What Simba can deliver
- Domain and DNS change plan
- Mail-flow acceptance tests
Best suited to
New or expanding businesses
Licensing & prerequisites
Exchange Online entitlement required; client and plan limits apply.
Microsoft documentation
Discuss this use case ↗ExchangeMail flow & delivery
Connectors and transport security
Connect business systems and mail platforms with explicit trust boundaries.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Inbound connectors
- Outbound connectors
- TLS requirements
- Scoped routing
What Simba can deliver
- Connector and certificate configuration
- Routing and TLS validation
Best suited to
IT and operations
Licensing & prerequisites
Exchange Online entitlement required; client and plan limits apply.
Microsoft documentation
Discuss this use case ↗ExchangeMail flow & delivery
Application and device email
Keep scanners, line-of-business systems, and notifications sending through supported methods.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Authenticated SMTP options
- SMTP relay
- Device sending design
What Simba can deliver
- Sender inventory and selected method
- Tested relay and credential controls
Best suited to
Clinics, contractors, and offices
Licensing & prerequisites
Sending methods have different authentication, network, and licensing requirements; avoid legacy assumptions.
Microsoft documentation
Discuss this use case ↗ExchangeMail flow & delivery
Transport policies and routing
Apply business email handling rules without relying on each employee to remember them.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Conditions and exceptions
- Disclaimers
- Moderation
- Message handling
What Simba can deliver
- Tested mail-flow rules
- Exception register and rollback plan
Best suited to
Compliance and operations
Licensing & prerequisites
Exchange Online entitlement required; client and plan limits apply.
Microsoft documentation
Discuss this use case ↗ExchangeMail flow & delivery
SPF, DKIM, DMARC and ARC
Reduce spoofing of company domains and diagnose legitimate delivery failures.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Authorized sender records
- Cryptographic signing
- Domain alignment
- Trusted forwarding
What Simba can deliver
- Sending-source inventory
- Validated authentication and enforcement plan
Best suited to
Finance teams and business owners
Licensing & prerequisites
DNS control is required; authentication does not guarantee delivery or prevent every impersonation attack.
Microsoft documentation
Discuss this use case ↗ExchangeMail flow & delivery
Message trace and delivery investigation
Explain whether a proposal, invoice, or customer message reached its destination service.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Trace search
- Delivery status
- Event details
- Report export
What Simba can deliver
- Delivery investigation report
- Remediation actions and evidence
Best suited to
Sales, finance, and support
Licensing & prerequisites
Trace retention and search limits apply; delivery status is not proof a human read the message.
Microsoft documentation
Discuss this use case ↗ExchangeProtection & retention
Online archiving
Move aging business correspondence into a governed archive.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Archive enablement
- Archive access
- Storage management
What Simba can deliver
- Archive rollout plan
- Retention and storage review
Best suited to
Law and accounting firms
Licensing & prerequisites
Archive and expanded capacity rights depend on licenses; an archive is not a separate backup.
Microsoft documentation
Discuss this use case ↗ExchangeProtection & retention
Mailbox recovery and offboarding
Recover eligible deleted mailboxes and preserve needed business records when staff leave.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Soft-deleted mailbox recovery
- Deleted mailbox states
- Lifecycle controls
What Simba can deliver
- Offboarding and recovery runbook
- Validated recovery checks
Best suited to
HR and office managers
Licensing & prerequisites
Recovery windows, retention, and license state matter; recovery is not guaranteed after applicable limits.
Microsoft documentation
Discuss this use case ↗ExchangeProtection & retention
Mailbox preservation and hold
Preserve specified correspondence under an approved legal or records requirement.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Litigation hold
- Archive settings
- Retention policies
What Simba can deliver
- Authorized preservation configuration
- Hold ownership and review register
Best suited to
Legal and compliance
Licensing & prerequisites
Hold eligibility depends on licensing; legal scope and release decisions remain with the client.
Microsoft documentation
Discuss this use case ↗ExchangeMigration & administration
Email migration to Microsoft 365
Move business mail into Microsoft 365 with a controlled transition.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Migration batches
- IMAP migration
- Mailbox cutover
- Validation
What Simba can deliver
- Migration plan and pilot
- Cutover validation and handover
Best suited to
Organizations changing email platforms
Licensing & prerequisites
Migration paths differ; IMAP moves mail, not all contacts or calendars. Target licensing required.
Microsoft documentation
Discuss this use case ↗ExchangeMigration & administration
Hybrid and cross-tenant migration planning
Support a phased cloud move or business reorganization.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Hybrid coexistence
- Staged moves
- Cross-tenant mailbox mapping
What Simba can deliver
- Identity and routing dependency assessment
- Migration sequencing and rollback plan
Best suited to
Businesses with existing Exchange estates
Licensing & prerequisites
Source versions, hybrid licensing, and cross-tenant migration entitlements require separate validation.
Microsoft documentation
Discuss this use case ↗ExchangeMigration & administration
Application mailbox access controls
Limit an integration or automation to the mailboxes it needs.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Application RBAC
- Management scopes
- Least-privilege access
What Simba can deliver
- Application permissions inventory
- Scoped access tests
Best suited to
Businesses using CRM and workflow tools
Licensing & prerequisites
App registration and scoped authorization required; other granted permissions must also be reviewed.
Microsoft documentation
Discuss this use case ↗ExchangeMigration & administration
Exchange administrator roles
Give support staff the access they need without broad administrative privileges.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Role groups
- Management roles
- Assignment policies
What Simba can deliver
- Role matrix and assignments
- Periodic privileged access review
Best suited to
IT managers
Licensing & prerequisites
Exchange Online entitlement required; client and plan limits apply.
Microsoft documentation
Discuss this use case ↗ExchangeMigration & administration
EWS integration modernization
Replace aging email integrations before retirement disrupts business workflows.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- EWS dependency discovery
- Microsoft Graph migration planning
- API regression testing
What Simba can deliver
- Application dependency inventory
- Graph migration and validation plan
Best suited to
Businesses with custom applications
Licensing & prerequisites
Exchange Online EWS is in phased retirement; API coverage and current Microsoft timelines must be checked per integration.
Microsoft documentation
Discuss this use case ↗ExchangeProtection & retention
Microsoft 365 Backup for Exchange
Add a separately scoped recovery layer for critical business mail.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Mailbox protection policies
- Point-in-time restoration
- Restore operations
What Simba can deliver
- Backup scope and protection policy
- Documented recovery exercise
Best suited to
Businesses with recovery requirements
Licensing & prerequisites
Microsoft 365 Backup is a separately billed service; coverage and restore constraints apply.
Microsoft documentation
Discuss this use case ↗SharePointSites & knowledge
Team sites and project workspaces
Give contractor or client-service teams one governed workspace for each engagement.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Team sites
- Document libraries
- Shared project content
What Simba can deliver
- Workspace template and owners
- Access and collaboration guide
Best suited to
Project teams
Licensing & prerequisites
SharePoint Online entitlement required; storage and access limits apply.
Microsoft documentation
Discuss this use case ↗SharePointSites & knowledge
Communication sites and intranets
Publish policies, staff information, and operational updates in one place.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Modern pages
- News
- Navigation
- Reusable web parts
What Simba can deliver
- Branded intranet structure
- Publishing responsibilities and training
Best suited to
HR and operations
Licensing & prerequisites
SharePoint Online entitlement required; storage and access limits apply.
Microsoft documentation
Discuss this use case ↗SharePointSites & knowledge
Hub sites
Connect branches or departments without merging their access permissions.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Connected navigation
- Related news
- Shared discovery
What Simba can deliver
- Hub architecture
- Navigation and association plan
Best suited to
Multi-location organizations
Licensing & prerequisites
SharePoint Online entitlement required; storage and access limits apply.
Microsoft documentation
Discuss this use case ↗SharePointDocuments & workflow
Document libraries and collaboration
Replace uncontrolled document copies with shared working files.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- File organization
- Office coauthoring
- Browser editing
- OneDrive sync integration
What Simba can deliver
- Library structure
- Coauthoring and sync rollout
Best suited to
Professional firms
Licensing & prerequisites
SharePoint entitlement and appropriate Office client rights required.
Microsoft documentation
Discuss this use case ↗SharePointDocuments & workflow
Version history and restoration
Recover earlier work and manage the storage used by document history.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- File versions
- Version limits
- Version restoration
What Simba can deliver
- Version policy
- Restore guide and validation
Best suited to
Document-heavy businesses
Licensing & prerequisites
Version retention is policy-dependent and not equivalent to independent backup.
Microsoft documentation
Discuss this use case ↗SharePointDocuments & workflow
Metadata and taxonomy
Find contracts, tax files, or project records by business meaning.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Managed metadata
- Term sets
- Library columns
- Metadata views
What Simba can deliver
- Metadata taxonomy
- Library columns and navigation
Best suited to
Law firms, CPAs, and contractors
Licensing & prerequisites
SharePoint Online entitlement required; storage and access limits apply.
Microsoft documentation
Discuss this use case ↗SharePointDocuments & workflow
Standardized document types
Apply consistent information fields across repeated business documents.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Content types
- Reusable metadata
- Document classification
What Simba can deliver
- Content type design
- Owner and classification guidance
Best suited to
Records and operations teams
Licensing & prerequisites
SharePoint Online entitlement required; storage and access limits apply.
Microsoft documentation
Discuss this use case ↗SharePointDocuments & workflow
Lists and operational registers
Track equipment, requests, obligations, or project actions in a shared register.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Lists
- Columns
- Views
- Item tracking
What Simba can deliver
- Configured business register
- Owner workflow and access model
Best suited to
Clinics, NGOs, and trades
Licensing & prerequisites
SharePoint Online entitlement required; storage and access limits apply.
Microsoft documentation
Discuss this use case ↗SharePointDocuments & workflow
Approvals and notifications
Route purchase requests or document reviews to the right approver.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Power Automate triggers
- SharePoint actions
- Approval workflows
What Simba can deliver
- Approval flow and exceptions
- Monitoring and support handover
Best suited to
Finance and operations
Licensing & prerequisites
Power Automate licensing depends on connectors and flow design; SharePoint alone does not include every automation right.
Microsoft documentation
Discuss this use case ↗SharePointSites & knowledge
Search and information discovery
Help employees find approved procedures and business records faster.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Search settings
- Search experience
- Content discoverability
What Simba can deliver
- Search configuration
- Findability test and content cleanup
Best suited to
All organizations
Licensing & prerequisites
SharePoint Online entitlement required; storage and access limits apply.
Microsoft documentation
Discuss this use case ↗SharePointSecurity & governance
Site permissions and ownership
Give each team an accountable owner and appropriate document access.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Site owners and members
- Permission inheritance
- Group-based access
What Simba can deliver
- Permission model
- Access remediation and owner guide
Best suited to
Business and IT leaders
Licensing & prerequisites
SharePoint Online entitlement required; storage and access limits apply.
Microsoft documentation
Discuss this use case ↗SharePointSecurity & governance
Guest and external sharing
Share client or supplier documents within explicit boundaries.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Organization sharing settings
- Site sharing controls
- Link choices
- Guest access
What Simba can deliver
- External sharing baseline
- Guest lifecycle and review process
Best suited to
Law firms, contractors, and nonprofits
Licensing & prerequisites
Tenant and site settings interact; guest identity and other Microsoft controls may add prerequisites.
Microsoft documentation
Discuss this use case ↗SharePointSecurity & governance
Unmanaged device restrictions
Limit exposure when staff access sensitive documents from personal devices.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Browser-only access
- Download limitations
- Device access conditions
What Simba can deliver
- Device access design
- Pilot and exception validation
Best suited to
Clinics and professional firms
Licensing & prerequisites
Microsoft Entra Conditional Access licensing and device posture dependencies apply.
Microsoft documentation
Discuss this use case ↗SharePointSecurity & governance
Oversharing assessment
Find broadly accessible content before wider collaboration or Copilot adoption.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Data access governance reports
- Permission exposure review
- Site access review
What Simba can deliver
- Oversharing findings
- Prioritized owner-led cleanup
Best suited to
Business and compliance leaders
Licensing & prerequisites
Requires eligible SharePoint Advanced Management features; Copilot inclusion and standalone add-on rights differ.
Microsoft documentation
Discuss this use case ↗SharePointSecurity & governance
Restricted content discovery
Reduce discovery of high-risk sites while permissions are being remediated.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Site discovery restrictions
- Copilot discovery boundaries
What Simba can deliver
- Discovery restriction configuration
- Permissions remediation plan
Best suited to
Organizations adopting Copilot
Licensing & prerequisites
Requires eligible SAM features; discovery restrictions do not remove existing permissions.
Microsoft documentation
Discuss this use case ↗SharePointSecurity & governance
Site lifecycle management
Reduce abandoned workspaces and keep owners responsible for content.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Inactive site policies
- Owner accountability
- Site attestation
What Simba can deliver
- Lifecycle policy
- Owner review and escalation routine
Best suited to
Growing organizations
Licensing & prerequisites
Requires eligible SharePoint Advanced Management features; Copilot inclusion and standalone add-on rights differ.
Microsoft documentation
Discuss this use case ↗SharePointSecurity & governance
Advanced access and download controls
Add stronger access boundaries around high-value content.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Restricted site access
- Download policies
- Sensitive site controls
What Simba can deliver
- Sensitive-site control design
- Access and download tests
Best suited to
Law firms and leadership teams
Licensing & prerequisites
Requires eligible SharePoint Advanced Management features; Copilot inclusion and standalone add-on rights differ.
Microsoft documentation
Discuss this use case ↗SharePointSecurity & governance
Administrative change oversight
Explain configuration changes and support operational accountability.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Change history
- Site property changes
- Governance reporting
What Simba can deliver
- Change review report
- Administrative change procedure
Best suited to
IT and compliance
Licensing & prerequisites
Requires eligible SharePoint Advanced Management features; Copilot inclusion and standalone add-on rights differ.
Microsoft documentation
Discuss this use case ↗SharePointSecurity & governance
Site catalog and governance organization
Apply governance to meaningful groups of sites as the estate grows.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Site categories
- Department grouping
- Policy-oriented site organization
What Simba can deliver
- Site classification model
- Governance ownership register
Best suited to
Multi-department organizations
Licensing & prerequisites
Requires eligible SharePoint Advanced Management features; Copilot inclusion and standalone add-on rights differ.
Microsoft documentation
Discuss this use case ↗SharePointDocuments & workflow
Document OCR
Make scanned supplier or case documents easier to find.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Image text recognition
- Searchable extracted text
- Supported PDF processing
What Simba can deliver
- OCR-enabled libraries
- Extraction quality sample checks
Best suited to
Law firms, CPAs, and contractors
Licensing & prerequisites
Document processing billing, supported file types, region, and tenant configuration must be confirmed.
Microsoft documentation
Discuss this use case ↗SharePointDocuments & workflow
AI metadata extraction and autofill
Reduce manual tagging of business documents.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Autofill columns
- Document summaries
- Metadata extraction
What Simba can deliver
- Configured extraction columns
- Validation and exception process
Best suited to
Document-heavy teams
Licensing & prerequisites
Document processing billing, supported file types, region, and tenant configuration must be confirmed.
Microsoft documentation
Discuss this use case ↗SharePointDocuments & workflow
Structured document capture
Capture incoming form data for review before downstream processing.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Structured models
- Freeform models
- Key-value and table extraction
What Simba can deliver
- Document capture pilot
- Human validation workflow
Best suited to
Operations and finance
Licensing & prerequisites
Document processing billing, supported file types, region, and tenant configuration must be confirmed. AI Builder dependencies may apply.
Microsoft documentation
Discuss this use case ↗SharePointDocuments & workflow
Prebuilt invoice and receipt extraction
Prepare invoice or receipt information for finance review.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Prebuilt processing models
- Extracted fields
- Library content types
What Simba can deliver
- Sample-based extraction setup
- Accuracy and exception report
Best suited to
CPA offices and finance teams
Licensing & prerequisites
Document processing billing, supported file types, region, and tenant configuration must be confirmed.
Microsoft documentation
Discuss this use case ↗SharePointDocuments & workflow
Document translation and assembly
Create repeatable documents or translated working copies from approved source material.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Document translation
- Content assembly
- Document processing services
What Simba can deliver
- Scoped document workflow
- Review and publishing checklist
Best suited to
Community organizations and operations
Licensing & prerequisites
Document processing billing, supported file types, region, and tenant configuration must be confirmed.
Microsoft documentation
Discuss this use case ↗SharePointDocuments & workflow
Electronic signature workflows
Move selected agreements from manual emailing into a traceable signing process.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Signature requests
- External signing
- Completed document storage
What Simba can deliver
- Signing workflow setup
- Storage and access configuration
Best suited to
Professional firms and contractors
Licensing & prerequisites
Microsoft eSignature billing, availability, identity, and document eligibility apply; confirm legal suitability.
Microsoft documentation
Discuss this use case ↗SharePointMigration & operations
File migration to SharePoint
Move business files into governed cloud libraries.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Migration Manager
- File-share assessment
- Migration tasks
What Simba can deliver
- Migration assessment and mapping
- Pilot and migration validation
Best suited to
Businesses replacing file servers
Licensing & prerequisites
Source access, file limits, permissions, and destination capacity require validation.
Microsoft documentation
Discuss this use case ↗SharePointMigration & operations
Teams-connected file governance
Keep Teams file access aligned with the actual channel and membership structure.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Team sites
- Private and shared channel sites
- Membership-linked permissions
What Simba can deliver
- Teams-to-site inventory
- Permission and ownership review
Best suited to
Teams-based organizations
Licensing & prerequisites
Teams and SharePoint rights and channel-specific behavior apply.
Microsoft documentation
Discuss this use case ↗SharePointMigration & operations
SharePoint backup and recovery
Add a separately scoped recovery service for critical content.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Site protection
- Point-in-time restores
- Recovery administration
What Simba can deliver
- Protection scope
- Recovery exercise and runbook
Best suited to
Organizations with critical files
Licensing & prerequisites
Microsoft 365 Backup is separately billed; retention and restore capabilities differ from native recycle bins.
Microsoft documentation
Discuss this use case ↗SharePointMigration & operations
Modern SharePoint extensions
Build a focused staff tool within the existing intranet.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- SPFx web parts
- Supported extensions
- Microsoft 365 integration
What Simba can deliver
- Scoped extension implementation
- Deployment and maintenance guide
Best suited to
Businesses with specific workflow gaps
Licensing & prerequisites
Development, app permissions, deployment approval, and connected services are separately scoped.
Microsoft documentation
Discuss this use case ↗SharePointMigration & operations
Legacy workflow and Add-In replacement
Replace retired SharePoint customizations that interrupt business processes.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Retired Add-In assessment
- Classic workflow migration
- Power Automate and SPFx alternatives
What Simba can deliver
- Legacy dependency inventory
- Replacement and migration plan
Best suited to
Organizations with older SharePoint solutions
Licensing & prerequisites
SharePoint Online Add-Ins and classic 2013 workflows reached retirement in April 2026; assess each affected solution.
Microsoft documentation
Discuss this use case ↗CopilotCopilot Chat
Work-account AI chat
Help a Detroit small business draft customer messages and summarize approved documents.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Web-grounded answers
- Supplied-file summarization
- Drafting and brainstorming
What Simba can deliver
- Role-specific prompt library
- Safe-use training session
Best suited to
Small business owner
Licensing & prerequisites
Eligible work subscription and Entra sign-in; baseline chat is not unrestricted access to all company data.
Microsoft documentation
Discuss this use case ↗CopilotMicrosoft 365 Copilot
Permission-aware work context
Help managers prepare client updates from information they already have permission to access.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Microsoft Graph grounding
- Email, file and meeting context
- References to accessible sources
What Simba can deliver
- Work-grounding readiness report
- Validated executive briefing workflow
Best suited to
Business operations manager
Licensing & prerequisites
Paid Microsoft 365 Copilot entitlement for full work grounding; existing excessive permissions remain a risk.
Microsoft documentation
Discuss this use case ↗CopilotMicrosoft 365 Copilot
Enterprise search and connected knowledge
Help a law firm find approved precedents and project material across its document estate.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Copilot Search
- Microsoft 365 content discovery
- Connected external sources
What Simba can deliver
- Search and connector configuration
- Search relevance acceptance tests
Best suited to
Knowledge or IT manager
Licensing & prerequisites
Copilot entitlement and supported connectors; source permissions and indexing configuration determine results.
Microsoft documentation
Discuss this use case ↗CopilotMicrosoft 365 Copilot apps
Word drafting and document assistance
Create first drafts of proposals, policies and engagement letters for staff review.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Source-based first drafts
- Rewriting and summarization
- Document question answering
What Simba can deliver
- Approved document templates
- Draft-to-review workflow
Best suited to
Law firm or NGO manager
Licensing & prerequisites
App entitlement and release channel determine access; human review remains required for legal and factual accuracy.
Microsoft documentation
Discuss this use case ↗CopilotMicrosoft 365 Copilot apps
Excel analysis and spreadsheet assistance
Help a CPA or contractor review job margins and prepare management reports.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Formula generation and explanation
- Charts and PivotTables
- Trends, anomalies and text analysis
What Simba can deliver
- Validated reporting workbook
- Reconciliation and review checklist
Best suited to
Finance or operations lead
Licensing & prerequisites
Eligible Excel/Copilot experience; advanced editing varies by entitlement; verify formulas and underlying data.
Microsoft documentation
Discuss this use case ↗CopilotMicrosoft 365 Copilot apps
PowerPoint presentation creation
Help an NGO prepare board updates or a contractor prepare project presentations.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Prompt-based drafts
- Presentations from source material
- Slide refinement
What Simba can deliver
- Branded presentation workflow
- Staff review guide
Best suited to
Business development or NGO lead
Licensing & prerequisites
Eligible PowerPoint/Copilot experience; file, template and platform restrictions apply.
Microsoft documentation
Discuss this use case ↗CopilotMicrosoft 365 Copilot apps
Outlook email and meeting preparation
Help a busy clinic administrator or attorney prepare replies and meeting agendas.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Thread summaries
- Draft replies
- Inbox and calendar assistance
What Simba can deliver
- Mailbox productivity configuration
- Client correspondence prompt pack
Best suited to
Office administrator
Licensing & prerequisites
Baseline Outlook context and paid enterprise grounding differ; supported account and tenant policy required.
Microsoft documentation
Discuss this use case ↗CopilotMicrosoft 365 Copilot apps
Teams meeting intelligence
Turn client and project meetings into reviewed decisions and assigned follow-up work.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Discussion summaries
- Questions about meeting content
- Action-item drafting
What Simba can deliver
- Meeting policy configuration
- Minutes and actions workflow
Best suited to
Project or practice manager
Licensing & prerequisites
Eligible Teams/Copilot access; post-meeting spoken-content review requires a retained transcript and permission.
Microsoft documentation
Discuss this use case ↗CopilotMicrosoft 365 Copilot apps
OneNote notes to plans
Help an inspector, church administrator or day care manager organize follow-up tasks.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Page summarization
- Task-list drafting
- Plans from notes
What Simba can deliver
- Structured note templates
- Notes-to-actions training
Best suited to
Office or field manager
Licensing & prerequisites
Eligible OneNote/Copilot experience; supported client and current-page context constrain results.
Microsoft documentation
Discuss this use case ↗CopilotMicrosoft 365 Copilot collaboration
Copilot Pages and Loop collaboration
Maintain a shared project brief or incident action log with clear owners.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Persistent editable AI content
- Shared live pages
- Iterative team drafting
What Simba can deliver
- Shared project page templates
- Permissions and ownership setup
Best suited to
Team leader
Licensing & prerequisites
Pages/Loop must be enabled; storage, sharing and retention policies apply.
Microsoft documentation
Discuss this use case ↗CopilotMicrosoft 365 Copilot collaboration
Copilot Notebooks
Help a law firm or NGO review a bounded set of matter or grant documents.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Curated reference collections
- Source-focused questions
- Contextual summaries
What Simba can deliver
- Curated pilot notebook
- Source selection and review guide
Best suited to
Research or programme manager
Licensing & prerequisites
Reference types, quotas and outputs vary by entitlement; notebook access does not override source permissions.
Microsoft documentation
Discuss this use case ↗CopilotMicrosoft 365 Copilot agents
Researcher
Prepare supplier, market or grant research for a decision-maker to verify.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Multistep research
- Work and web synthesis
- Evidence-oriented reports
What Simba can deliver
- Research briefing workflow
- Source validation checklist
Best suited to
Executive or procurement lead
Licensing & prerequisites
Eligible Copilot access, usage limits and administrator policy apply; review source accuracy before decisions.
Microsoft documentation
Discuss this use case ↗CopilotMicrosoft 365 Copilot agents
Analyst
Help operations teams examine service demand and recurring revenue patterns.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Complex data exploration
- Analytical reasoning
- Report insights
What Simba can deliver
- Analysis pilot with sample data
- Validated management report
Best suited to
Finance or operations lead
Licensing & prerequisites
Eligible Copilot entitlement and agent availability; data quality and analyst validation remain necessary.
Microsoft documentation
Discuss this use case ↗CopilotMicrosoft 365 Copilot agents
Scoped knowledge agents
Provide staff with answers about approved IT, HR or operating policies.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Custom instructions
- SharePoint and connector knowledge
- Agent testing and sharing
What Simba can deliver
- Department knowledge agent
- Content ownership register
Best suited to
HR or office manager
Licensing & prerequisites
Knowledge entitlements vary; Agent Builder does not author external-service actions; use Studio for workflows.
Microsoft documentation
Discuss this use case ↗CopilotMicrosoft 365 Copilot administration
Adoption and usage measurement
Measure whether a paid pilot improves selected workflows before adding more licenses.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Active-user metrics
- Prompt activity reporting
- Adoption trend review
What Simba can deliver
- Adoption dashboard
- Monthly improvement backlog
Best suited to
Owner or IT director
Licensing & prerequisites
Reporting roles and privacy controls required; activity metrics do not prove time savings or ROI.
Microsoft documentation
Discuss this use case ↗CopilotMicrosoft 365 Copilot administration
Secure Copilot readiness
Prepare a law firm or CPA tenant before exposing business content through AI.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Identity and device controls
- Permission review
- Data protection alignment
What Simba can deliver
- AI access-risk assessment
- Prioritized remediation plan
Best suited to
Compliance or IT lead
Licensing & prerequisites
Controls depend on underlying Entra, Intune and Purview licenses; Copilot does not repair oversharing automatically.
Microsoft documentation
Discuss this use case ↗CopilotCopilot Studio
Business knowledge assistants
Answer staff questions from an approved operations manual instead of repeated email queries.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- SharePoint and Dataverse grounding
- Document and website sources
- Citations and fallback behaviour
What Simba can deliver
- Authenticated knowledge assistant
- Content refresh procedure
Best suited to
Operations or service manager
Licensing & prerequisites
Studio capacity and supported source configuration required; user-authenticated knowledge respects access rights.
Microsoft documentation
Discuss this use case ↗CopilotCopilot Studio
Topics and generative orchestration
Guide customers through intake and route staff requests to the correct process.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Guided conversation topics
- Tool and knowledge selection
- Multistep task routing
What Simba can deliver
- Intake and routing agent
- Escalation and exception paths
Best suited to
Customer service manager
Licensing & prerequisites
Harness and orchestration mode determine support; production workflows need bounded action permissions and validation.
Microsoft documentation
Discuss this use case ↗CopilotCopilot Studio
Business system integration
Create a service request or retrieve job status without staff re-entering data.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Prebuilt and custom connectors
- Tools that retrieve or update records
- Cross-system process integration
What Simba can deliver
- Scoped system connector
- Integration error-handling runbook
Best suited to
IT or operations manager
Licensing & prerequisites
Connected system licenses, API access and connector eligibility are separate prerequisites.
Microsoft documentation
Discuss this use case ↗CopilotCopilot Studio
MCP tool integration
Expose approved internal system functions to a controlled business agent.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Connect existing MCP servers
- OAuth or API-key authentication
- Reusable tools and resources
What Simba can deliver
- Authenticated MCP connection
- Tool permissions and acceptance tests
Best suited to
Application or IT lead
Licensing & prerequisites
Supported transport and harness required; each exposed tool needs explicit scope and server security review.
Microsoft documentation
Discuss this use case ↗CopilotCopilot Studio
Agent flows and approval processes
Automate invoice intake, review routing or employee onboarding with approval checkpoints.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Repeatable action sequences
- Scheduled or agent-triggered runs
- Human review steps
What Simba can deliver
- Configured workflow with approvals
- Exception queue and operator guide
Best suited to
Finance or HR manager
Licensing & prerequisites
Flow actions consume capacity; external Power Automate or application rights may also be required.
Microsoft documentation
Discuss this use case ↗CopilotCopilot Studio
Event-driven automation
Start intake checks when a service request arrives and prepare a staff action.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Event triggers
- Proactive task execution
- Triggered topic or tool calls
What Simba can deliver
- Bounded event-triggered pilot
- Action audit and recovery procedure
Best suited to
Operations manager
Licensing & prerequisites
Trigger connection identity and permissions govern access; require approval before material external actions.
Microsoft documentation
Discuss this use case ↗CopilotCopilot Studio
Employee and customer channels
Give employees a Teams assistant or customers a website service-intake assistant.
SIMBA SERVICEAI automation
Features, delivery & licensing +
Microsoft capabilities
- Teams and Microsoft 365 surfaces
- Website distribution
- Channel-specific publishing
What Simba can deliver
- Production channel deployment
- Channel-specific acceptance checklist
Best suited to
Service or IT manager
Licensing & prerequisites
External/public channels may require standalone Studio capacity; authentication support varies by destination.
Microsoft documentation
Discuss this use case ↗CopilotCopilot Studio
Human escalation
Escalate unresolved IT issues or sensitive client questions to the responsible employee.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Transfer conversation context
- Escalation paths
- Live-agent integration
What Simba can deliver
- Escalation routing configuration
- Handoff operating procedure
Best suited to
Service desk manager
Licensing & prerequisites
Requires a compatible engagement hub or implemented handoff integration; staffing remains a separate service.
Microsoft documentation
Discuss this use case ↗CopilotCopilot Studio
Agent authentication and access
Limit employee assistants to authorized records and prevent anonymous access to internal knowledge.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Microsoft Entra sign-in
- Single sign-on
- User-context system access
What Simba can deliver
- Authentication and SSO setup
- Positive and negative access tests
Best suited to
IT or security lead
Licensing & prerequisites
Identity configuration, channel support and backend permissions apply; authentication alone does not authorize every action.
Microsoft documentation
Discuss this use case ↗CopilotCopilot Studio
Agent data and publishing controls
Keep sensitive church donor or clinic administrative data out of unapproved integrations.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- Connector data policies
- Knowledge and HTTP restrictions
- Unauthenticated-channel controls
What Simba can deliver
- Agent data-policy baseline
- Publishing and exception register
Best suited to
Compliance or security lead
Licensing & prerequisites
Power Platform admin controls required; policy support varies by connector and agent experience.
Microsoft documentation
Discuss this use case ↗CopilotCopilot Studio
Agent release management
Change a production assistant without disrupting daily customer or staff work.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Power Platform solutions
- Separate environments
- Controlled deployments
What Simba can deliver
- Development-to-production release path
- Rollback and change procedure
Best suited to
IT or application owner
Licensing & prerequisites
Environment, solution and pipeline prerequisites apply; validate dependencies and connection references during deployment.
Microsoft documentation
Discuss this use case ↗CopilotCopilot Studio
Agent quality and safety testing
Check that an assistant answers common questions accurately and escalates unsafe or unsupported requests.
SIMBA SERVICESecurity engineering
Features, delivery & licensing +
Microsoft capabilities
- Representative test sets
- Response scoring
- Transcript and tool-use review
What Simba can deliver
- Business scenario test suite
- Release acceptance report
Best suited to
Business process owner
Licensing & prerequisites
Evaluation availability differs by harness and rollout; automated grades complement human acceptance testing.
Microsoft documentation
Discuss this use case ↗CopilotCopilot Studio
Managed agent operations
Maintain a useful service assistant as questions, documents and business rules change.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Session outcomes
- Escalation and abandonment trends
- Feedback and transcript analysis
What Simba can deliver
- Monthly agent service report
- Prioritized tuning backlog
Best suited to
Operations or service manager
Licensing & prerequisites
Analytics retention, roles and transcript privacy controls apply; monitoring does not remove ownership of content.
Microsoft documentation
Discuss this use case ↗CopilotCopilot Studio
Agent cost and capacity management
Control the operating cost of customer-facing automation before increasing traffic.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Copilot Credit estimation
- Usage-based billing configuration
- Capacity review
What Simba can deliver
- Pilot consumption estimate
- Monthly cost and capacity review
Best suited to
Business owner or finance lead
Licensing & prerequisites
Standard-harness Copilot Credits differ from per-user Copilot licenses; other harnesses can use different billing.
Microsoft documentation
Discuss this use case ↗CopilotSecurity Copilot
Incident investigation assistance
Help Simba SOC analysts explain a suspected compromise and document approved response actions.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Incident and entity summaries
- Guided response suggestions
- Incident report drafting
What Simba can deliver
- Analyst investigation workflow
- Reviewed incident report template
Best suited to
Security or IT lead
Licensing & prerequisites
Security Copilot access and underlying Defender permissions required; assistant outputs remain analyst-reviewed.
Microsoft documentation
Discuss this use case ↗CopilotSecurity Copilot
Script and file analysis
Help analysts assess suspicious scripts or attachments before deciding containment steps.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Suspicious script explanation
- File context summaries
- Relevant investigation leads
What Simba can deliver
- Malicious-artifact triage workflow
- Evidence and escalation checklist
Best suited to
Security operations lead
Licensing & prerequisites
Security Copilot and accessible security telemetry required; AI analysis is not a conclusive malware verdict.
Microsoft documentation
Discuss this use case ↗CopilotSecurity Copilot
Natural-language threat hunting
Search endpoint and identity events for activity linked to a current incident.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- KQL query drafting
- Query logic explanation
- Analyst-led query refinement
What Simba can deliver
- Validated hunting query pack
- Hunt findings report
Best suited to
Security operations lead
Licensing & prerequisites
Requires supported hunting data and permissions; assistant availability can be prerelease or tenant-dependent.
Microsoft documentation
Discuss this use case ↗CopilotSecurity Copilot
Threat intelligence synthesis
Help clients prioritize threats that affect their systems and business sector.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Actor and campaign context
- Indicator enrichment
- Vulnerability relevance review
What Simba can deliver
- Client-specific threat brief
- Actionable exposure review
Best suited to
Business risk or IT lead
Licensing & prerequisites
Security Copilot and enabled intelligence sources required; validate findings against the customer environment.
Microsoft documentation
Discuss this use case ↗CopilotSecurity Copilot
Identity investigation context
Help investigate a potentially compromised employee account before remediation.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Entra plugin insights
- Authorized identity context
- Investigation assistance
What Simba can deliver
- Identity investigation procedure
- Reviewed account-risk findings
Best suited to
Security or IT lead
Licensing & prerequisites
Security Copilot plus relevant Entra data and roles required; underlying identity controls remain separately licensed.
Microsoft documentation
Discuss this use case ↗CopilotSecurity Copilot
Endpoint support and policy assistance
Help remote support staff diagnose device issues and explain security settings.
SIMBA SERVICEMicrosoft 365 support
Features, delivery & licensing +
Microsoft capabilities
- Device troubleshooting
- Policy explanations
- Configuration conflict analysis
What Simba can deliver
- Device triage playbook
- Reviewed policy recommendations
Best suited to
IT support manager
Licensing & prerequisites
Security Copilot, Intune and plugin access required; device-query features additionally need Advanced Analytics.
Microsoft documentation
Discuss this use case ↗CopilotSecurity Copilot
Compliance investigation assistance
Help a law firm or CPA review data incidents and organize investigation findings.
SIMBA SERVICECompliance & risk
Features, delivery & licensing +
Microsoft capabilities
- DLP and insider-risk summaries
- Communication review support
- eDiscovery case context
What Simba can deliver
- Reviewer investigation workflow
- Evidence review and escalation guide
Best suited to
Compliance or legal lead
Licensing & prerequisites
Security Copilot and the relevant Purview solution licenses/roles required; no automatic legal or compliance conclusion.
Microsoft documentation
Discuss this use case ↗CopilotSecurity Copilot
Repeatable analyst promptbooks
Standardize how SOC shifts collect context and prepare case notes.
SIMBA SERVICE24/7 MDR
Features, delivery & licensing +
Microsoft capabilities
- Saved investigation sequences
- Shared investigation patterns
- Repeatable reporting inputs
What Simba can deliver
- Reviewed investigation promptbooks
- Analyst quality-control checklist
Best suited to
SOC manager
Licensing & prerequisites
Security Copilot access, enabled plugins and data permissions required; prompts need periodic maintenance.
Microsoft documentation
Discuss this use case ↗CopilotSecurity Copilot administration
Security AI enablement and cost control
Activate security AI with a clear operating budget and least-privilege access.
SIMBA SERVICEManaged security
Features, delivery & licensing +
Microsoft capabilities
- Capacity and access planning
- Included-capacity validation
- Plugin and role configuration
What Simba can deliver
- Security Copilot readiness checklist
- Capacity and access operating plan
Best suited to
IT director or finance lead
Licensing & prerequisites
Separate SCU model; eligible E5/E7 inclusion depends on onboarding and capacity; do not assume unlimited access.
Microsoft documentation
Discuss this use case ↗