SharePoint/M365 Assessment

This assessment examines your organization’s current Microsoft 365 environment—with a particular focus on SharePoint Online and Teams—to determine how well these tools are supporting collaboration, content management, and secure information sharing. Rather than just a technical migration review, it evaluates how existing processes and cultural practices influence the way teams collaborate. The assessment provides a roadmap to modernize digital workspaces, streamline governance, and ensure the tools are used in a way that directly improves productivity and aligns with business objectives.

Key Focus Areas Include

Collaboration and Communication

Evaluate current usage patterns, site structures, and communication channels to identify inefficiencies and opportunities for enhanced teamwork across departments.

Document Management

Review how content is stored, organized, and secured. Identify gaps in metadata capture, searchability, and permissions management to improve data integrity and compliance.

Governance and Security

Analyze existing governance policies and security settings to ensure they are robust, scalable, and aligned with both regulatory requirements and best practices.

User Adoption and Change Management

Assess the cultural readiness of teams to embrace modern collaboration tools. Identify training and support needs to drive high user adoption and sustained engagement.

Business Outcomes

A clear, actionable roadmap for modernizing the digital workspace to boost collaboration and efficiency.

A framework for improved content management and secure data sharing, reducing risks associated with fragmented or outdated systems.

A focused evaluation of user readiness and SharePoint proficiency, along with recommended training and change management steps.

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