One of the world’s most recognized names in entertainment technology was on a mission to modernize its security posture and ensure its data foundation could support the next era of AI innovation. After recently migrating to Microsoft 365 E5, their teams gained access to an extensive suite of enterprise security, compliance, and AI-enabling tools. However, realizing the full potential of those capabilities required expert guidance.
With plans underway to deploy Microsoft 365 Copilot, the organization’s leaders recognized the need to ensure their environment was secure, well-governed, and ready for responsible AI adoption. Their goal was to prevent potential data exposure or over-sharing with AI tools while maximizing the value of their E5 investment. To achieve this, they turned to Valorem Reply to help design and implement a comprehensive data governance strategy - one that would unify security policies, strengthen compliance, and establish a clear roadmap for trustworthy AI integration.
Through a collaborative engagement, Valorem Reply partnered with the customer’s IT and security teams to assess their data landscape, identify gaps, and build a governance model leveraging the full suite of Microsoft 365 E5 tools, extending protection and visibility across both their Microsoft environment and third-party applications. Together, we transformed what had been a complex, fragmented security environment into a cohesive, transparent, and compliant foundation, positioning the organization to confidently embrace AI while maintaining the highest standards of data protection and privacy.
Responsible AI innovation starts with responsible data management. This project demonstrates how a strong governance and security foundation can transform Microsoft 365 E5’s advanced capabilities into a clear, scalable strategy for protecting data and enabling AI. With a unified framework in place, they’re now positioned to confidently move forward on their AI journey. - Matteo Migliori, Practice Lead, US Security, Valorem Reply
CHALLENGES & OPPORTUNITIES
- Limited visibility into where sensitive data resided and how it was accessed or shared across departments.
- Absence of a unified governance framework or consistent information protection policies across Microsoft 365 and third-party apps.
- Increased risk of data exposure due to unclassified and unprotected files.
- Uncertainty around how to securely prepare for Copilot and other AI initiatives within a governed, compliant environment.
SOLUTIONS
- Developed and implemented a comprehensive Data Governance strategy leveraging Microsoft 365 E5 capabilities.
- Utilized Microsoft Purview for Information Protection, Insider Risk Management (IRM), and Data Loss Prevention (DLP).
- Deployed Microsoft Defender for Cloud to strengthen Data Security Posture Management (DSPM) and implement DSPM for AI.
- Integrated Microsoft Sentinel for advanced monitoring, analytics, and proactive threat detection.
- Extended governance and protection policies beyond Microsoft 365 to third-party applications, ensuring a consistent security posture across the organization’s digital estate.
RESULTS
- Established a structured, enterprise-wide data governance framework supported by active information protection policies.
- Improved visibility into data access and usage through centralized insights in Purview and Defender analytics.
- Enhanced security and compliance posture, reducing the volume of unclassified or unprotected data.
- Created a clear, actionable roadmap for the secure and responsible adoption of Microsoft 365 Copilot and future AI tools.
