Microsoft 365 Implementation for Financial Service

New Charter Technologies, Inc.

Paid 20 hour implementation of Microsoft 365 to include compliance policies and templates for financial services to include Exchange Online, SharePoint, OneDrive and Teams

This goal of this implementation is to configure Microsoft 365 with the appropriate compliance policies and templates. The client must be using Microsoft 365 Business Premium or Microsoft 365 E5 licensing along with advanced auditing licensing. The implementation is a $5000 engagement that includes 20 hours of discovery, deployment and documentation services to provide a FINRA compliant tenant including all security policies to protect financial and personal customer information with automated encryption, rights management, and data loss prevention. At the end of the engagement, the customer will receive a detailed configuration guide with user deployment instructions. In addition to the documentation, the customer will receive a fully compliant tenant that includes Exchange Online, SharePoint Online, Teams, Endpoint Manager, and OneDrive with automated policies and governance. Additional Migration and End User Deployment services are available to the customer upon request and will be scoped separately and pricing will vary depending on amount of users, applications, and environment requirements. No additional services will be billed or paid without and separate accepted and approved statement of work (SOW).

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