Take control of data risk across your Microsoft 365 environment

Data moves faster and further than ever across chat, cloud and AI tools, and many businesses lack visibility of where it is at risk.

The Purview Health Check helps you regain control. It uncovers how and where data is exposed through oversharing, insider activity or weak configuration, then turns those findings into a clear plan for protection.

With CloudGuard you get practical insight, not complexity, enabling stronger data security, smarter decisions and confidence that compliance will follow naturally.

Learn more about the Purview Health Check

The Purview Health Check is a non-intrusive Microsoft 365 assessment that reveals where sensitive data is at risk and how to fix it. It helps technical and security teams focus on what matters most, transforming complex environments into clear, targeted actions.

Real results from every engagement:

  • Uncover where your sensitive data is most at risk across Microsoft 365
  • Pinpoint policy gaps, unsafe collaboration patterns and insider activity
  • Empower teams with a focused roadmap for faster, measurable improvement
  • Strengthen data protection without costly licence upgrades

That’s security done different.

Scope

The assessment reviews Microsoft 365 environments including Exchange Online, SharePoint Online, Teams and OneDrive. It evaluates key Microsoft Purview components such as Data Loss Prevention, Information Protection, Insider Risk and Compliance Manager. All analysis runs in audit-only mode with no disruption to your environment.

Approach

Our structured three-phase process delivers clarity and measurable outcomes:

  • Phase 1: Configure audit policies to identify sensitive data, data loss risks and insider activity.
  • Phase 2: Capture telemetry and collaboration patterns to identify key risk areas.
  • Phase 3: Correlate findings, validate results and present an executive summary with clear next steps.

Deliverables

You’ll receive:

  • A detailed data risk report mapped to Microsoft best practice
  • Gap analysis and a prioritised improvement roadmap
  • Targeted recommendations with ownership guidance
  • Executive presentation and Q&A with CloudGuard specialists
What we hear from security and data leaders

The challenge of protecting data you can’t see

Every day we speak with CISOs, IT managers and security leads who face the same challenge. Data moves faster than we can control it, alerts are constant and it’s hard to know which risks really matter.

We can’t see where our data lives

Our information sits across SharePoint, Teams and OneDrive with limited visibility. We don’t always know where sensitive data is stored or who can access it, so we’re left guessing about our biggest risks.

Our controls look strong but gaps remain

We’ve deployed policies and permissions but they drift out of sync as systems change. Even small configuration errors in Microsoft 365 or Purview can leave critical data exposed and open the door to insider threats.

We react to risk instead of preventing it

Our team spends more time responding to alerts than reducing them. Without a clear picture of what matters most, we struggle to prioritise and the same issues keep reappearing across collaboration tools.

How we can help

See the risks, close the gaps,
protect what matters.

The Purview Health Check gives you the visibility and clarity needed to manage data risk across Microsoft 365. It highlights weak configurations, unsafe collaboration and insider activity, turning findings into a practical roadmap for stronger protection and control.

Data discovery and risk visibility

We show how and where your data is shared across Exchange, SharePoint, Teams and OneDrive.

Using Microsoft Purview analytics in audit mode, we reveal unprotected content, unsafe collaboration and insider activity without disrupting your environment. This gives you full oversight of your data landscape and the risks within it.

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microsoft purview compliance manager dashboard

Configuration and control assessment

We assess the strength of your Microsoft 365 and Purview configurations, including Data Loss Prevention, Information Protection, Insider Risk and Compliance Manager.

Our analysis highlights coverage gaps and underused features so you can target improvements where they deliver the greatest reduction in risk.

Actionable insights and roadmap

We translate complex telemetry into clear, focused improvements.

Your tailored roadmap defines what to tackle first, how to optimise existing licences and how to maintain protection as your environment evolves. It gives teams confidence and direction to move from reaction to proactive control.

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The result is a secure, evidence-based foundation for ongoing data protection and compliance.

What our customers have said

Get in touch

Start your Purview Health Check today

See where your data is most at risk and how to fix it. CloudGuard’s experts will help you uncover hidden exposures, strengthen protection and get more value from the Microsoft tools you already own.

    Frequently asked questions about
    the CloudGuard’s Microsoft Purview Health Check

    Unlike a generic audit, this service uses Microsoft Purview’s native capabilities to analyse real collaboration patterns across Exchange, SharePoint, Teams and OneDrive. It focuses specifically on data protection and insider risk, not just policy compliance.

    No. The Health Check runs entirely in audit-only mode, meaning no configurations are altered. Your environment remains untouched while data and policy insights are gathered safely.

    No. One of the key advantages of this service is that it works with Microsoft 365 Business Premium and E3 licences. CloudGuard helps you maximise the value of what you already own before recommending any licence upgrades.

    Typically, the process spans around three weeks. The first few days are used to configure Purview audit policies, followed by a two-week data collection period and a final week for analysis, reporting and presentation.

    You’ll receive a comprehensive report outlining risks, data exposures and misconfigurations, along with a prioritised roadmap of actions. Findings are presented in an executive session with time for questions and planning next steps.

    Yes. While the focus is on data risk, the assessment maps results to recognised standards such as GDPR and ISO 27001, providing technical evidence that supports compliance requirements.

    The Health Check itself is advisory, but CloudGuard can provide additional professional services to help implement recommended actions, strengthen policies and improve ongoing data protection.

    Typically, security or IT administrators with access to Microsoft 365, along with compliance or risk stakeholders who oversee data governance. CloudGuard will confirm required permissions at the start.

    Once prerequisites and permissions are confirmed, CloudGuard schedules a short kick-off call to define objectives, timelines and deliverables, then begins the audit-only configuration.