Client context
A professional services firm handling sensitive client information relied heavily on Microsoft 365 for document creation, collaboration, and communication.
Data protection controls were limited and inconsistently applied.
The challenge
The firm faced:
- Lack of consistent data classification and protection
- Risk of sensitive client data being shared inappropriately
- Limited visibility over where sensitive data resided
- Manual and inconsistent handling of confidential information
This created significant reputational and client trust risk.
What we did
We delivered a focused information protection uplift:
- Data discovery and classification design
- Implementation of sensitivity labels and protection policies
- User-aligned data handling rules integrated into workflows
- Control of external sharing and data movement
- Visibility and reporting on sensitive data usage
How it was delivered
- Data risk assessment
- Identification of sensitive data exposure points
- Design of classification and protection model
- Phased rollout aligned to user workflows
- Continuous tuning and adoption support
Outcome
- Consistent classification and protection of sensitive data
- Reduced risk of data leakage and inappropriate sharing
- Improved visibility over client information handling
- Embedded data protection into everyday workflows
Business impact
- Strengthened client trust and data confidentiality
- Reduced risk of reputational damage and data breaches
- Improved efficiency through automated protection controls
- Enabled more confident collaboration on sensitive work