Microsoft 365 Environment Assessment

Know exactly where your Microsoft 365 stands — before someone else finds out.

A fixed-scope, read-only assessment of your identity, security, data protection, mobile policy, compliance, secure score analysis, and Copilot readiness. You get three board-ready reports and a prioritized plan – all within a few days.

Read-only access · Nothing installed · No credentials stored

✓100% read-only — we can’t change anything in your tenant

✓Nothing installed, no agents, no stored credentials

✓Grounded in your real configuration, not a questionnaire

✓Findings in plain business language, priced in hours

Seven areas, one clear picture

What we examine

These are the seven sections of your assessment — the same structure your reports follow, so nothing gets lost between the evidence and the findings.

01

Identity & Access

MFA coverage, Conditional Access policies, admin roles, legacy sign-ins, and guest accounts.

02

Device Compliance

Intune enrollment, compliance policies, and configuration baselines across your devices.

03

Data Security & DLP

Sensitivity labels, retention, and data loss prevention — is confidential data actually protected?

04

Compliance Posture

Audit logging, legal hold readiness, and alignment with HIPAA, PII, ISO 27001, or your frameworks.

05

Collaboration & Sharing

External sharing, anonymous links, Teams guest access, and mailbox forwarding exposure.

06

Licensing & AI Readiness

License utilization and whether your data hygiene is ready for Microsoft Copilot — before you pay for it.

07

Microsoft Secure Score

Your current score, what’s dragging it down, and the quick wins that move it fastest.

The deliverables

Three reports, each written for its reader

Every engagement produces the same three documents — branded, board-ready PDFs delivered to a private SharePoint workspace.

Report 1 · 2 pages

Executive Summary

Your overall posture in plain language: a risk rating, your Secure Score headline, the top 3–5 business risks, and a clear verdict on Copilot readiness. No jargon.

Written for: owners, partners, and executives

Report 2 · Full findings

Detailed Technical Analysis

Every finding across the seven areas, scored Critical to Informational, with the evidence it came from and the specific Microsoft 365 setting that fixes it.

Written for: your IT staff or managed-service provider

Report 3 · The roadmap

Plan of Action & Budget

A phased remediation roadmap — quick wins first — with realistic effort estimates in half-hour increments and a transparent budget you can take to a partner meeting.

Written for: whoever approves the work

About a week, start to finish

How it works

01

Intro call

Twenty minutes. We confirm scope, your license tier, and which admin account you’ll provide. You’ll see the exact permission list before anything runs.

02

Read-only collection

We sign in interactively with the account you provide and gather configuration data — settings and posture, never email or file contents. You can review everything collected.

03

Analysis

Your evidence is analyzed area by area against Microsoft security baselines and your stated compliance frameworks.

04

Report walkthrough

We deliver the three reports and walk you through the findings, the priorities, and what we’d do first — with no obligation to remediate with us.

Get started

Book a call, or tell us about your environment

Fastest: book a 20-minute intro call

Pick a time that works for you. We’ll confirm scope and answer the “what exactly can you see?” questions before anything happens.

or send details first

Prefer email? Reach us directly at info@ais.email.

We reply within one business day. Your details go to our team and nowhere else.

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