What is our primary use case?
We use the platform to comply with regulations, and our specific use cases are information protection, information governance, data loss prevention, and insider risk mitigation.
How has it helped my organization?
The information protection and data loss prevention functions help our end users be fully aware of the sensitivity of certain information. From a management and CISO perspective, they have insight into where sensitive data is stored and whether we are required by law to delete it after a certain period. That's an invaluable overview of the situation, so our users are more aware, and Purview took our information governance to the next level. It also supports our certifications because it helps us comply with regulations, including ISO/IEC 27001, which are essential to our functioning.
The solution increased visibility into our estate; we had a problem with GDPR-related personal information stored in our environment, which we didn't have any insight into. When we used some of Purview's data governance, data lifecycle management, and content search features, we could rapidly go after that information and resolve compliance issues. The tool also provides management with much better oversight of our stored data.
Purview enables us to show our compliance in real-time and supports it via the compliance manager and compliance score. The assessment templates within the latter allow us to provide an overview of what we have done within the Microsoft 365 and Dynamics environments to our auditors, which is very handy. We're an ISO-certified company, amongst others. In meetings with compliance regulators, we can show that we're using information protection, DLP, data governance, and data lifecycle management functions to comply with regulations fully. The solution dramatically speeds up the process of talking with external auditors.
Purview saves us time and money. We're an information-intensive organization; seeing where our sensitive information is stored is a significant time-saver. In addition, showing we're safeguarding that data also saves us a great deal of time. From an efficiency standpoint, AI and auto-classification of information is another big time-saver, as the staff members working for our clients don't want to spend time considering how long data needs to be stored, whether it should be archived, how sensitive it is and so on. I can't quantify exactly how much, but all of the above reasons save us a significant amount of time and money.
What is most valuable?
The data classification part of the solution is excellent, especially as it gives us an insight into our sensitive data within Microsoft 365.
Data loss prevention is an extremely useful feature.
The built-in information protection function is another that stands out.
Purview delivering data protection across multi-cloud and multi-platform environments, including AWS and GCP, is becoming increasingly important. It's a relatively new functionality, and I see the importance of it growing even more over the coming years. This kind of functionality is highly appreciated for organizations operating a multi-cloud environment.
It's very important to us that Purview can connect to iOS, Mac, and Android devices and data in other SaaS apps. From information protection and data loss prevention perspectives, information is accessed using many different devices, and extending that protection to iOS and Android is a must-have for any platform.
The product's natively integrated compliance across Azure, Dynamics 365, and Office 365 is essential. The ability to classify information across workloads, and have a holistic view over our entire data estate where sensitive information is stored and handled, is excellent, especially from a CISO perspective. This is a capability we didn't previously have. Having that overview of where data is stored, plus the multi-platform/multi-cloud approach is the future for data classification and information protection. Wherever our data is stored, we have an overview of which is sensitive and which isn't.
I greatly appreciate that Purview was built considering critical regulations worldwide, especially the international standards within the compliance manager. There are ISO and NIST standards, ideal for larger countries such as the USA and extensive international organizations.
We use Purview for data loss prevention (DLP), and we're confident that we can detect and remediate policy violations. Microsoft improved its solution with recent additions, including advanced conditions, and the product is coming of age. The DLP is reaching a maturity level where we can confidently compare it with competitors like Symantec. It goes beyond DLP on emails, documents, on-premise, and endpoints; governmental organizations especially need to detect if sensitive information is being handled on devices. In this respect, Purview offers comprehensive protection.
Used correctly, Purview is essential in staying on top of compliance. One of the best features in this regard is the solution's compliance manager, which helps us effectively comply with all the regulations. Many organizations should start using the platform because it will keep them on top of their compliance stances, and Microsoft periodically updates the assessments. We must be aware of updates and changes, as we can miss them if we do not pay attention. We can't just run the solution, walk away, and think we're compliant; it requires some monitoring of the developments from a roadmap perspective.
What needs improvement?
Microsoft is doing an excellent job improving the platform, and they have a lot coming out shortly. However, the licensing around compliance could be much more transparent; it isn't clear for many organizations what kind of license they need to use, whether that's E5, E5 compliance, an information protection license, user-based, or platform-based. More information here would be a welcome improvement.
Blueprints and landing zones like we have in Azure would be great to see in Purview. The solution could offer a baseline or blueprint of recommended settings for compliance regulations such as GDPR and ISO, which could be applied with a simple switch in the options.
Some dashboard centralization, like one overview dashboard instead of many loosely connected ones, could be a good improvement.
We must build our own assessments to comply with Dutch regulations, a mix of international and EU standards, as they aren't native to the solution. Many of our clients in the Netherlands require adherence to Dutch regulations, and as well as Purview covers the international aspect, the Dutch side is covered less than we would like.
There's room for improvement regarding Purview's data loss prevention for educating users on how best to handle sensitive data. Microsoft is working on improving the policy tips. Still, from a user's perspective, I want to see more information in the case of a policy violation, such as context or details on why a specific rule is triggered. There are ways to tweak the DLP options, but a significant improvement would be real-time notifications when working on an email or message within Teams, for example. DLP is only triggered when sending or saving, so real-time notifications would be great. The basic functionality is there, but there's room for improvement.
For how long have I used the solution?
We've been using Purview for around a year since Microsoft changed the name, but we've used the functionality within Purview for five to ten years.
How are customer service and support?
We haven't had much experience with customer support as we didn't encounter many problems. However, the response is usually rapid, and the expertise depends on the technical knowledge of the agent we speak to.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
We didn't use different solutions, but some of our clients did and still do, mostly DLP and data classification platforms. The trend is that more have been moving to Purview because many are already paying for it within their licenses and not using it. We're an IT company focusing on Microsoft technology, so we went straight for Purview.
How was the initial setup?
My colleague carried out the initial setup, and I'm primarily involved in deploying the solution's functions to our clients. Setup requires some planning, a discussion with the stakeholders, and a good sense of the data, but it's mostly very straightforward from an admin's perspective.
What was our ROI?
Our use case is mainly to do with GDPR-related data, and being able to get an overview of that information and act on it led to a speedy return on investment for us. Other organizations in the Netherlands bound by specific government regulations will also see a quick return on their investment when they discover they can classify their information and comply with regulations.
What's my experience with pricing, setup cost, and licensing?
Aside from the complexity of the pricing model, the price itself is realistic. Features like AI components and automatic classification require additional licenses. Still, anyone can start using Purview with a basic E3 license if they're using Microsoft 365 and grow with additional licenses as needed. Overall, we're satisfied with the price.
With the way information is being used and the growth of data, the need for additional licenses for auto-classification etc., will become more and more apparent. I wouldn't be surprised if Microsoft incorporated those into the basic license in the future.
What other advice do I have?
I rate the solution eight out of ten.
Regarding Purview's data connector platform for supporting ingestion from non-Microsoft data sources, I have yet to work with it much. In highly regulated environments such as government organizations, it's very relevant, but I have yet to see it used much. The main reason is that the data connector platform is a relatively unknown component within the solution. It has its merits, but the use cases are limited.
If this were a year ago, I would have said the solution is getting there but hasn't reached maturity. However, Purview is now a very comprehensive solution; with all the enhancements, it's one of the best products available.
As Purview reached a maturity level where it could compete with third-party DLP solutions, some of our clients were able to move away from specific endpoint DLP products like Symantec DLP. Going with Purview also allowed these clients to fully leverage their existing licenses within Microsoft 365 and simplify their data governance. It provides a holistic view of the data estate, enables Defender for Cloud in Azure, and offers an integrated overview in one pane of glass.
Regarding automation, we use some limited functions using the solution's trainable classifiers and auto-classification of information. This notifies the user when working with certain kinds of sensitive data, GDPR and otherwise, so we use some basic AI functions within the platform.
We're not currently using the product for insider risk management. Still, we are in the process of looking into implementing those features and how we could leverage them within our environment.
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner