Industry
- Financial Services
Services
- Microsoft Purview Planning & Configuration
- Data Classification
- Governance Strategy
- Implementation & Ongoing Support
Custom Microsoft Purview Solution Reduces Risk and Supports Scalable Growth
Challenge
With approximately $5 billion in assets under management across 11 different companies in multiple industries, a prominent private equity investment firm needed a custom solution to secure and manage its data. Operating under SEC oversight, the firm faced growing pressure from demanding clientele and leadership to develop a strategy to reduce data risk and maintain compliance around various forms of sensitive data.
Solution
The Trofeo team worked closely with the private equity firm through a discovery phase to fully understand the firm’s unique needs and challenges. A tailored, comprehensive data governance solution was designed leveraging Microsoft Purview—an industry-leading platform that perfectly aligned with the firm’s risk profile and operational needs.
“Trofeo brought structure and simplicity to a complex challenge. Their team helped provide us with clarity and gave us a plan we could scale.”
Private Equity Firm
Results
By focusing on business outcomes and risk reduction—not just technical improvements – Trofeo delivered a repeatable data governance model that fit the firm’s growth strategy.
Stronger Risk Management
Sensitive data including PII, financial records, and legal documents are secure, and the risk of accidental exposure has been significantly reduced.
Increased Efficiencies
Reusable data governance templates allow the firm to easily extend Microsoft Purview capabilities across new portfolio companies.
Enhanced Client Trust
By demonstrating measurable improvements in data oversight and compliance readiness, clients are confident in the firm’s strengthened reputation.
Improved Compliance Readiness
The new governance model supports HIPAA and PCI compliance, contributing to SEC-aligned reporting and audit preparedness.
“Visibility, control, and a roadmap—that’s what we needed, and Trofeo delivered. Their
team made a potentially overwhelming process feel manageable.”Private Equity Firm
End-to-End Azure Solutions That Outperform
By implementing Microsoft Purview, Trofeo empowered the private equity firm to reduce data risk, streamline compliance, and build a repeatable governance model that scales for future growth. When you’re ready for a data security and compliance strategy that aligns with your business objectives now—and down the road—reach out to Trofeo.
