Deep Expertise in Regulated Industries
We understand the unique governance challenges, compliance requirements, and risk profiles of enterprises in financial services, healthcare, insurance, legal, and technology sectors.
Financial Services
Commercial banking, investment banking, asset management, and wealth management firms. We help financial institutions secure their M365 environments while meeting stringent regulatory requirements.
Common Challenges
- •Insider trading walls and information barriers enforcement
- •FINRA and SEC compliance for communications and records retention
- •M&A document security and deal room isolation
- •PII and customer data exposure across SharePoint and Teams
Compliance Frameworks
PII files secured in 90 days
Challenge
42,000 files containing personally identifiable information (PII) were accessible organization-wide, creating massive regulatory risk and blocking Copilot deployment.
Solution
Implemented automated sensitivity labeling, access governance framework, and remediation workflows to systematically secure all PII files across SharePoint and OneDrive.
Result
All PII files secured and Copilot safely deployed to 25,000 users within 90 days. Zero security incidents post-deployment.
PII files secured in 90 days
Healthcare
Health systems, physician practices, and health insurance providers. We secure PHI and ensure HIPAA compliance across your entire M365 environment.
Common Challenges
- •PHI exposure in SharePoint, OneDrive, and Teams channels
- •HIPAA audit readiness and breach notification preparedness
- •Vendor and partner guest access sprawl
- •Research data silos and collaboration security
Compliance Frameworks
orphaned vendor accounts removed in 48 hours
Challenge
47 vendor guest accounts retained active access to patient data 18 months after contract termination, creating HIPAA exposure and breach notification risk.
Solution
Deployed automated guest access lifecycle management, conducted forensic audit of all external access, and implemented ongoing monitoring with automated expiration policies.
Result
HIPAA exposure eliminated within 48 hours. Automated lifecycle management prevents future orphaned accounts.
orphaned vendor accounts removed in 48 hours
Insurance
Property and casualty, life insurance, reinsurance, and insurance brokers. We help insurers protect policyholder data and prepare for AI-powered underwriting tools.
Common Challenges
- •Policyholder data exposure across business units
- •Actuarial model and proprietary algorithm security
- •Claims document sprawl and legacy data cleanup
- •Third-party adjuster and agent access governance
Compliance Frameworks
governance score (from 28) in 6 months
Challenge
Governance score of 28 out of 100, with widespread oversharing, no sensitivity labels, and uncontrolled Power Platform usage blocking AI readiness.
Solution
Implemented comprehensive governance framework, automated monitoring and remediation, sensitivity label taxonomy, and change management program across the organization.
Result
Governance score improved to 78 in 6 months, enabling Copilot deployment to 15,000 underwriters and claims adjusters with full compliance confidence.
governance score (from 28) in 6 months
Legal
Am Law 200 firms, boutique practices, and in-house legal departments. We protect attorney-client privilege and maintain ethical walls in M365.
Common Challenges
- •Attorney-client privilege protection across collaboration platforms
- •Ethical walls and matter security enforcement
- •Lateral hire data isolation and conflicts screening
- •Document retention and e-discovery readiness
Compliance Frameworks
shadow automation flows discovered and secured
Challenge
2,847 Power Automate flows discovered versus the 50 flows IT knew about, including 73 flows copying confidential client data to personal OneDrive and external accounts.
Solution
Implemented Power Platform governance with automated flow discovery and risk scoring, established approval workflows, and delivered attorney training on secure automation practices.
Result
All unauthorized data exfiltration flows remediated. Ongoing monitoring established with automated risk scoring and approval workflows for new flows.
shadow automation flows discovered and secured
Technology
Enterprise SaaS, cloud services, fintech, and healthcare IT companies. We help technology companies protect their IP while scaling M365 governance.
Common Challenges
- •Intellectual property protection and source code security
- •Multi-tenant data isolation and customer data segregation
- •Rapid growth sprawl and M&A integration challenges
- •Shadow IT proliferation and unapproved app usage
Compliance Frameworks
oversharing rate (from 40%) in 120 days
Challenge
Average 40% of files overshared across the organization, with intellectual property and customer data accessible to unauthorized users. Blocking AI deployment and creating liability risk.
Solution
Deployed automated oversharing detection with AI-powered classification, implemented least-privilege access remediation, and established ongoing monitoring with executive dashboards.
Result
Oversharing reduced to under 5% in 120 days. Safe Copilot deployment enabled with continuous monitoring to maintain security posture.
oversharing rate (from 40%) in 120 days
Ready to Address Your Industry-Specific Challenges?
Our team understands your compliance requirements, regulatory constraints, and business priorities. Let's build a governance strategy that fits your industry.