Purview Foundation
The challenge
Policies exist on paper
Rules may be documented, but not easy for users to apply in daily work.
Unclear labelling
Users may not know which labels or retention rules apply to different content.
Controls do not fit
Protection and retention controls may not match real business scenarios.
What we do
We design a pragmatic label and retention model, configure baseline controls, and align them to how teams work in Microsoft 365.
Understand scenarios
Review how teams handle sensitive content and where retention rules apply.
Design the taxonomy
Define practical labels and retention rules that users can understand.
Configure baseline controls
Set up core Microsoft Purview policies aligned to the agreed model.
Plan adoption and governance
Create a rollout and change governance plan the business can defend.
You get
Typical outcomes
Label and retention taxonomy
A clear structure for classifying and retaining business content.
Policies adopted in scope
Teams begin using agreed policies in the initial rollout area.
Baseline policy configuration
Core controls configured to support practical information protection.
Fewer exceptions
Controls better match real work, reducing avoidable policy gaps.
Rollout plan
A practical plan for introducing controls to users and teams.
Clearer ownership
Teams know who owns decisions, exceptions, and next steps.
Change governance
A lightweight process for managing updates, feedback, and exceptions.
Controls adopted in scope
Baseline controls are implemented and used in the agreed scope.
Ideal for
Teams unsure
what to label
For organisations with unclear labels, retention rules, or classification models.
Sensitive content
handled differently
For teams applying protection and retention differently across Microsoft 365.
Too many policy
exceptions
For leaders managing exceptions, ownership gaps, and governance risk.
See how we help organisations create valueÂ
Ready to improve how your teams work?
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