---
title: Assessment & Planning for Microsoft 365 | Get Started with Ravanty
description: "Assess and plan your transition to Microsoft 365 with our comprehensive service. Gain visibility into your existing environment and receive actionable recommendations for a successful transition. AssessPak365 offers two components: CloudAssess for readiness assessment and SecureAssess for evaluating security posture. Get started now!"
image: https://www.ravanty.com/hubfs/Assess%20and%20Plan%20for%20Microsoft%20365.png
---

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 ASSESSMENT & PLANNING

# **Plan for Microsoft 365**

### Proper Planning Leads to Successful Outcomes

Ravanty’s Microsoft 365 assessment services comprised of two components. The first one **CloudAssess365**, is designed to assess your existing environment in the interest of and in preparation for a Microsoft 365 transition. This will provide visibility into pertinent actionable items and the ability to prioritize based on the importance and impact of specific recommendations for your Microsoft 365 transition.

The second one **SecureAssess365**, is designed for existing Microsoft 365 customers, to provide visibility into their Security Posture and provide recommendations accordingly. Regardless of the complexity of your existing environment, this offering can be rightsized for your organization’s needs.

[GET STARTED](https://www.ravanty.com/contact-us?hsLang=en)

![Microsoft_365_Logo](https://www.ravanty.com/hs-fs/hubfs/Microsoft_365_Logo.png?width=300&height=330&name=Microsoft_365_Logo.png)

 

## **CloudAssess365**

Readiness Assessment for Microsoft 365 Transition. Identify dependencies in your existing environment across Identity, Messaging, and Collaboration. Create a concise roadmap for your transition with actionable items and recommendations. We will help you determine critical path items, surface risks and considerations, and prepare your business for successful transition.

#### Microsoft Entra ID (Azure AD) Preparedness

- Identity / Active Directory discovery
- Identity and Access Management requirements
- Identity Synchronization
- Authentication Envisioning
- Multi-factor Authentication Requirements
- Conditional Access Use Cases & Strategy
- Self-Service Password Reset Requirements
- Password Policies Requirements
- Baseline Security & Governance Requirements
- Entra ID Enhanced Security (if applicable)

#### SharePoint Online, OneDrive for Business, Teams Planning

- Collaboration Environment Readiness Assessment (content inventory, taxonomy, sites, file shares, document repositories)
- Site and information architecture requirements and mapping
- Workflows, integrations, forms
- Security & Governance Requirements
- Sensitive Information Types and Data Loss Prevention Use Cases
- Teams Governance Requirements: DLP, Defender for Office, Guest Access, External Access, Federation of Domains, Security settings within Teams

#### Messaging Discovery & Planning

- Exchange or non-Exchange Email Platform Discovery (includes all mailboxes, archives, existing configurations, rules, policies, settings, archiving, eDiscovery, DLP, MRM, retention requirements, message encryption)
- SMTP relays for Line of Business Apps
- Dynamic, Distribution, and Security Group considerations
- Email security settings including malware policies, anti-spam policies, anti-phishing policies, and quarantine settings
- SPF, DKIM, DMARC and best practices
- Hybrid and virtual environment requirements
- Microsoft 365 Apps and Office Pro Plus package implementation

## **SecureAssess365**

Designed for existing Microsoft 365 customers, to provide assessment and evaluation of security posture and gauge recommendations and actionable items within Microsoft 365 security environment across Identity, Devices, Apps & Data. Regardless of the complexity of your existing environment, this offering can be rightsized for your organization’s needs. 

#### Identity

- Identity and Access Management Requirements
- Authentication Envisioning
- Multi-factor Authentication Requirements
- Conditional Access Use Cases & Strategy
- Self-Service Password Reset
- Password policies
- Baseline Security & Governance
- User and Sign-in Risk Policies
- Blocking of legacy unsecured protocols
- Using least privileged administrator roles
- All other security mechanisms to protect user identities in Azure Active Directory
- Entra ID Enhanced Security
- Privileged Identity Management

#### Apps & Data

- Security Assessment Across Exchange Online, SharePoint Online, OneDrive for Business, and Teams
- Messaging Security and anti-phishing protection and other messaging recommendations
- Security & Governance Policy Recommendations
- Sensitive Information Types and Data Loss Prevention
- Data Retention Recommendations
- Teams Governance: DLP, Defender for Office, Guest Access, External Access, Federation of Domains, Security settings within Teams
- Microsoft Teams meetings, chat, content, and calling
- Sensitivity level data classifications and labeling
- Other relevant capabilities with Microsoft Information Protection and securing data in Microsoft 365

#### Devices

- Discovery of misconfigured scenarios
- Map current configurations to vulnerabilities which can be remediated
- Collect and monitor changes of security control configuration state from all assets
- Provide recommendations across protocols, network access, local accounts, Office apps, Windows/Defender firewall, untrusted and unsigned processes, BitLocker and many more recommendations as may be applicable to your environment

 READINESS BRIEFING FOR MICROSOFT 365 TRANSITION

## **Cloud Explore**

This readiness briefing will allow you and your stakeholders to understand the capabilities of Microsoft 365 services and gather recommendations to help you get the most out of Microsoft’s advanced applications. Identify dependencies in your existing environment across Identity, Messaging, Collaboration, Endpoints, and Security.

- Stakeholder Envisioning Session
- Assess business challenges​
- Explore Microsoft 365 capabilities​
- Prioritize Use Cases and Success Criteria​
- Strategic Roadmap​
- Recommended Integrations with Cost Take-out​
- Implementation and Adoption Recommendations
- ​Virtual Demo as applicable

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