Every new client engagement at Regroove begins with two assessments. Understanding where an organization is today is the only way to recommend changes that will actually improve how they operate. Here is what each assessment involves and why both matter.
The Technical Assessment
The technical assessment examines your existing infrastructure and security configuration.
For organizations not yet using Microsoft 365, we review the current system architecture to understand how the environment is set up and what gaps exist.
For organizations already on Microsoft 365, we analyze Admin Center policies and settings to determine whether industry best practices are implemented. Configuration choices have a significant downstream impact on how employees use SharePoint and other tools, which informs any architectural recommendations we make.
Key areas the technical assessment covers include:
- Audit logging status
- Retention policies
- Licensing configuration
- Global admin account management
- Group creation policies
- Verified domains
- Security and compliance scores
- Email security (spam, malware, phishing, safe links)
- Data residency location
- Company branding settings
- Endpoint Manager configuration
- Access and sharing settings
- Multifactor authentication status
- SharePoint site creation policies
- Device enrollment and management
- Network connectivity baseline
The Process Assessment
The process assessment is more conversational and is customized to each organization's unique operations. It typically happens as an informal discussion with a Regroove consultant.
We focus on understanding how work actually gets done, not just what technology is in place. Discussion topics include:
- Legacy line-of-business software currently in use
- Desktop applications including which Office versions are being used
- Virtual meeting, calling, and chat tools
- Current file storage locations and organization
Typical questions sound like: "Walk me through your typical workday. What files are you using most? What are you normally doing with those files?" We also ask about versioning practices, how teams collaborate internally, how external collaboration is managed, and whether any specialized file types create workflow challenges.
Why Both Assessments Matter
Technical assessments reveal configuration gaps and security risks. Process assessments reveal how people actually work and where technology is creating friction rather than removing it. Neither is complete without the other.
Organizations that improve only the technical layer without understanding workflows often end up with a more secure but equally frustrating environment. The combination of both assessments is what produces recommendations that people actually adopt.