SAMPLE MICROSOFT 365 REVIEW
Clear findings your team can act on.
A Microsoft 365 review should do more than produce a long technical report. These illustrative examples show how Pronto Tech turns observations into business context, ownership and a practical next step.
WHAT YOU RECEIVE
A prioritized findings summary.
Each environment is different. The examples below are not findings about your organization; they show the format and level of detail you can expect. Scope and timing are confirmed after an initial conversation.
Unused or mismatched licenses
- Why it matters
- Unneeded licenses raise recurring cost, while the wrong plan can omit a required security or management feature.
- Owner
- Business leadership and Microsoft 365 administrator.
- Next action
- Confirm role requirements, remove unused assignments and standardize license choices.
Privileged access needs tighter control
- Why it matters
- Every standing administrator account increases the impact of stolen credentials or an avoidable mistake.
- Owner
- Microsoft 365 administrator and security lead.
- Next action
- Reduce unnecessary admin roles, require strong MFA and separate daily work from privileged access.
External sharing is broader than intended
- Why it matters
- Old guest accounts and open sharing links can leave information available after the original need has passed.
- Owner
- Department leaders and Microsoft 365 administrator.
- Next action
- Review guests and anonymous links, define expiration rules and establish recurring access reviews.
Recovery assumptions are untested
- Why it matters
- Retention is not always a substitute for independent backup, and recovery may take longer than expected.
- Owner
- Business continuity owner and IT provider.
- Next action
- Document requirements, confirm coverage and test representative file and mailbox restores.
The environment is not ready for the next project
- Why it matters
- Inconsistent identities, permissions or data locations make migrations, acquisitions and AI tools harder to deploy safely.
- Owner
- Business sponsor and technology lead.
- Next action
- Resolve the highest-impact identity and information-governance gaps before starting.
START WITH CONTEXT
Get a review tied to how your business works.
Tell us what has changed, what concerns you and what Microsoft 365 needs to support next.
MICROSOFT 365 RESOURCES
Find cost and risk gaps before the next project.
Use the worksheet yourself, see the format of a focused review or bring the topic to your leadership team in a short workshop.