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Data classification taxonomy

As time moves on, systems change, processes change, technology changes - ongoing assessment is vital to ensure your compliance stance remains robust.

Getting data classification right requires input from across the business. It requires compliance and IT to work in partnership to translate business requirements into technical design for deployment, not forgetting the people and process change that is vital for success.
Without previous experience, it’s tricky to manage these cross-departmental, business wide conversations. Discussions often span a wider remit than technology and require buy-in from all stakeholders. External facilitation by experts can help to unlock engagement.

Our Solution

Our compliance experts will invite representatives from all relevant areas of the business to engage in a dynamic process to understand requirements for classification.

We carry out initial surveys to save time in the workshop sessions, which are valuable face time to review and facilitate highly productive decision-making.  Because sessions are interactive, you have every opportunity to ask questions of and draw from the experience of our experts.

Our approach is proven to not only land a taxonomy, but promotes buy-in for recommendations and strengthens the compliance culture.


You will leave with a well designed and documented taxonomy to form the backbone to Office 365 compliance capabilities, and a methodology for its sustainable success.

The level of input and engagement throughout the process brings confidence that the taxonomy is fit for purpose and will see high levels of adoption. The documentation also serves to illustrate commitment to your compliance obligations.

Throughout you will take away Microsoft-centric and pragmatic recommendations for your onward compliance journey.

What's included?

Series of workshops

Including representatives from stakeholders across the business to ensure buy-in and engagement.

Logical, systematic approach

To collect information about each business area – initially with a survey that this is then discussed in the workshops.

Deep dive

Into policies, processes, systems, documents, storage and handling of information.

Legally-trained, tech savvy experts

Provide best practice, pragmatic advice, independent, objective insights and ask relevant questions.

Collective decision-making

Facilitated discussion to help make better decisions about how data classification should work for your business.

Detailed final report

Recommendations for improvements and areas where Microsoft technology can be deployed to encourage compliance.

People, process and technology

Technology is only part of the solution. Our recommendations cover people and process as well.

Maximise value from your Microsoft licence

Microsoft-centric technology recommendations help clients maximise value from their licence.  

Find out more about our compliance workshops

Our expertise

Few can match the extraordinary depth and breadth of knowledge of our team.  Experienced in risk and governance, as well as technology specialists, our clients benefit from our unique combination of skills. 

The team has extensive knowledge of compliance frameworks and knows Microsoft’s ecosystem inside out. 

We’re a trusted partner within highly regulated industries. Understanding the complexities, regulatory requirements and information governance challenges faced by them and helping to improve their compliance posture through technology is where we can add real value.

What our clients are saying about the workshops

We found the process of completing the Microsoft 365 Compliance Assessment with Cloud Essentials very useful. It was a catalyst to bring together all the stakeholders in the project and to build together a prioritised roadmap. We really benefitted from Cloud Essentials' understanding of the inner workings of Microsoft Purview, combined with their knowledge of the legislative and regulatory compliance landscape. It's provided us with a springboard for success as we prioritise improving data governance and reducing data risk.

Compliance Assessment Client

“Cloud Essentials has been essential to BulkSMS in ensuring we advance our data protection maturity in the local and global markets. We engaged with both the Data Privacy Assessment and Advisory Workshop and the Data Classification Taxonomy Workshop, which were run professionally by Cloud Essentials. In the workshops the Cloud Essentials data privacy team did a deep dive into the complexities of our operations and BulkSMS has benefited from their expert legal, compliance and technical advice in future-proofing our data protection programme.”

Privacy Officer

"I found Cloud Essentials’ approach to dealing with the process of demystifying data classification to be very effective at taking what seemed like a daunting and complex environment and breaking it down into sensible and easily consumable parts. Their depth of knowledge in this space is impressive and as a result of our interaction with them, our own depth of knowledge has increased markedly. I would recommend them with confidence."

Managing Director

"The Cloud Essentials team has a wealth of knowledge and experience in the Microsoft realm which has added massive value to our business."

Insurance company

Head of IT

"We found the data privacy workshop informative and effective. It was extremely valuable and provided actionable insights into our compliance journey."

Compliance client

Privacy Officer