Client context
A regulated organisation operating under strict compliance obligations relied on Microsoft 365 for document management, collaboration, and records handling.
Governance had evolved organically, resulting in inconsistent control over information lifecycle and access.
The challenge
The organisation faced increasing regulatory pressure due to:
- Uncontrolled document sprawl across SharePoint and Teams
- Inconsistent retention and disposal practices
- Lack of clear ownership and accountability for information
- Risk of non-compliance with regulatory and audit requirements
Governance policies existed but were not effectively implemented or enforced.
What we did
We delivered a targeted governance remediation program:
- Information architecture rationalisation – Reviewed and restructured SharePoint and Teams environments
- Retention and lifecycle policy implementation – Deployed retention labels and policies aligned to regulatory requirements
- Ownership and accountability model definition– Established clear governance roles and responsibilities
- Access and sharing control uplift – Reduced uncontrolled access and external sharing risks
- Compliance alignment validation – Ensured governance controls aligned with regulatory expectations
How it was delivered
- Governance maturity assessment
- Identification of high-risk compliance gaps
- Targeted remediation of priority areas
- Controlled rollout of governance policies
- Validation against regulatory requirements
Outcome
- Controlled and structured information environment
- Consistent application of retention and lifecycle policies
- Reduced risk of regulatory non-compliance
- Improved audit readiness and defensibility
Business impact
- Strengthened ability to meet regulatory obligations
- Reduced risk of compliance breaches and penalties
- Improved operational efficiency in document management
- Increased confidence during audits and reviews