Why clean files, permissions, workflows, and Microsoft 365 foundations matter before adopting practical AI automation.
What to review first
Start with the business problem, not the tool. Review who needs access, which systems matter, how users are supported, and where downtime or data loss would hurt the business.
Practical checklist
Look at Microsoft 365 users, MFA, admin roles, SharePoint permissions, device security, backup coverage, recovery testing, vendor ownership, documentation, and escalation paths.
- Confirm who owns IT support and escalation.
- Review Microsoft 365 users, permissions, MFA, and admin roles.
- Check endpoint protection, email security, and backup readiness.
- Document key vendors, licenses, and renewal dates.
- Create a short roadmap with immediate, next, and later actions.
Where Scallex can help
Scallex can help you review the current state, identify priority gaps, and create a practical roadmap for support, security, cloud, backup, and automation readiness.