Purview Discovery and Design: 8-Week Implementation

This 8‑week Discovery and Design planning engagement is designed to establish a structured, strategic, and fully documented foundation for your organisation’s Microsoft Purview deployment. Through a coordinated series of interviews, workshops, and deep‑dive reviews, we gather detailed information protection, data governance, compliance, and litigation‑risk requirements. By the end of the engagement, your organisation will receive a comprehensive business requirements document, high‑level design specifications, and a fully defined set of policies for Information Protection, DLP, Retention, and eDiscovery—ready for build and deployment in a follow‑on phase.

Note: This engagement focuses on assessment, planning, and design. Build, configuration, testing, and deployment activities are not included and are intended for a future implementation phase.

Service Deliverables - What Your Organisation Will Receive

• Discovery Assessment of Microsoft Purview’s current configuration.
• Requirements‑gathering workshops aligned to business, compliance, legal, and operational needs.
• Interviews and governance reviews covering information protection and data governance goals.
• Litigation and compliance risk analysis, fully documented.
• Business Requirements Document (BRD) including user stories and functional needs.
• Defined policies for: Information Protection, Data Loss Prevention (DLP), Retention, eDiscovery
• High‑Level Design Document detailing recommended Purview architecture and implementation approach.
• Implementation Readiness Package designed to transition seamlessly into Phase 2 (Build & Deploy).

Engagement Outcomes By the end of this 8‑week project, you will have:

• A clear understanding of your governance and compliance requirements.
• Documented business and technical requirements for Microsoft Purview adoption.
• Well‑defined policies for classification, protection, retention, DLP, and legal discovery.
• A high‑level implementation design aligned with compliance objectives and litigation‑risk posture.
• A validated plan to support the next phase of Purview rollout.

Engagement Structure & Weekly Agenda

Weeks 1–2: Assessment & Discovery Workshops Focused on understanding your current environment and collecting detailed requirements.

Activities: Review of existing Microsoft Purview configuration Interviews with key stakeholders Workshops covering: Information protection needs, Data governance requirements, Litigation exposure and legal‑hold processes Screen‑share reviews of governance posture and Purview dashboards

Outputs: Requirements notes and workshop artefacts Initial gap analysis Draft user stories for validation

Weeks 3–4: Requirements Definition & BRD Development Converting discovery findings into structured, actionable documentation.

Activities: Consolidation of requirement inputs Mapping compliance objectives and regulatory needs Documentation of risk exposure related to litigation or legal action Refinement of process‑flow expectations and user journeys

Outputs: Business Requirements Document (BRD) including: •Detailed user stories •Business rules •Functional and non‑functional requirements vCompliance and legal‑risk considerations

Weeks 5–6: Planning & Objectives Workshops Aligning requirements with strategic compliance and governance goals.

Activities: Compliance‑objective review sessions Prioritisation of governance outcomes High‑level planning discussions for Purview enablement Establishment of strategic principles for data governance and risk mitigation

Outputs: Documented compliance priorities High‑level implementation plan outline Policy‑alignment matrix

Weeks 7–8: Design & Policy Definition Creation of policy recommendations and high‑level architectural design.

Activities: Definition of policies for: •Information Protection •Data Loss Prevention •Retention •eDiscovery Design workshops to shape the Purview architecture, roles, and controls Integration planning with existing governance and security tooling

Outputs: High‑Level Design Document, including: •Purview architecture design •Policy framework and decision logic •Implementation approach overview •Role and responsibility matrix Final review meeting and handover session

Final Deliverables Package Delivered at Engagement Completion: Business Requirements Document (BRD) High‑Level Design Document (HLD) Documented Information Protection, DLP, Retention, and eDiscovery policies Strategic recommendations for Phase 2 (Build, Test, Deploy) Executive summary highlighting compliance alignment and risk‑mitigation opportunities