Hire Microsoft Purview Compliance Consultants

When to Hire Purview Technology Compliance Consultants

Signals that indicate you need external expertise:

• Your classification isn’t adopted. Sensitivity labels exist, but users don’t apply them. Auto-labeling generates noise. Content remains unclassified, making DLP and retention ineffective. The data classification and sensitivity labels implementation foundation is broken.
• DLP is causing more problems than it solves. Users complain about blocked workflows. False positives overwhelm incident queues. Business units demand exceptions that undermine protection. People route around controls rather than comply.
• Auditors asked questions you couldn’t answer. They wanted traceable evidence of data protection, classification coverage, DLP effectiveness, and retention compliance. You couldn’t produce it, or what you produced wasn’t convincing. Audit findings are accumulating.
• You’re preparing for regulatory requirements. HIPAA, SOX, GDPR, CMMC, PCI-DSS, or industry-specific regulations require demonstrable data protection. You need to implement controls that satisfy requirements and produce traceable evidence.
• eDiscovery caught you unprepared. A legal matter required document preservation and collection. Permissions weren’t configured. Procedures didn’t exist. The scramble damaged defensibility and taught expensive lessons.
• Your Purview configuration has drifted. Policies were configured during initial implementation. Since then, nobody has reviewed effectiveness, tuned rules, or updated for new requirements. You’re not confident that the current state matches the documented state.
• Your IT team lacks data governance specialization. Your team manages M365, supports users, and maintains infrastructure. They’re not data governance technology specialists who’ve implemented classification taxonomies and DLP architectures across multiple enterprises.
• Compliance and IT aren’t aligned. Compliance knows regulatory requirements; IT knows Microsoft platforms. Nobody bridges the gap to translate requirements into Purview configuration that actually achieves compliance objectives with defensible gates.

Who This Is For

Engage i3solutions if you are:

• An IT or compliance leader responsible for data governance who needs to achieve Purview technology readiness
• Under regulatory pressure requiring demonstrable data protection with traceable evidence for auditors
• Facing classification adoption challenges, labels exist, but aren’t used effectively
• Dealing with DLP that disrupts business without providing protectionand confidence
• Preparing for audits that will examine data governance controls
• Needing eDiscovery readiness before litigation or investigation requires it
• Looking to establish a governance operating model with defensible gates, not just a one-time configuration
• In an M365 environment (SharePoint, Microsoft Teams, Exchange, OneDrive) with data governance technical consulting gaps

This engagement is not the right fit if:

• You want basic Purview feature activation without sustainable governance. We focus on technology readiness implementations that work, not checkbox configurations.
• You’re not willing to address classification before DLP. DLP depends on knowing what data to protect. We won’t skip the foundation.
• You need ongoing Purview administration. We build capability and achieve technology readiness; we don’t replace your team permanently.
• You’re not prepared to enforce policies and act on findings. Governance requires follow-through. If you’re not ready to act, implementation value is limited.
• You’re seeking certification or attestation outcomes. We provide technology compliance consulting, configuration, assessment, and implementation. Certification and attestation are separate processes requiring accredited assessors.

 

The Problem: Why Data Governance Fails

Data governance initiatives fail more often than they succeed. The pattern is predictable: features configured, policies deployed, governance declared complete, then nothing works as expected, and nobody maintains it.

Where we see data governance fail:

• Classification without strategy. Organizations deploy sensitivity labels copied from Microsoft templates without adapting to their actual data types, regulatory requirements, or user workflows. Labels don’t match reality, users don’t understand them, and adoption fails. Everything downstream that depends on data classification and sensitivity labels implementation fails, too.
• DLP was deployed before classification. Organizations want to prevent data leakage immediately. They deploy DLP policies targeting generic patterns without a classification foundation. Policies can’t identify what’s actually sensitive. False positives spike. Legitimate work is blocked. Users revolt. Protection is disabled or so full of exceptions that it’s meaningless.
• Policies designed in isolation. IT configures policies without understanding business workflows. Compliance specifies requirements without understanding technical constraints. Nobody tests policies against real work patterns. Production deployment reveals that policies break critical processes.
• No operating model with defensible gates. Policies are configured by a project team that disbands. Nobody owns ongoing tuning. False positives accumulate without resolution. Classification taxonomy becomes stale. Retention schedules aren’t reviewed. Configuration drift accumulates. Within a year, documented governance doesn’t match the actual state.
• Evidence as an afterthought. Governance is implemented, but when auditors ask for evidence, nobody can produce traceable findings. Classification coverage is unknown. DLP effectiveness is unmeasured. Retention compliance is uncertain. The governance exists, but can’t be demonstrated.
• User adoption is ignored. Classification requires user participation for manual labeling. DLP requires users to understand and accept restrictions. Neither works without change management, training, and communication. Technical configuration without adoption planning fails.
• eDiscovery is neglected until a crisis. Nobody configures eDiscovery permissions or documents procedures until legal hold is urgently required. Then the scramble begins: who has access, what’s the scope, how do we preserve, who notifies custodians? Defensibility suffers.

You need consultants who recognize these patterns and build governance designed to avoid them.

 

What You Get When You Engage i3solutions

Senior Purview Technology Compliance Consultants

Not generalists configuring Purview from documentation. Our consultants have implemented data governance technology readiness across enterprise Microsoft 365 environments. We can deliver classification strategies that achieve adoption, DLP architectures that balance protection and productivity, and retention programs that satisfy your legal requirements. If you need to hire data governance technology consultants for Microsoft 365, our team knows what works, what fails, and how to build governance that lasts.

Data Classification and Sensitivity Labels Implementation That Gets Adopted

We design sensitivity label taxonomies that match your actual data and make sense to your users. Simple enough to use, specific enough to be meaningful, and aligned to regulatory requirements. Our approach is grounded in IT systems analysis, ensuring classification aligns to how data is created, stored, and shared across your environment. We implement auto-labeling that works without overwhelming false positives and build adoption programs that make classification succeed.

Compliance Controls That Protect Without Disrupting

We deploy DLP with staged rollout, simulation to understand impact, pilot to validate policies, and production with monitoring and tuning. Policies are designed to catch actual risk without blocking legitimate work. Where controls intersect with business processes, we use workflow automation to manage incidents, exceptions, and approvals so governance is enforced without manual friction.

Traceable Evidence You Can Produce

We configure Purview to generate the reports auditors expect: classification coverage, DLP incident trends, retention compliance, and policy effectiveness. When someone asks, “prove you’re protecting data,” you’ll have traceable findings and an answer.

eDiscovery Readiness

We configure permissions, document procedures, and validate workflows before you need them urgently. We also account for data sources introduced through migration and systems integration. When legal hold is required, you’ll have the architecture, access, and playbooks to respond defensibly across legacy and modern platforms.

Operating Model That Sustains with Defensible Gates

Configuration without operations decays. We establish ownership, review cadences, tuning procedures, governance documentation, and defensible decision gates. Your team knows how to maintain and improve data governance after we leave.

M365 Environment Expertise

We’ve delivered hundreds of SharePoint, Teams, Exchange, and Microsoft 365 projects. We understand how data flows across workloads, where governance breaks, and how to implement controls that work within real collaboration patterns.

Engagement Models

15-Day Purview Technology Readiness Assessment

Duration: 15 business days

What we deliver:

• Current state assessment: classification, DLP, retention, eDiscovery
• Gap analysis against compliance requirements and governance objectives
• Data exposure and risk identification
• Traceable findings document
• Documented options with pros/cons
• Defensible decision gates
• Prioritized roadmap with recommendations

What you provide:

• Read-only access to Purview and M365 admin centers
• Documentation of compliance requirements
• Stakeholder availability for requirements discussion

Best for: Organizations starting data governance or needing to understand their current posture before investing in implementation.

Note: This is a paid assessment engagement. No attestation or certification outcomes.

 

Classification Implementation

Duration: 4-6 weeks

What we deliver:

• Sensitivity label taxonomy design
• Label policy configuration and deployment
• Auto-labeling implementation with tuning
• User training and communication materials
• Classification governance model
• Traceable findings for each phase

What you provide:

• Administrative access to Purview
• Stakeholder input on data types and requirements
• Pilot user group for validation
• Communication channels for rollout

Best for: Organizations establishing a data classification and sensitivity labels implementation foundation, or fixing adoption failures.

 

Compliance Controls Implementation (DLP) Sprint

Duration: 6-8 weeks

What we deliver:

• DLP policy architecture design
• Staged rollout: simulation → pilot → production
• Policy tuning based on real data
• Incident handling workflow design
• Effectiveness monitoring and dashboards
• Defensible gates at each phase

What you provide:

• Administrative access to Purview
• Classification foundation (existing or concurrent implementation)
• Stakeholder engagement for policy validation
• Pilot scope for controlled rollout

Best for: Organizations with a classification in place, ready to implement compliance controls.

 

Comprehensive Purview Implementation

Duration: 12-16 weeks

What we deliver:

• Full governance: classification, DLP, retention, eDiscovery readiness
• Staged rollout across all capability areas
• Operating model with roles, procedures, and review cadence
• Evidence capability and audit readiness
• Training and knowledge transfer
• Defensible gates throughout

What you provide:

• Administrative access to Purview and Microsoft 365
• Stakeholder engagement across compliance, legal, and IT
• Pilot populations for staged rollout
• Communication channels for user adoption

Best for: Organizations ready for comprehensive data governance technology readiness with a full operating model.

 

eDiscovery Readiness Sprint

Duration: 3-4 weeks

What we deliver:

• eDiscovery permission configuration
• Legal hold procedures and documentation
• Search and collection playbooks
• Workflow validation and testing
• Staff training on tools and procedures

What you provide:

• Administrative access to Purview
• Legal/compliance stakeholder engagement
• Staff designated for eDiscovery roles
• Sample scenarios for workflow testing

Best for: Organizations needing litigation readiness before incidents require a response.

 

Ongoing Purview Advisory

Duration: Monthly retainer

What we deliver:

• Policy review and optimization
• Classification and DLP tuning
• Incident support and troubleshooting
• Compliance reporting review
• New capability evaluation and guidance

What you provide:

• Regular touchpoints and access
• Visibility into issues and planned changes
• Stakeholder engagement for decisions

Best for: Organizations with production Purview deployments needing ongoing expertise.

 

Skills and Roles We Bring

Microsoft Purview Lead Consultants

Our senior Purview consultants lead strategy, architecture, and stakeholder engagement. They design enterprise-ready classification, DLP, retention, and insider risk implementations that balance protection, usability, and audit defensibility.

Button: Hire Purview Lead Consultants

 

Data Governance & Classification Specialists

Our governance specialists design classification taxonomies, sensitivity labels, DLP policy architectures, and retention schedules that users actually adopt. They focus on traceable decisions, sustainable operating models, and governance that survives beyond implementation.

Button: Hire Data Governance Specialists

 

Microsoft 365 Compliance Engineers

Our M365 technical specialists configure and integrate Purview across SharePoint, Teams, Exchange, OneDrive, and related workloads. They understand real-world data flows and apply controls where governance truly matters.

Button: Hire M365 Compliance Engineers

 

Regulatory Alignment & Compliance Mapping Consultants

Our consultants map regulatory requirements such as HIPAA, SOX, GDPR, CMMC, and PCI-DSS to Microsoft Purview technical controls. They translate compliance language into enforceable configurations and defensible evidence paths that auditors accept.

Button: Hire Compliance Mapping Consultants

 

Change Management & Adoption Leads

Classification and DLP only work when users participate. Our adoption leads design training, communication, and rollout strategies that minimize friction, reduce resistance, and embed governance into everyday workflows.

Button: Hire Adoption & Change Leads

 

Evidence, Reporting & Audit Readiness Specialists

Our specialists design dashboards, compliance reporting, and evidence configurations that prove controls are working. We build implementations that generate traceable findings and audit-ready artifacts.

Button: Hire Audit Readiness Specialists

 

Project Coordination & Delivery Management

Our delivery leads manage timelines, risks, and communication across Purview engagements. Team composition scales based on scope and complexity, ensuring disciplined execution without unnecessary overhead.

Button: Hire a Compliance Project Lead

 

How We Work

Initial Consultation

We discuss your data governance situation, what you’ve tried, what’s working, what’s failing, and what you need. No commitment required. A focused conversation to understand your environment and determine fit.

Scoping and Proposal

Based on your needs, we propose a specific engagement: assessment, classification implementation, DLP sprint, comprehensive governance, eDiscovery readiness, or advisory. Clear deliverables, timeline, and investment.

Kickoff and Discovery

We establish access, confirm scope, and begin technical discovery. For Purview engagements, that means understanding your data landscape, current configuration, compliance requirements, and user workflows.

Execution

• For assessment engagements: Systematic evaluation, documented findings with traceable evidence, roadmap development with defensible gates.
• For implementation engagements: Design, configuration, staged rollout, and validation at each phase. Regular status updates, you know what’s complete and what’s ahead.
• For adoption-focused work: Training development, communication planning, pilot validation, and feedback incorporation.

Validation and Handoff

Policies are validated through staged rollout. Evidence capability is confirmed. The operating model is documented. Your team is trained. We don’t hand off until governance works, and you can maintain it.

Quality Gates

• Scope sign-off before work begins
• Design review before configuration
• Simulation/pilot validation before production
• Operating model documentation before handoff
• Evidence capability verification before close

We don’t skip gates. Problems surface early when they’re correctable.

How We Reduce Delivery Risk

• Classification-first methodology. We don’t deploy DLP without a classification foundation. Policies that can’t identify sensitive data can’t protect it. We build data classification and sensitivity labels implementation first.
• Staged rollout discipline. DLP policies deploy in simulation mode before enforcement. We validate impact, tune rules, and expand scope systematically. No production surprises.
• User adoption integration. Technical configuration without adoption planning fails. We integrate training, communication, and change management into implementation, not as an afterthought.
• Operating model from the start. We define ownership, procedures, review cadence, and defensible gates during implementation, not after the project team disbands. Governance is designed to be sustained.
• Evidence capability built in. We configure reporting and dashboards during implementation. When auditors ask for proof, you’ll have traceable findings from day one.
• Senior practitioners. Experienced consultants make decisions and solve problems directly. You’re not waiting for escalations or managing junior staff learning data governance on your project.
• Transparent communication. Regular status updates. Clear milestone tracking. Issues identified when they emerge, not hidden until they’re crises.

 

Security, Compliance, and IP Considerations

• Data handling. We work in your Microsoft environment with the access you provide. We don’t extract your data, policies, or configurations to our systems. Assessment findings and recommendations stay within your control.
• Our consultants are US-based. We can accommodate specific personnel security requirements where contractually necessary.
• Access controls. We work with appropriate administrative access for the engagement scope, typically Purview administrator and related M365 admin roles. Access is scoped and removed at engagement completion.
• Your data governance strategy, classification taxonomy, and policy configurations are confidential. Standard confidentiality terms apply; we accommodate customer-specific requirements.
• Work product ownership. Documentation, procedures, training materials, and policy configurations we create are yours. Full ownership transfers to you.
• Sensitive data discovery. Assessment may reveal sensitive data in unexpected locations. We help you plan for and address discoveries appropriately. Remediation is often part of governance implementation.
• Important clarification: Technology compliance consulting is not certification. We help you prepare your Purview environment for production operation with proper configuration and evidence capability. Formal compliance certification or attestation requires separate processes with accredited assessors.

Why Choose i3solutions as Your Partner

• We’ve achieved data governance technology readiness that works. Our team has deployed classification, DLP, retention, and eDiscovery across enterprise Microsoft 365 environments. We know what achieves adoption and what fails, bringing pattern recognition from multiple real-world engagements.
• We build governance, not just configuration. Feature activation without an operating model creates temporary compliance that decays. We establish ownership, procedures, review cadence, and defensible gates so governance sustains across Microsoft 365, including SharePoint, Teams, Exchange, and OneDrive.
• We make classification succeed. Classification is the foundation and the most common failure point. We design taxonomies that make sense, deploy auto-labeling that works, and build adoption programs that achieve user participation, including structured data in Dataverse and data flowing through Power Apps and Power Automate.
• We balance protection with productivity. DLP that blocks everything generates workarounds. We design and tune policies that catch real risk without disrupting legitimate work, covering collaboration workloads, Power Platform solutions, Dynamics 365 data, and integrated Azure services.
• We produce traceable evidence. Governance you can’t prove won’t satisfy auditors. We configure reporting, dashboards, and evidence paths using Purview, Microsoft 365, Power BI, and Azure-native logging so you can demonstrate protection with traceable findings.
• We understand the full Microsoft ecosystem. Purview doesn’t operate in isolation. Our experience spans Dataverse, Power Automate, Power Apps, Power BI, Dynamics 365, and Azure, allowing us to design governance controls that align with how data actually moves through your environment.
• We’re senior and US-based. Experienced consultants who make decisions and own outcomes. All work is performed by US-based personnel.

No attestation or certification claims. We’re explicit about what we deliver: technology compliance consulting & configuration, assessment, and implementation expertise. Certification and attestation are separate processes requiring accredited assessors.