HOW IT WORKS
A simple, transparent process from first call to finished roadmap
No surprises. No jargon. Just clear findings and practical next steps.
STEP 1
Discovery call
We start with a free 30-minute call to understand your Microsoft 365 environment, your current pain points, and what you’re hoping to achieve. There’s no commitment and no sales pitch — just an honest conversation to see if we’re a good fit.
- Free 30-minute video or phone call
- Discussion of your current M365 setup
- Identification of your main concerns
- Clear explanation of next steps
Cost: Free
01
Duration
30 minutes
Format
Video call or phone
02
Duration
1–3 business days
Format
Remote — no site visit required
STEP 2
Environment audit
Using read-only access to your Microsoft 365 admin center, Ben conducts a thorough review of your tenant configuration. This is done remotely and requires no interruption to your day-to-day operations.
- M365 admin center settings
- Security & compliance center
- Azure AD / Entra ID configuration
- Exchange Online mail flow rules
- SharePoint and OneDrive permissions
- Intune device management policies
- Defender for Business settings
- License assignments and usage
STEP 3
Written findings report
Within 5 business days of the audit, you receive a detailed written report covering every issue identified. Each finding is given a risk rating so you know exactly what to prioritize.
- Executive summary (non-technical overview)
- Detailed findings with screenshots
- Risk ratings: High, Medium, Low
- Explanation of each issue and its impact
- Specific remediation instructions
03
Turnaround
Within 5 business days
Format
PDF report delivered by email
04
Included with
Every engagement
Format
Prioritized action checklist
STEP 4
Remediation roadmap
Alongside the findings report, you receive a prioritized action plan that tells you exactly what to fix, in what order, and how to fix it. Quick wins are separated from longer-term projects so your team knows where to start.
- Prioritized by risk level
- Step-by-step remediation instructions
- Quick wins vs longer-term projects
- Written for technical and non-technical staff
- Optional follow-up call to walk through findings
Optional follow-up call
Once you’ve received your report and roadmap, you can optionally book a 60-minute walkthrough call. Ben will take you through every finding, answer questions, and help your team understand the priority actions.
Ready to get started?
Book your free discovery call today and let’s talk about your Microsoft 365 environment.