Discovery & Assessment
Short workshops + a technical discovery to confirm scope, priority domains, key data sources, and current pain points (risk, compliance, findability, duplication).
What can we deliver
Build a business-friendly catalogue so people can quickly find the right datasets, understand definitions, and reuse trusted data products - reducing duplicate work and “spreadsheet governance”.
Create visibility across the data estate with a unified view of metadata and relationships - so teams can see what exists, where it lives, and who uses it.
Identify and label sensitive data consistently, then apply the right controls—supporting privacy, internal policy, and regulatory obligations (and reducing data exposure in AI and collaboration tools).
Make data movement and transformation transparent - so teams can trust reports, assess impact of change, and troubleshoot quality issues faster.
Stand up repeatable scanning and ongoing discovery across priority sources, with a plan for onboarding new systems over time - so governance stays current, not “point in time”.
Define and enforce data access, usage, and retention policies across your data estate to ensure secure access, compliance, and controlled data sharing.
Why Agile Insights
See why businesses choose agile insights!
We design Purview to work in the real world-balancing governance with delivery speed. That includes a practical operating model (owners, stewards, domains) and a roadmap that prioritises what will deliver value first.
Purview governance is most effective when it’s connected to how data is built and used (Fabric, Databricks, Power BI, Azure data services). We align governance with your platform patterns, not against them.
As Copilot and AI use expands, organisations need clarity on what data is sensitive, where it lives, and how it’s shared. Purview supports that unified approach to reduce risk while enabling adoption.
We focus on measurable outcomes reduced risk, faster discovery, and trusted data for analytics and AI rather than implementing Purview features in isolation. Every capability is mapped to a clear business outcome and adoption plan.
Short workshops + a technical discovery to confirm scope, priority domains, key data sources, and current pain points (risk, compliance, findability, duplication).
Define the target governance model: domains, roles/permissions, glossary standards, onboarding process, and what “good” looks like for catalogue, lineage, and classification. (Purview works best when roles and responsibilities are explicit.)
Configure Purview, onboard priority sources, implement scanning, establish catalogue structure and standards, and roll out the first wave of classification and lineage for high-value data products.
Enablement for stewards and platform teams, plus a governance cadence (KPIs, backlog, adoption) so Purview stays maintained as your data estate grows.
Validate the governance model by onboarding priority data domains, demonstrating catalogue search, lineage visibility, and classification outcomes for real business scenarios.
Scale Microsoft Purview across agreed data platforms, automate scanning and classification, and embed governance controls into day-to-day data and analytics workflows.
Continuously refine policies, improve data quality and coverage, and evolve governance KPIs and operating cadence to support enterprise growth and AI adoption.
Stand up the Purview foundation, onboard initial sources, and deliver a practical roadmap.
Create a usable, business-first catalogue experience by leveraging metadata standards and domains.
Implement lineage and impact analysis for critical reporting and transformation paths.
Find sensitive data, apply consistent classification, and establish a repeatable control pattern.
Find sensitive data, apply consistent classification, and establish a repeatable control pattern.
Define roles, processes, and adoption metrics; train stewards so governance becomes sustainable.
Inspiration
See how Agile Insights has transformed organisations across industries, Eliminated Inefficiencies, Automated Processes, Enhanced Decision-Making, Built Scalable Solutions.
Common questions
Professional Services (Property / Urban Planning)
Challenge: Limited visibility of data products and unclear ownership led to low reuse, inconsistent reporting, and elevated risk.
What we delivered: Microsoft Purview onboarding for priority sources, a structured catalogue, metadata standards, lineage for critical pipelines, and a practical classification approach for sensitive data.
Outcome: Higher reuse of trusted datasets, faster impact analysis for change, and clearer governance accountability (owners/stewards) across the data estate.
Let's Partner
