Guides, Microsoft Purview

Microsoft Purview Questionnaire: How To Discover Your Sensitive Data

Ask someone “where’s your sensitive data?” and you’ll usually get a shrug. It’s not that they don’t know, it’s that the question is too broad to answer on the spot. Ask it a different way, and the answer shows up almost immediately.

That’s the whole idea behind these two tools.

The Stakeholder Question Guide

Instead of “where’s your sensitive data?”, we ask things like:

“If I asked where your most sensitive data lives today, how confident would you be in that answer?”
“If an auditor asked you tomorrow to prove where personal data is stored, could you?”
“What information would you least want to see attached to an email sent externally by mistake?”

Small change in angle, completely different quality of answer. CloudGuard’s Microsoft Purview Questionnaire helps with ownership, audit pressure, critical data, classification, endpoint risk, everyday workarounds, and AI usage. So, you’re not just asking one good question, you’re covering the ground a full engagement needs.

The Pre-Engagement Spreadsheet

Where the question guide gets people talking, this is where you write it down. It’s the same structure we use before any Purview rollout, spanning governance, licensing, endpoint readiness, pilot planning and insider risk. Nothing depends on memory, and nothing gets missed because a champion gave you a vague answer the first time round.

What’s inside:

  • The full stakeholder question set, organised by topic, ready to use in your next conversation
  • A fillable spreadsheet covering the full scope of a real engagement, not just “where’s your data,” but ownership, licensing, endpoint readiness, and pilot planning too
  • A structure built from real engagements we use on a daily basis

Author: Jen Begue
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You don’t know where your sensitive data lives. Neither does most of your team. These are the real questions we ask at the start of every Purview engagement, and the spreadsheet we use to capture the answers.

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Author: Jen Begue
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