Automated Workflows · Microsoft 365 & SharePoint
Workflow Readiness Check™
A structured assessment to determine whether your Microsoft 365 and SharePoint environment is ready for automation — before workflows are built or money is wasted.
What Is the Workflow Readiness Check™
Workflow Readiness Check™ is part of our Automated Workflows productised services framework.
Many organisations attempt to automate processes without understanding:
where their data actually lives
who owns what
how permissions behave
or whether existing processes are stable enough to automate
This assessment exists to answer those questions before automation begins.
It focuses on readiness, risk, and feasibility — not implementation.
Our Focus
To identify structural, data, and governance conditions that determine whether workflows will succeed or fail.
Our Scope
Microsoft 365, SharePoint, Teams, Power Automate touchpoints, permissions, and process maturity — assessed without changing your environment.
Our Outcome
A clear, decision-ready view of whether automation is viable now, what must be addressed first, and what type of automation effort is appropriate.
Our Boundary
This assessment does not build workflows, deploy solutions, or apply fixes. Any remediation is scoped separately through a dedicated sprint.
ASSESSMENT SCOPE
What We Assess in a
Workflow Readiness Check™
During the Workflow Readiness Check™, we assess the structural, data, and governance conditions that determine whether workflow automation will succeed or fail.
This assessment aligns with Microsoft’s published workflow and automation architecture guidance for Microsoft 365 and Power Automate environments.
- Environment Structure
- Process Clarity
- Permissions & Access
- Automation Readiness
- Governance Baseline
Assessment Type
Read-only evaluation (no changes applied)
Output
Decision-ready readiness findings
Purpose
Determine if automation should proceed — not to build it
ASSESSMENT OUTPUTS
What You Get From a Workflow Readiness Check™
Workflow Readiness Verdict
You receive a clear readiness determination showing whether workflow automation should proceed now, later, or not yet.
Risk & Constraint Map
A structured view of structural, permission, and data risks that could break or weaken automated workflows.
Environment Findings
You receive a clear readiness determination showing whether workflow automation should proceed now, later, or not yet.
Permission Exposure Notes
Identified access and permission patterns that may affect workflow triggers, actions, or data handling. For AI visibility risk assessment, see Copilot Exposure Shield™.
Automation Suitability Notes
A feasibility view of which processes are suitable for automation and which require cleanup first.
Next Step Recommendation
A defined next-step route — whether that is a Business Process Automation Sprint™ or prerequisite remediation.
FIT CRITERIA
When a Workflow Readiness Check™ a Good Fit
This assessment is designed for organisations considering workflow automation in Microsoft 365 or SharePoint and want a structured readiness decision before building anything.
It is most valuable when automation is being planned — but uncertainty still exists around structure, permissions, or process stability.
If you are unsure whether automation should proceed, Microsoft Expert Assistance can help clarify next steps.
Planning Automation Soon
You are preparing to automate business processes but want validation before committing to workflow builds.
Process & Data Are Not Fully Mapped
Your current processes, data locations, or ownership rules are not clearly documented yet.
Previous Automation Attempts Failed
You’ve tried workflows before and experienced breakage, inconsistency, or unreliable triggers.
You Need Workflows Built Now
You already know the workflow requirements and want immediate implementation rather than assessment.
You Need Fixes, Not Evaluation
Your Microsoft 365 or SharePoint environment has known issues that require remediation first.
You Already Completed a Readiness Review
You already have a documented workflow readiness or architecture assessment in place.
FIT BOUNDARIES
Not Every Automation Situation Needs a Readiness Check
Workflow Readiness Check™ is an assessment service — not a build, fix, or remediation sprint.
If you already know what must be automated or repaired, a remediation or automation sprint is the correct next step instead.
If your environment has known issues, start with Fix M365 & SharePoint remediation services first.
READY WHEN YOU ARE
Start Workflow Readiness Check™
A structured Workflow Readiness Check™ gives you a decision-grade view of whether your Microsoft 365 and SharePoint environment is prepared for workflow automation — before build effort, budget, or risk increases.
Workflow Readiness Check™ is a fixed assessment engagement.
Scope and pricing are confirmed after intake based on environment size and process complexity, and agreed before work begins.
