Find your sensitive data, label it, and keep it that way.

Keeping everything forever is not a compliance strategy. Every retained mailbox, abandoned Teams channel and forgotten file share is a liability in discovery, a cost in storage and a target in a breach. Meanwhile the data that genuinely matters, such as contracts, patient records, financials and intellectual property, is rarely labeled or protected consistently.

Generative AI raises the stakes. Copilot and other assistants surface whatever a user can access, which means over-permissioned folders and unlabeled documents become answers in a chat window. Governance can no longer wait until after adoption.

Microsoft Purview is already part of Microsoft 365 E5 and E5 Compliance licensing. We help you switch it on properly: a taxonomy that reflects your business, policies that are tested before production, and administrators who understand how to run it.

Most clients begin with the envisioning workshop or a lifecycle deployment, then extend protection to on-premises data and AI. Each engagement is scoped up front and includes documentation and knowledge transfer.

Build a smarter retention strategy across Microsoft 365. We run discovery workshops, design your retention policies and labels, develop a taxonomy your business recognizes, then configure, pilot and roll out to production with validation, a policy management guide and as-built documentation. Larger engagements add auto-labeling, adaptive scopes, disposition review, Preservation Lock and trainable classifiers. Three tiers by organization size: Essentials (100 to 300 users), Standard (300 to 1,000) and Enterprise (1,000 or more). For organizations deploying Purview for the first time, replacing manual records management or preparing for compliance audits.

Extend labels and classification to the data still sitting on your file servers. Sensitivity labels in Microsoft 365 do nothing for the file servers, NAS devices and SharePoint Server farms where much of your regulated data still sits. We deploy the Purview Information Protection Scanner to extend labels and encryption there: repository assessment, scanner architecture and label mapping, installation, scan jobs, a pilot, a staged rollout, training and documentation. Deployments start in discovery mode to validate accuracy before automatic labeling is enabled. Essentials, Standard and Enterprise tiers by user count. For hybrid organizations.

Over 80% of business leaders name sensitive-data leakage as their top concern with generative AI. This fixed-fee workshop shows you exactly where you stand. Using Purview capabilities in your own tenant, we look at what is actually stored in your tenant to find forgotten and over-shared content, review user activity for insider-risk signals, and compare your configuration with our data-protection baseline. You leave with a risk report specific to your business, the tools you already license, and a roadmap with prioritized next steps. Ideal before a Copilot rollout.

Your people are already using AI tools, whether or not you have approved them: Copilot, ChatGPT and browser assistants are in daily use approved or not. This engagement puts Purview guardrails around them in four phases: Discovery and Design assesses posture and AI usage; Build and Configuration deploys data protections and controls shadow AI with DLP and Defender for Cloud Apps; Pilot and Validation proves the safeguards with real users; Handover and Knowledge Transfer documents everything and trains your team. For organizations rolling out Copilot or worried about unsanctioned AI.

These engagements fit organizations that recognize one or more of the following.