Microsoft Purview & Compliance
Know where your sensitive data is, control who can share it, and keep what regulators and clients expect you to keep — without drowning your team in policy.
Why Growing Businesses Suddenly Need Compliance
At some point a client questionnaire, an insurance renewal or a regulation lands on your desk and asks: where is your data, who can access it, and how long do you keep it? Businesses that can't answer lose deals, pay higher premiums, or scramble through email archives for weeks.
Microsoft Purview — included in many Microsoft 365 plans — gives you those answers. We implement it pragmatically, matched to your actual obligations rather than an enterprise checklist.
What We Implement
- Data Loss Prevention (DLP) — policies that stop sensitive data (client records, financial data, personal information) from being emailed or shared outside the company by mistake.
- Retention policies — keep what you must, delete what you shouldn't hoard; applied automatically across email, Teams and SharePoint.
- eDiscovery — when a legal or HR matter needs specific communications found, they can be found in hours, not weeks.
- Information protection — sensitivity labels so confidential documents stay protected even when they leave your tenant.
- Data governance — a clear picture of what data lives where, and who has access to it.
Practical, Not Bureaucratic
Compliance tooling fails when it fights the way people work. We start with the two or three policies that address your real risk, tune them so they don't block legitimate work, and expand only as your obligations grow.
Who This Is For
Accounting and professional services firms handling client financials, logistics companies with customer and contract data, recruitment agencies holding candidate personal data, and any business facing client security questionnaires or industry regulations.