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    PII Discovery & Migration

    Tribel Advisory

    Tribel was moving off Xplan to a new CRM and wanted absolute confidence they weren't carrying legacy risk into the new platform. Nearly one million files were scanned, PII was classified and scored against the Australian Privacy Act, risky records were securely erased or redacted, and the verified dataset was migrated and certified end-to-end.

    Transforming Tribel Advisory Through Strategic Solutions

    Tribel was moving off Xplan to a new CRM and wanted absolute confidence they weren't carrying legacy risk into the new platform. Nearly one million files were scanned, PII was classified and scored against the Australian Privacy Act, risky records were securely erased or redacted, and the verified dataset was migrated and certified end-to-end.

    Project Objectives

    Tribel was moving off Xplan to a new CRM and wanted confidence they weren't carrying legacy risks. Old systems often store Personally Identifiable Information (PII) that, if migrated unchecked, could create compliance exposure. Count Financial — Tribel's licensee — connected Tribel with Umlaut Solutions to ensure all PII records were handled correctly. For practices, unmanaged data can trigger remediation costs, regulatory attention, and reputational risk, while licensees face broader scrutiny and reporting obligations.

    Our Solutions

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

    • ●Nearly one million Xplan files scanned to identify PII data and highlight compliance risks across the full dataset.
    • ●PII data classified and scored for compliance with the Australian Privacy Act so the business could prioritise action with confidence.
    • ●Risky PII records securely erased or redacted, leaving only verified records to carry forward.
    • ●Verified PII records migrated into the new CRM and synchronised back into Xplan for a single source of truth.
    • ●Historical SharePoint repositories scanned to locate PII files, which were redacted or removed as needed.
    • ●Formal certification issued confirming all PII remediation and redaction across systems.

    Results & Benefits

    The migration was completed with a fully verified, compliant dataset:

    • ●PII data was properly remediated or redacted, eliminating exposure for both Tribel and Count Financial.
    • ●Leadership has full confidence that historical and new records are auditable, aligned, and compliant.
    • ●Tribel moved to its new CRM without inheriting legacy data risk — a clean start on a clean foundation.
    • ●Formal certification provides defensible evidence of compliance against the Australian Privacy Act.

    "We now have complete clarity across our PII records. Both our new platform and existing system hold only verified and properly redacted data, with certification to confirm it."

    — Jonathan Hamber, Tribel Advisory

    Tools used on this engagement

    Explore Priivacy™ — PII discovery & remediation

    References

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