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ENHANCING COMPLIANCE WITH PURVIEWExecutive Summary
This case study showcases the successful deployment of Microsoft Purview for a public sector organization that had been facing challenges with eDiscovery, data quality, and retention management. Through the Microsoft FastTrack Program, the organization received guidance and expertise to address these issues. With the implementation of Microsoft Purview, they were able to improve their data lifecycle management, enhance the quality of data in eDiscovery processes, and reduce risks related to non-compliance with legal data requests. As a result, the organization experienced greater operational efficiency, a reduction in legal risks, and improved compliance with regulatory requirements
ABOUT THE FASTTRACK PROGRAMIntroduction
Background of the Program
The Microsoft FastTrack Program offers personalized support to organizations deploying Microsoft solutions. The program includes expert guidance for setup, configuration, and optimization of products like Microsoft Purview, helping organizations navigate complex data governance and compliance challenges. In this case, the organization needed help with Microsoft Purview for eDiscovery, data lifecycle management, and improving retention policies
Context of the Case Study
The organization faced significant challenges related to inconsistent data quality in their eDiscovery processes, as well as difficulties managing data retention thresholds. Legal and regulatory risks emerged from these issues, making it imperative for the organization to find a robust solution. As part of the FastTrack Program, Microsoft Purview was selected to address these issues and provide long-term compliance and operational efficiency
Challenges Addressed by the Program
- Inconsistent data quality for eDiscovery searches
- Poor management of data retention thresholds, leading to compliance issues
- Difficulty responding to legal data requests, with risks of fines and penalties
CHALLENGES IN DATA AND COMPLIANCEProblem Statement
The organization struggled with eDiscovery and data retention due to inconsistent data quality and difficulties managing data according to legal requirements. These challenges led to delays in legal data requests and increased the risk of non-compliance, with the potential for costly fines. There was a pressing need to streamline these processes while ensuring compliance with regulatory standards
RISKS OF POOR DATA MANAGEMENTAnalysis of the Situation
Industry Context
Public sector organizations dealing with sensitive data must adhere to strict compliance regulations and data protection laws. In particular, managing eDiscovery efficiently is essential for responding to legal inquiries and maintaining a transparent and legally compliant data environment. Inconsistent or poorly managed data can result in regulatory non-compliance, penalties, and damage to the organization’s reputation
Challenges Faced
- Data Quality: Poor-quality data hindered effective eDiscovery searches, leading to incomplete or inaccurate legal responses
- Retention Management: Inadequate controls over data retention thresholds meant that data was either over-retained or deleted prematurely, complicating compliance
- Legal Risk: The organization faced risks of non-compliance with legal requirements, which could result in penalties and reputational damage
HOW FASTTRACK PROGRAM HELPEDSolution/Program Strategy
Overview of the Program
Through the Microsoft FastTrack Program, the organization received personalized support in deploying Microsoft Purview, which included the following core features:
- Data Lifecycle Management to automate retention policies and ensure data is stored or deleted based on legal and regulatory requirements
- eDiscovery (Premium) to improve the quality and accuracy of content searches, aiding in better handling of legal data requests
- Copilot in Purview to provide guidance in configuring and optimizing data management processes
Why This Program Was Chosen
Microsoft Purview was chosen for its comprehensive suite of data governance tools designed to address the organization’s challenges in data retention, eDiscovery, and compliance. The FastTrack Program provided the necessary expertise to ensure a smooth transition and effective deployment of the solution
Methodology and Tools
- Automated Data Retention: Purview’s Data Lifecycle Management capabilities helped the organization automate retention policies, reducing the risk of data breaches and ensuring compliance
- Enhanced eDiscovery: The eDiscovery (Premium) solution was configured to improve data search accuracy, making it easier to respond to legal requests with reliable results
- Copilot in Purview: The guidance provided by Copilot helped refine the organization’s data governance practices, ensuring best practices were followed in implementing and optimizing the solution
BENEFITS OF MICROSOFT PURVIEWResults and Outcomes
Impact and Achievements
- Improved Data Quality: The organization saw a significant improvement in the consistency of data, leading to more accurate and reliable eDiscovery searches
- Streamlined Compliance: Automated retention policies ensured the organization adhered to legal requirements, reducing the risk of non-compliance
- Faster Legal Responses: Legal data requests were processed more efficiently, reducing delays and the potential for non-compliance penalties
Before vs. After
- Before: Data quality issues caused significant delays in legal data responses, and retention thresholds were poorly managed, leading to non-compliance risks
- After: Microsoft Purview improved the quality and accuracy of data searches, automated retention management, and streamlined legal compliance processes, significantly reducing risks of fines and penalties
Key Takeaways
The implementation of Microsoft Purview enabled the organization to resolve its data quality issues, improve compliance, and optimize eDiscovery. The FastTrack Program provided the necessary support to ensure the solution was configured effectively and tailored to the organization’s specific needs
KEY TAKEAWAYS FROM DEPLOYMENTLessons Learned
Successes
The deployment of Microsoft Purview through the FastTrack Program successfully addressed the organization’s data management and legal compliance challenges. The automation of retention policies and improved eDiscovery capabilities were key success factors
Challenges and Areas for Improvement
The primary challenge during the deployment was customizing the retention policies to meet the organization’s specific legal requirements. Continuous monitoring and adjustment of these policies will be essential to ensure compliance as regulations evolve
Recommendations for Similar Situations
Organizations facing similar challenges with eDiscovery and data retention should consider the FastTrack Program as a valuable resource for implementing Microsoft Purview
STRONGER COMPLIANCE AND DATA CONTROLConclusion
The Microsoft FastTrack Program enabled the organization to deploy Microsoft Purview effectively, resolving critical challenges related to data retention, eDiscovery, and compliance. The program’s tailored guidance ensured the organization could meet regulatory requirements, streamline its processes, and mitigate risks associated with legal data requests. The outcome was a more efficient and compliant data governance framework, enabling the organization to operate with greater confidence in managing its sensitive data
MICROSOFT-FUNDED ENGAGEMENTS
Turn FastTrack Success Into Your Next Step
Our Microsoft Security Workshops are designed to help organisations adopt and maximise Microsoft solutions such as Defender, Purview, and Intune. Through hands-on guidance and expert-led sessions, we’ll show you how to strengthen security, improve compliance, and empower your team with the right tools.
Aysheh Hasan, our Microsoft Partner Alliance Lead & Projects Manager, will personally guide you through the process — from selecting the right workshop to aligning outcomes with your organisation’s goals.
Take the next step by booking a workshop consultation and see how Wizard Cyber and Microsoft can help your organisation replicate the same success.
MICROSOFT-FUNDED ENGAGEMENTS
Turn FastTrack Success Into Your Next Step
Our Microsoft Security Workshops are designed to help organisations adopt and maximise Microsoft solutions such as Defender, Purview, and Intune. Through hands-on guidance and expert-led sessions, we’ll show you how to strengthen security, improve compliance, and empower your team with the right tools.
Aysheh Hasan, our Microsoft Partner Alliance Lead & Projects Manager, will personally guide you through the process — from selecting the right workshop to aligning outcomes with your organisation’s goals.
Take the next step by booking a workshop consultation and see how Wizard Cyber and Microsoft can help your organisation replicate the same success.
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