Strategic Wealth

Umlaut Solutions delivered the engagement end-to-end using our Priivacy™ discovery toolset, with minimal lift required from the client team:

• ●338,674 files were scanned to identify sensitive data and risk exposure across the full dataset.
• ●44,532 files containing PII were identified, classified, and reported so the business could make informed decisions on what required action.
• ●Identified data was remediated through targeted redaction within documents, preserving usable content while removing risk.
• ●Custom identifiers including SRN numbers, HIN numbers, and Director IDs were detected and remediated alongside standard PII categories.
• ●The final dataset was migrated into SharePoint with aligned metadata and supported by formal remediation reporting for audit and compliance evidence.

The engagement delivered a clean, structured, and compliant dataset inside SharePoint:

• ●Data was reviewed, refined, and standardised, lifting overall quality and usability while reducing privacy and retention risk.
• ●The new environment is structured, auditable, and aligned to compliance expectations under the Australian Privacy Act.
• ●Leadership has clear visibility across records and confidence in the quality of information underpinning advice and operations.
• ●The project was delivered with minimal disruption, allowing internal staff to remain focused on client work.