HEALTHCARE

Regional Medical Group

Zero compliance incidents since go-live.

Patient records were scattered across shared drives with no access controls, risking HIPAA-adjacent compliance failures. We rebuilt records management on a governed Microsoft 365 foundation.

Compliance incidents since go-live
0Compliance incidents since go-live
Patient files now under access control
100%Patient files now under access control
Clinics migrated without downtime
6Clinics migrated without downtime
Average offboarding-to-access-revoked time, down from 3 weeks
48 hrsAverage offboarding-to-access-revoked time, down from 3 weeks

AT A GLANCE

Size
240 staff
Locations
6 clinics
Timeline
8 weeks
Service Level
Secure 365

WHAT WE DEPLOYED

  • SharePoint
  • Microsoft Purview
  • Entra ID
  • Intune
THE CHALLENGE

Where They
Started.

Patient records were scattered across shared drives with no access controls, risking HIPAA-adjacent compliance failures. Front-desk and clinical staff shared one generic login for the records drive, so there was no way to know who had opened a file, and nothing stopped a departing employee from walking out with years of patient history on a USB drive.

  • No audit trail for who accessed or edited patient files
  • Departing staff retained access to shared drives for weeks after leaving
  • Sensitive records had no labelling or encryption at rest
  • IT had no way to prove compliance during a payer audit

If this sounds like your environment, the first conversation is free and takes 15 minutes.

THE WORK

What We
Did.

We migrated all records into a governed SharePoint structure with Purview sensitivity labels and Entra conditional access, replacing the shared drive with per-clinic libraries that log every access.

01

Tenant audit and licence review

Mapped every existing account, shared drive, and access path to understand the real exposure before touching anything.

02

Governed SharePoint migration

Rebuilt the records structure as per-clinic document libraries with role-based permissions and version history.

03

Purview sensitivity labelling

Applied automatic labels to patient files so sensitive records are encrypted and tracked wherever they're opened.

04

Conditional access rollout

Enforced device compliance and MFA for anyone opening a patient record, on-site or remote.

We'd scope the same kind of engagement for your business, with timelines and effort against each stage.

We went from crossing our fingers during audits to handing the auditor a report. That alone was worth the project.
Dana Whitfield · Practice Operations DirectorRegional Medical Group
MORE STORIES

Other businesses we've done this for.

View all case studies →
Healthcare

A behavioral health practice

This behavioral health practice ran a partly remote team. Virtual assistants and contractors, several of them offshore, signed into email, files, and sensitive client records every day. They were good at their jobs. The problem was where they worked. Every one of them signed in from a personal laptop the practice had never seen. There was no device management, no data loss prevention, and no clean way to remove access when someone moved on. The owner knew this quietly, the way most owners do. Client data sat on machines nobody controlled. An offboarding meant hoping a former assistant would simply stop opening files. With protected health information in the mix, that was a risk the practice could no longer carry. They wanted it fixed the week before a scare, not the week after. The risk was not a hacker. It was protected health information living on personal laptops the practice could neither see nor switch off.

Same dayOffboarding for departing staff
Professional Services

A boutique executive search firm

A boutique executive search firm nearly lost the one thing its whole business runs on, the trust in its founder's inbox. Here is exactly how the attack worked, the questions we asked, and every PowerShell step we ran to contain it.

< 24 hoursFrom discovery to containment
Manufacturing

A logistics company

Like a lot of growing operations, this logistics company approved invoices by forwarding emails. Someone then tracked who had signed off in a shared spreadsheet, retyping the same details every day. It worked, right up until the person who knew the spreadsheet went on vacation. The cracks showed in the usual places. Approvals sat unread at the bottom of inboxes. Nobody could say for certain who had signed off, or when, without scrolling back through an email chain. A mistyped number was caught late, if at all. The team did not want yet another subscription, another login, another monthly fee for an approval tool. They wanted the process fixed, inside the tools they already trusted. They thought they needed to buy an approval tool. It turned out they already owned everything they needed.

100%Of approvals logged with who and when

Want Results Like
This for Your Business?

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