Microsoft 365 Governance & Automation Assessment
Identify risks, uncover automation opportunities, and take control of your Microsoft 365 environment.
Built on real-world experience delivering Microsoft 365 solutions within regulated environments.
Identify Risks
We assess your SharePoint structure, permissions, and governance model to uncover hidden risks, access issues, and compliance gaps
A structured review across your Microsoft 365 environment to identify risks, gaps, and opportunities.
Structure, site design, and content organisation
SharePoint Architecture
Workflow inefficiencies and manual processes
Automation Opportunities
Automation Opportunities
We identify manual processes and workflows that can be automated to improve efficiency, reduce risk, and support scalable operations
Access control, ownership, and permission risks
Governance & Permissions
Alignment to GxP expectations, auditability, and control
Compliance & Risk
You receive a structured, prioritised roadmap outlining exactly what needs to be fixed, improved, and automated
Define a Clear Plan
Ownership clarity, duplication, and lifecycle management
Document Control
Data exposure risks and AI readiness assessment
Copilot Readiness
How the Assessment Works
A focused 30–45 minute session to understand your environment, challenges, and priorities
Step 1: Discovery Session
We analyse your SharePoint structure, permissions, governance model, and key processes
Step 2: Environment Review
Step 3: Findings & Risk Identification
We identify structural issues, access risks, inefficiencies, and automation opportunities
You receive a clear, prioritised plan of next steps, improvements, and automation opportunities
Step 4: Actionable Roadmap
Beyond the Assessment
The assessment is the starting point. Some organisations work with us on a focused engagement,
or specific project. Others continue working with us as their Microsoft 365 partner - supporting implementation, automation, and ongoing improvement.
Focused on identifying both risk exposure and opportunities to improve efficiency through automation.
Always focused on delivering outcomes - not selling you unnecessary work.
Get Clear on Your Microsoft 365 Environment
Start with a focused assessment to understand your risks, identify opportunities, and define a clear path forward.
No commitment • 30–45 minute session • Clear next steps