Overview
Wizard Cyber partnered with a leading Financial Intelligence & Data Services organization to deliver a Data Security Envisioning Workshop designed to identify and address critical data security and regulatory risks within their environment. The engagement focused on leveraging Microsoft Purview solutions to help the customer understand their current data posture and build a strategic approach to mitigate data-related risks.
Customer Goals
The organization sought to:
- Identify and prioritize key data security objectives
- Discover and analyze existing compliance risks including sensitive and stale data
- Detect potential data loss, theft, or leakage risks
- Understand insider risks and risky user behavior impacting data security
- Assess interactions between their data and AI applications, both Microsoft and third-party
- Explore how Microsoft Purview technologies could help remediate and prevent data security risks
Wizard Cyber’s Approach
The workshop was delivered collaboratively, combining discovery activities within the customer’s production environment with interactive sessions tailored to the identified risks.Key Activities Included:
Understanding Customer Data Security Priorities
Wizard Cyber worked with stakeholders to align on critical data security challenges and compliance requirements.
Discovery of Data Security and Compliance Risks
An in-depth review was conducted covering areas such as:
- Stale and sensitive data across platforms
- Risks related to data loss, theft, and leakage
- Insider risk management and monitoring of risky user behavior
- Interactions with AI-driven applications
Overview of Microsoft Purview Solutions
A customized presentation introduced Microsoft Purview’s portfolio focused on:
- Data Loss Prevention (DLP)
- Information Protection
- Insider Risk Management
- Additional Purview solutions relevant to the customer’s environment
Modules Delivered
Mandatory Modules:
- Exchange Online
- SharePoint Online
- Microsoft Teams
- Insider Risk Management
Optional Module(s):
- Compliance Manager Tenant Assessment
Key Outcomes
- Improved Visibility:
The customer gained clear insights into existing data risks and compliance gaps. - Tailored Risk Mitigation:
Microsoft Purview solutions were mapped directly to the customer’s unique challenges, empowering a targeted remediation plan. - Enhanced Insider Risk Management:
Tools to monitor and manage insider threats were demonstrated effectively. - AI Data Security Awareness:
The engagement highlighted governance around AI application data interactions.
Recommendations and Next Steps
Wizard Cyber provided actionable recommendations, including:
- Implementation roadmap for Microsoft Purview modules aligned to prioritized risks
- Continuous monitoring and insider risk management best practices
- Compliance assessments and ongoing tenant health checks
- Strategic steps for data governance enhancement and AI-related data controls
Conclusion
The Data Security Envisioning Workshop equipped this Financial Intelligence & Data Services leader in the Middle East with practical insights and a clear path forward to strengthen data security and compliance using Microsoft Purview technologies.