Case Study
Healthcare eDiscovery Modernization with Microsoft 365 Purview
A major urban healthcare provider transitions from legacy tools to Microsoft 365 Purview, aligning compliance, governance, and data protection with sector standards.
Project Information
Services
Microsoft 365 enablement, Data protection strategy, Compliance modernization
Areas of Expertise
eDiscovery transformation, NIST readiness, Healthcare governance alignment
Sector
Healthcare, Pharma & Life Sciences
The Challenge
Navigating compliance through technology modernization
The healthcare provider’s legal and compliance teams were deeply reliant on legacy Veritas tools for eDiscovery, complicating efforts to modernize their IT environment. As the organization moved toward Microsoft 365 adoption, the lack of alignment between legacy systems and cloud-native governance created operational friction. At the same time, overlapping HIPAA, OCR, and vulnerability management initiatives demanded a solution that could meet strict regulatory requirements without disrupting existing workflows.
The Solution
eDiscovery reimagined for Microsoft 365
Arcova led a structured, stakeholder-driven transition to Microsoft 365 Purview eDiscovery Premium. The engagement began with a Microsoft-led briefing, followed by targeted O365 working sessions and a NIST readiness assessment tailored to Microsoft 365. A phased roadmap was developed to support legal and compliance use cases, while aligning with healthcare governance standards. The team also advanced a data protection program including classification schema design, label simulation, and DLP planning. Proofpoint was decommissioned, and governance artifacts were delivered to support executive decision-making.
Impact & Key Results
The healthcare provider successfully aligned its eDiscovery and data protection strategy with Microsoft 365, reducing reliance on legacy tools and improving governance maturity.
Legal and compliance teams gained confidence in Purview’s capabilities, while structured reporting and stakeholder coordination enabled predictable decision-making.
The organization is now positioned for Copilot readiness and improved PHI handling, with a clear roadmap for continued security and compliance uplift.
Purview Adoption Alignment
Stakeholders aligned on Purview eDiscovery Premium capabilities following a Microsoft briefing, enabling legal and compliance teams to plan a like-for-like transition.
Email Hygiene Aligned To Microsoft 365
Legacy email filtering was retired as part of the modernization effort, with Proofpoint decommissioned and hygiene controls transitioned to Microsoft-native capabilities.
O365 Enablement Framework Established
Targeted working sessions helped consolidate stakeholder requirements, align security prerequisites, and define a clear path for Microsoft 365 Purview deployment.
Data Protection Program Advanced
Classification schema designed, label simulation completed, and DLP planning underway to support PHI handling and Copilot readiness.
NIST Readiness Framework Delivered
A structured assessment outlined control maturity, risk posture, and a phased roadmap to guide Microsoft 365 adoption and governance alignment.
Healthcare Sector Alignment
Security modernization tied to AEGIS capabilities and patient-centric risk reduction, contextualized for healthcare governance.
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