The Microsoft 365 Productivity Audit maps what your organization actually uses, what it pays for, and where the gaps are, delivered as findings you can act on. It is the evidence step before any rebuild, cleanup or automation work. The audit is a paid engagement, and the first conversation is free.
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Read-only. We change nothing while we look.
The cost of not knowing
What this is costing you right now
Four things we find in almost every tenant, and nobody has the full picture of any of them.
- Licences nobody has audited in years. Seats for people who left, premium licences on staff who use none of it, and add-ons bought for a project that ended. It renews quietly every year and nobody has the full picture in one place.
- Files in four places, none of them agreed. Some on OneDrive, some on a shared drive, some attached to an email thread, some in a Teams chat. Everyone knows it is a mess. Nobody owns fixing it, because fixing it means deciding.
- Sharing links you cannot take back. Anyone-with-the-link sharing that made sense once, external guests from a project three years ago, and no way to see the whole exposure without going looking for it deliberately.
- Features you already pay for, unused. Half of what your subscription includes is switched off or unknown. You are buying tools to solve problems your existing licence already covers, and nobody has the time to find out which.
Three scopes
Basic, Standard, Enterprise
Three scopes for three sizes of problem. They differ in how deep we go, how many people we talk to, and how far ahead the roadmap reaches. We tell you which one fits and why, and we put the exact scope in writing before you sign anything.
Basic
Quoted after a short scoping conversation. Fixed scope, agreed in writing.
Best for: a smaller organization without dedicated IT, where the report is for the owner or the business lead and the useful answer is a short list of what to fix first.
- Review: core licensing, the security baseline, and collaboration usage across Teams, SharePoint and Exchange
- Voices: a short staff survey and interviews with the owner and your IT contact
- Deliverable: a findings report with prioritized quick-win recommendations
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Whole tenantStandard
Quoted after a short scoping conversation. Fixed scope, agreed in writing.
Best for: an organization with an internal IT contact, where the report has to serve both IT and leadership and the whole tenant needs covering rather than the parts someone already suspects.
Everything in Basic, plus:
- Review: a deeper look at identity and access management, data governance and Power Platform usage
- Readiness: a Copilot and generative AI readiness snapshot
- Voices: the full staff survey and interviews with department heads
- Deliverable: a structured roadmap spanning training, automation and platform optimization
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Enterprise
Quoted after a short scoping conversation.
Best for: a governed environment with a dedicated IT team, where the report is going in front of an executive committee or supports a compliance review, and the depth has to hold up to that audience.
Everything in Standard, plus:
- Review: Entra ID Governance, Power Platform Center of Excellence (CoE) readiness, and licensing and cost optimization analysis
- Voices: interviews that reach the executive committee
- Deliverable: an executive-ready assessment supporting multi-year planning
Not sure which one you are? That is what the first conversation is for, and it costs nothing. One naming note, because it confuses people: these scopes are not the same thing as the levels in our branding service. Different scales, different services.
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Coverage
What the audit looks at
Eleven areas. How deep we go in each depends on the scope you choose.
| Area | What we look at |
|---|
| Licensing and identity | What you are paying for, who is using it, what is assigned to people who left, and how sign-in and accounts are governed. |
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| Devices and workstations | How company devices are managed, updated and secured, and what happens when one goes missing. |
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| Files: SharePoint and OneDrive | Where documents live, how they are structured, how they are shared, and how much is exposed more widely than anyone intended. |
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| Email and communication | Exchange Online configuration, mail flow, distribution and shared mailboxes, and the settings that quietly affect deliverability. |
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| Teams and collaboration | How Teams is structured, how sprawl is controlled, guest access, and whether the way people collaborate matches how the tenant is set up. |
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| Microsoft 365 apps | What is deployed, what version people are on, and which included capabilities are switched off or unknown. |
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| Power Platform | Apps and flows in production, who is building them, and whether there is any governance around environments and data. |
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| Copilot and generative AI | Licence deployment, whether your data is ready for it, and whether there is a usage policy that anyone has read. |
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| Branding and digital workplace identity | Document templates, email signatures, meeting backgrounds, device and sign-in branding, and how far your brand has drifted from itself. |
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| Security and compliance, productivity lens | The baseline that affects daily work: sharing posture, access control, and the settings that turn a mistake into an incident. |
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| Process and policy | Where the manual work is, which processes are held together by one person's spreadsheet, and what the business rules actually are. |
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If we find something bigger than the scope we agreed, we say so in the report and tell you what it would take to look at properly. We do not quietly widen the work or quietly skip it.
Deliverables
What you actually receive
One report, with the evidence underneath it.
The report
- An executive summary written for the person who has to approve the spend, not for the person who runs the servers.
- Prioritized recommendations, ordered by what they cost you today.
- A roadmap, starting with quick wins and extending as far as your scope reaches.
- An in-depth assessment across your tenant, area by area.
- A remediation tracker, so the report becomes a work list instead of a PDF nobody opens twice.
The evidence underneath it
- An employee survey summary. Anonymous, aggregated, and usually the most quoted page in the whole report.
- A baseline metrics snapshot, captured before anything changes.
- Interview synthesis, so the report reflects what people told us and not only what the tenant reports.
- Read-only tenant data collection, run with read-only credentials and shared back with you.
How deep each of these goes depends on the scope you choose. We confirm exactly what is in and what is out, in writing, before anything is signed.
How it works
Four steps from first call to roadmap
Nothing changes in your tenant until you decide it should.
- A short conversation. We ask about your size, how your IT is set up, and who the report has to convince. That decides the scope, and we put it in writing before you commit.
- We collect and we ask. Read-only data collection from your tenant, interviews with the people who run and use it, and an anonymous survey to everyone else.
- We write it up. Findings, recommendations and a roadmap, with every recommendation traceable to something we saw or were told.
- We walk you through it. You get the report and a session to go through it. What you do next is your call, and none of it depends on hiring us for the fixing.
The outcome
What gets fixed, and what that feels like
The audit is not a sales tool with a report attached. It is the report.
- One picture instead of six opinions. Everything we find lands in a single report, in an order you can act on, so the argument about what to do first has evidence in it.
- Findings you can trace. Every recommendation points at something we observed: an admin centre export, a survey response, an interview note or a data pull. If the evidence is not there, we flag the gap instead of filling it in.
- A roadmap, not a wish list. Quick wins first, then the foundations, then the things worth doing once the foundations hold. Each item sized so you can decide what you fund and when.
- A baseline you can measure against later. We capture where you are before anything changes, so in a year you can prove whether it worked instead of arguing about it.
- Your staff finally get asked. An anonymous survey goes to the people who use the tools every day. Their answers usually change the priority order, and they are the reason the roadmap survives contact with reality.
- Nothing changes while we look. Collection is read-only, with read-only credentials. Fixing things is a separate, deliberate decision that you make after you have seen the report.
A common finding
The finding almost every audit produces
One section of the report looks at branding and digital workplace identity: what a new document opens as, what your email signatures look like, what people see on the sign-in screen, what is on the lock screen of a company laptop. It is the section clients are most surprised by, because nobody set any of it and it has been drifting for years.
Fixing it is its own piece of work, quoted separately, and you are under no obligation to have us do it. Manual processes and reporting gaps show up the same way, and those route to our Power Platform work. The audit surfaces them. What you fund is your decision.
See how the branding work is done
Trust and access
How we get in, and what we promise
Four promises, and the credentials behind them.
- Read-only access, and nothing more. Data collection runs with read-only credentials. We do not change a single setting in your tenant during the audit. Fixing things is a separate engagement you decide on afterwards.
- No invented findings. Every recommendation traces to a specific thing we observed or were told. Where the evidence is missing, the report says the evidence is missing. That is a finding too. And if the audit finds nothing worth fixing, the report says that.
- Your people get a say, anonymously. Results are aggregated to department only. We never combine department, tenure and role in a chart, because on a small team that combination is a name. One survey per engagement, and a low response rate is reported, never hidden.
- The data is yours. The exports, the survey results and the baseline snapshot are handed back to you with the report. You keep them whether or not you ever work with us again.
Canadian team, no offshoring. All seven Microsoft Power Platform certifications on the team, and a Microsoft Certified Trainer. CIO Review Top 10 Microsoft Solutions Providers 2023 and 2024. Calgary Economic Development Exporter of the Year 2023. Corporate Live Wire Innovation & Excellence 2024 and 2025. SAIT Capstone Partner of the Year 2024.
Frequently asked questions
Is this the same as IT support?
No. It is a review of how your Microsoft 365 environment is set up and used, not day-to-day technical support. It looks at structure, cost, governance and productivity, and it ends in a report and a roadmap.
Will it disrupt our team?
No. Data collection is read-only and runs in the background. We will ask your staff to answer a short anonymous survey and ask a few people for an interview. Day-to-day work carries on.
Do we need to buy more licences first?
No. The licence review usually finds the opposite: seats assigned to people who left, add-ons nobody uses, and features already included in what you pay for.
Is this an AI readiness assessment?
The Standard and Enterprise scopes include a Copilot and generative AI readiness look: licence deployment, whether your data is ready for it, and whether a usage policy exists. If AI is the question you came in with, say so in the first conversation and we will scope for it.
Is training included?
No. The audit names the training your team needs as part of the roadmap. Our Microsoft 365 training series, Modern Workplace Training, and the wider training catalog are separate.
After the report
After the report
A report that nobody revisits is an expensive PDF. Two things keep it alive, and both are optional.
- A regular check-in. A standing session to track what got done against the roadmap and to refresh the baseline numbers. It is quoted separately, so it never gets bundled into a decision you have not made yet.
- A re-audit when it is worth one. When enough has changed, we run it again against the same baseline, so you can see movement rather than take our word for it.
And if the answer after reading the report is that you want to do it all yourself, that is a good outcome. You will have the list.
Book the conversation
Tell us roughly how many people you have and how your IT is set up. We will tell you which scope fits and what it covers, before you commit to anything.
No cost for the conversation, and no obligation after it.
Book a free consultation
