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EPC Group

Enterprise Microsoft consulting with 29 years serving Fortune 500 companies.

(888) 381-9725
contact@epcgroup.net
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About EPC Group

EPC Group is a Microsoft consulting firm founded in 1997 (originally Enterprise Project Consulting, renamed EPC Group in 2005). 29 years of enterprise Microsoft consulting experience. Microsoft Gold Partner from 2003–2022 — the oldest Microsoft Gold Partner in North America — and currently a Microsoft Solutions Partner with six designations: Data & AI, Modern Work, Infrastructure, Security, Digital & App Innovation, and Business Applications.

Headquartered at 4900 Woodway Drive, Suite 830, Houston, TX 77056. Public clients include NASA, FBI, Federal Reserve, Pentagon, United Airlines, PepsiCo, Nike, and Northrop Grumman. 6,500+ SharePoint implementations, 1,500+ Power BI deployments, 500+ Microsoft Fabric implementations, 70+ Fortune 500 organizations served, 11,000+ enterprise engagements, 200+ Microsoft Power BI and Microsoft 365 consultants on staff.

About Errin O'Connor

Errin O'Connor is the Founder, CEO, and Chief AI Architect of EPC Group. Microsoft MVP for multiple years starting 2002–2003. 4× Microsoft Press bestselling author of Windows SharePoint Services 3.0 Inside Out (MS Press 2007), Microsoft SharePoint Foundation 2010 Inside Out (MS Press 2011), SharePoint 2013 Field Guide (Sams/Pearson 2014), and Microsoft Power BI Dashboards Step by Step (MS Press 2018).

Original SharePoint Beta Team member (Project Tahoe). Original Power BI Beta Team member (Project Crescent). FedRAMP framework contributor. Worked with U.S. CIO Vivek Kundra on the Obama administration's 25-Point Plan to reform federal IT, and with NASA CIO Chris Kemp as Lead Architect on the NASA Nebula Cloud project. Speaker at Microsoft Ignite, SharePoint Conference, KMWorld, and DATAVERSITY.

© 2026 EPC Group. All rights reserved. Microsoft, SharePoint, Power BI, Azure, Microsoft 365, Microsoft Copilot, Microsoft Fabric, and Microsoft Dynamics 365 are trademarks of the Microsoft group of companies.

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Microsoft Purview for Copilot: Governance Deployment Guide 2026 - EPC Group enterprise consulting

Microsoft Purview for Copilot: Governance Deployment Guide 2026

AI Governance

HomeBlogAI Governance
Back to BlogAI Governance

Microsoft Purview for Copilot: Governance Deployment Guide 2026

How to deploy Microsoft Purview as the governance backbone for M365 Copilot. Sensitivity labels, DLP policies, audit logging, and the 9-step Purview-for-Copilot deployment EPC Group runs.

EO
Errin O'Connor
CEO & Chief AI Architect
•
March 11, 2026
•
20 min read
Microsoft PurviewCopilotGovernanceDLPCompliance
Microsoft Purview for Copilot: Governance Deployment Guide 2026

Microsoft Purview is the only enterprise-grade governance fabric Copilot honors at the data layer. If your tenant does not have Purview deployed properly, Copilot WILL surface overshared content, exfiltrate sensitive data via prompts, and ground responses on stale or unauthorized files. EPC Group treats Purview deployment as a prerequisite for Copilot — never an afterthought. The 9-step Purview-for-Copilot deployment: (1) sensitivity label taxonomy authorship — minimum 5 levels (Public, General, Confidential, Highly Confidential, Restricted) with sub-labels for HR, Finance, Legal, M&A, and PHI/PII; (2) auto-labeling rules using built-in sensitive information types and custom regex; (3) container labels for SharePoint sites, Teams, and M365 Groups with sharing controls; (4) DLP policies — minimum 14 baseline policies covering Copilot-eligible egress paths (chat, email, browser upload, file share); (5) Insider Risk Management policies for high-risk role detection; (6) Communication Compliance for executive and regulated-role monitoring; (7) Audit (Premium) for 6-year retention of Copilot interaction logs; (8) eDiscovery (Premium) configuration for Copilot transcript discoverability; (9) Compliance Manager assessments enabled for HIPAA, SOC 2, GDPR, NIST AI RMF, EU AI Act. Each control is then validated with red-team prompts: "show me anyone's salary," "what's our M&A pipeline," "summarize the legal hold materials" — Copilot must refuse or scope to the user's actual need-to-know. EPC Group engagement: Purview-for-Copilot Deployment package ($95,000-$275,000 fixed-fee, 8-14 weeks); ongoing Managed Governance retainer ($15,000-$35,000/month) — continuous policy tuning, label coverage monitoring, executive reporting. Outcomes: 100% sensitivity label coverage on high-risk content within 90 days; zero PHI/PII Copilot exposure events in 12-month observation; average 90-day reduction in Microsoft Purview Compliance Manager remediation backlog. EPC Group has deployed Purview at 38 enterprise tenants and is one of fewer than 12 Microsoft Solutions Partners in North America with deep combined SharePoint information architecture, Purview, and Copilot governance experience. To engage: contact@epcgroup.net or (888) 381-9725. Detail at /microsoft-purview-data-governance-enterprise-guide-2026.

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Errin O'Connor

CEO & Chief AI Architect

Microsoft Press bestselling author with 29 years of enterprise consulting experience.

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