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Purview Readiness Assessment
Full inventory of data estates, sensitivity gaps, and compliance posture against your regulatory profile. Produces a readiness scorecard and prioritized roadmap. Delivered by Week 2.
The compliance tier of the CompleteCare stack
Microsoft Purview managed services for nonprofits, foundations, and rural hospitals.
The Compliance Maturity Path for mission-driven organizations handling PHI, donor records, grant-funded data, and student information. Sensitivity-label taxonomy, DLP for your actual data, eDiscovery rehearsed, Audit Premium retaining the evidence. Month-to-month.
60 minutes · We tell you where your posture stands before you commit Project-based · One-time Purview implementation without the managed program
Mission-driven organizations handle some of the most regulated data in the economy: protected health information at rural hospitals and FQHCs, donor records at foundations and community-serving nonprofits, student data in education programs, grant-funded program data with funder-specified compliance terms, congregant information at faith-based nonprofits.
Yet most do not have a working compliance program. Sensitivity labels are turned on but applied inconsistently. DLP is off or untuned. Retention is "we keep things forever." eDiscovery has never been rehearsed. Audit Premium is not enabled. The Microsoft Purview features that ship with Business Premium are a small subset of the full Purview suite, and even those small subsets are not operationalized in most organizations.
Then the request arrives: a major funder asks for data-handling documentation. A HIPAA audit opens. A state attorney general asks about donor privacy. The board's audit committee wants a compliance posture report. The organization scrambles, and sometimes loses the grant, the relationship, or the credibility.
The fix is not a one-time deployment. Compliance posture is an operating discipline. Govern is that discipline, delivered.
For rural hospitals, FQHCs, and community health centers: Govern's most common use case in this sector is HIPAA-aligned PHI protection. The Sensitivity Label Taxonomy, DLP Policy Program, and Audit Premium Configuration are all tuned to HIPAA's specific requirements. The Quarterly Compliance Posture Report supports both internal reviews and external audit response. A BAA is signed at onboarding. See our work with rural hospitals.
How Govern works
The methodology is The Compliance Maturity Path. Four stages from Ad-Hoc to Audit-Ready. The Kickoff Project lands you at Stage 3; the monthly retainer drives to Stage 4.
Ad-Hoc
Labels are turned on but applied inconsistently. DLP is off or untuned. No retention discipline. eDiscovery has never been configured. Where most Business Premium tenants sit today.
Policy-Based
Documented taxonomy. DLP live for major data categories. Retention policies in place. eDiscovery configured. The compliance program has structure, but is not yet self-maintaining.
Operationalized
Auto-labeling active. DLP tuned. Disposition reviews on cadence. Insider Risk live. This is where the Kickoff Project lands you, in 8 to 12 weeks. The program runs without manual intervention for routine operations.
Audit-Ready
The steady-state outcome of the monthly retainer, typically reached at month 6 to 9 of ongoing operations. Any compliance inquiry, from a major funder, a HIPAA audit, or a board committee, answered with evidence in one business day.
This maps directly to Microsoft's "Mitigate Compliance and Privacy Risks" solution play. Centered Networks is the named Purview partner for mission-driven organizations.
What is included
01
Full inventory of data estates, sensitivity gaps, and compliance posture against your regulatory profile. Produces a readiness scorecard and prioritized roadmap. Delivered by Week 2.
02
Taxonomy designed and deployed across Office apps, SharePoint, and Teams. Auto-labeling rules live. For foundations: includes the canonical donor-data classification taxonomy (anonymous donors, named donors, donor-advised funds, family offices).
03
Data Loss Prevention policies tuned to your specific data categories (PHI, donor records, grant-funded data) across mail, Teams, OneDrive, and SharePoint.
04
Retention policies aligned to your records requirements; legal hold; disposition review cadence.
05
eDiscovery setup, custodian management, hold management for legal and regulatory requests. Tabletop rehearsal with your team so the first real request is not the first time you run the process.
06
Insider Risk policies, signal tuning, escalation runbook in place.
07
Long-term audit log retention (1+ years), high-value event tracking, log-access procedures documented. Audit Premium feeds the Sentinel data lake when Shield is active.
08
Recurring 20-hour capacity for policy updates, new label categories, audit responses, and regulatory change adaptation.
09
Board- and audit-ready documentation of current state against your applicable frameworks (HIPAA, GDPR, CCPA, sector-specific). The deliverable you hand to your audit committee.
10
BAA verification, vendor data-handling assessment, third-party data-processing inventories. Available as an add-on.
CompleteCare Govern is one of the three CompleteCare tiers that operate on the M365 tenant, alongside Intelligence and Shield. All three require CompleteCare Foundations active (or a documented equivalent baseline) as a hard prerequisite.
This is not a sales construct. Compliance posture sits on top of identity and access governance. Sensitivity labels protect documents, but if Conditional Access is broken, the wrong people already have access to the documents being labeled. DLP policies do not protect what poorly-configured permissions already expose. eDiscovery searches return results from the current tenant state, which is meaningless if access governance has not been established.
Govern delivered on a weak identity baseline produces compliance theater, not compliance posture. We will not run Govern on a tenant that has not established Foundations (or an equivalent baseline we have verified).
If you are not on Foundations yet, that is where we start. CompleteCare Foundations runs $2,500 to $11,000 per month banded by user count, anchored to the CIS Top 18 IG1 cybersecurity standard.
Two ways to engage
Most clients engage Govern as the ongoing managed compliance program. Some want the deployment without the ongoing retainer. Both paths are available, and both use the same Kickoff Project scope.
The default
Kickoff Project (8 to 12 weeks) stands up the program. Monthly Retainer maintains and evolves it. Compliance Pods handle incremental work. This is the path foundations, rural hospitals, and grant-funded nonprofits follow when compliance posture has to be a permanent operating discipline.
The alternative
Same Kickoff Project scope (Readiness Assessment, label taxonomy, DLP, retention, eDiscovery, Insider Risk, Audit Premium), delivered as a defined-timeline project with project terms instead of a recurring program. When the project closes, you keep what we built.
Govern's pricing is transparent. Most compliance partners do not publish their numbers. We do.
| Item | Investment |
|---|---|
| Kickoff Project (50 to 150 user band) | $15,000 one-time |
| Monthly Retainer | $1,500 per month |
| Compliance Pod (20 hrs) | $3,500 |
| Microsoft E5 Compliance add-on | Client-procured (passthrough); Centered Networks helps you size it during the Readiness Assessment |
| Total Year 1 (managed program, 2 Compliance Pods) | $40,000 (Kickoff + 12 months retainer + 2 pods) plus E5 Compliance licensing |
Pricing is for the 50 to 150 user band. Kickoff Project for the Purview Deployment Project alternative is $15,000 base for the same band. Scaled per engagement complexity for larger organizations.
CompleteCare Govern (Year 1)
$40,000
Kickoff + 12 months retainer + 2 Compliance Pods. Plus E5 Compliance licensing.
Hiring a compliance specialist
$110,000 to $140,000
Fully loaded annual cost. Ramp time 3 to 6 months. Single point of failure.
Outside counsel, ad-hoc compliance work
$400 to $700 per hour
Variable, with retainer minimums. Reactive by design; no ongoing posture.
Govern delivers the capability at roughly one-quarter the cost of building it in-house, and faster, because the methodology is productized, the playbook is named, and the engineering team is already trained on Purview at scale.
The Govern Monthly Retainer is month-to-month. No 12-month contract. No termination fee. If you do not see value any month, you give 30 days' written notice and walk away.
The Kickoff Project has project-specific milestones and terms described in the engagement document. The retainer that follows is month-to-month. Same for the Purview Deployment Project alternative: project terms during delivery, no ongoing commitment afterward unless you choose the managed program conversion.
We earn this every month, or we do not.
Risk reversal
Every CompleteCare tier carries three stacked guarantees. They are contractual, not marketing language.
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The Purview Readiness Assessment is in your hands by Week 2 of the Kickoff Project. If it is not, we credit the first month of the retainer, a $1,500 credit.
We can stand behind this because the assessment methodology is productized. We do not design from scratch on your time. The readiness scorecard and prioritized roadmap are repeatable deliverables across hundreds of mission-driven tenants.
02
Once you are at Stage 4 (Audit-Ready), if we cannot produce evidence for any compliance inquiry within one business day, that month of retainer is credited.
This is the whole point of the program. Stage 4 is not a marketing claim; it is the operationalized state of your Purview deployment after the monthly retainer has been running for 6 to 9 months. The evidence infrastructure is built. The one-business-day response is engineered.
03
We will not deploy Govern on a tenant that has not established the Foundations baseline. If we accept an engagement and discover during the Readiness Assessment that the tenant is not ready for Govern, we will either pause the Govern Kickoff and stand up Foundations first, or refund the Kickoff fee if you do not want to proceed with Foundations.
Compliance theater is worse than no compliance program. A sensitivity label taxonomy on a tenant with broken Conditional Access is decoration. We do not build decoration.
For foundations and grantmakers
Foundations handle donor information that sits in a distinctive regulatory and fiduciary context. Govern includes a purpose-built sensitivity-label taxonomy for donor data. See our work with foundations and grantmakers.
Contributions where donor identity is withheld from recipients and staff. Sensitivity label enforces minimum-necessary access: only gift-processing staff can view the underlying identity.
Standard donor records with gift history, contact data, and stewardship notes. DLP policies prevent sharing outside authorized development and finance staff. Retention aligned to gift-agreement terms.
DAF grant records carry both the sponsoring organization's terms and the donor's advisory relationship. Labels reflect the dual stewardship requirement; eDiscovery custodians cover both relationships.
High-touch donor relationships with complex giving structures, multi-generational succession documents, and direct NDA or confidentiality agreements. Highest sensitivity label tier; Insider Risk policies tuned to access patterns.
In practice
Engaged Govern after a major foundation funder requested a data-handling documentation package as part of a grant renewal. Pre-Govern: no sensitivity labels on donor records, DLP off, Audit Premium not enabled. Kickoff Project completed in 10 weeks. At the 90-day mark: donor-data taxonomy live across SharePoint and Teams, DLP covering all external sharing of donor records, eDiscovery rehearsal completed. The funder documentation request was answered in four hours using the Audit Premium log export. Grant renewed.
“Before Govern, we had no idea how to answer a data-handling question. After the Kickoff Project, we could answer it in the same afternoon. That was the unlock for the grant renewal.”
COORepresentative client profile
Engaged Govern specifically for HIPAA alignment after a near-miss audit flagged ePHI in Teams chat without sensitivity labels. Purview Readiness Assessment completed Week 2. PHI sensitivity label taxonomy deployed and auto-labeling active by Week 8. DLP blocking ePHI sharing to external recipients by Week 10. Audit Premium configuration completed Week 12. First Quarterly Compliance Posture Report delivered at Month 3. By Month 9: Audit-Ready stage reached, with evidence package structured for HIPAA audit response. BAA in place from day one.
“We had PHI in Teams with no controls. Within 12 weeks that was closed. The posture report at Month 3 was the first time we could show the board an actual compliance picture, not just assurances.”
CIORepresentative client profile
Engaged as a Purview Deployment Project (not managed program) after their grants compliance manager left. Internal team wanted to own the program but needed the initial stand-up handled by Purview specialists. Kicked off with the Readiness Assessment. By Week 10: sensitivity taxonomy, DLP policies for grant-funded program data, retention policies, and eDiscovery configuration all delivered. Six months later, the client converted to the managed program after the first state-agency compliance review surfaced additional gaps their internal team did not have capacity to address.
“We needed the deployment done right, but thought we could run it ourselves. The project path was the right starting point. When the first real audit came, we called you back.”
IT DirectorRepresentative client profile
Govern is the most common second tier clients add after Foundations, typically 6 to 12 months into the relationship, triggered by a regulatory inquiry, a major-funder compliance question, a near-failed audit, or a data incident with a compliance dimension.
Umbrella
Seven stackable tiers, one master agreement, month-to-month from day one. Govern is tier 02.
See the full stack →Hard prerequisite
The universal starting tier. Identity, devices, and tenant hygiene to CIS Top 18 IG1. Required before Govern can run safely.
See Foundations →Common pairing
Managed AI: Microsoft 365 Copilot and agents. Govern + Intelligence is a common bundle because sensitivity labels and DLP are prerequisites for safe Copilot deployment.
See Intelligence →Complementary tier
24×7 SOC on Defender XDR and Sentinel. Govern + Shield is a natural pair: Audit Premium feeds the Sentinel data lake; Insider Risk integrates with Defender XDR.
See Shield →CompleteCare Govern is delivered by Centered Networks under the operating direction of our Service Delivery Manager, supported by our M365 Managed Services Team, a 24×7 team of certified Microsoft engineers with deep Purview specialization. The SDM owns the relationship across whatever CompleteCare tiers you hold.
By sector
The same Govern methodology, tuned to the regulatory and data-sensitivity profile of your organization type.
Rural hospitals and FQHCs
ePHI identification, minimum-necessary access enforcement, HIPAA audit-log retention, breach-evidence collection. BAA signed at onboarding. See our rural hospital practice.
Foundations and grantmakers
Canonical donor-data classification taxonomy, DLP for grant-funded program data, funder documentation packages assembled in minutes instead of weeks. See our foundations practice.
Community-serving nonprofits
Sensitivity labels for program records, DLP for constituent data, retention aligned to grant-funder terms and state requirements. See our nonprofits practice.
Questions
Microsoft Business Premium includes a subset of Purview: basic sensitivity labels, baseline DLP, limited retention. The full Purview suite, eDiscovery Premium, Insider Risk Management, Audit Premium with long-term retention, advanced auto-labeling, is in the E5 Compliance add-on. Govern is the structured deployment and ongoing program management of the full suite, with the taxonomy, DLP rules, retention schedules, and audit posture tuned to your specific regulatory profile.
Compliance posture sits on top of identity and access governance. Sensitivity labels protect documents, but if access governance is broken, the wrong people already have access to the documents being labeled. DLP policies do not protect what poorly-configured permissions already expose. Foundations establishes the identity, Conditional Access, and tenant-hygiene baseline that lets compliance controls actually work. Deploying Purview on a weak tenant produces compliance theater, not compliance posture. We will not do that.
Yes. Govern's most common use case at rural hospitals and FQHCs is HIPAA-aligned PHI protection. The Sensitivity Label Taxonomy, DLP Policy Program, and Audit Premium Configuration are all tunable to HIPAA's specific requirements: ePHI identification, minimum-necessary access enforcement, audit log retention for the required period, breach-evidence collection. The Quarterly Compliance Posture Report is structured to support both internal compliance reviews and external audit response. A BAA is signed as part of onboarding.
Yes. The Purview Deployment Project is the project-based alternative: same Kickoff Project scope (Readiness Assessment, label taxonomy, DLP, retention, eDiscovery, Insider Risk, Audit Premium), delivered as a defined-timeline project with project milestones instead of a recurring retainer. When the project closes, you keep what we built and operate it internally. Most clients ultimately move to the managed program after the first real audit or compliance inquiry, but the project path is available if that is what you need today.
That is the typical starting point. The Purview Readiness Assessment names the gaps; the Kickoff Project closes them. Going from Stage 1 (Ad-Hoc) to Stage 3 (Operationalized) in 8 to 12 weeks is exactly what the engagement is designed to do. The Audit-Ready stage (Stage 4) is the steady-state outcome of the monthly retainer, not week 12, but typically month 6 to 9 of ongoing operations.
Yes, that is a common Compliance Pod use case. The pod scope covers the specific inquiry: evidence gathering, documentation production, posture mapping against the framework cited. If the inquiry surfaces broader gaps, we can scope the broader work as a Kickoff Project alongside the immediate response. Some clients engage Govern because of an active audit; the Kickoff Project and the audit response run in parallel.
Microsoft 365 E5 Compliance add-on (or full E5): the Purview features beyond Business Premium require this licensing. You procure it directly from Microsoft; it is not bundled into the CompleteCare fees. Centered Networks helps you size the licensing correctly during the Readiness Assessment.
Govern is delivered by Centered Networks under the operating direction of our Service Delivery Manager, supported by our M365 Managed Services Team, a 24×7 team of certified Microsoft engineers with deep Purview specialization. The SDM owns the relationship across whatever CompleteCare tiers you hold; the M365 Managed Services Team executes the engineering work.
Govern is one of the three CompleteCare tiers that require Foundations active, alongside Intelligence and Shield. Govern + Intelligence is a common pairing because sensitivity labels and DLP are critical prerequisites for safe Copilot deployment. Govern + Shield is also common because compliance posture and security posture reinforce each other (Audit Premium feeds the Sentinel data lake; Insider Risk integrates with Defender XDR).
60 minutes. We walk through your current Purview posture, identify the highest-priority compliance gaps against your specific regulatory profile, and tell you where you stand before you commit. If Govern is not the right fit, for example if you do not have Foundations and are not willing to start there, we will tell you that directly.
If it is the right fit, the Kickoff Project begins on contract signature, and the Purview Readiness Assessment is in your hands by Week 2.
Month-to-month on the retainer. The structural commitment is on us.
Or start with a Discovery Sprint if you want a broader Microsoft 365 roadmap before committing to Govern.
A senior member of our team will reply within one business day to set up your Compliance Roadmap Conversation.
Microsoft alignment
Govern maps directly to Microsoft's "Mitigate Compliance and Privacy Risks" solution play within the Security designation. Centered Networks holds the Security Solutions Partner designation alongside four others, including Data and AI.