A mid-sized financial services company operating across India struggled with scattered, undocumented data sources and growing regulatory demands from RBI and ISO 27001 standards. The leadership lacked confidence in reports, and the BI teams spent hours verifying data manually.
Vortunix was brought in to establish a robust Data Governance framework across their hybrid cloud and on-premise environments.

Here’s what we delivered:

1. 1.Centralized Metadata Catalog Deployed Azure Purview to automatically scan and classify data across SQL Servers, Azure Blob Storage, and Power BI datasets.
2. 2.Data Lineage & Classification Tagged over 120+ datasets with business glossary terms and sensitivity levels (e.g., PII, financials). Enabled full lineage tracking for compliance audits.
3. 3.Role-Based Access Control (RBAC) Integrated Azure AD and Purview access policies to restrict data views by user roles — ensuring analysts, managers, and executives access only what they need.
4. 4.Governance Workflow Automation Designed Power Automate flows for data owner approvals and change request tracking — reducing turnaround time for data access requests.

1. 120+ Data Assets Cataloged within the first 2 weeks
2. 100% Compliance Ready for RBI, ISO 27001, and internal audits
3. Reduced Data Risk by eliminating unauthorized data access
4. Improved Data Trust among business users with certified datasets
5. Data Access Turnaround Time reduced from 48 hours to 4 hours

1. 1.Deployed Azure Purview: Centralized scanning and data mapping
2. 2.Set Data Access Policies: Role-based access integrated with Azure AD
3. 3.Established Lineage & Classification: Business glossary + data sensitivity tagging
4. 4. Built Approval Workflows: Automated governance request pipelines
5. 5. Created a Trust Layer: Certified datasets with full audit traceability