01
Map the data landscape
Information types, storage locations, responsibilities and regulatory requirements are captured in a structured way.
Data · Purview · DLP · eDiscovery
Data Security & Purview
Effective data protection starts with knowing which information exists, where it is stored and how it is used. Microsoft Purview provides a shared model for control and evidence.
In brief
Information Protection, DLP and eDiscovery for verifiable protection of sensitive business data.
Purview · DLP · eDiscovery · Updated
Typical starting point
Where action becomes necessary.
Sensitive data is spread across Teams, SharePoint, Exchange and endpoints
Protection rules are created in isolation and generate unnecessary alerts
Retention, deletion and investigations are not documented consistently
Approach
From assessment to a workable solution.
02
Define the protection model
Classification, sensitivity labels and DLP rules are designed to be understandable and practical.
03
Anchor operations
Exceptions, incidents, eDiscovery and regular reviews receive clear processes and owners.
Examples from practice
Concrete situations. Comprehensible results.
Protect confidential documents
Starting point
Contract and HR data is shared across different teams and locations.
Result
A consistent labelling and permission model protects content regardless of where it is stored.
Detect data loss early
Starting point
Sensitive information can leave the organisation unnoticed by email or via endpoints.
Result
Graduated DLP rules warn, justify or block – matched to the actual risk.
Case study
What a concrete project looked like.
Services company in the healthcare sector, approx. 250 employees – anonymised, as all Sovratis client relationships are treated confidentially.
Starting point
Contract and HR data was spread across Teams, SharePoint and mailboxes. Nobody could say with confidence which sensitive documents existed where and who could access them – a growing risk in audits and customer enquiries.
Measures implemented
- Structured mapping of the data landscape and protection needs with the business units
- Introduction of an understandable sensitivity label model with automatic recommendations
- Graduated DLP policies for email and endpoints, initially in observation mode
- Clear processes for exceptions, retention and eDiscovery
Result
Sensitive content is consistently labelled and protected, regardless of where it is stored. DLP alerts are limited to genuinely relevant cases, and customer enquiries about data protection can be answered reliably.
Outcome
What your organisation gains.
Transparency over sensitive information
Traceable protection and retention rules
Fewer false alerts thanks to targeted policies
Questions & answers
Frequently asked about data.
What is Microsoft Purview?+
Microsoft Purview combines capabilities for data classification, information protection, data loss prevention, retention, insider risk and eDiscovery.
Does all data need to be classified manually upfront?+
No. Automatic detection and recommended labels can help. What matters is an understandable model with clear responsibilities.
How do you avoid too many DLP alerts?+
Rules are first observed, limited to relevant data types and usage scenarios, and aligned with pilot groups.
Does Purview support GDPR requirements?+
Purview can support technical controls and evidence. It does not replace legal assessment or organisational responsibility.
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