Every assessment is tailored to your organisation’s size, technology landscape, business objectives, and availability. Whether you need a focused Microsoft 365 review or a broader IT and cyber security assessment, we agree the approach and scope before any work begins.
1. Initial Consultation
We start with a no-obligation discussion to understand:
- Your organisation and business objectives
- Current challenges or concerns
- Existing suppliers and support arrangements
- Technology priorities and upcoming projects
- Desired outcomes from the assessment
This helps define the most appropriate assessment approach and scope.
2. Information Gathering
Depending on your requirements and availability, information can be gathered through one or more methods:
Discovery Meetings
Structured discussions with key stakeholders to understand technology, risks, processes, and business requirements.
Questionnaires
Simple questionnaires designed to gather information efficiently and minimise disruption.
Remote Technical Assessment
Secure remote review of systems and configurations where appropriate, including Microsoft 365, Azure, security controls, and supporting infrastructure.
Documentation Review
Assessment of existing documentation, policies, procedures, contracts, architecture diagrams, and governance arrangements.
Supplier Engagement
Where required, we can engage directly with your IT provider or MSP to gather technical information and understand current service arrangements.
3. Assessment & Analysis
We analyse the information collected to identify:
- Security risks
- Governance gaps
- Operational vulnerabilities
- Supplier dependencies
- Cost optimisation opportunities
- Technology improvement opportunities
4. Findings & Recommendations
You receive a clear report presenting:
Executive Summary
A board-friendly overview of findings, risks, and priorities.
Detailed Assessment Findings
Technical observations and supporting evidence.
Risk Ratings
Clear prioritisation of issues based on business impact and risk.
Recommended Actions
Practical recommendations categorised into:
- Quick wins
- Short-term improvements
- Medium-term initiatives
- Strategic considerations
5. Presentation & Review
Findings can be delivered in whichever format best suits your organisation:
- Management information report
- Executive briefing pack
- Board presentation
- Executive briefing pack
- Executive briefing pack
- Stakeholder workshop
- One-to-One review session
We explain the findings in business language and answer any questions.
Optional Follow-Up Support
Where required, we can provide ongoing advisory support to help guide improvement activities.
Examples include:
- Prioritisation workshops
- Roadmap development
- Vendor and supplier challenge
- Project assurance
- Virtual CIO (vCIO) services
- Periodic reassessments
Transparent Pricing
We believe in simple and transparent pricing. Following an initial consultation, we will provide a fixed-price proposal that clearly defines:
- Scope of assessment
- Deliverables
- Timescales
- Assumptions and exclusions
- Total cost
This ensures you receive an assessment aligned to your organisation’s requirements, without paying for services you do not need.