Case Study

Strengthening Security for Primary Care Network

Business Objectives

The healthcare organization’s objectives were clear and critical, focusing on creating a secure and efficient communication environment. These objectives were essential to maintaining the integrity and confidentiality of their operations while ensuring seamless communication.

  • Enhance Identity and Email Security: Strengthen defenses to protect sensitive information. This objective was vital for preventing unauthorized access and ensuring that only authorized personnel could access critical systems and data.
  • Implement a Microsoft 365-Based Solution: Utilize advanced tools to safeguard their communications. Leveraging the robust security features of Microsoft 365 was key to building a resilient security infrastructure.
  • Combat Spoofing and Phishing Attacks: Create a robust barrier against cyber threats. By addressing these threats, the organization aimed to protect against common but potentially devastating cyberattacks that could compromise data and operations.
  • Ensure Efficient Email Delivery: Maintain seamless and secure communication channels. This objective was crucial to ensure that legitimate communications were not disrupted by security measures, balancing security with operational efficiency.


The organization faced multiple significant hurdles that needed to be addressed to achieve their security objectives. These challenges were multifaceted, involving both technical and strategic elements that required a comprehensive and well-coordinated approach.

  • Security Expertise Gap: The organization lacked the in-house expertise necessary to effectively manage and secure their Microsoft 365 environment. This deficiency left them vulnerable to sophisticated cyber threats and posed a significant risk to their sensitive data and communications.
  • Email Security Balance: Achieving the right balance between filtering out malicious emails and ensuring the delivery of legitimate communications was a critical challenge. The organization needed to implement security measures that would prevent spoofing and phishing attacks without disrupting the normal flow of business emails.


Convverge approached the challenge with a people-centric mindset, focusing on collaboration and understanding. They initiated a comprehensive audit of the healthcare organization’s existing Microsoft 365 identity and email security setup. Working hand-in-hand with the organization’s technical team, they meticulously reviewed and assessed the configurations, ensuring a tailored and effective approach.

Key activities included:

  • Identity and Access Policies: Reviewing password management, reset processes, and implementing multi-factor authentication.
  • Anti-Spam Policies: Evaluating and optimizing Exchange Online anti-spam and quarantine rules.
  • Anti-Malware Policies: Examining and enhancing Exchange Online anti-malware measures.
  • Custom Transport Rules: Reviewing and adjusting Exchange Online custom transport rules and filters.
  • Legacy Protocol Access: Assessing and securing legacy email protocol access and connectors.
  • Advanced Threat Protection (ATP): Analyzing ATP policies for safe attachments, links, anti-phishing, and anti-spoofing.

Success KPIs

The implementation of the Microsoft 365-based security solution was measured through several key performance indicators (KPIs) that reflected the success and impact of the project:

  • Enhanced Security Posture: The organization saw a significant reduction in successful spoofing and phishing attempts.
  • Improved Email Delivery: Legitimate emails were delivered efficiently while malicious emails were effectively filtered out.
  • Increased User Confidence: Employees felt more secure knowing their communications and data were protected.
  • Compliance Achieved: The organization met all regulatory requirements for data protection and email security.
  • Operational Efficiency: Reduced time spent managing security threats and resolving incidents, leading to better resource allocation.

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Convverge offers fresh eyes to tackle those bottlenecks or roadblocks that are slowing down your business. By properly leveraging intelligent, integrated systems our aim is to find a solution that meets unique business needs and improves the work experience for your people.


Convverge’s meticulous security review and strategic recommendations empowered The Healthcare Organization with a clearer path forward. With a more robust and well-informed security strategy, The Healthcare Organization could confidently navigate the complex landscape of identity and email security within their Microsoft 365 environment. This partnership ensured that The Healthcare Organization could continue its vital work in the healthcare sector with enhanced protection against evolving cybersecurity threats.

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