This case study demonstrates how Morae’s strategic, technology-enabled DSAR solution delivered a defensible, cost-efficient response while safeguarding sensitive business information.

Key Aspects of the Response

• Targeted Scoping: Conducted Early Case Assessment (ECA) to define entitlement boundaries under GDPR and case law, clarifying that only documents containing personal data and relevant to the redundancy decision were in scope.
• Optimized Workflow Design: Developed a focused review process prioritizing personal data and excluding irrelevant or confidential business information, avoiding an inefficient “review everything” approach.
• Standardized Framework: Created a repeatable DSAR response model, including clear communication templates to set expectations for future requests and reduce ambiguity.
• Technology Enablement: Deployed advanced filtering and analytics tools to streamline document identification, minimize review volume, and ensure accuracy and compliance.

Results

• Significant Data Reduction: Reduced review population by excluding non-entitled and confidential materials, ensuring only relevant personal data was processed.
• Cost Efficiency: Delivered a lean, defensible workflow that minimized unnecessary review and associated costs.
• Regulatory Compliance: Achieved full compliance with GDPR and legal precedent while protecting sensitive business information.
• Future Readiness: Positioned the client with a standardized DSAR response framework for efficient handling of subsequent requests.

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