Microsoft 365 Assessment
Know where Microsoft 365 is adding extra work
You pay for Microsoft 365, but files are hard to find and teams still work around the setup. We assess how your people use the environment and identify practical improvements to its structure, workflows, and ownership. Work with Canadian Microsoft 365 consultants who connect the platform review to the way your team works.
Partner designations
- Modern Work
- Data & AI (Azure)
- Digital & App Innovation
Turn everyday frustrations into a clearer plan
A fixed-fee, read-only review of your Microsoft 365 environment, typically completed in one to two weeks. We score structure, governance, content health, findability, collaboration, and adoption, explain what is causing friction, and recommend a sensible order for improvement.
We review your environment with read-only access and can talk with a few staff to check what we see. Then we walk you through a scored report, quick wins, and a recommended next step.
What the assessment can cover
- Staff needs and workflow interviews
- SharePoint and Teams structure review
- Document organization and findability
- Content ownership and site lifecycle gaps
- Sharing and permission model findings
- Repeated manual work and workarounds
- Available tools and licence considerations
- Prioritized recommendations and next steps
Make better use of what you already have
Featured Microsoft 365 assessment benefits
Put effort into the right improvements
Understand the causes behind staff frustrations before spending time on another tool, migration, or redesign.
Give business and IT a shared starting point
Bring user needs and platform findings into one set of recommendations that both teams can discuss and act on.
Make the next investment easier to assess
See the recommended work and dependencies before committing to a larger implementation project.
Questions about a Microsoft 365 assessment
What do we receive from the assessment?
A scored report with the evidence behind each score, your place on a digital workplace maturity scale, prioritized findings, quick wins, and a sequenced roadmap with cost and timeline ranges for each recommended step.
Is this managed IT support for Microsoft 365?
No. The assessment focuses on your digital workplace and improvement priorities. Help desk, device support, network management, and ongoing tenant administration stay with your IT team or provider. We coordinate findings that affect their responsibilities.
Does the assessment include fixing the issues?
No. The assessment is read-only and changes nothing in your environment. Some recommendations are quick wins your team can act on; others may lead to a SharePoint project or a Blueprint Sprint. We help you choose the next step.
Will this assess whether we are ready for Copilot?
We can identify where a dedicated readiness review would help, but it is a separate focus. An AI and Copilot readiness assessment examines information access, permissions, licensing, and governance before rollout.
What determines the cost and time required?
The assessment is a fixed fee and typically takes one to two weeks. If you need a wider review, such as several business units or a specific workflow in depth, we confirm the scope before starting.
Tools we work with
Using something else? We can work with your existing technology and help you find the right way forward.
Need a Microsoft 365 assessment?
Bring the files, sites, or workflow your team works around every day. We’ll help you identify a useful starting point.
Real people, here to help
We’ll get back to you within one business day
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