Information Security with Microsoft Purview
We help organizations use Microsoft Purview to discover, classify, and protect sensitive data across Microsoft 365 with practical solutions for security, compliance, DLP, label taxonomy, Copilot readiness, and support for GCCH tenants.
Services We Offer
​We help clients identify what data matters, classify it correctly, and apply the right protection model across files, emails, meetings, groups, sites, SharePoint, Teams, and Copilot-connected workflows. That includes sensitivity label strategy, label taxonomy and sublabel design, SIT and classifier design, DLP policy planning, auto-labeling strategy, external sharing controls, data lifecycle considerations, insider risk use cases, SharePoint governance, and phased rollout planning that balances security with user adoption. We also help organizations define how regulated data such as PII, PHI, CUI, ITAR, and EAR should be detected, labeled, protected, and governed in Microsoft 365.
Our Expertise
Our expertise is grounded in real Purview design work for regulated organizations. We have developed staged label rollout strategies, designed protection settings for a range of sensitive data--including PII, PHI, CUI, and Export Controlled data, and defined practical approaches for guest access and external sharing. Just as important, we understand how Purview becomes the control plane for secure AI adoption: without classification, DLP, and governance, Copilot can expose overshared content; with the right Purview foundation, organizations can put meaningful guardrails around sensitive data.
Case Study: Preparing a Regulated Organization for Secure Microsoft 365 and Copilot Adoption
Peak Insights recently completed a Purview solution design engagement for a regulated organization that needed a defensible way to protect both business-sensitive data and government regulated CUI and export-controlled data. The client needed more than generic labels. They needed a classification model that could work across files, emails, meetings, groups, and sites while simultaneously enabling external collaboration and protecting files shared externally. This also created a foundation for Copilot use.
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We designed a phased rollout strategy that started with publishing all labels and their protections and educating users on how to use them. This was followed by instituting default labeling and auto-labeling, and matured toward requiring labels across all files and stricter enforcement with DLP rules, DSPM monitoring, and audit controls. We defined a full label structure for public, internal, confidential, CUI, and export-controlled data; documented protection settings; and created custom classifiers for CUI, ITAR, EAR, and contextual markings. We also addressed external sharing through guest access design, so protected content could be shared securely without weakening governance.
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The result was a practical Purview blueprint the client could use to move from uncertainty to action: a clearer data protection model, a staged roadmap for rollout, stronger alignment to compliance obligations, and a more secure foundation for collaboration and AI. Instead of treating Purview as a set of disconnected features, the engagement turned it into an operating model for information protection.