Managed Cloud, Accounting/ERP Software, Managed IT, and Cybersecurity
The M365 Shift
Many organizations pay for premium E3 or E5 licenses but only use a fraction of their features. CBIZ Technology is a Microsoft Solutions Partner with Partner Designations in Modern Work, Data & AI, and Infrastructure (Azure) that can help you bridge that gap. As a Microsoft 365 managed services provider, we frequently help clients recover an estimated 15-25% of their M365 spend through license optimization in the first 90 days.
Beyond cost savings, we prepare your M365 environment for the future. Our team provides unified support across M365 Identity, collaboration platforms, data management, and AI governance, including Copilot. This enables safe workforce collaboration with built-in strong access controls and data governance.
IT OPERATIONS
Proactive Management
Empower your internal team to focus on strategic growth. We handle user provisioning, license assignments, and daily troubleshooting directly. By eliminating redundancies and right‑sizing subscriptions, our managed Microsoft 365 services help maximize the return on your technology investment.
CYBERSECURITY
Secure Configuration
Close security gaps preemptively. We monitor your Microsoft 365 environment and enforce strict controls, including multi‑factor authentication, Conditional Access, and Defender policies, to help safeguard your organization against evolving digital threats.
DATA GOVERNANCE
Audit-Ready Posture
Navigate complex regulatory requirements with confidence. We configure Microsoft Purview sensitivity labels, retention policies, and data loss prevention rules to help you maintain a strong compliance posture for industry regulations and financial audits, including HIPAA, SOC, SEC, FINRA, and CMMC.
AI READINESS
Copilot Governance
Prepare your data for AI safely. Before deploying Copilot, we conduct readiness assessments and remediate oversharing permissions to help ensure your AI assistants operate within secure organizational boundaries.
Frequently Asked Questions: Managed Microsoft 365
Microsoft provides break‑fix support. Through Microsoft 365 managed support, CBIZ Technology delivers proactive monitoring and strategic guidance to help reduce risk.
Yes. If your organization still refers to its environment as Office 365, now known as Microsoft 365, we manage the entire suite of tools to optimize your workflow.
Organizations often use only a fraction of their license capabilities. By conducting deep license utilization analysis, we right-size M365 subscriptions and consolidate redundant vendors.
The use of IT systems without oversight from the IT department (Shadow IT) and the uncontrolled creation of new Teams (Teams sprawl) can introduce security and financial concerns. We implement structured governance frameworks for Teams, SharePoint, and Power Apps. This supports employee productivity while maintaining IT oversight and reducing digital risk.
Deploying AI tools without guardrails can expose unsecured data. Proper governance helps ensure that sensitivity labels and access controls are established securely before Copilot is activated.
Meet Our Managed IT Services Team
Ed Guarrieri
National Leader, Cloud & Managed IT Services
Justin Van Druff
VP, Business Development
Maximize M365
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