Case Study: PlanSource achieves stronger data security and secure AI readiness with eGroup and Microsoft Purview

PlanSource Secures Data with Microsoft Purview

PlanSource, a benefits administration platform handling sensitive healthcare data, faced the challenge of securing client information and establishing a strong governance foundation to enable safe AI adoption. They partnered with eGroup to implement a comprehensive data security solution using Microsoft Purview.

eGroup helped PlanSource deploy over 100 security controls across approximately 120 use cases, including data loss prevention and sensitivity labeling. The project was completed more than two weeks ahead of schedule with minimal user disruption, resulting in only nine support tickets in its initial phase. This partnership provided PlanSource with the visibility, control, and scalable foundation needed to securely pursue AI initiatives.

PlanSource