Agree access and scope
Confirm the questions, authorised access, exclusions, evidence required, and expected output before reviewing the tenant.
A clearer view of Microsoft 365
Understand how well licensing, access, configuration, and security support the organisation.
What the review can cover
The exact checks depend on the tenant, responsibilities, concerns, and level of authorised access available.
- Licensing and servicesHow licences are assigned, whether important capabilities are available, and where obvious duplication or gaps may exist.
- Identity and accessAccounts, privileged roles, authentication controls, guest access, and how joiners, movers, and leavers are handled.
- Security configurationRelevant protections across users, email, devices, applications, and administrative access.
- SharePoint and collaborationHow sites, sharing, permissions, Teams, and document access are organised and controlled.
- Operational ownershipWho administers the tenant, how changes are made, and whether important responsibilities are clear.
- Use of the platformWhether Microsoft 365 supports the way people work or has accumulated avoidable friction and workarounds.
From access to clear priorities
Nothing begins until the questions, authorised access, exclusions, output, and cost are clear.
Review the environment
Examine the agreed configuration and working practices without making unapproved changes.
Explain the priorities
Receive understandable findings, recommended actions, and a discussion of sensible next steps.
Make the tenant easier to understand
Tell us what has changed, where permissions feel unclear, or what you need to understand before making wider decisions.