For organizations where sensitive data sits across mail, Teams, and SharePoint, and it is unclear who can open it.
We design and put in place a data protection program on Microsoft Purview. Sensitivity labels follow the file, data loss prevention covers mail, Teams, and endpoints, and retention follows your records schedule.
The classification policy and labels come first, data loss prevention is aligned to them, and retention follows, which is the order Purview needs.
Classification policy and sensitivity labels
Labels agreed in a written classification policy, then published to Office, Teams, and SharePoint, with auto-labeling run in simulation before it goes live.
What you get
A data classification policy written for your board to adopt
Public, Internal, Confidential, and Highly Confidential, with a cap on sub-labels
A handling matrix for storage, access, transmission, sharing, and disposal
Custom sensitive information types for your own data, with test cases
Simulation and tuning cycles, each with a report
A pilot group, then production rollout with extra support
Best for
Labels that were never agreed, so nobody uses them, and client data that needs protection that travels with the file.
Data loss prevention, including endpoints
Policies that stop sensitive data leaving through mail, Teams, and endpoints: audit mode first, a short enforce pilot, then all users.
What you get
Where sensitive data sits, found with Content Explorer
Policies extended, not duplicated, where you already have some
Endpoint DLP on Defender-onboarded Windows devices
Alert routing and triage ownership agreed
Audit mode, then an enforce pilot, then all users
Best for
A regulator, examiner, or insurer asking how you stop data leaving.
A water utility in New England left on-premises Exchange for Microsoft 365.
Delivered 2022Read more
Questions we get
Do we need Microsoft 365 E5 for Purview?
For most of it, yes, or the Microsoft Purview Suite add-on (formerly E5 Compliance) on E3. Auto-labeling, endpoint DLP, and advanced retention need one of the two, and basic labels and DLP exist in E3. The Assess phase states what your licensing supports and what the program would need.
Who decides what counts as confidential?
Your business, legal, compliance, and records owners, in workshops we run. We bring Microsoft’s recommended settings and a starting set of labels, and your counsel owns legal interpretation and policy adoption, since we don’t give legal opinions.
Will labeling and DLP get in people’s way?
Less than people fear, because nothing is enforced blind. Auto-labeling runs in simulation and DLP in audit mode first, a pilot group goes before anyone else, and users get a one-page guide and a short session before their wave.
How long does a Purview program take?
A full program with endpoint DLP and retention runs across several quarters. Design and rollout go in gated phases, each approved by your compliance team before the next starts, after an Assess phase that typically takes 4–5 weeks.
What makes a Purview program bigger or smaller?
Mostly how many label types, sensitive information types, and policies you need. Whether endpoint DLP and retention are in scope adds to it, along with how many standards the program maps to and whether there is a non-production tenant to test in.
Does this cover eDiscovery and legal holds?
Partly. Litigation holds and retention are designed in, and the places where retention breaks, such as a tenant-to-tenant move, are written down. Running eDiscovery cases and migrating existing legal holds are out of scope unless we add them.
Talk to us about Data Security and Compliance
It starts with a 60-minute call. If we need more to scope it, a short questionnaire follows. Then a written proposal and statement of work. Once you approve, we begin with the Assess phase.
