Purview Foundation

Make information protection and retention practical for users and defensible for the business

The challenge

Information protection and retention often exist on paper, but they are not always clear, actionable, or aligned to how teams actually work.

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.

Step 1

Understand scenarios

Review how teams handle sensitive content and where retention rules apply.

Step 2

Design the taxonomy

Define practical labels and retention rules that users can understand.

Step 3

Configure baseline controls

Set up core Microsoft Purview policies aligned to the agreed model.

Step 4

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.

Ready to improve how your teams work?

Start with a focused workshop to identify priorities and align your organisation.