M365 & SharePoint Assessment

Gain clarity into your Microsoft 365 and SharePoint environment with a structured assessment that highlights risks, opportunities, and a clear plan forward — without committing to a full redesign or project kickoff.

Get clarity, reduce risk, and identify the right next steps—before you invest in changes.

If your SharePoint environment feels disorganized, difficult to manage, or risky—but you’re not sure where to start—this assessment provides a clear, actionable view of what’s working, what isn’t, and what to fix first.

Who This Is For

This assessment is a good fit if:

  • Your SharePoint structure has grown organically with little governance
  • Permissions and sharing feel risky or hard to track
  • Workflows are manual, inconsistent, or undocumented
  • You’re planning an intranet rebuild, migration, or automation project
  • You want expert guidance before committing to a larger engagement

What We Review

The assessment is tailored to your environment but typically includes:

  • SharePoint site architecture and information structure
  • Permissions, sharing, and access controls
  • Governance practices and risk areas
  • Document management patterns and usage
  • Existing workflows or manual processes
  • Alignment with Microsoft 365 best practices

What You Receive

At the conclusion of the assessment, you’ll receive:
  • A clear summary of findings and key risks
  • Actionable recommendations you can implement immediately to improve governance, reduce risk, and accelerate adoption.
  • Strategic guidance on what to address now vs. later
  • Optional next-step paths (no obligation to proceed)

Timeline & Engagement

Typical duration:
  • 2–3 weeks

Format:
  • Remote
  • Collaborative
  • Minimal disruption

Access required:
  • Read-only or limited administrative access

All findings are presented in plain language—no vendor jargon, no pressure to rebuild everything.

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Why Start with an Assessment?

Many organizations jump straight into rebuilding or automating without understanding the underlying issues. This often leads to rework, security gaps, and low adoption.
Informed Decision Making
Reduced Risk
Smarter Use of Budget and Effort
A clear path forward aligned to your goals

What Happens Next

After the assessment, you can:

Use the findings internally

Request a roadmap or targeted build

Engage us for implementation support

Or simply move forward with confidence

There is no requirement to continue beyond the assessment.

Frequently asked questions

Is this a technical audit or a strategic assessment?

This is a practical assessment that blends technical review with strategic guidance. While we examine your SharePoint and Microsoft 365 configuration, the focus is on identifying risks, inefficiencies, and opportunities that impact real-world use—not producing a purely technical report.

What level of access is required?

Typically, global read-only or SharePoint administrative access is sufficient. We work with your team to determine the minimum access needed and follow your organization’s security and compliance requirements at all times.

Will this disrupt our day-to-day operations?

No. The assessment is designed to be minimally disruptive. Most of the work is done independently, with a small number of scheduled check-ins to clarify findings and align on priorities.

Do we have to move forward with additional work after the assessment?

No. There is no obligation to continue beyond the assessment. Many clients use the findings internally, while others choose to proceed with a roadmap or targeted improvements. The decision is entirely yours.

How is this different from jumping straight into a rebuild or project?

Starting with an assessment reduces risk and prevents unnecessary rework. It ensures decisions are based on a clear understanding of your current environment rather than assumptions, helping you invest time and budget where it will have the greatest impact.

Is pricing fixed or variable?

The assessment is offered as a fixed-scope engagement. Final pricing depends on the size and complexity of your environment and is confirmed before any work begins—there are no surprises or open-ended consulting hours.

Ready to get clarity?

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