Customer
A large insurance company was modernizing its legacy information management and file-scanning environment. The company considered buying a "best of breed" data discovery solution, but ultimately selected Microsoft Purview + the Infotechtion solution as their strategic platform.

Why Purview and the Infotechtion Solution vs a Point Solution
Platform Strategy vs. Tool-Centric Positioning
The customer needed a single architecture for data classification, security, archiving, and future AI enablement.
Point solution focused primarily on access monitoring and analytics.
Purview + the Infotechtion solution delivered an integrated governance and security platform for data on cloud and on-prem.
We demonstrated coverage across Microsoft 365, file shares, and hybrid environments, combined with value of integration with Microsoft endpoint, cloud DLP and Insider Risk capabilities — well beyond a scanning-only narrative.
Clear AI and Copilot Roadmap
Our Purview + Infotechtion solution architecture aligned with the customer's goal of becoming AI-ready — an area where a point solution could not present a comparable, integrated roadmap.
Security as a Service Retainer
By adding Infotechtion's Security-as-a-Service managed services, the customer embeds Purview into their daily operations.
Ongoing monitoring, tuning, reporting, and continuous risk reduction make Purview an operational control — not just a deployment.
This drives sustained adoption, ensures measurable outcomes, and demonstrates strong, ongoing value that supports renewals and expansion.
Outcome
The customer selected Microsoft Purview + the Infotechtion solution as their strategic platform for data discovery, governance, and compliance.
This resulted in:
- Strong governance and compliance posture through clear oversight, ethical standards, and regulatory alignment.
- Enhanced data protection and regulatory compliance through defined handling and processing controls.
- Improved visibility and control via regular updates, structured reviews, and proactive risk notifications.
Next Steps
Please contact us for a free consultation or a demonstration.