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Microsoft 365 Audit

by Bauer Automate

Unlock the Full Value of Your Microsoft 365 Investment

Millions of organizations around the world use Microsoft 365 every day — but only a fraction truly tap into its full potential. Most businesses rely on a small portion of the tools they pay for, while hidden features, security settings, and productivity capabilities go unused.


Our Microsoft 365 Audit helps you understand how your environment is configured, how your team is using the tools, and where there are opportunities to streamline processes, improve productivity, and reduce operational friction. You’ll also receive clear recommendations and a practical, actionable roadmap forward.


(Training services are available separately if you want hands-on support implementing improvements.)

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Why a Microsoft 365 Audit Matters

A well-configured Microsoft 365 environment does more than store files and send emails. It can:

  • Reduce duplicate work and unnecessary manual steps
  • Improve collaboration across teams
  • Strengthen data security and governance
  • Optimize licensing and lower operational costs
  • Unlock automation opportunities that save time every day
  • Create consistency across departments and systems

  • Most organizations don’t realize how much value is sitting unused — until an audit shows them what’s possible.

    What’s Included in the Audit

    Your audit includes a full review of your Microsoft 365 environment, including:

    SharePoint & OneDrive Structure graphic on Bauer Automate's Website

    1. SharePoint & OneDrive Structure

  • Site and library setup
  • Permissions and access
  • Content organization and metadata
  • Governance and lifecycle management
  • Microsoft Teams Usage graphic on Bauer Automate's Website

    2. Microsoft Teams Usage

  • Team and channel structure
  • File storage habits
  • Guest access and sharing
  • Opportunities for process automation
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    3. Power Platform Assessment

  • Power Apps and Power Automate usage
  • Environment strategy
  • Data sources, connectors, and security
  • Opportunities to streamline workflows
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    4. Microsoft 365 Administration

  • License optimization
  • Security settings and policies
  • Compliance configuration
  • Productivity & Collaboration Insights graphic on Bauer Automate's Website

    5. Productivity & Collaboration Insights

  • How your team is using Outlook, Tasks, Planner, and more
  • Gaps between daily work and available tools
  • Recommendations for improvement
  • You’ll receive a clear, easy-to-understand report with findings, risks, opportunities, and recommended next steps.

    How Long It Takes

    Most audits take 1–2 weeks depending on:

  • Number of users
  • Complexity of your current setup
  • Number of sites, workflows, or apps under review
  • Access requirements

  • We keep the process simple and lightweight — no disruption to your team.

    Deliverables You'll Receive

  • A full Microsoft 365 Audit Report
  • A prioritized list of improvements
  • A roadmap for governance, structure, and productivity
  • Recommended next steps for automation, efficiency, or security
  • Optional add-ons such as training, implementation support, or new workflow design
  • Frequently Asked Questions

    No. This is a strategic review of your Microsoft 365 environment, not daily technical support. It’s focused on structure, efficiency, governance, and productivity.

    Not at all. The audit is conducted in the background. We may ask a few questions or request access, but your day-to-day operations continue as normal.

    Not usually. In fact, many clients discover they’re over-licensed or under-utilizing what they already pay for.

    Businesses unsure whether they are:

    • Using Microsoft 365 effectively
    • Configured securely
    • Set up for scalable growth
    • Missing productivity opportunities
    • Paying for tools they aren’t using

    While the audit doesn’t include hands-on training, it does include a customized training roadmap for your team based on our findings. We also offer optional basic training and full certification prep programs if you’d like help putting that plan into action.

    Start With Clarity. Move Forward With Confidence.

    If you want a clearer picture of what’s working — and what’s holding your team back — our Microsoft 365 Audit gives you the insight and direction you need.

     

    Book your audit today and start getting more from the tools you already own!

    Book A FREE Consultation