Neo.

BEYOND THE EXPECTED

Security Upgrade Proposal

A โ‚ฌ18,800 Investment to Protect Our Core Financial Assets

This proposal outlines a one-time project to activate a critical security feature we already own, preventing costly data breaches by securing all company devices.

Project Cost
โ‚ฌ18,800
One-Time
Timeline
1 Month
Vendor-Managed
Primary Goal
Asset Protection
Secure Sales & Contract Data

1. The Threat is Real: A Critical Financial Vulnerability

In May 2025, a security breach demonstrated a clear and present danger to our financial assets. An attacker gained access to an employee's account and manipulated business-critical documents. This section breaks down how the incident unfolded and the direct risk it poses.

Phishing Attack

An employee was tricked into entering credentials on a malicious website.

Account Compromised

The attacker gained full account access, bypassing existing security.

Attacker Maintained Access for ~20 Hours

The breach went undetected for nearly a full day, allowing ample time for data exfiltration and manipulation.

CRITICAL IMPACT: Financial and Contractual Data Exposed

The specific assets that were compromised:

  • A "Signed Distributor Agreement" was accessed and its attachments modified.
  • Correspondence with surgical centers was viewed.
  • Nearly 400 mail items were examined, exposing sensitive sales data, financial information, and distributor communications.

2. The Solution: A Logical, Non-Disruptive Upgrade

The solution is to activate Microsoft Intune, a security component that is native to our existing Microsoft 365 subscription. This is not a new system, but an upgrade to the tools we already own. It closes the security gap by ensuring only approved, secure company devices can access our data.

BEFORE: Fragmented & Vulnerable

๐Ÿ’ป

JamfNow

๐Ÿ“ฑ

Zoho MDM

๐Ÿ–ฅ๏ธ

Endpoint Central

โ†“ โคธ โคน โ†“
โ—๏ธ SECURITY GAP โ—๏ธ
โ†“
๐Ÿข

Company Data

Multiple tools create complexity and leave gaps that attackers can exploit.

AFTER: Unified & Secure

๐Ÿ’ป ๐Ÿ“ฑ ๐Ÿ–ฅ๏ธ
โ†“
Microsoft Intune Security Perimeter
โ†“
๐Ÿข

Company Data

A single, integrated system provides a strong, consistent security layer for all devices.

3. This is a Gatekeeper, Not a Watchdog

A primary concern with any device management tool is privacy. This section clarifies what Intune does and, more importantly, what it does not do. Your autonomy and privacy are unchanged.

How It Works: A Simple Analogy

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Intune Security Perimeter

๐Ÿข

Company Data

Your files, emails, and browsing history inside the perimeter are NOT monitored.

โœ…

Secure Device

Access Granted

โŒ

Unsecure Device

Access Blocked

Think of it as a security guard at the office door. The guard checks your ID badge (your device's security status) before letting you in. The guard does not follow you to your desk to watch what you do.

  • โœ•Monitor your personal files, photos, or emails.
  • โœ•Track your web browsing history.
  • โœ•See the content on your screen.
  • โœ•Change your day-to-day computer use or administrative rights.
  • โœ“Verifies device meets security standards (e.g., encryption, up-to-date OS).
  • โœ“Separates personal and corporate data on personal devices.
  • โœ“Acts as a gatekeeper to protect company data from unauthorized devices.

4. The Project Plan: Fast, Seamless & Expert-Led

This is a turnkey project managed entirely by our vendor, Instinctools. The migration is designed to be completed within one month with minimal disruption to you or any employees. The chart below shows the cost breakdown for each phase of the project.

Project Cost Breakdown

Key Project Attributes

  • ๐Ÿค

    Vendor-Managed

    The entire migration will be handled by the experts at Instinctools, requiring minimal internal resources.

  • ๐Ÿ—“๏ธ

    Fast Timeline: 1 Month

    The project is scoped for completion within a single month, from planning to final rollout.

  • ๐Ÿง˜

    Seamless for Users

    The transition is designed to be seamless, with minimal user interaction required and no change to daily workflows.

5. The Business Case: A Clear Return on Investment

This โ‚ฌ18,800 investment is a small, one-time insurance policy against a much larger potential loss. It directly protects our revenue-generating assets and maximizes the value of our existing Microsoft technology stack.

๐Ÿ›ก๏ธ

Mitigate Financial Risk

Prevents direct financial and reputational loss from compromised contracts, distributor agreements, and sensitive sales data.

๐Ÿฆ

Protect Core Assets

Secures the high-value information that is the engine of our business, ensuring operational continuity and protecting our competitive advantage.

โš™๏ธ

Maximize Existing Value

Enhances the security of our existing Microsoft 365 investment, leveraging tools we already own to their full potential.

Request for Approval

We request your approval to proceed with the vendor-managed Microsoft Intune migration for a one-time cost of:

โ‚ฌ18,800