M365 ASSESSMENT & STRATEGY

Implement (or reimplement!) Microsoft 365 the right way

Microsoft 365, SharePoint, Purview and the related apps all promise easy-to-use technology, improved efficiency, and more automation.

But how do you get from A to Z?

Why invest in a technical assessment

The right Microsoft 365 migration comes down to smart decisions, from content classification to SharePoint content types. We keep those decisions rooted in how your organization actually works today.

Increase the success and adoption of Microsoft 365 across your organization

Lower the risk of future oversights with a clear roadmap and plan from the start

Drive confidence in choosing the right apps, settings, and integrations for your project

Reduce risk and uncertainty while accelerating implementation

Build a strong Microsoft 365 foundation
to grow from

Establish a long-term partnership between your IT teams and our expert consultants

The focus areas of our technical assessment process are:
an in-depth review of your organization’s readiness for M365 and detailed implementation planning.

Readiness Assessment

We align your technology goals with a clear digital workplace roadmap so you can move forward with confidence. Here’s what’s typically included:

Implementation Plans

With your vision and priorities aligned, the next step is turning that direction into a clear, actionable plan. We map out the work ahead with structured guidance, timelines, and next steps to move your implementation forward with confidence.

This typically includes:

"It’s been great working with Gravity Union, and we've learned quite a bit about how we'd like to go forward with records management in Norfolk County."

— Records Analyst at Norfolk County

The outcome

A clear, well-defined Microsoft 365 assessment package that gives you the answers you need to move forward with confidence:

What will your minimum viable product (MVP) look like?


Including guidance on information architecture, infrastructure requirements, and integrations

What will your minimum viable product (MVP) look like?


Including guidance on information architecture, infrastructure requirements, and integrations

How does the solution fit your budget and timeline?


Identify opportunities to phase the work and deliver quick wins along the way

Have all technical possibilities and limitations been considered?


Make informed decisions across Microsoft 365 apps and services

This process lays the groundwork for a Microsoft 365 environment that is set up to succeed and grow with your organization.

Let’s map out your next steps
with confidence.

Book a technical assessment to answer these key questions:

  • What business problems are we solving for?

  • Which apps do we enable for our users?

  • When do we engage different groups and departments?

  • How long will those projects take?