Collaboration patterns
How teams communicate, coordinate work, share documents, and collaborate with outside parties.
Microsoft 365 Collaboration & Governance Assessment
Microsoft 365 Collaboration & Governance Assessment
Make Microsoft 365 a governed collaboration environment.
The Microsoft 365 Collaboration & Governance Assessment examines how Teams, SharePoint, OneDrive, permissions, external sharing, and lifecycle practices support—or obstruct—the way employees actually work.
Discuss an assessmentTypical warning signs
- Teams, sites, and shared locations have grown without a clear structure
- Employees are unsure where documents should be stored or shared
- Permissions reflect history rather than current roles and responsibilities
- External sharing and guest access are inconsistent or difficult to review
- Microsoft 365 licensing and capabilities are underused or poorly understood
What we examine
The operating conditions behind the problem.
Teams architecture
Team and channel structure, ownership, naming, guest access, meetings, and workspace sprawl.
SharePoint structure
Sites, libraries, navigation, metadata, search, permissions, and alignment with business activities.
OneDrive boundaries
Appropriate personal-work use, organizational records, sharing practices, ownership, and transition risks.
Governance and lifecycle
Provisioning, ownership review, external sharing, retention, archival, deletion, and accountability.
Adoption and supportability
Role-based practices, training needs, administrative capacity, standards, and sustainable operating ownership.
Assessment outputs
A practical, decision-ready package.
The assessment turns current-state evidence into a shared design, clear ownership, and a prioritized path forward.
Current-state workspace map
A practical inventory of collaboration locations, ownership, usage patterns, and material risks.
Collaboration governance model
Defined decisions, roles, standards, review cadence, and escalation responsibilities.
Teams and SharePoint architecture
A future-state structure aligned with how departments, services, projects, and shared work operate.
Permissions priorities
Risk-based actions for ownership, guest access, external sharing, inherited access, and sensitive information.
Lifecycle and naming standards
Repeatable rules for requesting, naming, reviewing, archiving, and retiring collaboration spaces.
Prioritized roadmap
Sequenced remediation, governance, adoption, and implementation actions with accountable owners.
A practical next step