How a specialty insurance provider strengthened eDiscovery with Microsoft Purview

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A structured Microsoft Purview eDiscovery programme replaced manual, specialist-dependent processes with stronger governance, faster content discovery and greater internal capability.

The Challenge

The organisation wanted to improve how it managed Data Subject Access Requests, investigations, legal holds and wider compliance requirements. Existing processes were largely manual, depended on specialist knowledge and did not make full use of its Microsoft 365 investment.

The Solution

bluesource configured Microsoft Purview eDiscovery, established governance controls and delivered structured training for Legal, Security and Data Protection teams. The engagement included role-based access controls, process alignment and operational enablement.

The Result

The organisation has a more repeatable approach to eDiscovery, with faster content discovery, improved response times and stronger audit readiness.

 Key Business Outcomes

• Faster content discovery across Microsoft 365 
• Improved legal and compliance response times 
• Better operational efficiency 
• Enhanced audit readiness 
• Greater return from existing Microsoft licensing 
• Increased internal capability through training

About bluesource

bluesource helps organisations strengthen governance, security and compliance through specialist Microsoft expertise spanning Purview, identity, data protection and Microsoft 365.

As regulatory expectations rise, organisations need confidence that information can be located, preserved and managed effectively. This project created a repeatable compliance framework that reduces risk and increases organisational confidence.

Speak to an expert

Navigate complex Microsoft environments with specialist support from bluesource.