Microsoft Licensing
& Environment Assessment

How It Works

We review your current Microsoft 365 and Azure licensing against what your organization actually uses, where your security settings stand, and whether your environment is set up in a way that will cause problems as you grow.

Licensing Mix Review: Where you’re paying for tiers or add-ons you don’t need, or missing ones that would save money elsewhere

Security Posture Check: Baseline settings compared against common risk areas

Environment Health: Signs of configuration drift, outdated policies, or unused resources

Readiness Checks Where Relevant: Microsoft 365 migration readiness, Azure/endpoint sizing, or Copilot data-and-governance readiness, scoped to what you’re planning

A Written Summary: with specific findings and next steps

Where an Assessment Leads Next

Depending on what we find, the next step usually falls into one of the other four stages:

- Environment needs hardening → Secure
- Migrating or consolidating systems → Modernize- Licenses like Copilot aren’t being used well → Adopt
- Everything’s in good shape → Sustain

Every Sourcepass MCOE engagement follows five stages. Assessment is where it begins.

● Assess → Secure  → Modernize  → Adopt  → Sustain 

● Assess: Understand your licensing, security, and environment

Secure: Harden identity, access, governance, and compliance

Modernize: Migrate, deploy, and clean up the environment

Adopt: Roll out and train so the tools get used

Sustain: Provide on-demand, paid support and optimization guidance

> See How the Stages Work Together