Microsoft Purview Data Lifecycle Management Implementation — Data Governance & Lifecycle Control
Microsoft Purview Data Lifecycle Management Implementation is a 30-day, $7 per project service for organizations that need to implement Microsoft Purview for data governance and data lifecycle management. The service is SKU ITPWW280SECRC and is managed by Roman Sotnik.
What this engagement is
This service helps an organization implement Microsoft Purview to improve visibility, control, and governance of data assets. IT Partner evaluates current data governance and management practices, creates an implementation plan aligned with the organization’s goals, sets up and configures Microsoft Purview, establishes governance policies, processes, and workflows, implements data privacy and protection measures, and supports the transition through knowledge transfer and post-implementation support. Microsoft Purview capabilities referenced for this service include data discovery, data classification, metadata management, policy enforcement, integration with other Microsoft services, and insights and reporting.
Success criteria
What you receive
How the work unfolds
Confirm project goals, scope boundaries, stakeholders, success criteria, communication cadence, and required access. Review the client’s current data governance priorities, known compliance drivers, target Microsoft Purview capabilities, and expected data sources for assessment.
Review current data governance practices, available policies, sensitive information handling requirements, existing Microsoft 365 or Office 365 configuration, and candidate repositories or workloads. Identify gaps, dependencies, licensing considerations, and implementation risks, then produce a practical Purview implementation plan aligned to the agreed 30-day engagement.
Configure the agreed Microsoft Purview components and baseline governance settings, which may include data classification, retention or lifecycle policy configuration, sensitivity-related governance alignment, data source onboarding where in scope, role-based administration, reporting views, and integration points with relevant Microsoft services. Validate configuration with client stakeholders before moving to transition.
Provide administrator-focused knowledge transfer covering the implemented configuration, operational tasks, policy review process, reporting or insights review, and handover documentation. The included training is intended to enable ongoing management by the client team; broader end-user training or additional sessions should be separately agreed.
Review the deployed configuration against the agreed implementation plan and success criteria, address practical findings from validation, confirm known limitations and next-step recommendations, and complete project handover. Any larger redesign, additional data source expansion, advanced automation, or extended support should be handled as a separate scope if required.
Prerequisites
Who does what
IT Partner
- Evaluate current data governance and management practices and identify gaps and areas for improvement.
- Formulate a tailored implementation plan to deploy Microsoft Purview aligning with the organization's goals.
- Set up and configure Microsoft Purview to provide a unified data governance environment.
- Establish data governance policies, processes, and workflows.
- Implement data privacy and protection measures.
- Ensure smooth transition and knowledge transfer for ongoing management.
- Provide ongoing post-implementation support.
Your team
- Provide necessary information and access to systems for assessment and implementation.
- Collaborate in reviewing the implementation plan and provide feedback.
- Engage in the training sessions and knowledge transfer activities provided.
- Participate in post-implementation reviews to ensure the system meets the desired objectives.
What's not included
Limitations & technical notes
Frequently asked questions
What is Microsoft Purview Data Lifecycle Management Implementation?
Microsoft Purview Data Lifecycle Management Implementation is a 30-day, $7 per project IT Partner service for organizations that need to implement Microsoft Purview for data governance and data lifecycle management. The service, SKU ITPWW280SECRC, is managed by Roman Sotnik and focuses on deploying and configuring Microsoft Purview, establishing governance practices, and transferring knowledge to the client team.
What is included in the Microsoft Purview Data Lifecycle Management Implementation service?
The service includes an evaluation of current data governance and management practices, a tailored Microsoft Purview implementation plan, Microsoft Purview setup and configuration, governance policies and workflows, data privacy and protection measures, knowledge transfer, and post-implementation support. These activities are included because the engagement is designed to create a unified data governance environment aligned with the organization’s goals.
What Microsoft Purview capabilities are addressed in this implementation?
This service references Microsoft Purview capabilities such as data discovery, data classification, metadata management, policy enforcement, integration with other Microsoft services, and insights and reporting. The exact configuration depends on the organization’s goals, data environment, licensing, and agreed implementation plan.
How long does the Microsoft Purview Data Lifecycle Management Implementation take?
The stated duration for this Microsoft Purview Data Lifecycle Management Implementation service is 30 days. The implementation plan includes milestones for kick-off, assessment and planning, deployment and configuration, training and transition, and review and optimization, but the source scope does not provide detailed timing for each milestone.
How much does the Microsoft Purview Data Lifecycle Management Implementation cost?
The listed price for the Microsoft Purview Data Lifecycle Management Implementation service is $7 per project. Any Microsoft licensing costs, extended support, additional customization, or out-of-scope training should be confirmed separately with IT Partner because they are not defined as included in the listed project price.
What are the main deliverables of this Microsoft Purview implementation?
The main deliverables are a governance and management assessment with identified gaps, a tailored implementation plan, Microsoft Purview setup and configuration, established governance policies and workflows, implemented data privacy and protection measures, knowledge transfer, and post-implementation support. These deliverables support the service goal of improving visibility, control, and governance of data assets.
What happens during the assessment and planning phase?
During assessment and planning, IT Partner evaluates the organization’s current data governance and management practices and identifies gaps and areas for improvement. IT Partner then formulates a tailored Microsoft Purview implementation plan aligned with the organization’s goals, while the client provides information, access, reviews, and feedback.
What happens during deployment and configuration?
During deployment and configuration, IT Partner sets up and configures Microsoft Purview to provide a unified data governance environment. The service also includes establishing governance policies, processes, and workflows and implementing data privacy and protection measures, according to the agreed implementation plan.
Does the service include training or knowledge transfer?
Yes, the service includes knowledge transfer and training-related transition activities for ongoing management of Microsoft Purview. The exact training format, duration, audience, and number of sessions are not specified in the source scope, so those details should be confirmed with IT Partner during planning.
What are the success criteria for this service?
The stated success criteria are successful deployment and configuration of Microsoft Purview according to the agreed plan and successful delivery of training and knowledge transfer to the client’s team. These criteria mean the engagement is measured against the agreed Purview implementation plan and the client team’s transition readiness.
What prerequisites are required before starting the Microsoft Purview implementation?
The prerequisites include necessary access credentials to systems and data sources, an existing data governance policy or a draft that can be refined and implemented, and availability of key stakeholders for reviews and feedback. Microsoft Purview licensing may also be required, but the specific licenses depend on organization scale, data volume, and the Purview features to be used.
Does the service include Microsoft Purview licensing?
The service description does not state that Microsoft Purview licenses are included. It notes that required licenses may depend on the scale of the organization, volume of data, and Microsoft Purview features planned for use, so licensing requirements and costs should be confirmed with IT Partner before implementation.
What is IT Partner responsible for during the engagement?
IT Partner is responsible for evaluating current governance practices, identifying gaps, creating the implementation plan, setting up and configuring Microsoft Purview, establishing governance policies and workflows, implementing privacy and protection measures, providing knowledge transfer, and offering post-implementation support. These responsibilities define IT Partner’s role in delivering the agreed Microsoft Purview data governance environment.
What is the client responsible for during the engagement?
The client is responsible for providing required information and access to systems, collaborating on implementation plan reviews, giving feedback, participating in training and knowledge transfer, and joining post-implementation reviews. These responsibilities are important because Microsoft Purview configuration depends on the client’s data sources, governance goals, stakeholder input, and operational requirements.
What is not included in the Microsoft Purview Data Lifecycle Management Implementation service?
The service excludes training sessions beyond the agreed scope, extended support after the standard post-implementation support period, and additional customization or features outside the standard Microsoft Purview setup. The source scope does not define the standard support period or standard setup in detail, so buyers should confirm those boundaries with IT Partner.
Will implementing Microsoft Purview cause downtime or business disruption?
The service scope does not specify planned downtime or a required production outage. Because the engagement focuses on Microsoft Purview setup, configuration, governance policies, and integrations with data sources, any business impact depends on the client environment, access methods, data sources, and agreed implementation approach and should be reviewed with IT Partner during planning.
Does the implementation include data privacy and protection measures?
Yes, implementing data privacy and protection measures is included in the service scope. These measures are part of the broader Microsoft Purview governance implementation, which also includes data discovery, classification, metadata management, policy enforcement, and reporting capabilities where applicable to the agreed plan.
What happens after the Microsoft Purview implementation is completed?
After implementation, IT Partner provides knowledge transfer for ongoing management and post-implementation support. Extended support beyond the standard support period is not included, and the source scope does not define that standard support period, so clients should confirm support terms before the project starts.
Can the service be customized for our organization’s governance goals?
Yes, the service includes a tailored implementation plan aligned with the organization’s goals and a review of existing governance practices, gaps, policies, and workflows. However, additional customization or features outside the standard Microsoft Purview setup are explicitly excluded unless separately agreed with IT Partner.
Who should participate from the client side?
The client should make key stakeholders available for reviews and feedback throughout the project, and relevant team members should participate in training and knowledge transfer activities. This participation is required because the implementation depends on governance decisions, access to systems and data sources, and validation that Microsoft Purview meets the organization’s objectives.