Microsoft 365 & Google Workspace Management Audit

Which Platform Does Your Business Primarily Use For Email And Documents? Which Platform Does Your Business Primarily Use For Email And Documents? Microsoft 365 Google Workspace A Mix Of Both Not Sure

Who Manages Your Microsoft Or Google Admin Settings And Permissions? Who Manages Your Microsoft Or Google Admin Settings And Permissions? An In-House IT Team An External Provider Or MSP I Think Someone Handles It, But I'm Not Sure No One Actively Manages It

Do All Staff Have The Right Access To The Tools And Files They Need? Do All Staff Have The Right Access To The Tools And Files They Need? Yes — Everything Works Smoothly Mostly — A Few Access Issues No — Access Is Often A Problem Not Sure How Access Is Managed

Are Your Emails And Files Backed Up Outside Of Microsoft Or Google? Are Your Emails And Files Backed Up Outside Of Microsoft Or Google? Yes — We Use A Third-Party Backup I Think So, But I’m Not Certain No — We Rely On Microsoft Or Google Only I Don’t Know

How Well Are Your Security Settings Configured (E.g. MFA, Login Alerts)? How Well Are Your Security Settings Configured (E.g. MFA, Login Alerts)? Fully Configured And Enforced Partially Set Up Minimal Security Settings No Idea

Do You Use All The Tools You're Paying For In Your Plan (E.g. Teams, SharePoint, Google Meet, Drive)? Do You Use All The Tools You're Paying For In Your Plan (E.g. Teams, SharePoint, Google Meet, Drive)? Yes — We Use Them Extensively Some Tools Are Used, Others Not So Much We Barely Use The Tools Not Sure What’s Included

How Do You Handle User Access When Someone Joins Or Leaves The Company? How Do You Handle User Access When Someone Joins Or Leaves The Company? We Have A Clear Process In Place It Gets Done, But It's Not Formalised It's Often Missed Or Delayed We Don’t Have A Set Process

Do You Have Any Concerns Around Data Loss, Sharing Or Internal Access? Do You Have Any Concerns Around Data Loss, Sharing Or Internal Access? Yes — We’ve Had Issues Or Worries A Few Concerns, But Nothing Major No — Everything Seems Fine Not Sure

Are You Getting Strategic Advice On How To Use Microsoft 365 Or Google Workspace More Effectively? Are You Getting Strategic Advice On How To Use Microsoft 365 Or Google Workspace More Effectively? Yes — Regular Reviews And Improvements Occasionally No — We’re Left To Figure It Out We Didn’t Know That Was Possible

Would You Like A Free Review Of Your Current Setup To Spot Unused Features Or Security Gaps? Would You Like A Free Review Of Your Current Setup To Spot Unused Features Or Security Gaps? Yes — That Would Be Helpful Maybe — I’d Like To Learn More Not Right Now Already Reviewing Internally

Full Name

Company Name

Email Address

Phone Number

Any Additional Notes?

Would You Like Us To Contact You About Your Results? Would You Like Us To Contact You About Your Results? Yes, Please Follow Up With Me No, Just Browsing For Now