Information Protection Review
A focused assessment of how sensitive information is classified, protected, and managed within Microsoft 365. Reviews the current state of sensitivity labelling, data loss prevention, oversharing exposure, and information lifecycle against the organisation's obligations and risk profile. Delivers a written findings report and prioritised remediation plan.
No vendor relationships. No commissions. Senior advisory only.
When this service becomes necessary
- The organisation is preparing to deploy Microsoft 365 Copilot and needs to confirm that information protection is adequate before enabling it.
- A data breach, privacy incident, or audit finding has raised questions about how sensitive information is being handled within Microsoft 365.
- Sensitivity labelling has been deployed but adoption is inconsistent and it is unclear whether sensitive data is actually being protected.
- Oversharing risk in SharePoint, Teams, or OneDrive has been raised as a concern but has not been assessed or quantified.
- Regulatory or compliance obligations require evidence that sensitive data is identified, classified, and protected appropriately.
- Microsoft Purview has been licensed but the configuration does not reflect the organisation's current information classification requirements.
What Evoltra reviews
- Sensitivity label taxonomy: whether labels reflect the organisation's information classification policy and are fit for purpose
- Label adoption: coverage, consistency, and whether auto-labelling is configured for high-sensitivity content types
- Data loss prevention policies: whether DLP rules are configured for the organisation's sensitive data types and risk channels
- Oversharing exposure: SharePoint sites, Teams channels, and OneDrive with excessive external or internal sharing
- Information lifecycle: retention policies, records management configuration, and whether content is being retained and disposed of appropriately
- Guest access: external user access to sensitive content and whether controls are adequate
- Purview configuration: whether the technical implementation of Microsoft Purview reflects the organisation's governance requirements
- Policy and process gaps: where technical controls exist without supporting policy, or policy exists without technical enforcement
What the client receives
- Information protection assessment report (written)
- Sensitivity label review with gap analysis and recommendations
- DLP policy assessment and recommended improvements
- Oversharing exposure summary with remediation priorities
- Retention and records management gap analysis
- Purview configuration recommendations
- Prioritised remediation plan with implementation sequencing
How the engagement works
- 1
Configuration and policy review
Review the current Microsoft Purview configuration: sensitivity labels, DLP policies, retention policies, and related settings. Compare configuration against the organisation's information classification policy and compliance obligations.
- 2
Oversharing and access review
Assess SharePoint, Teams, and OneDrive for oversharing exposure: sites and channels with broad internal or external sharing, guest access that is not governed, and sensitive content in locations accessible to unintended audiences.
- 3
Label adoption assessment
Review label adoption rates, coverage across content types, and whether auto-labelling is in place for sensitive content that should not depend on user decisions. Identify where the labelling programme is working and where gaps remain.
- 4
Findings and remediation plan
Deliver a written assessment of the current information protection posture, with findings graded by severity and a remediation plan that sequences actions by risk reduction priority. Technical recommendations are paired with the governance and policy changes required to make them effective.
The review stands on its own.
Evoltra does not need to win implementation work from this engagement. Recommendations can be executed by the client's internal team, their preferred vendor, or any third party they choose.
There are no vendor relationships, referral arrangements or commissions that could influence the outcome. The advice reflects what the evidence supports, not what would be most convenient to recommend.
Who this is for
Organisations operating Microsoft 365 that need an independent view of how well sensitive information is being protected. Particularly relevant before a Microsoft 365 Copilot deployment, after a privacy or security incident, in response to a regulatory or audit requirement, or where the organisation knows its information protection is not where it should be but lacks the internal capacity to assess the gap and design the remediation.
Related Services
Microsoft Purview Advisory
Governance-first Purview advisory from policy design through configuration.
Microsoft 365 Governance
Comprehensive Microsoft 365 governance: access, collaboration, data, and compliance.
Copilot Readiness Assessment
Assessment of Microsoft 365 readiness and governance foundations before Copilot deployment.
Related Reading
Frequently Asked Questions
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