Case Study: SharePoint Health Check

• PowerAutomate
• Copilot
• Power BI

Client Overview

A mid-sized professional services firm with over 250 employees relied heavily on Microsoft 365 and SharePoint to manage documents, collaborate across teams, and store client records. However, employees often complained about slow performance, confusing permissions, and difficulty finding files. The IT leadership suspected that SharePoint was becoming more of a burden than a benefit.

They engaged us to conduct a SharePoint Health Check to identify issues, reduce risks, and improve adoption.

Challenges

Before the assessment, the client faced several critical issues:

• Security Concerns: Overly broad permissions allowed unauthorized users to access sensitive documents.

• Performance Issues: SharePoint sites were slow to load, frustrating employees and reducing productivity.

• Lack of Governance: No clear document retention rules or compliance framework, risking both inefficiency and regulatory exposure.

• Low Adoption: Employees avoided SharePoint altogether, resorting to email and local file storage.

Our Approach

We performed a structured SharePoint Health Check focusing on four key areas:

1. Security & Permissions Review

   • Analyzed existing permissions and access levels.

   • Identified overexposed content and potential risks.

2. Performance Assessment

   • Benchmarked site speed and loading times.

   • Highlighted bottlenecks affecting usability.

3. Governance & Compliance Check

   • Reviewed retention, access, and compliance policies.

   • Compared practices against Microsoft 365 best standards.

4. Actionable Recommendations

   • Delivered a tailored roadmap with 3–5 practical steps to address the highest-priority issues.

Conclusion

The SharePoint Health Check gave the client a clear roadmap to turn their SharePoint from a liability into an asset. With better security, performance, and governance, the platform now supports—not hinders—their growth.

👉 If your SharePoint feels more like a roadblock than a solution, it may be time for a Health Check.