AegisAI Perspectives · 105

How do you build a business case for replacing a legacy email gateway?

A gateway replacement business case sets the gateway's licence, analyst hours, outage exposure and risk against a parallel run, with a rollback threshold.

TL;DR
Answer
Set the gateway's licence, analyst hours, outage exposure and fraud risk against baselines measured in a parallel run on your own mail, then fix a rollback threshold.
Who it's for
Security leads and IT directors facing a gateway renewal who need a one-page case that finance and security both sign.
Watch out for
A case that adds a layer instead of retiring one. Microsoft notes false positives increase as more products are added.
What AegisAI does
AegisAI runs alongside your gateway or Defender, and many teams use it to retire a gateway. A pilot that goes badly has zero effect on mail delivery, because nothing about routing changed.
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How do you build a business case for replacing a legacy email gateway?

Build the case in seven lines: price the gateway today, measure the same lines in a parallel run, and fix a rollback threshold. AegisAI makes no change to mail routing12, and mail keeps flowing if the service stops. Fill the one-page template below from your own records.

What you can do by the end

  • List the gateway's cost lines, from licence to change control, and pull each one from your own records.
  • Price outage exposure from your own incident history, since the neutral sources read here give no outage benchmark.
  • Put the 2025 IC3 loss figure in the risk line as reported national losses, separate from any gateway number.

What goes into a gateway replacement business case?

The ticket system, the helpdesk, the quarantine release log and the FBI's IC3 report cover most of them.

Measure three baselines first. Take weekly analyst hours on email triage and false positive complaints from the ticket system, then count messages users reported after the gateway delivered them. Record all three before the trial starts, so the parallel run has a fixed starting point.

Open a shared sheet with the seven lines as rows before you collect a single number.

Short on time? Watch the explainer, or book a demo.

Which costs does the gateway carry today?

Take the licence from your own contract and renewal quote, since none of the neutral pages read for this article publishes per-user gateway prices. Count analyst hours spent triaging gateway quarantine and user-reported phishing, and hours spent writing and testing rules.

AegisAI's migration guide also tells you to add the cost of change control17. Count last year's routing and rule change tickets for that line.

Microsoft says there is no charge for the integration that passes a non-Microsoft vendor's verdict data to Defender for Office 3654. Enter that integration as a zero line.

Pull the last full quarter of ticket and change records before you write a single cost figure.

How do you price outage exposure?

Price it from your own incident history. A gateway sits in the mail path because the domain's MX record must point to the third-party provider5. Microsoft's setup also tells you to lock down Exchange Online to accept mail only from that service.

Count the hours of gateway incidents in your own records, multiply by inbound messages per hour, and name the business processes that stopped. Ask every candidate the questions in what happens to my mail flow if you go down before the trial.

Write the outage line in hours and delayed messages, each taken from your own logs.

Which risks belong in the case?

Put two risks in the case: fraud losses and the cost of layering a product on top of the gateway. For fraud, the FBI's IC3 recorded 24,768 business email compromise complaints in 2025, up from 21,442 in 202411. Reported BEC losses were $3,046,598,558 in 2025, against $2,770,151,146 in 2024. Label them as national losses reported to IC3, separate from any gateway number.

Microsoft notes that the rate of false positives increases as more products are added1. In-and-out routing through a second service counts messages twice in most reporting tools, including Threat Explorer and Advanced Hunting. And no number of layers reaches 100 percent protection.

Show in the risk section which layer the case removes, so the false positive line goes down.

Use the one-page business case template

Copy these seven lines onto one page; each line says what to fill in and where its number comes from.

  1. Current cost.

    Enter the licence per year, analyst hours a week on triage and rules, and change control tickets a year; source: the contract and renewal quote, plus the ticket system and change records.

  2. Baselines.

    Enter weekly analyst hours on email triage, false positive complaints a week and user-reported messages the gateway delivered; source: the ticket system, plus the helpdesk and quarantine release log.

  3. Outage exposure.

    Multiply gateway incident hours a year by inbound messages per hour, and note that the MX record points to the gateway; source: incident records and mail flow reports.

  4. Fraud risk.

    Enter $3,046,598,558 in reported 2025 BEC losses across 24,768 complaints, labelled as national figures; source: the FBI IC3 2025 report.

  5. Layering risk.

    Count products in the mail path before and after, since false positives rise with each one added and in-and-out routing double counts messages; source: the mail flow diagram and Threat Explorer.

  6. Parallel run result.

    Enter Line 2's three numbers again, measured on live mail in monitoring mode15; source: the new layer's verdict log and the helpdesk.

  7. Rollback threshold.

    Enter the Line 6 value that sends you back to the gateway, and the decision date; source: Lines 2 and 6 of this page.

Send the filled page to finance and security together, so both teams sign the same seven numbers.

Compare the current gateway on the case's criteria

Score the current gateway and any candidate on the rows the business case uses.

CriterionLegacy gateway in the MX pathAegisAI
Mail routingThe MX record points to the gatewayNo change to mail routing
If the service stopsMicrosoft's setup locks Exchange Online to accept mail only from itMail keeps flowing, detection pauses
Trial on live mailNeeds the MX record to point to it firstMonitoring mode on a connected tenant
A pilot that goes badlyMail runs through it once MX points to itZero effect on mail delivery16
Filtering before deliveryYes, the MX record sends mail to it firstNo edge. It sits outside the mail path
Total protectionNever reaches 100 percentNo edge. No layer reaches 100 percent

The last two rows give the gateway the edge or a tie, because mail reaches it first and no layer reaches 100 percent. The wider design comparison is in secure email gateway or AI-native email security. Score your current gateway on all six rows before the renewal meeting.

How AegisAI handles this

AegisAI runs alongside your gateway or Defender, and many teams use it to retire a gateway14. A pilot that goes badly has zero effect on mail delivery, because nothing about routing changed. Detection pauses until the service returns. Connect a tenant, run it in monitoring mode, and compare it with what your current stack delivered.

How does a finished business case read?

Illustrative example, figures are fictional: Westfield Logistics (fictional) has 1,800 mailboxes and a gateway renewal due in 90 days. Line 1 shows a licence of $86,000 a year, 12 analyst hours a week on triage and rules, and 14 change tickets a year. Line 2 records 11 false positive complaints a week before the trial. Line 3 shows 2 gateway incidents that lasted 5 hours in total last year. Line 4 carries the IC3 figure of $3,046,598,558 in 2025 BEC losses, labelled as national. Line 6 shows that over a 30-day parallel run the post-delivery layer flagged 23 messages the gateway delivered, and complaints fell from 11 to 4 a week. Line 7 sets rollback at more than 11 complaints a week, the Line 2 baseline.

Copy this structure and replace every fictional figure with one from your own records.

How to measure it in 30 days

Track three numbers during the parallel run, each in a system you already run.

  • Analyst hours on email triage per week. It lives in the ticket system, tagged by queue.
  • False positive complaints per week. It lives in the helpdesk and the quarantine release log, the baseline Line 2 records.
  • Messages the new layer flagged that the gateway delivered. It lives in the new layer's verdict log, matched against the gateway's delivery log.

Put the three weekly figures into Line 6 of the template on day 30 and take the decision on them.

Questions people ask

How do you build a business case for replacing a legacy email gateway?

Set the gateway's current cost and risk against the same numbers measured in a parallel run, then fix a rollback threshold. Fill the seven-line template on this page, with fraud losses from the FBI's IC3 report.

Where do the gateway cost figures come from?

Take the licence from your contract and renewal quote. Take analyst hours from the ticket system and change control from your change records.

How do you put a number on gateway outage risk?

Use your own incident history: outage hours times inbound messages per hour, plus the processes that stopped. A gateway is in the mail path because the MX record points to it, and Microsoft's setup locks Exchange Online to accept mail only from it.

Should we keep the gateway and add a layer instead?

Price both options. Microsoft notes false positives increase as more products are added, and in-and-out routing counts messages twice in most reporting tools.

Which loss figure belongs in the risk section?

Use the FBI's IC3 figure: $3,046,598,558 in reported BEC losses in 2025, against $2,770,151,146 in 2024. Label it as reported national losses.

Does Microsoft charge for an integrated vendor's verdict data?

No. Microsoft's FAQ for the integration of non-Microsoft verdict data with Defender for Office 365 says there is no charge for the integration. List it in the cost section as a zero line.

Sources

  1. (Microsoft Learn, Integrate a non-Microsoft security service with Microsoft 365)
  2. (Microsoft Learn, Integrated Cloud Email Security vendor ecosystem)
  3. (Microsoft Learn, Manage mail flow using a third-party cloud service with Exchange Online)
  4. (FBI, 2025 IC3 Annual Report)
  5. (AegisAI, Inbound email security)
  6. (AegisAI, How to replace a secure email gateway without breaking mail flow)
  7. (AegisAI, What happens to my mail flow if you go down?)
  8. (AegisAI, Secure email gateway or AI-native email security?)

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