Avalon Healthcare Case Study | TrustedTech
Customer Case Study

Avalon Healthcare Turns a Confusing Purview Search into a Clear Compliance Answer.

A Microsoft Purview query looked simple but kept the expected results from appearing. A TrustedTech support engineer found the selections in the way and confirmed the platform's search limit, so Avalon's compliance team got a straight answer.

Industry Healthcare / Diagnostics
Size ~200 Employees
Headquarters Tampa, FL
Service Microsoft Support and Licensing
37.5%
Lower support spend with Support 2.0
3
Solutions: licensing, support, security
7
Microsoft workloads, hands-on

Avalon Healthcare Solutions is a leader in diagnostic intelligence, working to change how diagnostic testing is managed across healthcare. Based in Tampa, Florida, with about 200 employees, it serves more than 30 health plans and 90 million members nationwide.


The Challenge

A search that looked simple wouldn't return what compliance asked for.

Shaun Liles, Avalon's Microsoft 365 administrator, needed to hand compliance stakeholders a set of search results from Microsoft Purview. The query screen had nuanced selections that seemed intuitive, but the choices he made kept the expected results from showing up.

He also didn't know how far back a Purview search could reach. Without the right configuration or the platform's search-duration limit in hand, he couldn't say with confidence that the request was done, and the ticket stayed open.

"TrustedTech is a great cloud service provider to go with."

Shaun Liles, Microsoft 365 Administrator, Avalon Healthcare Solutions
The Solution

A TrustedTech engineer worked through the query with Shaun.

A TrustedTech support engineer walked Avalon through the Purview selections that were blocking results and helped change the search until it returned what compliance needed. With the query working, TrustedTech then checked how far back the search could go.

  • A walkthrough of the Purview query selections that were blocking results
  • A modified search that returned the information compliance needed
  • Confirmation that Purview search reaches back six months
  • A clear answer Avalon could pass to its compliance team
  • Guidance on special license purchases, conversions, and term options
Shaun Liles, Microsoft 365 Administrator at Avalon Healthcare Solutions

TrustedTech is a great cloud service provider to go with if you’re looking and you want to save some money.

Shaun Liles · Microsoft 365 Administrator, Avalon Healthcare Solutions
The Results

A working search and a firm answer for compliance.

  1. A working Purview query

    A TrustedTech support engineer guided Avalon through the specific selections that were blocking results and helped modify the search so it returned the needed information.

  2. A confirmed platform limit

    Once the query was configured correctly, TrustedTech confirmed the search could only reach back six months, which gave Avalon a clear answer for its compliance team.

  3. A faster path to closure

    With the configuration corrected and the limitation validated, Shaun had the information and the confidence to close the ticket.

  4. Smarter licensing decisions

    TrustedTech also supports Avalon with special license purchases, license conversions, and term options meant to improve purchasing efficiency and identify potential savings.

Company at a Glance

Company
Avalon Healthcare Solutions
Industry
Healthcare / Diagnostics
Headquarters
Tampa, Florida, USA
Team Size
~200 employees
Focus Areas
Microsoft Purview, Microsoft 365 licensing
Why TrustedTech
Hands-on Purview expertise and clear validation for compliance
The Takeaway

Practical Microsoft help on the ticket and on the license.

A Purview query that looked intuitive stood between Avalon's IT team and the answer compliance needed. Without the right selections or the six-month limit, Shaun couldn't close the request.

TrustedTech turned a confusing interface into a straightforward resolution. The same relationship now covers nonstandard license requests, conversions, and purchasing options, so those questions get a direct answer too.

Ready when you are

Stuck on a Purview setting or a license request that doesn't fit the menu?

Talk to a TrustedTech specialist about hands-on Microsoft support and licensing guidance.

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Thomas Rosquin, Sr Writer

Thomas Rosquin, Sr Writer

Thomas Rosquin is a content strategist and technology writer at TrustedTech, a top 1% global Microsoft Cloud Solution Provider. With 20 years of experience in research, editorial, and content strategy, he focuses on Microsoft technologies, workplace AI, and IT governance, translating complex licensing and adoption decisions into clear guidance for technology leaders. His work draws on original research, industry analysis, and close collaboration with TrustedTech's Microsoft-certified solutions team.

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