Jeremy Neely Text Jeremy

Security & Compliance · Production

M365Assess

One read-only sign-in turns a Microsoft 365 tenant into a security plan.

Built for: The AME Group, the managed IT provider I work for, used by its sales and technical account staff with prospects and existing customers

Opening the sample M365 assessment, jumping to the security question and drilling into Accounts (sample data).
The report's overview on Microsoft's built-in sample tenant: score today, peers, and the plan.
The report's overview on Microsoft's built-in sample tenant: score today, peers, and the plan.

The problem

Selling a Microsoft 365 security upgrade meant an engineer reviewing Secure Score, licenses, MFA, Conditional Access and devices by hand, then someone building a slide deck a business owner might not follow. It took hours per customer and the result depended on who built it.

What I built

I built a portable Windows app that signs in read-only to a tenant, pulls the security and licensing picture from Microsoft Graph, and maps each of 459 Microsoft recommendations to the license that delivers it. It writes a branded, interactive report with a technical edition, a plain-English customer edition, live package pricing and an embedded AI assistant, plus a PDF leave-behind.

How it works

  1. Type the customer's domain and have their admin sign in read-only.
  2. Collect Secure Score, licenses, users and devices from Microsoft Graph.
  3. Read the customer's public website for branding and industry context.
  4. Map every gap to the license that closes it and draft the narrative with AI.
  5. Present the report live, pick a package, and export a quote request.
How M365Assess is wiredNo password ever touches the app. The AI key embedded in a report is obfuscated, not secret, and is optional.
Comes inInside M365AssessGoes out Tenant sign-in read-only, device code Microsoft Graph Secure Score, licences, MFA Public website logo, colours, industry Collect snapshot users, devices, DNS checks Classify controls 459 recs to licences AI narrative Hatz AI, at build time Build report JSON injected into HTML Interactive report tech and plain editions PDF leave-behind headless Edge Quote request package picked live

Built with

  • C# / .NET 8
  • Microsoft Graph
  • HTML/CSS/JavaScript
  • Hatz AI
  • ScalePad API
  • Headless Edge PDF
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More screens

A plain-English answer to "Is our email safe from phishing?" with today vs. the plan.
A plain-English answer to "Is our email safe from phishing?" with today vs. the plan.
The recommendations view for building a plan, below the report header (sample data).
The recommendations view for building a plan, below the report header (sample data).
Plan packages compared by actions and projected score (sample data).
Plan packages compared by actions and projected score (sample data).
Opening the sample M365 assessment, jumping to the security question and drilling into Accounts (sample data), a frame from the demo clip (sample data).
Opening the sample M365 assessment, jumping to the security question and drilling into Accounts (sample data), a frame from the demo clip (sample data).

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