Microsoft Purview Consulting Services

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Microsoft Purview Consulting Services

Microsoft Purview Data Security Assessment

You already pay for some of the best data protection tools on the market. Our Microsoft Purview data security assessment shows you where your sensitive data lives, who can share it, and exactly what to switch on to protect it across Microsoft 365, your devices, AI, and the cloud.

✓ Microsoft security expertise ✓ Practical recommendations ✓ Assessment to implementation
Data Classification
DLP Protection
AI Data Security
Protect · Govern · Secure
Microsoft Solutions Partner
for Security
Microsoft security expertise Hands-on Microsoft Purview, Entra ID, Intune and Defender experience.
Compliance-focused security Supporting ISO 27001, NIST, GDPR, HIPAA, SAMA, NCA ECC and Aramco CCC requirements.
Understand Your Data Risk

Your Data Moves Faster Than Your Controls

A salary file shared with the wrong Teams channel. A client contract emailed to a personal Gmail account. A customer list copied to a USB drive on someone's last day. A board paper pasted into a free AI chatbot to "tidy up the wording."

None of these need a hacker. They happen in organizations that already own Microsoft Purview but have never configured it to match how their people really work.

The tools are rarely the problem. Many Microsoft 365 customers have sensitivity labels, data loss prevention and retention capabilities sitting unused or running in their default state. A Microsoft Purview data security assessment helps close that gap.

You Don't Know Where Sensitive Data Lives

Years of files across SharePoint, OneDrive, Teams, Azure and file servers, with no reliable map of what's confidential.

Anyone Can Share Anything

Confidential files flow outside the organization and between departments that should never see them.

Devices Are a Blind Spot

USB drives, personal cloud storage, printing and browser uploads can sit outside your existing controls.

AI Multiplies the Risk

Microsoft 365 Copilot and third-party AI tools can surface sensitive information when access and data controls are poorly configured.

Auditors Want Evidence

Regulators and customers expect you to demonstrate how data is classified, protected and retained.

Our Assessment Scope

What Our Microsoft Purview Assessment Covers

We review your Microsoft Purview deployment and the Microsoft 365 services it protects. Every area is assessed against Microsoft best practices and, more importantly, against how your business actually uses its data.

Information Protection & Sensitivity Labels

Your classification scheme, encryption, visual markings, default labels, and labels for Teams and SharePoint sites.

Information ProtectionMicrosoft 365 AppsSharePointTeams

Auto-Labeling & Data Classification

Sensitive information types, exact data match, trainable classifiers and automatic labeling of existing content.

Data ClassificationContent ExplorerActivity Explorer

Data Loss Prevention

Policies that stop confidential data being shared outside, or with unauthorized people inside, your organization.

Exchange OnlineSharePointOneDriveTeams DLP

Endpoint DLP

USB, printing, clipboard, browser uploads and unapproved apps on company devices.

Endpoint DLPIntuneDefender for Endpoint

Insider Risk Management

Data theft by departing employees, risky behavior and opportunities to tighten controls through adaptive protection.

Insider RiskAdaptive ProtectionHR Connector

Communication Compliance

Sensitive data and inappropriate content in messages, with appropriate privacy and review controls.

TeamsExchangeViva EngageCopilot

Data Lifecycle & Records Management

Retention schedules, retention labels, records management and disposition reviews.

Data LifecycleRetention LabelsRecords Management

Compliance Manager

Regulatory assessments, improvement actions, compliance evidence and compliance score.

Compliance ManagerAssessmentsEvidence

Data Map & Multicloud Governance

Sensitive data across Azure, AWS, Google Cloud, Salesforce and on-premises systems.

Purview Data MapInformation Protection Scanner

DSPM for AI

How Copilot and third-party AI use your data, and which controls can help reduce exposure.

DSPM for AICopilot DLPAI Security
Microsoft Purview DLP Consulting

Data Loss Prevention Built Around How You Work

Generic DLP policies either block too much and frustrate people, or block too little and protect nothing. We design Microsoft Purview DLP policies across Exchange Online, SharePoint, OneDrive and Microsoft Teams around your real business use cases.

That means protecting data in both directions: from leaving the organization and from moving to the wrong people inside it.

Scenario Example How Purview Handles It
External sharing A confidential proposal is emailed to a personal address. Blocked, with a policy tip explaining why.
Guest access A finance report is shared with a guest in a Teams channel. Blocked, or allowed only for approved partner domains.
Internal restriction Payroll data is shared outside the HR team. Restricted to authorized HR groups.
Regulated data National ID or card numbers are sent in a chat. Detected and blocked automatically, subject to policy configuration.
Business exception A sales manager needs to send pricing to a client. Allowed with a recorded business justification, where configured.
Device activity A client database export is copied to a USB drive. Blocked by Endpoint DLP, where supported and configured.
AI tools Confidential text is pasted into a public chatbot. Restricted using applicable endpoint and browser controls.
Test before enforcing.
Every policy is reviewed in simulation mode first, wherever supported, so you can understand its impact before applying enforcement to users.
Free Download

Microsoft Purview Data Security Checklist

Want to see where you stand first? Our free checklist helps you score your Microsoft Purview maturity in about 35 minutes, without sharing any data with us.

  • 63 best-practice controls across 10 data security areas.
  • Every control mapped to the Microsoft Purview feature that delivers it.
  • Interactive scoring with an automatic readiness percentage.
  • Five quick wins you can start this month.
  • One-click option to send your results to our consultants for a review.

Assess. Plan. Protect.

Get Your Free Checklist

Share your business details to receive the checklist by email.

Contact Form 7 integration point

Insert your Purview checklist form here. Include full name, work email, company name, employee range, Microsoft 365 licence and consent checkbox.

Request the Free Checklist →

For automatic scoring, open the checklist in Adobe Acrobat Reader (free).

Our Consulting Approach

How the Microsoft Purview Assessment Works

A practical, low-disruption engagement. We typically work with read-only access, and your users won't notice we're there.

01

Discovery Workshop

We learn what data matters most, who needs to share it and which regulations apply.

02

Configuration Review

We assess Purview settings, licences and dependent Microsoft 365, Intune and Azure services.

03

Sensitive Data Discovery

We examine where sensitive data sits and how it moves using available discovery and activity tools.

04

Use-Case Design

We map your sharing scenarios into a practical labeling and DLP design.

05

Findings & Roadmap

We explain the results and prioritize changes based on their potential to reduce risk.

06

Implementation (Optional)

Our team can deploy, tune and manage your Purview policies.

Clear Findings. Practical Actions.

What You Receive From Our Assessment

Understand your current data security posture and get a practical roadmap for improving protection.

Assessment Deliverables

  • Executive SummaryA plain-language view of your data risk for leadership and the board.
  • Detailed FindingsEvery identified gap with its risk rating and recommended configuration changes.
  • Sensitive Data OverviewWhere your confidential and regulated data lives and how it is being shared.
  • Labeling and DLP DesignA classification scheme and policy set built around your business use cases.
  • Prioritized RoadmapQuick wins, short-term actions and longer-term security improvements.
  • Licensing GuidanceWhich capabilities your current Microsoft 365 licences include and where upgrades may add value.

What Changes for Your Business

  • Fewer Data LeaksConfidential information stays with the people who should have access to it.
  • Safer AI AdoptionCopilot and other AI tools operate within appropriately configured data controls.
  • Easier AuditsClearer evidence of how information is classified, protected and retained.
  • Less Friction for StaffPolicies guide employees when sharing data instead of blocking work blindly.
  • More Value From Microsoft 365Make better use of the data protection capabilities available in your licences.
Who We Help

Who Needs a Microsoft Purview Assessment?

Our Microsoft Purview consulting services support organizations that handle confidential, personal or regulated information across Microsoft 365.

Healthcare

Protect patient records and support HIPAA obligations across email, Teams and devices.

Banking & Finance

Address SAMA and other regulatory expectations for data protection and communication supervision.

Government & Public Sector

Classify and protect sensitive information in line with requirements such as NCA ECC.

Energy & Manufacturing

Protect intellectual property and address supplier security requirements such as Aramco CCC.

Professional Services

Keep client data separated and confidential, even within your own organization.

Your Microsoft Security Partner

Why Choose NG Cloud Security?

We bring Microsoft security technologies together with practical consulting and implementation experience.

Microsoft Solutions Partner for Security

Work with a Microsoft Solutions Partner focused on security services and solutions.

Real Purview Delivery Experience

Our consultants work with sensitivity labels, DLP, Data Map and Microsoft security technologies.

Use Cases First, Tools Second

We design around how your people work, so data protection policies remain practical.

The Whole Microsoft Security Stack

We cover Purview alongside Entra ID, Intune and Defender for a more connected security approach.

Assessment to Implementation

We can turn assessment findings into a practical implementation roadmap and deployed controls.

Ongoing Security Support

We can help review, tune and maintain your data protection policies as your business changes.

Common Questions

Frequently Asked Questions

Learn more about Microsoft Purview assessment, consulting, licensing and implementation.

What is a Microsoft Purview data security assessment?
It's a structured review of how well your organization finds, classifies, protects and governs sensitive data using Microsoft Purview. You get a clear view of your gaps and a prioritized plan to close them.
Which Microsoft 365 licences include Microsoft Purview?
Microsoft Purview capabilities and licensing entitlements vary by feature, subscription and add-on. Core labeling, DLP and retention capabilities are available in selected Microsoft 365 plans, while advanced features such as auto-labeling, Endpoint DLP, Insider Risk Management and Communication Compliance may require additional licensing. We review your current subscriptions and identify which capabilities are available to you.
Can Purview stop confidential data being shared inside the organization?
Yes. Microsoft Purview DLP policies can restrict sharing based on recipients, groups and configured conditions, helping keep sensitive information such as payroll or board papers within authorized teams.
Will DLP block my staff from doing their jobs?
Not when it's designed properly. We test policies in simulation mode where supported, use policy tips to guide employees and configure justified overrides for legitimate business needs.
Can Purview protect data outside Microsoft 365?
Microsoft Purview Data Map supports discovery and governance across supported Azure, Amazon Web Services, Google Cloud, Salesforce and on-premises data sources. The Information Protection scanner can also help classify supported files on on-premises file shares. Coverage depends on the source, connector and licensing.
How does Purview help with Microsoft 365 Copilot?
Sensitivity labels, permissions and applicable DLP policies help protect information used with Microsoft 365 Copilot. DSPM for AI helps organizations understand data security risks associated with AI usage and identify relevant controls.
How long does a Microsoft Purview assessment take?
The timeline depends on the size of your Microsoft 365 environment, the number of data sources and the assessment scope. We confirm the expected timeline after the initial discovery discussion.
Can NG Cloud Security implement the recommendations?
Yes. We provide Microsoft Purview consulting and implementation services, including deployment and tuning of sensitivity labels, DLP policies and other relevant data protection controls. Ongoing support can also be discussed.
Microsoft Purview Consulting Services

Know Your Data. Protect It. Prove It.

Find out where your sensitive data is exposed and get a clear plan to protect it with the Microsoft tools you already own. Talk to our Microsoft Purview consultants today.

NG Cloud Security · Securing Microsoft Cloud. Enabling Business Growth.