Most organisations using Microsoft 365 are getting a fraction of what they're paying for. Not because the tools aren't capable, but because the environment was set up quickly, never properly reviewed, and has quietly accumulated problems ever since — duplicate files, inconsistent permissions, unused licences, tools overlapping with each other, and ways of working that made sense at the time but no longer do.

The M365 Health Check gives you a clear, honest picture of where you stand — and a practical starting point for making things better.

Why it matters

Microsoft 365 isn't a static tool. It evolves constantly, and so does the organisation using it. What was set up two or three years ago may no longer reflect how your team works, what your security requirements are, or what Microsoft now makes possible.

Without a periodic review, problems accumulate invisibly. Sensitive documents end up accessible to people who shouldn't see them. Licences are paid for that nobody uses. Teams channels multiply without structure. SharePoint becomes a place where files go but never get found. And the gap between what you're paying for and what you're actually getting quietly widens.

A Health Check stops that drift — and often identifies quick wins that save time and money immediately.

What we look at

We review your Microsoft 365 environment across six areas:

Licensing — are you paying for the right licences, and are they all being used? We identify where you're over-licensed, under-licensed, or paying for capabilities that are duplicated elsewhere.

Security and permissions — who has access to what, and is that appropriate? We check for overly broad permissions, guest access that's no longer needed, and gaps in your basic security configuration.

Information architecture — how is information organised across SharePoint, OneDrive, and Teams? We assess whether your structure supports how people actually work or creates friction and confusion.

Collaboration and communication — are Teams, SharePoint, and the rest of the suite being used consistently and effectively, or has adoption drifted? We identify where tools are underused, duplicated, or working against each other.

Governance and compliance — are retention policies in place? Is sensitive data being handled appropriately? We flag areas where your current setup may create compliance or data governance risk.

Quick wins — we always identify the changes that can make an immediate practical difference, so you leave with actions you can take straight away as well as a longer-term picture.

What you receive

A short, clearly written report — no jargon, no lengthy technical appendices — covering what we found, what it means in practice, and what we'd recommend doing and in what order. Prioritised so you know where to start, with an honest assessment of what's straightforward to fix and what requires more considered planning.

The report is yours to use however you choose — to act on yourself, to brief an internal IT resource, or as the basis for a wider piece of work with us if that's the right next step.

How it works

The Health Check is delivered entirely remotely. We'll need read access to your Microsoft 365 admin centre for the duration of the review — we'll walk you through exactly what that involves and how to set it up safely. No software installation is required on your side, and access can be removed as soon as the review is complete.

The process takes a day of our time. We'll agree a date, complete the review, and deliver the written report within three working days. The whole thing from booking to report typically takes less than two weeks.

There is no obligation to take any further work with us. The Health Check stands entirely on its own.

Who it's for

The M365 Health Check is right for you if:

You've had Microsoft 365 for more than a year and it's never been properly reviewed. You've grown as an organisation and your setup no longer reflects how you work. You're planning a wider technology or process improvement project and want a clear baseline before you start. You've had a staff member leave and you're not confident permissions and access were properly cleaned up. Or you simply want to know whether you're getting value from what you're paying for.

It works equally well for small businesses, charities, and social enterprises — any organisation running Microsoft 365 that wants an honest, independent assessment of where things stand.