8 Tips to Successfully Deploy A Microsoft Purview Compliance Project  - Netwoven

8 Tips to Successfully Deploy A Microsoft Purview Compliance Project 

By Manish Athavale  •  August 9, 2023  •  919 Views

8 Tips to Successfully Deploy A Microsoft Purview Compliance Project

Microsoft Purview is a comprehensive portfolio of products spanning data governance, information protection, risk management, and compliance solutions.  

Microsoft Purview helps organizations to: 

  • Protect sensitive data across clouds, apps, and devices. 
  • Identify data risks and manage regulatory compliance requirements. 
  • Get started with regulatory compliance. 

Below table shows the different capabilities available based on the acquired license type – 

CapabilityMicrosoft 365 E3Microsoft 365 E5Microsoft 365 E5 Compliance 
(requires Microsoft 365 E3) 
Data ClassificationCheckmark with solid fillCheckmark with solid fillCheckmark with solid fill
Information Protection Checkmark with solid fillCheckmark with solid fillCheckmark with solid fill
Data Loss Prevention Checkmark with solid fillCheckmark with solid fillCheckmark with solid fill
Records Management Checkmark with solid fillCheckmark with solid fillCheckmark with solid fill
eDiscovery Checkmark with solid fillCheckmark with solid fillCheckmark with solid fill
Auditing Checkmark with solid fillCheckmark with solid fillCheckmark with solid fill
Advanced Data Classification Checkmark with solid fillCheckmark with solid fill
Insider Risk ManagementCheckmark with solid fillCheckmark with solid fill
Privileged Access Management Checkmark with solid fillCheckmark with solid fill
Customer key Checkmark with solid fillCheckmark with solid fill
Advanced message encryption Checkmark with solid fillCheckmark with solid fill
Customer Lockbox Checkmark with solid fillCheckmark with solid fill
Communications complianceCheckmark with solid fillCheckmark with solid fill
Information Barriers Checkmark with solid fillCheckmark with solid fill
8 Tips to Successfully Deploy A Microsoft Purview Compliance Project

Microsoft Purview has a large ecosystem and implementing it in its entirety, all at once is risk prone. It is advisable to implement the Purview platform in a few key areas, learn from that experience and then implement the other areas.

Ebook: 7 Steps to building a Compliance Based Organization with Microsoft Purview Solutions
Ebook: 7 Steps to building a Compliance Based Organization with Microsoft Purview Solutions

This eBook offers a detailed overview of the regulatory landscape, emphasizing the importance of compliance. It discusses common compliance challenges and explains how to implement and use Microsoft Purview to meet regulatory requirements efficiently.

Get the eBook

Here are some tips and best practices to successfully deploy a Microsoft Purview project – 

  1. Brainstorm with different department leads like HR, Finance, PMO etc. to identify compliance goals, regulations that may apply to your business, success criteria when it comes to compliance solutions. Once you have your goals defined, you can begin planning the implementation. 
  2. Identifying good use cases helps to define the scope of the project such as the types and amount of data that needs to be protected, the correct selection of tools with robust integrations if needed and the right compliance controls. 
  3. Identify key Stakeholders early. Get their buy-in, inform them frequently and consult with them on any obstacles you face or changes you need to make during the project. 
  4. Identify the tools that will be used to accomplish the project goals. Microsoft Purview compliance tools provide a lot of features but supplemental tools like Sentinel SIEM, Microsoft Defender etc. may be required to provide a complete solution based on the business use case. 
  5. Create a detailed project plan, document the use cases tackled in the solution and illustrate the architecture plan to get management to support your project. Without management buy-in it will be very difficult for the solution to get implemented successfully.  
  6. Communication is essential to ensure that all organization users understand the purpose of Microsoft Purview and how it can benefit their organization. Communicating with users on benefits of compliance, explaining new policies and procedures, training on compliance tools, providing FAQs and setting up Office hours with SMEs are all critical aspects of the communication and adoption plan. Monitoring the compliance solution and measuring its success is also important for ongoing development and maintenance of the solutions.  
  7. Create a feedback channel to receive end user feedback. Ensuring that user feedback is heard, and any issues are resolved is crucial to adoption. New use cases arise with time and should be addressed with regular updates to the solution.  
  8. Create a governance plan that will document the goals of your Microsoft Purview rollout, the roles and responsibilities of key stakeholders, and the processes and procedures for managing compliance. Creating a compliance roadmap will help identify the specific compliance requirements that need to be met and timescale of their implementation. 

A study by IDC found that Microsoft Security and Compliance can deliver a significant return on investment (ROI) for organizations of all sizes. The study found that organizations that implemented Microsoft Purview realized an average ROI of 465%, with a payback period of less than 6 months. 

By Manish Athavale

Manish is a Senior Engagement Manager in the Cloud Infrastructure and Security Practice specializing in Microsoft Purview product suite. He brings extensive experience to Netwoven in Business Analysis, Solution Architecture and Project Management. He has led mid to large sized projects implementing several Microsoft solutions, custom applications and migrations from on-premise SharePoint to Microsoft 365, Jive to Microsoft 365 and Tenant to Tenant migrations. Prior to joining Netwoven, Manish worked a Senior Architect at AEP Inc. responsible to deliver migration of SharePoint on-premise to Microsoft 365 and converting 100s of workflows and forms to Power Platform solutions. Prior to AEP, Manish has worked in several large organizations in Banking, Insurance, Healthcare, Government and Automotive verticals. Manish holds a Master of Science in Mathematics from University of New Orleans and Bachelor of Engineering from College of Engineering, Aurangabad. In his spare time Manish likes to play Tennis, Golf, watch New Orleans Saints football and travel with family.

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