01Classify
Data classification & labeling
Sensitivity labels applied automatically or by users, so protection follows the data wherever it goes.
- Sensitivity label design and taxonomy
- Automatic classification rules
- User-applied labeling training
- Label-based encryption and access control
- Label analytics and adoption tracking
Best for: Organizations handling financial, health, or personally identifiable data.
Typical timeline: Classification design typically takes 1–2 weeks.
02Enforce
DLP policy design
Rules that catch sensitive data leaving through email, file shares, or cloud apps, tuned to reduce false positives.
- Microsoft Purview DLP policy configuration
- Forcepoint and Trellix policy deployment
- Endpoint, email, and cloud app coverage
- Policy testing before enforcement
- Exception handling workflow
Best for: Businesses that need enforceable data handling rules across multiple channels.
Typical timeline: Policy design and testing typically takes 2–3 weeks.
03Monitor
Insider risk management
Monitoring for risky data-handling patterns — like mass downloads before a resignation — without invasive surveillance.
- Insider risk policy configuration
- Risk indicator monitoring
- Investigation workflow setup
- Alert triage and escalation
- Privacy-conscious monitoring scope
Best for: Organizations concerned about data walking out the door with departing employees.
Typical timeline: Insider risk policies typically take 1–2 weeks to configure.
04Document
Compliance & retention
Retention, eDiscovery, and audit-ready documentation aligned to the regulations that apply to your business.
- Retention policy configuration
- eDiscovery setup for legal holds
- Compliance framework mapping
- Audit-ready reporting
- Periodic policy review
Best for: Regulated businesses that need to demonstrate compliance during an audit.
Typical timeline: Compliance configuration typically takes 1–3 weeks depending on framework.
05Assess
Data discovery & risk assessment
A baseline scan to find out where sensitive data actually lives across your environment before policies are built around guesswork.
- Sensitive data discovery scan
- Data inventory and risk mapping
- Shadow data and unmanaged storage identification
- Risk prioritization by data type and location
- Baseline report before policy design
Best for: Organizations that don't have a clear picture of where their sensitive data actually sits.
Typical timeline: Initial discovery scan typically completed within 1–2 weeks.
06Govern
Cloud app & SaaS data governance
Data controls extended to the SaaS and cloud apps your team actually uses, so sensitive data isn't only protected inside email and files.
- Cloud app discovery (shadow IT visibility)
- SaaS data access policy configuration
- Cloud app DLP policy extension
- Third-party app risk scoring
- Ongoing cloud app inventory review
Best for: Organizations using multiple SaaS tools beyond Microsoft 365 or Google Workspace who want consistent data controls.
Typical timeline: Cloud app governance setup typically takes 2–3 weeks depending on app count.