Purview: 2-Day Assessement Roadmap and Recommendations

This intensive two‑day engagement provides organisations with a comprehensive assessment of their overall governance posture, including an in‑depth examination of Microsoft Purview. Through structured interviews, hands‑on workshops, and guided screen‑share reviews, we evaluate your current compliance readiness, explore litigation and regulatory risks, and help you establish a clear, actionable roadmap for strategically deploying or enhancing Microsoft Purview across your environment. By the end of the engagement, your organisation will receive a detailed recommendations report outlining risk‑mitigation approaches, Purview optimisation opportunities, and an informed pathway for maturing your governance and compliance strategy.

Service Deliverables - What Your Organisation Will Receive

• Full Discovery Assessment of governance posture across Microsoft 365 and Microsoft Purview.
• Deep‑dive analysis of retention, classification, eDiscovery, and DLP configurations.
• Workshops and stakeholder interviews aligned to legal, compliance, security, and operational needs.
• Assessment of litigation and regulatory exposure with discussion of business‑specific risks.
• Purview dashboard analytics review, including insights from your data governance footprint.
• Comprehensive Recommendations Report including:
• Identified gaps and improvement opportunities.
• Strategic roadmap for Purview rollout or enhancement.
• Risk‑mitigation actions tailored to your environment.
• Prioritised next steps for governance maturity.

Engagement Agenda

Day 1 – Assessment & Discovery Workshops

A full day of structured workshops, interviews, and hands‑on reviews designed to understand your current environment and compliance posture.

1. Environment & Governance Review Organisational governance posture assessment Review of current compliance objectives, internal policies, and regulatory commitments Interviews with key stakeholders (Compliance, Legal, IT, Information Security)

2. Deep Dive into Microsoft Purview A granular technical and strategic examination of your Purview configuration, including: Retention Labels – configuration, lifecycle strategy, governance alignment Retention Policies – scope validation, gaps, and long‑term data management considerations eDiscovery – cases, holds, workflow alignment with legal processes Sensitivity Labels – classification strategy and protection consistency Data Loss Prevention Policies (DLP) – endpoint, cloud, and workload‑level controls Screen‑share walkthroughs across Purview admin, data lifecycle areas, and analytics dashboards

3. Risk & Litigation Exposure Review Discussion of current and potential litigation risks Evaluation of legal hold processes and readiness Identification of operational or procedural vulnerabilities

Day 2 – Roadmap Workshops & Recommendations

Day 2 focuses on synthesising findings, validating business priorities, and producing a strategic plan.

1. Compliance & Strategy Workshops Alignment of Purview capabilities with compliance goals Review of regulatory, business, and operational requirements Discussion around organisational risk tolerance and legal risk posture Mapping Purview controls to identified business scenarios
2. Purview Analytics & Discovery Review Examination of Purview dashboard insights Review of discovery findings from Day 1 Identification of anomalous patterns, risks, and improvement areas
3. Recommendations & Roadmap Definition Presentation of tailored risk‑mitigation strategies Prioritised roadmap for phased Purview implementation or optimisation Definition of governance model, ownership, and ongoing maturity steps

Final Output: Recommendations Report

Following the two‑day engagement, your organisation receives a professionally authored report including:

• Executive summary of risks, opportunities, and strategic considerations
• Detailed findings from all interviews, workshops, and configuration reviews
• Maturity assessment for governance and compliance
• Recommended next steps for rolling out or enhancing Purview
• Proposed implementation roadmap with timelines and priorities
• Risk‑mitigation approaches tailored to your industry and organisational context