Findings with context
Understand what we found, why it matters and the recommended next step. We make clear which areas were reviewed and where limited access or missing information leaves a question open.
A clearer view of Microsoft 365
Know what you are paying for, who can access your information and where your setup needs attention. We review Microsoft 365 and explain what to improve first.
Understand how your setup works today
Unused licences, unclear permissions or settings inherited from a previous provider can be difficult to untangle. We agree which areas to review around your concerns, the services you use and the access available.
Licences and services
Review licence assignments against the people and services using them. Identify potential duplication, unused assignments or gaps, with any changes checked against the features your team needs.
Accounts and access
Review administrator roles, sign-in protections and guest accounts. Check how access is granted, changed and removed when people join, move roles or leave.
Security settings
Examine the agreed protections for email, accounts, devices and applications. Explain configuration gaps and distinguish changes available within your current licences from those needing further investment.
Files and sharing
Review how Teams, SharePoint and OneDrive are organised, including permissions and external sharing. Identify where access is unclear or information is difficult for the right people to find.
Administration and ownership
Establish who manages your Microsoft 365 environment, which access an external provider holds and how changes are approved. Highlight unclear responsibilities that could make support or a handover difficult.
Everyday use
Look at how people use the services in practice. Identify repeated tasks, awkward workarounds or features already available that could make everyday work easier.
Know what needs attention and why
We agree the depth and format of the findings before starting. The review connects the settings we can verify with the decisions you need to make.
Priorities for your team
Separate issues needing early attention from routine improvements and larger projects. See where a recommendation depends on licences, another system or a change to how people work.
Choose what happens next
Take the findings to your own team or existing provider, or ask us to scope the changes. Implementation and ongoing management are agreed separately, with larger changes planned around the people they affect.
A clear scope before access
Start by telling us what you want to understand. We agree the checks, exclusions, timetable, cost and expected output before the review begins.
Agree the review
Confirm the questions and the permissions needed to answer them. Agree who authorises access, how it is provided and when it will be removed.
Review your setup
Examine the agreed configuration and discuss how your team works. Any changes to your settings need separate approval.
Discuss the findings
Walk through the issues and recommendations in plain language. Decide which actions to take first and which need more planning.
Start with your Microsoft 365 questions
Tell us what feels unclear, whether it is licence costs, access to files or how the environment has been managed. We will help define a review around the decisions you need to make.